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《大行》汇丰研究称半导体设备行业防御性最强 看好小米(01810.HK)
汇丰研究的报告指,相信拥有直接向美国运输产品且高度依赖美国进口作为原材料的公司正面临关税政策带来的压力。因此,该行将苹果(APPL.US)的供应链、光学收发器和半导体封装测试(OSAT)列为其覆盖范围...
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