中航证券认为，半导体行业估值目前已经回归到合理水平。建议投资者在2023年关注自主可控和强周期反弹这两大主线。这两个主线将成为投资的重点，有望带来更多投资机会。Investors should pay attention to two main themes in the semiconductor industry in 2023: self-controllable and strong cyclic rebound, which are expected to bring more investment opportunities.
