tip.createStockTips (event,hs_002384,东山精密) href=/002384/〉东山精密（002384）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002463,沪电股份) href=/002463/〉沪电股份（002463）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603228,景旺电子) href=/603228/〉景旺电子（603228）】、【生益电子】。  2）PCB设备：受益于高阶PCB需求增长，PCB设备订单增长。建议关注：【芯碁微装】、【大族数控】、【东威科技】、【日联科技】。  3）PCB材料：PCB及国产替代扩大带动相关材料产品需求提升。建议关注：【天承科技】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603124,江南新材) href=/603124/〉江南新材（603124）】。  4）存储：供需结构带动的价格上涨。建议关注：【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603986,兆易创新) href=/603986/〉兆易创新（603986）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300475,香农芯创) href=/300475/〉香农芯创（300475）】、【普冉股份】、【江波龙】、【佰维存储】。  5）自主可控：半导体asic芯片和设备端受益于贸易壁垒，国产化
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