2026年开年,在商业航天、AI应用、半导体等前沿板块的驱动下,科技股成为机构竞相调研的重点。上海证券报记者梳理发现,被调研公司普遍具备扎实的基本面与清晰的技术落地路径,机构投资者结合公司所处赛道,进行了涵盖行业景气度与核心竞争力的穿透式提问。调研热度升温 科技板块受青睐Choice数据显示,近一个月以来,共有148家券商调研逾560家上市公司,与去年同期相比增长约26%。其中,大金重工、晶科能源...
Source Link2026年开年,在商业航天、AI应用、半导体等前沿板块的驱动下,科技股成为机构竞相调研的重点。上海证券报记者梳理发现,被调研公司普遍具备扎实的基本面与清晰的技术落地路径,机构投资者结合公司所处赛道,进行了涵盖行业景气度与核心竞争力的穿透式提问。调研热度升温 科技板块受青睐Choice数据显示,近一个月以来,共有148家券商调研逾560家上市公司,与去年同期相比增长约26%。其中,大金重工、晶科能源...
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