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今日大盘整体是持续震荡格局，上证指数差一步就再一次新高了，但是权重还是调整的，但_美锦能源(000723)股吧_东方财富网股吧

今日大盘整体是持续震荡格局，上证指数差一步就再一次新高了，但是权重还是调整的，但_美锦能源(000723)股吧_东方财富网股吧
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4个月暴涨220%，500亿锂电大牛股又有大动作！砸23亿加码，网友嗨了

4个月暴涨220%，500亿锂电大牛股又有大动作！砸23亿加码，网友嗨了
163.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from 163.com Daily Mail and Mail on Sunday newspapers.

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4个月暴涨220% 500亿锂电大牛股又有大动作！砸23亿加码————东方财富网博客

4个月暴涨220% 500亿锂电大牛股又有大动作！砸23亿加码————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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4个月暴涨220% 500亿锂电大牛股又有大动作！砸23亿加码网友嗨了 _ 东方财富网

4个月暴涨220% 500亿锂电大牛股又有大动作！砸23亿加码网友嗨了 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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7月30日晚间重要行业研究汇总(附股) _ 东方财富网

　　　　投资策略：我们认为，以 5G 手机、汽车电动与智能化、PC、服务器、基站以及海量 AIoT 终端设备为代表的下游需求持续旺盛，全球半导体超级景气周期仍将持续；十四五规划中将集成电路列为未来五年的重要方向，国产替代需求旺盛，基金对半导体产业链将持续保持较高的关注度，我们看好半导体设备、材料、晶圆制造以及高景气领域 IC 设计/IDM 的投资机会，建议关注图像传感器龙头韦尔股份(603501.SH)、功率半导体龙头闻泰科技(600745.SH)等。随着 iPhone 新品进入备货期，我们看好消费电子需求回暖，预计基金对苹果手机产业链的配置热情将上升，建议关注声学及 VR 龙头企业歌尔股份(002241.SZ)等。基金对逐渐复苏的 LED 领域的配置热情有望持续提升，建议关注下游显示龙头利亚德(300296.SZ)、LED 芯片龙头三安光电(600703.SH)以及国内 LED 固晶机龙

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