科创板开市：科技股的黄金年代.pdf
| 2019 07 22 259 5 Nasdaq google 1200 PE Nasdaq KOSDAQ / 1999 KOSDAQ Korea Semiconductor System 1999 -2005 2.47% 2.98% 2019 ISSI & IDM 5G 5G LCM EMS/ODM S0680518120002 zhengzhenxianggszq xubinyigszq 1 2019-07-16 2 TWS 2019-07-14 3 2019-07-07 -48% -32% -16% 0% 16% 32% 2018-07 2018-11 2019-03 2019-07 300 2019 07 22 P.2 .5 .5 .5 .8 . 10 . 11 WSTS 5 . 13 . 15 . 15 . 17 . 17 . 29 . 32 5G . 36 FPGA . 36 5G . 46 PCB CCL . 49 . 50 1 .6 2 .6 3 25 .7 4 25 .8 5 .9 6 . 12 7 . 12 8 . 12 9 . 12 10 . 13 11 . 13 12 . 14 13 DRAM/NAND . 14 14 5 . 14 15 5 . 14 16 5 ASP . 14 17 . 15 18 P30 Pro . 16 19 . 16 20 . 18 21 . 18 2019 07 22 P.3 22 1 . 19 23 2 . 19 24 3 . 20 25 . 20 26 . 21 27 . 21 28 . 22 29 . 23 30 16mm +160mm . 23 31 10 . 23 32 P30 . 24 33 P30 Pro iPhone XS Max . 25 34 HUAWEI P30 P30 Pro . 26 35 . 26 36 6P . 26 37 7P . 27 38 . 28 39 . 28 40 . 29 41 . 30 42 . 30 43 . 31 44 . 32 45 . 33 46 . 33 47 . 34 48 . 34 49 BOM . 34 50 LG . 35 51 . 35 52 . 35 53 5G . 36 54 . 37 55 PA 4G . 37 56 PA . 38 57 PA . 38 58 Qorvo . 38 59 GaN HEMT . 39 60 GaN GaAs .
报告吧