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ETF日报:恒生A股电网设备指数表现强势,电网设备ETF今日上涨2.21%_蜘蛛资讯网

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翘楚

存储产品涨价幅度已超出市场此前预期,三季度涨价幅度存在进一步上调的可能,涨价预期持续强化。价格的持续坚挺与盈利能力的显著修复,正不断提振存储龙头的扩产信心与资本开支意愿,后续产能爬坡与先进制程投资有望提速,进而带动设备、材料及封测等上游产业链的景气度同步上扬。  算力方面,随着Agent渗透持续提升配比,CPU依旧有较强弹性。随着大模型推理场景深入,CPU与GPU的协同计算正推动两者配比向1:1收

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