特朗普宣佈停火破裂，美軍擴大襲擊範圍，伊朗放話反擊，衝突行情又要回歸了？原油兩天急漲之後，接下來最應該看什麼？把這件事看錯，可能會在下輪劇本切換中買單！

美國總統特朗普：我們必須更快地生產防禦裝備。

A-share semiconductor materials stocks rallied; Shanghai Hejing hit its daily trading limit after its Zhengzhou subsidiary brought its Phase II 12-inch large-silicon wafer R&D and industrialization line into full production. With the line online, 12-inch epitaxial wafer capacity will gradually increase to 1.2 mln wafers/year. The company said the phased capacity release will align with domestic leading foundries' incremental demand and speed substitution of imported products, and that a planned SOI joint venture could weaken overseas vendor dominance and capture domestic substitution and emerging-application demand, amid structurally expanding high-end silicon wafer market prospects.