$北方华创(0023_老虎社区_美港股上老虎

$北方华创(002371)$ 北方华创的刻蚀机进入中芯国际产线。政策补贴+国产替代双轮驱动下，设备厂商的订单能见度已排至2025年，技术迭代速度超预期。

北京时间周六凌晨1:00，特朗普宣布下周将对多个国家宣布对等关税。在他宣布这个消息前一个小时，路透社记者和福克斯新闻已经在社交媒体上提前透露，并引发了美股、黄金、美债跳水。【股市波动加剧，对此你有何看法？本周科技巨头多数回调，现在你会保持观望，还是逢低上车？】

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