【行情回顾】本周沪深300 指数下跌1.33%，上证指数下跌1.27%，深证成指下跌2.11%，创业板指下跌3.28%。申万电子指数下跌5.23%，在31个申万行业中涨幅排名第29。2026 年年初至今，申万电子指数下跌4.73%，排名14/31。【本周观点】AI 推理主导创新，看好推理需求导向的Opex 相关方向，主要为：存储+电力+ASIC+超节点。1、存储：随着长江存储新产品和长鑫的HBM3...
Source Link【行情回顾】本周沪深300 指数下跌1.33%，上证指数下跌1.27%，深证成指下跌2.11%，创业板指下跌3.28%。申万电子指数下跌5.23%，在31个申万行业中涨幅排名第29。2026 年年初至今，申万电子指数下跌4.73%，排名14/31。【本周观点】AI 推理主导创新，看好推理需求导向的Opex 相关方向，主要为：存储+电力+ASIC+超节点。1、存储：随着长江存储新产品和长鑫的HBM3...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.