投资要点市场整体:本周(2025.1.6-2025.1.10)市场大盘普遍下跌,上证指数跌1.34%,深圳成指跌1.02%,创业板指跌2.02%,科创50涨0.93%,申万电子指数涨1.86%,Wind半导体指数涨1.92%。外围市场,费城半导体指数跌2.44%,台湾半导体指数涨2.27%。细分板块中,周涨跌幅前三为元件(+7.02%)、数字芯片设计(+6.39%)、集成电路封测(+6.04%)。...
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