电子行业周报:DRAM紧缺加速蔓延,2025Q3全球OLED显示器出货量季增12%

上海证券
Nov 26, 2025

(以下内容从上海证券《电子行业周报:DRAM紧缺加速蔓延,2025Q3全球OLED显示器出货量季增12%》研报附件原文摘录)核心观点市场行情回顾过去一周(11.17-11.21),SW电子指数下跌5.89%,板块整体跑输沪深300指数2.12个百分点,从六大子板块来看,电子化学品Ⅱ、光学光电子、元件、消费电子、半导体、其他电子Ⅱ涨跌幅分别为-3.71%、-4.96%、-5.36%、-5.62%、-...

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