ab 19 August 2025 Powered by YES UBS Evidence Lab Global Research HOLT TMT Underfollowed Exposure to AI, Accelerating Growth Opportunities & Oracle (ORCL) Underfollowed Exposure to AI The Electronics industry (classified as Electronic Equipment, Instruments & Components under GICS Level 3) is forecasted to reach all-time high CFROI levels in 2025/2026, with both analyst estimate revisions and CFROI revision breadth trending positively driven largely by exposure to the AI infrastructure buildout. The group h ...

A股三大指数集体收涨，截至收盘，沪指涨1.04%，深成指涨0.89%，创业板指涨0.23%，北证50指数涨1.16%，沪深京三市 全天成交额24484亿元，较上日缩量1923亿元。全市场超3600只个股上涨。 板块题材上，白酒、小金属、半导体板块走高，创新药、影视院线板块调整。 盘面上，白酒板块持续走强，酒鬼酒涨停，舍得酒业涨超7%。小金属板块走强，东方锆业、云南锗业涨停封板。半导体 板块午后走高，盛科通信20CM涨停封板。创新药板块调整，福元医药、辰欣医药跌停。影视院线板块调整，慈文传媒、华策 影视跌超6%。 ...