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1、圖表1： 科技硬件板塊 4.22-4.29 股價(jià)變動(dòng)一覽代碼公司名稱財(cái)報(bào)貨幣市值（人民幣億元）收盤價(jià)（元交易貨幣）P/EP/S股價(jià)變動(dòng)南向/北向資金持股市 南向/北向資金值（億人民幣/億港持股比例2022E2023E1W1M2023E2022E002241 CH歌爾股份USD1,197002841 CH視源股份CNY 5112018 HK瑞聲科技CNY 2240285 HK比亞迪電子HKD 362601231 CH環(huán)旭電子CNY 268002484 CH江海股份CNY 159300496 CH中科創(chuàng)達(dá)CNY 400603290 CH斯達(dá)半導(dǎo)CNY 588002138 CH順絡(luò)電子CNY 202

2、300373 CH揚(yáng)杰科技CNY 357002920 CH德賽西威CNY 6642382 HK舜宇光學(xué)科技CNY1,2781347 HK華虹半導(dǎo)體CNY 406688099 CH晶晨股份USD 446002475 CH立訊精密CNY2,188688301 CH奕瑞科技CNY 252002463 CH滬電股份CNY 2471810 HK小米集團(tuán)-WCNY3,048002415 CH海康威視CNY4,0080981 HK中芯國(guó)際CNY1,2990522 HKASM PACIFICHKD 330300408 CH三環(huán)集團(tuán)CNY 549688396 CH華潤(rùn)微CNY 643688012 CH中微公司C

3、NY 647300628 CH億聯(lián)網(wǎng)絡(luò)CNY 7006088 HKFIT HON TENGCNY 73002938 CH鵬鼎控股USD 684002906 CH華陽(yáng)集團(tuán)CNY 151300327 CH中穎電子CNY 180603501 CH韋爾股份CNY1,320688008 CH瀾起科技CNY 658600183 CH生益科技CNY 3861888 HK建滔積層板CNY 381605111 CH新潔能CNY 182600460 CH士蘭微CNY 595300661 CH圣邦股份CNY 663002635 CH安潔科技CNY 890992 HK聯(lián)想集團(tuán)CNY 925688123 CH聚辰股份C

4、NY 85688019 CH安集科技USD 132002236 CH大華股份CNY 501002916 CH深南電路CNY 489600563 CH法拉電子CNY 330601138 CH工業(yè)富聯(lián)CNY1,891300115 CH長(zhǎng)盈精密CNY 93300782 CH卓勝微CNY 619688200 CH華峰測(cè)控USD 198000049 CH德賽電池CNY 93300296 CH利亞德CNY 153300223 CH北京君正CNY 359688521 CH芯原股份-UCNY 197603986 CH兆易創(chuàng)新CNY 833000725 CHACNY1,461688036 CH傳音控股CNY 6

5、78ACMR US盛美半導(dǎo)體CNY 9688126 CH滬硅產(chǎn)業(yè)-UCNY 569603068 CH博通集成CNY 46000050 CH深天馬ACNY 225300136 CH信維通信CNY 142600584 CH長(zhǎng)電科技CNY 385688981 CH中芯國(guó)際CNY3,141688018 CH樂(lè)鑫科技CNY 84300433 CH藍(lán)思科技CNY 505002156 CH通富微電CNY 176002371 CH北方華創(chuàng)CNY1,260000100 CHTCL科技USD 586688256 CH寒武紀(jì)-UCNY 208002970 CH銳明技術(shù)CNY 38002373 CH千方科技CNY 1

6、35600703 CH三安光電CNY 820603893 CH瑞芯微CNY 287002185 CH華天科技CNY 274688088 CH虹軟科技CNY 92300623 CH捷捷微電CNY 139688508 CH芯朋微CNY 74000636 CH風(fēng)華高科CNY 191688595 CH芯海科技CNY 59TUYA US涂鴉智能CNY 14603160 CH匯頂科技CNY 259300672 CH國(guó)科微CNY 114603660 CH蘇州科達(dá)CNY 28688608 CH恒玄科技CNY 137688082 CH盛美上海CNY 33035.176.718.516.112.119.094.1

