我们判断,行业已进入温和复苏的阶段。在未来两年半导体行业缓慢成长的环境下,国内企业的技术水平和资本实力总体仍处于弱势,企业盈利仍面临着诸多风险,因此,我们对个股选择较为谨慎。选股策略:“技术+资本”。 We judge that the industry has entered a mild recovery phase. In the slow growth of the semiconductor industry in the next two years, the overall technological level and capital strength of domestic enterprises are still at a weakness. Corporate profits are still facing many risks. Therefore, we are cautious about the choice of individual stocks. Stock Selection Strategy: “Technology + Capital”.