中信证券：看好消费电子反弹
2026-07-28 02:22:27
据界面新闻报道，中信证券称，7月以来消费电子板块大幅调整，相关标的估值已明显回落，但行业基本面仍保持强劲，半导体设备订单确定性持续增强，国产算力订单及供应链备货有望加速，AI服务器需求带动PCB、AI电源景气延续，存储涨价趋势进一步明确。中信证券认为，当前股价调整已使部分优质标的进入估值洼地，后续有望迎来业绩兑现与估值修复共振。
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