7、344.725.169.6119.5116.531.2108.530.9347.413.012.242.516.480.128.748.7105.077.61.029.531.857.8150.558.116.712.291.142.0280.013.17.770.5247.916.795.4146.79.57.7185.5323.031.16.074.639.7124.83.884.615.120.930.19.214.721.639.7103.810.213.3239.04.251.922.08.618.368.88.622.718.965.716.559.12.556.562.85.81

8、14.576.220.416.01.20.922.418.32.01.713.911.51.11.014.110.60.30.311.89.60.40.426.720.63.52.843.732.06.95.191.765.221.414.721.316.73.62.934.827.76.14.756.941.45.34.022.618.93.02.6137.2119.017.815.737.728.96.75.221.616.41.21.042.430.915.411.317.413.72.92.513.711.90.80.720.417.14.23.575.070.517.615.310.

9、911.11.51.421.917.36.95.424.521.55.74.959.147.014.310.632.725.414.511.256.347.11.61.617.014.61.81.634.926.02.62.034.727.18.46.522.818.04.13.347.532.616.511.313.411.31.71.56.97.61.41.534.527.58.86.739.931.45.94.767.149.320.114.420.315.61.71.338.537.21.21.143.626.59.36.4-109.944.425.89.511.09.11.31.12

10、6.421.83.02.631.223.88.66.68.47.60.40.48.45.70.60.425.019.810.07.7521.323.264.911.510.68.70.40.415.512.31.41.229.222.85.24.1140.077.36.95.327.821.96.85.36.75.50.60.614.211.41.10.9N.A.N.A.N.A.N.A.259.4179.716.212.632.821.62.92.511.79.30.60.614.611.01.51.211.610.01.11.027.524.66.86.028.220.14.23.07.76

11、.20.80.714.811.60.90.777.456.48.96.85.54.60.30.390.8-27.713.413.513.88.71.41.115.412.11.11.028.121.24.93.833.423.87.05.115.813.91.81.538.128.211.68.621.317.45.54.427.920.16.64.713.910.62.62.031.621.96.45.0-8.9-8.93.72.819.214.73.42.8N.A.N.A.N.A.N.A.N.A.N.A.N.A.N.A.22.315.45.13.677.453.612.68.614.4%1

12、2.812.111.2%11.0%10.8%9.9%9.1%8.2%7.9%7.6%7.3%6.7%6.6%6.5%6.2%5.9%5.0%4.1%3.3%3.2%3.0%2.6%2.5%2.1%2.0%1.8%1.6%1.1%1.0%0.7%0.5%0.2%0.1%0.0%0.0%-0.2%-0.9%-1.1%-1.2%-1.6%-1.6%-1.7%-2.1%-3.0%-3.1%-3.1%-3.2%-3.7%-3.7%-3.9%-4.0%-4.0%-4.1%-4.1%-4.6%-4.7%-4.8%-4.9%-5.0%-5.1%-5.2%-5.9%-6.0%-6.1%-17.4%-13.9%-

13、12.6%-12.5%9%-10.5%-10.3%-10.-9.7-9.3-9.1-8.1-8.0-7.8-7.1-7.0-6.8-6.6-6.5%1.9%-35.2%YTD北向/南向資金流入（億人民幣/億港元）3.30.40.2-0.50.40.1-1.73.30.00.30.1-2.11.30.1-5.2n.a.-0.7-2.6-6.6-0.4-0.11.1-0.11.30.80.0-0.20.1-1.1-0.4-0.70.5-0.10.40.5-0.6-0.4-2.2n.a.0.30.20.2-0.2-0.30.5-1.00.40.00.2-0.8n.a.-2.5-0.1-0.7n.a.

