计算机2026年策略发布！申万宏源公布AI爆发核心受益股名单

智通财经2025-12-08

wind数据显示，2025年初至今，计算机板块涨幅为 18%，全行业排名第 12。基本面驱动与主题投资兼具，主线主要包括 AI 算力、具身智能、AI 应用三大方向。智通财经APP获悉，申万宏源黄忠煌团队发布计算机2026年策略，总体认为，算力聚沙成塔，应用乘风而起。研报观点称：行情复盘来看，基本面筑基、AI行催化，随着年初DeepSeek发布，AI产业链催化上涨。DeepSeek 代表模型平权、...

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