【行情回顾】本周市场整体上涨，电子行业表现高于市场整体平均。本周沪深300指数上涨1.09%，上证指数上涨0.69%，深证成指数上涨2.04%，创业板指上涨3.17%。申万电子指数上涨2.15%，在31 个申万行业中涨幅排名第7。今年以来，申万电子指数上涨6.49%，排名18/31。【本周观点】当前时点，继续建议关注国产算力自主可控&海外ASIC 产业链的投资机会：自主可控方向： 国内先进逻辑制程...
Source Link【行情回顾】本周市场整体上涨，电子行业表现高于市场整体平均。本周沪深300指数上涨1.09%，上证指数上涨0.69%，深证成指数上涨2.04%，创业板指上涨3.17%。申万电子指数上涨2.15%，在31 个申万行业中涨幅排名第7。今年以来，申万电子指数上涨6.49%，排名18/31。【本周观点】当前时点，继续建议关注国产算力自主可控&海外ASIC 产业链的投资机会：自主可控方向： 国内先进逻辑制程...
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