14、0.30.20.10.21.30.1n.a.1.30.3-2.10.9n.a.0.10.2-0.50.10.50.20.2n.a.n.a.n.a.n.a.0.0-0.4n.a.n.a.n.a.19.7%-5.7%-2.5%-39.9%1.6%-43.7%-0.1%-24.6%-10.8%-29.9%-4.9%-31.8%-10.8%-9.5%-0.6%-33.5%-6.0%3.6%-5.6%-15.5%-7.6%-52.8%-6.3%-27.4%-3.9%-16.7%-2.6%-37.2%-5.7%-30.1%-1.8%-21.6%-12.5%-35.4%3.6%-18.8%-4.2%-12.

15、0%0.7%-5.0%2.4%-35.8%-11.1%-24.6%-9.8%-17.1%-0.2%-4.8%-12.8%-33.3%2.3%-30.5%-17.7%-42.1%0.6%-14.9%-22.2%-51.6%-13.7%-30.8%3.5%-29.2%-5.4%-8.0%-12.6%-28.0%-13.4%-22.5%-14.2%-9.4%5.7%-23.4%-9.9%-14.3%-13.9%3.9%-12.5%-9.3%1.0%-28.8%5.1%-21.7%-27.0%-36.9%-6.2%-20.1%-21.4%-61.1%-11.6%-43.2%-28.3%-36.6%-1

16、5.3%-46.7%-15.7%-41.4%-18.4%-44.3%-19.0%-48.7%-11.5%-29.0%-11.8%-24.8%-11.5%-46.1%-27.0%-46.8%-4.7%-19.1%-16.1%-43.7%-12.3%-29.6%-18.6%-42.1%-12.0%-30.3%-13.8%-25.0%-20.1%-45.4%-12.9%-55.8%-20.0%-31.7%-12.8%-31.1%-14.9%-32.3%-18.6%-45.5%-23.5%-46.5%-19.9%-42.7%-23.0%-51.3%-23.7%-49.8%-18.6%-32.7%-21

17、.7%-48.6%-24.1%-39.9%-25.6%-42.8%-20.3%-44.6%-28.4%-52.5%-16.2%-60.3%-20.3%-47.6%-27.9%-66.1%-14.2%-16.4%-34.8%-62.5%-15.7%-40.4%94.310.5（%）元）8.02.613.7n.a.22.3n.a.6.02.53.22.433.812.337.415.011.06.5n.a. 2.222.43.7174.6n.a.49.0n.a.5.52.5n.a. 8.1n.a. 0.0n.a. 7.2360.7n.a.34.90.9251.00.04.7n.a.29.86.15

18、.42.627.38.110.32.82.1n.a.12.11.9n.a. 1.6n.a. 6.8106.39.014.94.8n.a. 2.81.4n.a.1.61.3n.a. 3.547.97.81.32.4n.a.n.a.n.a. 0.02.33.025.67.9n.a. 3.014.04.237.41.91.51.628.87.56.75.0n.a. 0.62.31.77.52.9n.a. 0.041.95.261.14.218.85.4n.a.n.a.5.21.7n.a. 2.73.81.73.32.610.92.70.80.1n.a. 0.08.91.73.72.061.45.21

19、6.72.8n.a. 0.01.25.92.31.85.20.61.61.15.02.02.23.3n.a. 0.7n.a. 0.00.00.0n.a. 0.0n.a.n.a.7.22.54.94.0n.a. 0.1n.a. 0.0n.a. 0.0注：此表中北向/南向資金流入=北向/南向資金流入股數(shù)*周交易均價(jià)，使用 一致預(yù)期。圖表2： TMT 板塊其他主要公司 4.22-4.29 股價(jià)變動(dòng)一覽代碼公司名稱通信財(cái)報(bào)貨幣市值（人民幣億元）收盤價(jià)（當(dāng)?shù)刎泿?元）P/E2022E 2023EP/S2022E2023E股價(jià)變動(dòng)1W1MYTD北向/南向資金流入（億人民幣/億港元）南向/北向資金持股市值（

