电子行业周报：关注台积电涨价与VR

华泰证券2021-08-30

华泰观点：建议关注台积电涨价与VR 产品新周期经过连跌5 周下跌以后，上周恒生科技指数企稳反弹，当期恒生资讯科技业指数(HSCIIT)估值28 倍PE TTM，近十年21%分位。上周A 股电子板块上涨1.1%，当前A/H 消费电子与半导体板块估值分别位于近五年23%/49%分位(PE TTM)。上周进入中报业绩密集披露期，在缺货涨价影响下，半导体企业业绩保持强劲增长。另一方面，受越南疫情复发与...

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Jasmineeeee
2021-08-30
Jasmineeeee
漲！！

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