【行情回顾】本周市场整体上涨,电子行业表现差于市场整体。本周沪深300 指数上涨0.59%,上证指数上涨1.19%,深证成指下跌0.54%,创业板指下跌0.64%。申万电子指数下跌0.64%,整体表现差于沪深300 指数,在31 个申万行业中涨幅排名第26。今年以来,申万电子指数下跌3.75%,排名19/31。【本周观点】当前时点,关税博弈给电子产业链带来较大不确定性。1、中长期半导体自主可控趋势...
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