东方财富证券：国产算力链景气度有望提升 AI硬科技仍是核心投资主线

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智通财经APP获悉，东方财富证券发布研报称，展望2026年，随着国内外云厂商进一步上调资本开支，北美算力板块继续高增长，国产算力链景气度有望提升，应用端发展或可推动端侧AI产业链加速放量，该行认为AI硬科技仍是核心投资主线，同时看好高股息运营商资产，建议关注光模块、铜互连、交换机、温控设备、电力配套、IDC机房、端侧AI、机器人方向及运营商相关标的。东方财富证券主要观点如下：北美算力投资回报初现，...

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