开源证券指出,看好此前率先上涨的英伟达产业链(尤其是通信方向)的延续行情,同时关注当前修复轮动中涨幅相对有限的板块。当前趋势显示,在英伟达链领涨后,半导体周期有望上行,前期因关税压制估值的细分行业正逐步修复。
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.