电子行业周报:晶圆大厂大幅扩产,看好半导体与被动元件龙头
- 2021-04-06 16:55:28上传人:Ia**ac
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过去一周行情回顾: 过去一周(03.29-04.04), 沪深 300 上涨2.45%, 电子板块上涨 4.80%, 跑赢沪深 300 指数 2.35 个百分点;其中, 半导体板块上涨 11.65%, 元件板块上涨 1.74%, 电子制造板块上涨 2.99%, 光学光电子板块上涨 3.24%, 其他电子板块上涨 0.51%。 本周观点: 3 月 29 日,中国财政部、海关总署、税务总局发布政
- 1. 本周观点及投资建议
- 2. 市场行情回顾
- 3. 行业及公司动态回顾
- 3.1 半导体 ································ ································ ································ ································ ································ ·········· 7
- 3.2 电子制造 ································ ································ ································ ································ ································ ······ 8
- 3.3 汽车电子 ································ ································ ································ ································ ································ ······ 9
- 4. 重点公司公告速览
- 5. 风险提示
- 图表 1:过去一周 SW 各行业涨跌幅(单位: %)
- 图表 2:过去 一周 SW 电子行业个股周涨跌幅前五(单位: %)
- 图表 3:过去一周电子二级行业涨跌幅(单位: %)
- 图表 4:过去一周电子三级行业涨跌幅(单位: %)
- 图表 5:截止 4月 2日收盘时,申万 28 个一级行业估值( PE )表现( TTM ,整体法,剔除负值)
- 图表 6:申万电子行业近十年估值( PE )表现( TTM ,整体法,剔除负值)
- 图表 7:电子行业公司最新公告
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