前几日强势的芯片半导体今天迎来了调整，获利盘在早盘涌出后个股逐渐在修复。对于科技板块，我依然看好。从三季报的业绩来看，国内的芯片半导体各环节的景气度依然较高，叠加国产替代这一逻辑，产业链的需求持续向上。政策面来看，国内的芯片半导体行业在大环境的驱动下，未来3-5年都存在较好的发展机遇。强风格转换下，芯片半导体的资金介入程度较深，短期内的调整不改长期的趋势，而且今天的调整属于一个炼金石。 基本面优秀，有资金承接的标的会抗住分歧，反映到盘面上就是低开下杀之后高走，歌尔股份、韦尔股份、晶方科技、长电科技就属于这类，投资者后期可以重点关注这类标的。
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