EPISODE · Apr 2, 2026 · 5 MIN
2026-04-02：电子行业总市值终超银行：A股完成历史性跨越，但1.6T光模块的狂欢还能持续多久？
from 深度市场: A股
当A股电子行业总市值第一次超过银行，市场真的进入硬科技时代了吗？两万亿成交额、十一点三八万亿电子市值、一点六T光模块放量，看似全是多头的筹码；但供应链瓶颈、资金换血和指数被动抛压，正在悄悄改变短线节奏。这一轮狂欢，谁能继续领跑，谁又可能只是被情绪推高？完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-04-02
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2026-04-02：电子行业总市值终超银行：A股完成历史性跨越，但1.6T光模块的狂欢还能持续多久？
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