电子行业周报：英伟达预告ARM芯片国产算力产业链持续看好

东方财富证券02-10

【行情回顾】本周沪深300 指数下跌1.33%，上证指数下跌1.27%，深证成指下跌2.11%，创业板指下跌3.28%。申万电子指数下跌5.23%，在31个申万行业中涨幅排名第29。2026 年年初至今，申万电子指数下跌4.73%，排名14/31。【本周观点】AI 推理主导创新，看好推理需求导向的Opex 相关方向，主要为：存储+电力+ASIC+超节点。1、存储：随着长江存储新产品和长鑫的HBM3...

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电子行业周报：英伟达预告ARM芯片 国产算力产业链持续看好

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电子行业周报：英伟达预告ARM芯片国产算力产业链持续看好