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【公告全知道】光刻机+第三代半导体+光模块+6G+华为海思!公司零部件应用于光刻机
财联社· 2025-09-24 15:12
Group 1 - The article highlights the importance of weekly announcements related to the stock market, including key events such as suspensions, investments, acquisitions, and performance reports, which help investors identify potential opportunities and risks [1] - Specific companies are mentioned for their involvement in advanced technologies: one company provides components for lithography machines, while another has launched its first KrF process front-end coating and developing equipment, with clients including Xinkailai [1] - A company is noted for delivering the first high-speed testing machine used in the semiconductor memory testing segment, which is applicable in storage chips, computing power, AR/VR, and robotics [1]
周末大事儿!“帮主郑重”为你解读A股那些事儿
Sou Hu Cai Jing· 2025-05-25 15:49
哈喽各位股民朋友!我是帮主郑重,在财经圈摸爬滚打20年,别的不敢说,中长线投资这事儿咱门儿清!今儿周末闲着没事儿,咱就唠唠这周末影响A股 的那些「大新闻」,掰开揉碎了给大伙讲明白,下周开盘心里也好有个谱儿! 二、国内政策划重点!这些板块要「发光」 咱国家最近憋了个大招——全力搞「高质量发展」,这词儿听着虚,实则暗藏玄机! • 科技创新:周末要是传来某企业研发出「卡脖子」技术的消息,别犹豫,这类「硬科技选手」就是A股未来的「三好学生」。想想看,连光刻机零部件 都能自己造了,股价能不「起飞」? • 消费升级:快到年底了,促消费政策可能扎堆儿来!周末要是看到「家电以旧换新补贴加码」「新能源汽车下乡」这类消息,赶紧瞅瞅消费板块,尤其 是跟咱老百姓生活贴得近的「吃喝用度」企业,旺季来了! 划重点:政策就像「风向标」,跟着国家战略走,咱散户也能「站在风口上」! 三、新能源又双叒叕有新动作?这波机会别错过! 新能源圈儿就没消停过!周末要是刷到「光伏补贴延长至2030年」「某车企固态电池量产」这类消息,麻溜儿记下来! 一、国际政策风吹草动,A股咋应对? 最近全球经济跟坐过山车似的,欧美那旮旯又开始折腾货币政策了!简单说,要是 ...