中信证券：科技股估值回落，部分板块有修复空间
2026-07-23 01:36:29
中信证券研报称，7月以来科技板块大幅调整，相关标的估值已明显回落，但自主可控、AI零部件、涨价链及消费电子等方向的基本面并未逆转。研报认为，部分细分板块当前估值尚未充分反映后续订单增长、涨价延续及业绩兑现预期，具备较强的超跌修复空间。
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