20、億人民幣/億港元）南向/北向資金持股比例（%）CD US秦淮數(shù)據(jù)USD 239698 HK萬(wàn)國(guó)數(shù)據(jù)-SWHKD 505688100 CH威勝信息CNY 94603236 CH移遠(yuǎn)通信CNY 216300308 CH中際旭創(chuàng)CNY 245000063 CHCNY1,142002396 CH星網(wǎng)CNY 127300628 CH億聯(lián)網(wǎng)絡(luò)CNY 700300502 CH新易盛CNY 119000938 CH紫光股份CNY 486600050 CH中國(guó)聯(lián)通CNY1,091000988 CH華工科技CNY 169600941 CH中國(guó)移動(dòng)CNY13,877601728 CH中國(guó)電信CNY3,5600762

21、 HK中國(guó)聯(lián)通HKD1,1600728 HK中國(guó)電信HKD2,699002402 CH和而泰CNY 1240941 HK中國(guó)移動(dòng)HKD11,194002139 CH拓邦股份CNY 100300383 CH光環(huán)新網(wǎng)CNY 174002123 CH夢(mèng)網(wǎng)科技CNY 71計(jì)算機(jī)688111 CH金山辦公CNY 870300496 CH中科創(chuàng)達(dá)CNY 4002013 HK微盟集團(tuán)HKD 122600570 CH恒生電子CNY 557600845 CH寶信軟件CNY 723300253 CH衛(wèi)寧健康CNY 171002153 CH石基信息CNY 268688777 CH中控技術(shù)CNY 312688561

22、CH奇安信CNY 337688188 CH柏楚電子CNY 2588083 HK中國(guó)有贊HKD 24688083 CH中望軟件CNY 122002410 CH廣聯(lián)達(dá)CNY 547600588 CH用友網(wǎng)絡(luò)CNY 657300773 CH拉卡拉CNY 143002439 CH啟明星辰CNY 164002230 CH科大訊飛CNY 860002405 CH四維圖新CNY 295688023 CH安恒信息CNY 97600271 CH航天信息CNY 189300454 CH深信服CNY 371000977 CH浪潮信息CNY 358002373 CH千方科技CNY 135002065 CH東華軟件CN

23、Y 187688088 CH虹軟科技CNY 92300033 CH同花順CNY 442002268 CH衛(wèi)士通CNY 270傳媒 & 互聯(lián)網(wǎng)300413 CH芒果超媒CNY 6703690 HK美團(tuán)HKD10,6349988 HK阿里巴巴HKD22,143002555 CH三七互娛CNY 5366.233.818.7148.830.624.121.877.623.417.03.516.865.03.93.83.013.652.47.99.78.9188.794.14.838.147.68.017.962.849.4248.00.1196.746.019.117.917.537.012.

24、4123.510.289.224.78.65.822.782.131.935.8172.0102.124.27.35.0-49.6-61.420.415.336.523.520.917.013.711.615.912.232.725.414.411.817.914.615.213.416.612.711.110.212.210.86.96.49.48.516.512.28.98.213.910.018.416.327.518.563.447.043.732.0-26.6-122.232.927.030.924.133.025.5102.760.640.631.1291.974.334.025.

25、2-4.3-17.352.639.355.541.770.854.110.99.114.711.739.929.278.347.961.436.316.314.662.740.214.511.915.412.1N.A.N.A.38.128.220.216.458.537.626.121.9-80.6294.920.316.816.214.01.10.85.44.43.82.91.31.02.52.00.90.80.70.614.511.23.22.60.60.50.30.31.20.91.51.40.70.70.30.30.60.51.61.21.21.11.00.82.12.01.61.32

26、0.015.06.95.13.93.28.16.64.83.85.04.16.65.55.23.94.23.020.214.71.10.914.610.87.96.56.04.81.71.43.02.43.62.77.25.63.82.80.80.74.13.20.50.41.11.0N.A.N.A.11.68.610.88.87.15.53.73.24.63.52.32.02.72.426.8%9.7%17.4%.56 %.46 %.85 %2.7%2.1%1.0%0.7%0.0%-0.4%-1.3%-1.8%-1.8%-2.3%-2.3%-3.2%-6.3%-7.5%-7.8%10.4%9

