【华鑫电子通信|行业周报】第二届湾芯展成功举办,ASML、台积电Q3业绩大增

华鑫研究
Oct 21

投资要点▌ 上周回顾10月13日-10月17日当周,申万一级行业涨跌呈分化的态势。其中电子行业下跌7.14%,位列第31位。估值前三的行业为计算机、国防军工、房地产,电子行业的市盈率为67.51。电子行业细分板块比较,10月13日-10月17日当周,电子行业细分板块均呈下跌态势。其中,半导体设备跌幅最大,达到-9.52%。估值方面,模拟芯片设计、LED、数字芯片设计板块估值水平位列前三,半导体材料...

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