从中长期看,万联证券认为,科技摩擦加剧背景下,有望推动我国芯片厂商技术升级、我国AI芯片等高尖端科技领域加速突破;此后若海外市场加大贸易出口管制力度,国内半导体产业链相关厂商的市场份额有望进一步提升
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