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AI硬件盈利爆发驱动电子板块高增 科创板成最大受益者 焦点热讯

2026-11-04 14:30:07来源：中财网  


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CFi.CN讯：数据显示，2026年三季报全A两非归母净利润同比增18.84%，其中电子行业大增175.8%，科创板整体增速高达346.27%。AI产业链(非金融)盈利同比增速达72%，占全A非金融利润比重升至12.8%，若计入长鑫科技则达17.5%。

近期机构研报指出，本轮盈利改善质量较高，ROE连续三季回升，电子板块ROE单季提升7.36个百分点，主因毛利率改善与运营效率提升，且未伴随产能过热扩张。

研报认为，电子成为景气最集中的方向，不仅增速最高，且较中报边际改善达67.7个百分点，显著优于其他板块；科创板高弹性叠加AI硬件加速兑现，构成当前最强业绩主线。研报指出，消费与医药等板块也出现边际修复信号，但电子与AI相关制造环节仍是资金聚焦核心。

关键词： 商业频道 快讯

责任编辑：hnmd003

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