25Q3 电子景气度边际持稳，多数子板块已连续增长多季。本季度苹果新品需求、AI 相关需求强劲；存储涨价趋势迅猛且预计将延续，总体上表现亮眼板块包括果链、算力、存储等。申万电子指数在第三季度以来有所抬升，第三季度开始电子板块风险偏好优化，指数市盈率最高达69 倍。电子行业 25Q3 营业收入同比增长 19%，位居全行业第3；归母净利润同比增长50%，位居全行业第8。半导体设备：下游需求带动。...
Source Link25Q3 电子景气度边际持稳，多数子板块已连续增长多季。本季度苹果新品需求、AI 相关需求强劲；存储涨价趋势迅猛且预计将延续，总体上表现亮眼板块包括果链、算力、存储等。申万电子指数在第三季度以来有所抬升，第三季度开始电子板块风险偏好优化，指数市盈率最高达69 倍。电子行业 25Q3 营业收入同比增长 19%，位居全行业第3；归母净利润同比增长50%，位居全行业第8。半导体设备：下游需求带动。...
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