谢治宇、章晖等

9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。投资人士认为，全球半导体供不应求的格局有望延续，高景气度的持续性提供了板块持续超预期的动力。同时，国产半导体板块已经进入战略扩张期，再一次的量价齐升或已到来。

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