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学习笔记:信号与信心,关于芯片

  • 2026-01-10 10:06:12
学习笔记:信号与信心,关于芯片

学习笔记：信号与信心，关于芯片

国家队大基金突然加仓中芯国际H股，持股比例从4.79%飙到9.25%，几乎翻倍，这动作比财报里的数字更值得划重点。作为中芯国际的第二大股东，大基金这次出手，明摆着是在给半导体行业打强心针。要知道，中芯国际不仅是国内芯片制造的“扛把子”，更是全球晶圆代工市场的“中国名片”。大基金的逻辑很简单：芯片是科技的粮食，而中芯国际是能端稳这碗饭的关键选手。

这次加仓，不只是钱的事，更是信心的信号。从政策到市场，国产芯片替代的浪潮已经起来了。中芯国际的港股最近也跟着“沸腾”，大基金这一波操作，既是对中芯技术的认可，也是在为整个半导体产业链“撑腰”。

对咱们普通人来说，这背后藏着两层机会：一是关注半导体板块的长期价值，尤其是那些真正在核心技术上有突破的企业；二是理解国家意志下的产业变革——芯片不是“炒”出来的，而是“熬”出来的。这次大基金的加仓，或许就是新一轮国产替代加速的起点。未来，谁掌握了芯片，谁就掌握了科技时代的话语权。

不定时分享自己的学习笔记与❤️🉐
✅欢迎转发，感谢点赞关注，更感恩您的打赏
#财经新闻热点 #半导体行业强心针 #国家队大基金动作 #芯片投资动态 #投资信心分析

刘可顾勇

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      139. /yingpanguazai/ssd/ssd1/www/no.67808.cn/runtime/temp/6df755f970a38e704c5414acbc6e8bcd.php ( 12.06 KB )
      140. /yingpanguazai/ssd/ssd1/www/no.67808.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
      1. CONNECT:[ UseTime:0.001150s ] mysql:host=127.0.0.1;port=3306;dbname=no_67808;charset=utf8mb4
      2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001688s ]
      3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000672s ]
      4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000607s ]
      5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001314s ]
      6. SELECT * FROM `set` [ RunTime:0.000520s ]
      7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001343s ]
      8. SELECT * FROM `article` WHERE `id` = 458087 LIMIT 1 [ RunTime:0.000968s ]
      9. UPDATE `article` SET `lasttime` = 1768257763 WHERE `id` = 458087 [ RunTime:0.022725s ]
      10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000714s ]
      11. SELECT * FROM `article` WHERE `id` < 458087 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001176s ]
      12. SELECT * FROM `article` WHERE `id` > 458087 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000931s ]
      13. SELECT * FROM `article` WHERE `id` < 458087 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001737s ]
      14. SELECT * FROM `article` WHERE `id` < 458087 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001967s ]
      15. SELECT * FROM `article` WHERE `id` < 458087 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.015552s ]
      0.182637s