(以下内容从爱建证券《电子行业周报:AI算力需求爆发,带动半导体设备、存储赛道景气度上行》研报附件原文摘录)投资要点:本周(2026/1/26-2/1)SW电子行业指数(-2.51%),涨跌幅排名19/31位,沪深300指数(+0.08%)。SW一级行业指数涨跌幅前五分别为:石油石化(+7.95%),通信(+5.83%),煤炭(+3.68%),有色金属(+3.37%),农林牧渔(+1.82%),...
Source Link(以下内容从爱建证券《电子行业周报:AI算力需求爆发,带动半导体设备、存储赛道景气度上行》研报附件原文摘录)投资要点:本周(2026/1/26-2/1)SW电子行业指数(-2.51%),涨跌幅排名19/31位,沪深300指数(+0.08%)。SW一级行业指数涨跌幅前五分别为:石油石化(+7.95%),通信(+5.83%),煤炭(+3.68%),有色金属(+3.37%),农林牧渔(+1.82%),...
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