11月收官周科技股强势回归,光模块、芯片国产化催化密集,12月怎么走?

同壁财经
Dec 01

11月最后一个交易日,市场主要围绕谷歌方向发酵,光模块等产业链反弹带动科技主题回归,上游半导体设备ETF(561980)收涨1.79%,最新规模26.98亿,年内份额增幅97.4%。从11月整体表现来看,由于业绩、政策真空期影响以及前期高位板块调整需求,31个申万一级行业中整月度仅有13个行业录得正收益,排名前三的分别是申万综合指数、银行和纺织服饰。但从11月最后一周的市场来看,前期扰动市场的各类...

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