电子行业点评报告：阿里Q3验证AI需求高景气，DeepSeek与谷歌TPU引领软硬件进阶

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（以下内容从东吴证券《电子行业点评报告：阿里Q3验证AI需求高景气，DeepSeek与谷歌TPU引领软硬件进阶》研报附件原文摘录）投资要点本周AI产业链股价普遍反弹，在经历“AI泡沫论”等利空因素回调后，阿里三季度财报表现强劲再次验证AI需求仍将持续。本周股价涨跌幅情况来看，数通PCB/CCL：生益电子+14.16%，胜宏科技+12.93%，生益科技+8.6%；铜连接：博创科技+20.84%，...

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