美光科技业绩超预期，5G通信ETF（515050）持仓股兆易创新涨超5%

每日经济新闻03-21

3月21日，存储器概念表现强势。截至13:25，大为股份10CM涨停，佰维存储涨超7%，5G通信ETF（515050）、芯片ETF（159995）共同持仓股兆易创新午后异动拉升，涨超5%。山西证券分析认为，受益生成式AI需求增长及消费电子年终出货，2023年四季度起，全球半导体及细分产业陆续回温。需求端，2023年四季度，手机、PC市场同比均有复苏。建议关注上游设备、材料、零部件的国产替代，AI...

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