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何与回复虞书欣

ETF日报：恒生A股电网设备指数表现强势，电网设备ETF今日上涨2.21%_蜘蛛资讯网

石智勇亲吻杠铃宣布退役

涨价幅度已超出市场此前预期，三季度涨价幅度存在进一步上调的可能，涨价预期持续强化。价格的持续坚挺与盈利能力的显著修复，正不断提振存储龙头的扩产信心与资本开支意愿，后续产能爬坡与先进制程投资有望提速，进而带动设备、材料及封测等上游产业链的景气度同步上扬。　　算力方面，随着Agent渗透持续提升配比，CPU依旧有较强弹性。随着大模型推理场景深入，CPU与GPU的协同计算正推动两者配比向1：1收敛，数据

.69%。　　国防股表现强劲，韩华航空航天上涨0.46%，LIG Nex1上涨1.63%。　　截至北京时间上午8点15分，韩元兑美元汇率为1487.8，较前一交易日收盘价下跌5.7韩元。责任编辑：于健 SF069

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