A股三大指数早盘反复扬升 沪指半日涨1.04% 半导体、光芯片等板块涨幅居前

金吾财讯
4 hours ago

金吾财讯 | A股三大指数早盘反复扬升,截至午间收盘,沪指涨1.04%,深成指涨1.52%,创业板指涨2.11%。盘面上看,半导体、光芯片、林木、休闲用品等板块涨幅居前;汽车、煤炭等板块受压居前。华西证券表示,相较宏观变量的边际改善,科技高景气是支撑A股中长期行情的核心内生动力。AI算力赛道维度,行业长期成长逻辑持续强化。近期英伟达黄仁勋在高盛科技大会上公开强调,公司下财年70%的同比营收增长目标是供应上限而非需求上限,若无供给约束,增速将会更高。该发言强调AI产业是长期产业趋势而非短期题材炒作。后续随着AI基础设施建设向水、电等社会级基础设施演进,物理AI、网络安全有望成为下一阶段产业核心增长点。

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10