https://reports.zhihai.me/tags/on/ Recent content in ON on 脱水研报 Hugo zh-cn Wed, 26 Aug 2026 10:46:00 +0800 https://reports.zhihai.me/posts/2026-08-26-bofa-sox-pullback-enhanced-buy-list/ Wed, 26 Aug 2026 10:46:00 +0800 https://reports.zhihai.me/posts/2026-08-26-bofa-sox-pullback-enhanced-buy-list/ 美银：费半短期或回调 10%（远期 P/E 重回 20 倍），但 Q4 季节性强势 + AI 数据中心 2030 年达 1.8 万亿美元（CAGR 45%）将催化「增强型买入」良机。