半导体:瑞银巴克莱维持看涨
半导体本周下跌,但瑞银和巴克莱仍坚持2026年半导体板块看涨论点。
原文链接详细分析
半导体本周因轮动担忧下跌,但瑞银和巴克莱重申2026年半导体板块看涨论点,核心驱动来自AI基础设施支出及2025年末开启的供应链重构。
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