27、.9%7.9%7.3%7.3%2.7%2.6%1.1%0.7%0.3%-1.5%-1.7%-1.7%-1.8%-2.7%-3.6%-4.0%-4.6%-4.8%-5.6%-6.5%-7.0%-7.0%-7.8%-8.1%-8.9%-10.1%6.4%21.6%27.8%14.2%1-1.3%-5.3%-15.5%-25.5%-9.8%-45.0%0.20.30.4-7.50.4-5.60.50.0n.a.-0.10.70.71.30.8-0.40.2-0.10.1-16.9%-27.0%-3.1%-28.0%1.0%-28.0%6.8%-7.7%-0.2%-4.8%-25.1%-40.4%-1

28、3.0%-25.6%-1.4%-10.4%-16.6%-39.6%-2.8%12.2%-2.8%-10.2%-2.6%-2.8%-4.8%13.5%-22.1%-50.0%-3.2%12.0%-26.7%-57.3%-27.0%-34.8%-28.1%-48.3%0.91.00.20.20.21.4-0.50.0n.a.1.61.2-0.1-0.21.4-0.5n.a.n.a. 0.1n.a.n.a.-0.1-0.9-0.8-5.5-0.3-1.71.00.6%-28.8%-4.9%-31.8%-7.0%-39.2%-14.3%-38.7%-2.4%-21.8%-15.3%-52.6%-10.

29、1%-37.7%-7.1%-17.2%-15.9%-43.9%-17.4%-35.7%-19.8%-75.9%-13.1%-43.8%-7.4%-28.1%-16.4%-46.7%-24.3%-38.3%-16.1%-38.6%-20.5%-29.5%-11.0%-21.9%-24.2%-50.7%-18.9%-23.9%-20.1%-53.3%-9.2%-31.2%-19.9%-42.7%-18.0%-25.4%-21.7%-48.6%-14.3%-42.1%-29.9%-43.1%0.0-0.50.20.5-2.0-0.2-0.7n.a.-1.26.71.1-0.7n.a.51.0-0.3

30、14.9%-37.4%10.5%-23.7%-8.9%-14.1%3.0%-10.6%n.a.n.a.n.a.n.a.n.a.n.a.n.a.n.a. 0.04.43.022.611.217.81.92.72.2n.a. 3.02.22.29.11.926.42.42.81.6n.a. 0.0n.a. 0.154.44.7117.428.72.82.6937.98.48.09.85.13.40.71.223.15.635.211.715.012.378.014.0n.a. 7.87.55.1n.a. 4.9n.a. 0.0n.a. 0.06.59.8n.a.n.a.n.a. 0.053.811

31、.8n.a. 7.4n.a. 1.318.014.241.65.4n.a. 5.3n.a. 0.0n.a. 0.224.010.08.62.4n.a. 2.04.22.52.23.611.95.311.24.217.54.8959.810.1n.a.n.a.n.a. 8.30772 HK閱文集團(tuán)HKD 3441024 HK快手-WHKD2,848002624 CH完美世界CNY 2879888 HK百度HKD3,6100700 HK騰訊HKD36,276300251 CH光線傳媒CNY 21333.766.814.8130.6377.47.325.721.1-14.9-46.914.913.2

32、33.022.322.319.521.417.73.53.11 %2.63.32.82.21 %2.42.82.41 %1.8%2.72.410.85.85.01 %.8%8.97.553.2%-31.2%-10.0%-7.4%14.9%-27.3%-7.7%-9.7%0.9%-14.9%-11.6%-43.6%35.010.2222.19.510.94.1n.a. n.a.2502.96.95.72.8002027 CH分眾傳媒CNY 8421896 HK貓眼娛樂(lè)HKD 71603613 CH國(guó)聯(lián)股份CNY 331603444 CH吉比特CNY 2435.86.396.3338.012.01

