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国金证券-电子行业研究：费城半导体中期调整结束，业绩驱动+估值修复有望推动AI上涨-240514
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- 这份报告主要研究什么？
- 《国金证券-电子行业研究：费城半导体中期调整结束，业绩驱动+估值修复有望…》主要讨论：费城半导体中期调整结束，业绩驱动+估值修复有望推动AI上涨 投资逻辑 我们认为本次费城半导体的调整已经结束，市场有望迎来修复。1）从过去数轮半导体周期来看，费城半导体见顶时间距离全球半导体销售额营收…
- 报告来自哪个机构？何时发布？
- 来源机构：国金证券，篇幅约 18 页。
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