AI需求明确，11月份国泰海通看好的金股名单曝光！

格隆汇资讯2025-11-06

近日，国内头部券商国泰海通发布报告称，随着AI与数据中心建设引领半导体产业加速升级，新技术和投资竞赛的持续升温，AI需求明确，半导体产业链各个环节持续升温，因此维持AI产业链增持评级，推荐AI算力方向、云厂商方向、AI应用方向、AI社交方向。并在全球科技股中，筛选出了这16只科技股，维持增持评级：1)算力方向：推荐英伟达(NVDA.O)、台积电(TSM.N)、阿斯麦(ASML.O)、博通(AVGO...

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