电子行业周报:云基建长周期景气度再获强化 RUBINCPX利好服务器和PCB等环节

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本周电子细分行业大幅修复。申万电子二级指数年初以来涨跌幅分别为:半导体(+36.02%)/其他电子Ⅱ(+35.42%)/元件(+102.57%)/光学光电子(+9.79%)/消费电子(+41.67%)/电子化学品Ⅱ(+34.99%) ; 本周涨跌幅分别为半导体(+6.52%)/其他电子Ⅱ(+8.06%)/元件(+11.33%)/光学光电子(+0.85%)/消费电子(+5.17%)/电子化学品Ⅱ(+...

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