点击关注,博览更多!。。。9月24日,半导体产业链再次迎来涨停潮。实际上,过去两个多月半导体板块大部分时候都显著跑赢大盘。而在近期市场偏好有所回落,诸多前期热门科技题材不同程度回调的大势下,半导体相关概念仍是少数表现极为坚挺的科技题材之一。为何半导体产业链能无惧短线大势及热点风格的轮动,延续强势?分析指出,除了行业基本面的持续提升景气,政策对国产替代支持力度持续放大带来的估值提升预期,另有两大短...
Source Link点击关注,博览更多!。。。9月24日,半导体产业链再次迎来涨停潮。实际上,过去两个多月半导体板块大部分时候都显著跑赢大盘。而在近期市场偏好有所回落,诸多前期热门科技题材不同程度回调的大势下,半导体相关概念仍是少数表现极为坚挺的科技题材之一。为何半导体产业链能无惧短线大势及热点风格的轮动,延续强势?分析指出,除了行业基本面的持续提升景气,政策对国产替代支持力度持续放大带来的估值提升预期,另有两大短...
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