中国银河证券：6月主线转向半导体等
2026-07-05 07:52:35
据界面新闻报道，中国银河证券发布研报称，科技制造内部主线由5月的“AI+新能源”切换至6月的“半导体+AI+航空航天”三大方向，主题轮动较5月有所减缓，市场主线更为聚焦。研报称，当前市场呈现“宏观承压+结构性主线明确”的格局，资金持续流入科创、半导体、航空航天与制造等赛道。
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