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上半年科技行情复盘！半导体、存储、光通信、电力，谁涨得最猛？ episode artwork

EPISODE · Jul 5, 2026 · 5 MIN

上半年科技行情复盘！半导体、存储、光通信、电力，谁涨得最猛？

from 华夏早播间

2026年已过半，A股科技赛道上演了一场波澜壮阔的行情。AI浪潮席卷而来，从实验室走向大规模应用，深刻重塑着产业格局。半导体、存储、光通信等AI基础设施相关板块一骑绝尘，涨幅惊人；而电力等配套领域则略显滞后。这场科技盛宴背后，是资金对AI产业链不同环节的精准定价。接下来，让我们一同复盘上半年科技行情的脉络，探寻其中的投资逻辑与机会。

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上半年科技行情复盘！半导体、存储、光通信、电力，谁涨得最猛？

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