电子行业周报:高端国产化浪潮起 消费电子性价比凸显

华源证券
21 Apr

本周电子板块行情回顾:参考中证行业指数,本周电子指数下跌1.02%,其中消费电子指数下跌1.23%,半导体指数下跌0.63%,中美关税冲突引发市场对于电子行业景气度的担忧。我们认为从行业周期角度来看,当前产业链行业库存正常化进程正在稳定推进,下游逐步改善,因此周期节奏有望稳健向上;同时中美关税冲突或将再次引发产业链核心环节的国产化浪潮,重视波动中存在的投资机会。景气度如何:参考全球半导体芯片销售额...

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