中信建投：关注半导体材料进口替代
2026-07-16 00:16:11
据36氪报道，中信建投研报指出，当前AI通胀传导至材料端，材料环节标的分散且多数强势公司在日本，2025年下半年以来双边关系紧张加速。供给端进口替代与需求端AI通胀形成组合，该机构判断对日本进口替代主题将有更多演绎空间，建议关注国内半导体材料企业加速进口替代的认证节奏及投资机会。
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