核心观点行情回顾：1月1日-1月23日期间，沪深300涨跌幅为2.03%，电子板块涨跌幅为13%，半导体行业涨跌幅为18.91%。细分来看，半导体设备涨跌幅为21.47%，半导体材料和电子化学品涨跌幅分别为23.95%和20.11%，集成电路封测行业涨跌幅为34.51%，模拟芯片设计和数字芯片设计涨跌幅各自为14.49%和20.03%。在此期间，半导体板块表现较好，核心驱动是产业链景气度提升预期...
Source Link核心观点行情回顾：1月1日-1月23日期间，沪深300涨跌幅为2.03%，电子板块涨跌幅为13%，半导体行业涨跌幅为18.91%。细分来看，半导体设备涨跌幅为21.47%，半导体材料和电子化学品涨跌幅分别为23.95%和20.11%，集成电路封测行业涨跌幅为34.51%，模拟芯片设计和数字芯片设计涨跌幅各自为14.49%和20.03%。在此期间，半导体板块表现较好，核心驱动是产业链景气度提升预期...
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