半导体1月投资策略及泛林集团复盘：11月全球半导体月销售额同比转正

国信证券股份有...01-22

12 月SW 半导体指数下跌3.61%，估值处于近三年72.49%分位。2023 年12月费城半导体指数上涨12.11%，跑赢纳斯达克指数6.59pct。12 月SW 半导体指数下跌3.61%，跑输电子行业2.38pct，跑输沪深300 指数1.75pct；年初以来下跌5.60%，跑输电子行业12.85pct，跑赢沪深300 指数5.77pct。半导体子行业方面，12 月模拟芯片设计(-1.77%...

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