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跃。同时，国内晶圆厂良率快速爬坡，先进封装订单量持续增长，供应链瓶颈正逐步缓解，未来几年芯片行情将反复演绎。　　房俊一：本轮行情的核心驱动是国产替代逻辑进一步明确。之前对于整体AI产业链来说，无论海外还是国内，整体景气度韧性和趋势都持续得到验证，即总量需求得到验证；当前DeepSeek明确适配后，国产算力以及相关产业链对海外对标企业业务的替代趋势进一步明确，业绩天花板打开。这不仅是短期情绪驱动，更

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