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兰州一货车失控从山路冲下连撞多车

AI算力需求爆发，半导体设备ETF广发涨1.80%_蜘蛛资讯网

深圳通报：杰我睿公司已启动兑付

式增长已成为重要的需求增量来源。万联证券表示，从基金重仓配置偏好来看，AI算力建设和半导体自主可控为基金机构重点关注的方向。1）AI算力与存力建设，AI算力与存力建设方兴未艾，推动PCB、存储等产业链公司业绩转好，建议关注算力产业链中PCB、存储等景气度较高的细分赛道。2）半导体自主可控，国内晶圆厂加速导入上游国产设备及材料，国内半导体厂商市场份额有望逐步提升，建议关注半导体自主可控的投资机遇。野

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