电子行业周报:算力投资逻辑向“效率、商业转化率优先”转变 半导体迎涨价潮

申万宏源研究
Feb 23

本期投资提示:一周板块回顾:1)2 月9 日至2 月13 日,A 股主要指数多数上涨,电子板块表现亮眼,境外市场分化明显。申万电子指数上涨 3.52%,上证指数上涨 0.41%,深证综指上涨 1.16%,创业板指上涨 1.22%;境外市场方面,费城半导体指数上涨 1.11%,恒生科技指数上涨 0.27%,纳斯达克指数下跌 2.10%,中国互联网 50 指数下跌 2.16%。2)重点个股涨幅前五的是...

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