半导体概念股走强，信息技术ETF涨逾1%

每日经济新闻12-20 10:21

每经记者叶峰每经编辑肖芮冬信息技术概念股走高，中芯国际涨超6%，北方华创、海光信息、韦尔股份涨超1%。受盘面影响，跟踪中证全指信息技术指数的ETF涨逾1%。有券商表示，不管是从供给端，还是从需求端（云厂商资本开支Q1、Q2大幅增长）验证，AI需求保持强劲，未来AI在端侧应用及其他应用有望快速落地，继续看好AI驱动、消费电子创新/需求复苏及自主可控，重点关注...

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