33、0.214.89.934.521.414.612.54.74.12.01.60.50.34.64.04.3%4.2%0.7%-1.4%-4.6%-28.8%-4.0%-31.5%-14.0%-10.5%-6.2%-19.9%109.213.05.88.09.14.218.57.6002739 CH萬(wàn)達(dá)電影CNY 255指數(shù)11.419.515.61.61.4-3.5%-6.5%-26.2%0.30.1HSTECH.HI恒生科技4,471.8HXC.O納斯達(dá)克中概股指數(shù)6,705.611.8%8.5%-1.9%-21.1%-5.1%-24.6%801770.SI通信(申萬(wàn))1,699.08017

34、60.SI傳媒(申萬(wàn)) 510.8801750.SI計(jì)算機(jī)(申萬(wàn))3,580.2-1.1%-12.3%-22.0%-1.8%-14.0%-30.0%-3.6%-17.0%-31.1%注：此表中北向/南向資金流入=北向/南向資金流入股數(shù)*周交易均價(jià) ，使用 一致預(yù)期。圖表3： 全球主要科技股票漲跌幅代碼公司交易貨幣市值（百萬(wàn) 美元）股價(jià)29-Apr1W股價(jià)漲跌幅30DYTD軟件CRM USSALESFORCE塞富時(shí)USD174,181175.942.6%-17.1%-20.9%NOW USSERVICENOWServiceNowUSD95,620478.101.4%-14.1%-13.1%MSF

35、T USMICROSOFT微軟USD2,075,581277.521.3%-10.0%26.1%SNOW USSNOWFLAKESnowflakeUSD53,935171.44-1.4%-25.2%-39.1%ADBE USADOBE奧多比USD187,284395.95-3.1%-13.1%-20.8%ACN USACCENTURE-A埃森哲USD199,120300.36-3.4%-10.7%17.1%SHOP USSHOPIFYShopifyUSD53,735426.82-7.2%-36.9%-62.3%半導(dǎo)體QCOM USQUALCOMM高通公司USD156,453 139.69000

36、660 KSSK HYNIXSK海力士KRW64,454112,500.00005930 KSSAMSUNG ELEC三星電子KRW316,65267,400.00LRCX USLAM RESEARCH拉姆研究USD64,608 465.76NXPI USNXP SEMICONDUCTORS恩智浦USD44,868 170.908035 JPTOKYO ELECTRON東京電子JPY67,94155,480.002454 TTMTK聯(lián)發(fā)科TWD46,588 854.002303 TTUMC聯(lián)電TWD18,665 47.652330 TTTSMC臺(tái)積電TWD481,941 558.00KLAC

37、USKLA科天USD48,117 319.26MU USMICRON TECHNOLOGY鎂光USD76,146 68.19TXN USTEXAS INSTRUMENTS德州儀器USD156,993 170.25AMAT USAPPLIED MATERIAL應(yīng)用材料USD97,483 110.35IFX NTRINFINEON TECHNOLOGIES英飛凌EUR37,486 27.32AMD USADVANCED MICRO DEVICES超微半導(dǎo)體USD139,172 85.52ASML NAASML HOLDING阿斯麥EUR226,975 548.70NVDA USNVIDIA英偉達(dá)U

38、SD465,530 185.47AVGO USBROADCOM博通USD226,347 554.39INTC USINTEL英特爾USD177,498 43.595.2%-8.6%-6.2%1.8%-4.7%-5.1%0.6%-3.2%-16.8%0.6%-13.4%-0.2%0.1%-7.7%9.2%0.0%-12.3%44.5%0.0%-5.6%14.3%0.0%-11.8%1.1%0.0%-6.5%5.3%-1.5%-12.8%25.1%-1.8%-12.3%-8.9%-1.8%-7.2%6.9%-2.2%-16.3%29.0%-2.3%-11.4%-13.4%-3.0%-21.8%-6

