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国台办回应把台湾打造成豪猪言论

半导体涨价潮来袭！科创综指ETF富国（589600）、科创200ETF富国（589780）盘中涨超2%_蜘蛛资讯网

美股存储板块大幅回调

多只个股纷纷收获20CM涨停。　　消息面上，全球半导体涨价潮持续扩散，台积电宣布12英寸驱动IC代工价格上调30%，日本信越化学硅产品全球涨价逾10%。AI算力需求从GPU向CPU全面扩展，国产AI芯片厂商2026年景气度持续提升，国产化率加速跃升。　　研究机构指出，半导体板块整体向好，材料涨价潮蔓延；AI需求驱动下半导体硅片行业正进入上行周期，涨价逻辑有望在2026年二季度兑现。　　科创综指ET

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