电子行业全球科技洞察:境外半导体业绩分化 国内关注央行刺激政策影响

华泰证券股份有...
21 Oct 2024

全球科技洞察:境外半导体业绩分化,国内关注央行刺激政策影响上周,上证指数+1.4%,恒生指数-2.1%,S&P500 +0.9%,日经225 -1.6%。受ASML 订单及指引不及预期影响,KLA、Lam、东京电子等主要半导体设备公司股价显著回调;但台积电业绩超预期,带动英伟达(+2.4%)以及DISCO(+2.0%)、Advantest(+2.2%)等产业链公司股价上涨。周五,中国央行落地:(1...

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