半导体行业双周报:存储芯片公司25Q4业绩表现亮眼

东莞证券
Feb 06

半导体行业指数近两周涨跌幅:截至2026年1月22日,申万半导体行业指数近两周(2026/1/23-2026/2/5)累计下跌7.68%,跑输沪深300指数6.55个百分点;2026年以来申万半导体行业指数累计上涨9.77%,跑赢沪深300指数8.90个百分点。行业新闻与公司动态:(1)铠侠:在AI数据中心所需的高密度存储领域抢占增长空间;(2)存储芯片公司业绩亮眼,行业高景气2026年仍将持续;...

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