科创50指数跌幅扩大至4%，佰维存储大跌10%，晶合集成跌超9%，盛美上海、中芯国际等股跌超5%。机构看后市兴业证券：新一轮上行动能已蓄势，重视三季报景气线索，包括军工、反内卷等兴业证券表示，经历9月以来的震荡整固后，新一轮上行动能已在蓄势。而随着10月三季报交易陆续展开、月末密集重磅会议提振政策预期，往后结构上可交易的线索也将更加丰富。以景气和产业趋势为核心，重视三季报景气线索、“十五五”规划...
Source Link科创50指数跌幅扩大至4%，佰维存储大跌10%，晶合集成跌超9%，盛美上海、中芯国际等股跌超5%。机构看后市兴业证券：新一轮上行动能已蓄势，重视三季报景气线索，包括军工、反内卷等兴业证券表示，经历9月以来的震荡整固后，新一轮上行动能已在蓄势。而随着10月三季报交易陆续展开、月末密集重磅会议提振政策预期，往后结构上可交易的线索也将更加丰富。以景气和产业趋势为核心，重视三季报景气线索、“十五五”规划...
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