电子行业周报：token出海利好国产算力，海力士打响扩产第一枪

开源证券03-01

（以下内容从开源证券《电子行业周报：token出海利好国产算力，海力士打响扩产第一枪》研报附件原文摘录）市场回顾：国际局势影响海外整体下跌，国内科技股涨势显著本周（2026.02.23-2026.02.27）上半周海外科技股由于AI算力信心增强整体上涨，下半周由于国际局势影响出现较大回调，A股在算力信心增强及海外科技股业绩超预期等影响下涨势显著。具体来看，本周电子行业指数涨4.02%，半导体涨...

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