三季度以来217家外资机构调研163家公司累计547家次

证券日报
Aug 17

本报记者田鹏  Wind数据统计显示,7月份以来,截至8月16日,217家外资机构密集调研163家A股公司,累计547家次。  从调研的行业来看,呈现高度集中于硬科技与高端制造的特征。数据显示,电子、机械设备、电力设备三大行业合计占比达49.69%,其中电子行业独占约三成。  进一步来看,外资调研的热点赛道重点聚焦于AI(人工智能)算力硬件产业链,覆盖内存接口芯片、服务器PCB(印制电路板)、...

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