科技行业2025年7月金股推荐

长江证券2025-06-29

事件描述长江科技（电子、计算机、通信、传媒）2025 年7 月金股推荐。事件评论电子：东山精密、胜宏科技计算机：科大讯飞、达梦数据通信：华丰科技、沃尔核材传媒：巨人网络、上海电影风险提示1、技术创新不及预期；2、下游需求增长不及预期；3、业务推进不及预期；4、政策支持不及预期风险；5、客户集中度较高；6、高速通信线市场需求释放不及预期风险；7、产品版号审批、上线进度及流水表现不及预期...

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