开源证券近日发布电子行业周报：本周（2025.12.1-2025.12.5）电子行业指数涨1.17%，受益于AI眼镜催化与面板行业供需格局改善，光学光电领涨，涨幅达4.28%，消费电子涨1.32%，半导体涨1.02%。海外科技方面，随降息预期升温及全球风险偏好修复，北美三大指数上涨，费城半导体涨3.84%，特斯拉涨5.77%，Meta涨3.93%、英伟达涨3.06%。以下为研究报告摘要：市场回顾：...
Source Link开源证券近日发布电子行业周报：本周（2025.12.1-2025.12.5）电子行业指数涨1.17%，受益于AI眼镜催化与面板行业供需格局改善，光学光电领涨，涨幅达4.28%，消费电子涨1.32%，半导体涨1.02%。海外科技方面，随降息预期升温及全球风险偏好修复，北美三大指数上涨，费城半导体涨3.84%，特斯拉涨5.77%，Meta涨3.93%、英伟达涨3.06%。以下为研究报告摘要：市场回顾：...
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