行业风口丨H20贸易受限,英伟达市值一夜“蒸发”近1900亿美元,半导体产业链哪些环节自主可控空间大?

21世纪经济报道
17 Apr

摘要H20贸易受限,英伟达市值一夜“蒸发”近1900亿美元。实际上,美国多次针对半导体领域出台大规模出口管制措施。半导体细分产业众多,哪些环节更加受益于关税背景下自主创新逻辑?投资要点①H20贸易受限 英伟达市值一夜“蒸发”近1900亿美元②关税等政策或进一步催生设备和芯片自主可控③半导体产业链哪些环节空间大?H20贸易受限 英伟达市值一夜“蒸发”近1900亿美元经过多轮的市场传言猜测与情绪反转,...

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