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尽管目前电子板块静态估值水平处于历史高位,短期内电子板块或面临一定的调整压力,但我们认为由于目前电子行业进入到了一个业绩和估值双重驱动的阶段,未来仍然会有超越大盘的表现。
Despite the current static valuation of the electronics segment at historical highs, the electronics sector may face some adjustment pressure in the short term. However, we think the electronics industry will still exceed the broader market in the future due to the dual drive of performance and valuation .