【山证电子】行业周跟踪:苹果大力投资美国本土,小米双Ultra点燃市场热情

山西证券研究所
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投资要点市场整体:本周(2025.2.24-2025.2.28)市场大盘普遍下跌,上证指数跌1.72%,深圳成指跌3.46%,创业板指跌4.87%,科创50跌1.46%,申万电子指数跌4.87%,Wind半导体指数跌3.25%。外围市场,费城半导体指数跌7.20%,台湾半导体指数跌2.18%。细分板块中,周涨跌幅前三为半导体材料(+0.42%)、数字芯片设计(-2.14%)、半导体设备(-...

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