决策面板

Signal Matrix — 信号矩阵决策引擎

主题: 半导体国产替代·25 只标的·2026-11-02 03:10:51

	标的	价格	市值	估值	增长	利润率	趋势	动量	形态	催化剂	情绪	总分↓	评级
	300308 中际旭创	$543.60	$653.0B	+1	+1	+1	-1	0	0	0	0	+2	偏多
	300408 三环集团	$76.28	$156.6B	+1	+1	+1	-1	0	0	0	0	+2	偏多
	301666 大普微	$307.97	$138.2B	0	+1	0	0	+1	0	0	0	+2	偏多
	603986 兆易创新	$259.31	$181.8B	+1	+1	+1	-1	0	0	0	0	+2	偏多
	688008 澜起科技	$160.66	$179.4B	0	+1	+1	-1	+1	0	0	0	+2	偏多
	002475 立讯精密	$45.23	$349.9B	+1	+1	-1	-1	+1	0	0	0	+1	偏多
	300394 天孚通信	$140.66	$161.3B	0	+1	+1	-1	0	0	0	0	+1	偏多
	300604 长川科技	$161.32	$107.5B	0	+1	+1	-1	0	0	0	0	+1	偏多
	603019 中科曙光	$72.79	$103.4B	0	+1	0	-1	+1	0	0	0	+1	偏多
	688072 拓荆科技	$404.24	$118.6B	0	+1	+1	-1	0	0	0	0	+1	偏多
	000063 中兴通讯	$27.55	$122.6B	+1	0	0	-1	0	0	0	0	0	持有
	002384 东山精密	$90.57	$164.8B	+1	+1	-1	-1	0	0	0	0	0	持有
	002463 沪电股份	$84.25	$168.4B	+1	+1	-1	-1	0	0	0	0	0	持有
	002916 深南电路	$226.17	$158.4B	+1	+1	-1	-1	0	0	0	0	0	持有
	300476 胜宏科技	$131.90	$136.6B	+1	+1	-1	-1	0	0	0	0	0	持有
	301308 江波龙	$211.20	$81.0B	+1	+1	-1	-1	0	0	0	0	0	持有
	601138 工业富联	$43.44	$886.6B	+1	+1	-1	-1	0	0	0	0	0	持有
	688120 华海清科	$166.46	$83.6B	0	+1	0	-1	0	0	0	0	0	持有
	688802 沐曦股份	$440.96	$179.9B	-1	+1	0	-1	+1	0	0	0	0	持有
	002281 光迅科技	$100.19	$81.1B	0	+1	-1	-1	0	0	0	0	-1	持有
	600893 航发动力	$36.96	$98.8B	-1	+1	-1	-1	+1	0	0	0	-1	持有
	688981 中芯国际	$98.26	$466.2B	-1	+1	-1	-1	+1	0	0	0	-1	持有
	688256 寒武纪科技	$840.15	$553.4B	-1	+1	-1	-1	0	0	0	0	-2	卖出
	688347 华虹宏力半导体	$136.60	$132.2B	-1	+1	-1	-1	0	0	0	0	-2	卖出
	688498 源杰科技	$658.23	$85.8B	-1	+1	-1	-1	0	0	0	0	-2	卖出