上海复旦早盘涨近6% 机构料下半年公司业绩有望逐季度改善

新浪港股04-17

上海复旦（01385）早盘上涨5.78%，现报9.89港元，成交额1655.41万港元。　　中信证券近期发布研报认为，2024年半导体板块整体投资思路是“安全、复苏、创新”。安全是基础，复苏是趋势，创新打开空间。整体看好半导体板块在安全和创新带动下以及行业整体估值修复带来的投资机会。整体来看，预计行业需求在24Q1或上半年仍然将呈现终端需求弱复苏的状态，24Q2或下半年，随着终端需求逐步开启拉货...

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