$北方华创(0023_老虎社区_美港股上老虎

老刘该睡了
2025-02-05

$北方华创(002371)$ 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。

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