电子行业双周报:GROK4正式发布 PERPLEXITYAI推出浏览器

东莞证券
Jul 11, 2025

投资要点:行情回顾及估值:申万电子板块近2周(06/27-07/10)累计上涨2.12%,跑赢沪深300指数0.49个百分点,在申万行业中排名第19名;板块7月累计下跌0.25%,跑输沪深300指数2.13个百分点,在申万行业中排名第27名;板块今年累计上涨3.75%,跑赢沪深300指数1.84个百分点,在申万行业中排名第20名。估值方面,截至7月10日,SW电子板块PE TTM(剔除负值)为...

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