关键词里的中国 | 电子行业

广发证券研究2025-08-05

01左中括号AI PCB左中括号AI PCB行业蓬勃发展，各家AI PCB厂商有望通过海外基地建设以及国内产能技改及扩产实现较高的增长弹性。相关报告| REPORTS电子行业2025年中期策略：AI 推理需求提速，端侧AI百花齐放AI的进击时刻系列15：AI PCB蓬勃发展，厂商产能建设带来增长弹性AI的进击时刻系列2 ：GB300单颗GPU PCB价值量有望提升，产业链量价齐升沪电股份：资本...

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