《大行》汇丰研究称半导体设备行业防御性最强 看好小米(01810.HK)

阿斯达克财经
Apr 09, 2025

汇丰研究的报告指,相信拥有直接向美国运输产品且高度依赖美国进口作为原材料的公司正面临关税政策带来的压力。因此,该行将苹果(APPL.US)  的供应链、光学收发器和半导体封装测试(OSAT)列为其覆盖范围内最脆弱的子行业。该行亦提到,在广泛的科技市场动荡中,认为半导体设备行业是一线希望。该行业目前是防御性最强的板块,因为其大部分收入来自中国,对出口的依赖有限,推荐北方华创(002371.SZ) 和...

Source Link

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