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东山精密、鹏鼎控股齐创新高!华宝基金电子ETF(515260)大涨3.43%,12天11阳强势突破,刷新上市高点!_蜘蛛资讯网

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业绩爆发核心驱动力来自AI算力需求。  事实上,电子板块迎来业绩“喜报潮”。截至4月21日,已有38家发布2025年年报,其中,超九成上市公司实现盈利,超八成归母净利同比两位数增长,寒武纪、胜宏科技、TCL科技归母净利同比大增555.24%、273.52%、188.78%。  中信证券认为,2026年是AI算力落地+半导体周期上行共振大年。存储(涨价)、PCB(算力高端化)、半导体设备(国产替代)

……但汇率水平与2021年相比仍未出现显著差异。”责任编辑:王许宁

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