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私募排排网：电子行业有布局价值吗?

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　　私募排排网：电子行业有布局价值吗?
　　私募排排网：电子行业受到国家政策和政府采购的支持，因此中报业绩相对确定，机构抱团整体股价走高。不过，在中美贸易摩擦加剧以及华为事件的冲击下，再加上自身估值处于高位，电子行业出现了一定幅度的回调。下半年，智能手机需求回暖、苹果5G新机发布，将成为行业核心推动，而且长期来看，5G、AIOT、云计算等有望带动创新需求升级。我们反而认为，近期经过一定的回调之后，电子行业的投资价值又开始得到显现。
　　——下载排排网app，在私募直营店与私募在线交流，投资私募免认购费。——
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