核心观点市场行情回顾过去一周（06.23-06.27），SW 电子指数上涨4.61%，板块整体跑赢沪深300 指数2.66 个百分点，从六大子板块来看，其他电子Ⅱ、元件、半导体、消费电子、电子化学品Ⅱ、光学光电子涨跌幅分别为7.88%、6.66%、4.55%、3.99%、3.53%、3.49%。核心观点受AI 推动，预计到2028 年先进芯片制造产能将增长69%。美国加州时间2025 年6 月25...
Source Link核心观点市场行情回顾过去一周（06.23-06.27），SW 电子指数上涨4.61%，板块整体跑赢沪深300 指数2.66 个百分点，从六大子板块来看，其他电子Ⅱ、元件、半导体、消费电子、电子化学品Ⅱ、光学光电子涨跌幅分别为7.88%、6.66%、4.55%、3.99%、3.53%、3.49%。核心观点受AI 推动，预计到2028 年先进芯片制造产能将增长69%。美国加州时间2025 年6 月25...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.