国产替代概念活跃，半导体材料ETF 低开高走，涨超1%

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截至11:01，半导体材料ETF涨1.03%，有望两连阳，持仓股江化微涨停，文一科技触及涨停板，华海诚科、拓荆科技跟涨。截至11月27日，半导体材料ETF规模4.3亿元，较年初暴增近20倍，反映投资者对半导体上游板块信心。国泰君安认为，先进封装作为提升芯片性能的又一利器，或加速发展对冲国内前道制造落后状态。半导体市场复苏态势向好，投资者不妨关注半导体材料ETF及其联接基金（A类：020356、C类...

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