Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The stock market has shown a significant upward trend, with the Shanghai Composite Index rising by 26.95% from September 24 to October 8, 2024. This positive market sentiment has led to a rapid increase in searches for stock account openings, as indicated by the WeChat index, which has shown an upward trend since September 24, 2024 [1] Summary by Relevant Sections - The report highlights that the stock market has been performing well, particularly in the semiconductor sector, which is a significant component of the Sci-Tech Innovation Board index [1] - The report is authored by He Lizhong, a chief analyst in the electronics industry, who has extensive experience in semiconductor research and analysis [2]
电子行业简评报告:关注科创板指数中权重较大的半导体公司
Capital Securities·2024-10-16 12:00