电子行业研究:美国签订中东AI芯片大单 主权AI拉动基建投资

信达证券股份有...
18 May

本周申万电子细分行业涨跌不一。申万电子二级指数年初以来涨跌幅分别为:半导体(+1.47%)/其他电子Ⅱ(-4.06%)/元件(-1.69%)/光学光电子(-5.49%)/消费电子(-8.20%)/电子化学品Ⅱ(+3.50%);本周涨跌幅分别为半导体(-1.69%)/其他电子Ⅱ(-1.49%)/元件(+0.19%)/光学光电子(+0.26%)/消费电子(+1.12%)/电子化学品Ⅱ(-1.79%)。...

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