电子行业研究周报:英伟达发布季报 存储供需有望好转

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投资摘要:市场回顾上周(2.24-2.28)申万电子行业指数线下跌4.87%,在申万31 个行业中排名第28,跑输沪深300 指数2.64%。申万电子行业三级子行业中半导体材料、数字芯片设指数涨跌表现相对靠前,分别跑赢沪深300 指数2.64%、0.09%。每周一谈:英伟达发布季报 存储供需有望好转英伟达公布季度财报,Blackwell 芯片产量增加或拖累利润率。根据集微网消息,英伟达日前公布最新...

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