投资摘要:行业回顾:上半年计算机指数在DeepSeek 等技术催化下跑赢大盘。纵向看,得益于一季度DeepSeek 催化,计算机指数上半年跑赢大盘,截至25 年5 月31 日,计算机行业指数自年初累计上涨1.65%,跑赢沪深300 指数4.07pct。横向看,计算机板块上半年整体表现居中,收益率在申万一级31 个子行业中排名第14,并强于大盘走势,行业风格上今年上半年科技板块整体处于相对劣势。从...
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