39、.7%-3.9%-10.0%38.0%-5.0%-32.0%42.2%-5.5%-12.0%31.3%-6.3%-12.0%-9.6%互聯(lián)網(wǎng)3690 HKMEITUAN-W美團(tuán)HKD135,517 172.001024 HKKUAISHOU-W快手HKD36,292 66.750700 HKTENCENT騰訊HKD462,308 377.40META USMETA PLATFORMSMetaUSD542,537 200.47GOOG USALPHABET-C谷歌USD1,508,1932,299.33SE USSEASEAUSD46,158 82.76AMZN USAMAZON亞馬遜USD1,

40、264,7992,485.6321.6%112.6%0.8%8.9%-3.9%-5.5%-13.9%10.5%-41.6%-10.0%-77.8%0.9%-30.9%-9.8%-26.6%-17.7%31.2%-30.9%-58.4%-23.8%-23.7%硬件1810 HKXIAOMI-W小米HKD38,841 12.206861 JPKEYENCEKEYENCEJPY100,12352,850.00AAPL USAPPLE蘋果USD2,572,760 157.65CSCO USCISCO SYSTEMS思科USD203,471 48.985.0%-12.5%-63.3%-1.1%-7.7%

41、-8.6%-2.6%-9.7%19.7%-4.6%-11.6%14.1%汽車9868 HKXPENG小鵬（港股）HKD21,176 103.002015 HKLI AUTO-W理想（港股）HKD25,471 96.759866 HKNIO-SW蔚來(lái)（港股）HKD31,056 144.00XPEV USXPENG小鵬（美股）USD21,176 24.611211 HKBYD COMPANY比亞迪HKD99,574 235.80LI USLI AUTO理想（美股）USD25,471 22.43NIO USNIO蔚來(lái)USD31,056 16.70LCID USLUCID GROUPLucidUSD2

42、9,891 18.08RIVN USRIVIAN AUTOMOTIVERivianUSD27,233 30.24TSLA USTESLA特斯拉USD902,116 870.767.5%-8.4%-37.6%6.3%-8.1%-17.3%3.6%-17.8%-9.4%3.1%-10.8%-42.5%1.8%5.1%16.1%0.4%-13.1%-22.2%-2.8%-20.7%-65.7%-5.4%-28.8%80.6%-10.0%-39.8%-70.0%-13.4%-19.2%23.4%指數(shù)HXC.o納斯達(dá)克中概股6,705.6106752.MIMSCI全球信息科技 454.1SOX.GI費(fèi)城

43、半導(dǎo)體指數(shù)2,919.7SPX.GI標(biāo)普5004,131.9IXIC.GI納斯達(dá)克指數(shù)12,334.6注：市值、股價(jià)取 4 月 29 日收盤價(jià)，采用 匯率Wind8.5%-5.1%-24.6%-1.6%-11.8%-21.0%-2.3%-14.9%-26.0%-3.3%-8.8%-13.3%-3.9%-13.3%-21.2%圖表4： 過(guò)去一周公布業(yè)績(jī)公司營(yíng)業(yè)收入與凈利潤(rùn)（百萬(wàn) 財(cái)報(bào)貨幣）4Q21 A營(yíng)業(yè)收入YoYQoQ2021AYoYA4Q21YoY凈利潤(rùn)QoQ2021AYoY過(guò)去一周股價(jià)變化600745 CH聞泰科技14,0468%1%52,6122%570265%-31%2,6128%60

44、0703 CH三安光電3,00419%-11%12,42549%27-65%-93%1,31329%600699 CH均勝電子11,523-18%10%45,548-5%-3,771-520%1405%-3,753-709%002185 CH華天科技3,21231%-1%12,03544%38852%-7%1,416102%688036 CH傳音控股13,6176%6%49,31531%1,02740%-11%3,90946%688220 CH翱捷科技-U70488%27%2,13598%-105-50%-6%-58975%300115 CH長(zhǎng)盈精密3,66421%29%11,00013%-761-506%859%-605-201%603160 CH匯頂科技1,5651%28%5,683-14%244-56%25%860-4