一条高确定性的长周期投资主线!

证券市场周刊市...
Sep 26

文 |尚扬人工智能热潮下,近期半导体业利好频出,二级市场股价持续表现。虽然周五有所调整,但业内人士认为,科技是长期主线,只要大趋势不破位,调整之后仍是机会,且接下来还能够吃到大肉。展望后市,半导体设备材料的国产化率长期将提升,相关公司业绩提升是大趋势,而在全球半导体景气度持续较高后,资本开支扩张也利好设备材料等公司的盈利预期。结合机构最新动向,9月份以来,半导体概念正在被机构高度关注、积极调研。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10