英伟达H20芯片来了,TMT板块能否破局?

招商证券
Jul 16, 2025

周三,A股窄幅整理,盘面热点散乱。A股成交1.46万亿,上日成交1.64万亿。上午医药板块火了,联环药业等10多只股直接涨停,消息面上,虽说没直接的政策利好,但最近中央城市工作会议提了“反内卷”政策,市场可能在估计医药集采政策会松一点。另外,动物疫苗概念里的生物股份也涨停了,估计是高温天里畜禽疫病防控的需求上来了。不过,有机构表示这逆势大涨更像是资金在AI、机器人这些高位板块调整后,找补涨的结果。...

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