半导体板块逆势走高 科技股“强势归来”?
Xin Lang Cai Jing·2025-09-03 06:58

Core Viewpoint - The semiconductor sector is experiencing a strong upward trend, which may lead to a breakthrough of historical highs in the market [1] Group 1: Analyst Insights - Jiufeng Investment's chief investment advisor, Zhang Cuixia, believes that the semiconductor sector's momentum is favorable for achieving new historical highs [1] - Jinyuan Securities' chief investment advisor, Xu Chuanbao, suggests that there may be short-term differentiation among technology stocks, but the semiconductor sector is expected to continue its strength [1] - Guojin Securities' Huang Cendong indicates that there is internal rotation within the technology sector, with semiconductor equipment and materials showing potential for catch-up growth [1]