交银国际：料中国人工智能超级周期或于2026年继续看好国产人工智能及国产替代产业链机会

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智通财经APP获悉，交银国际发布研报称，本轮生成式人工智能所带来的技术进步浪潮范围大，影响深远且牵涉产业链环节较多。该行认为，AI基础建设至少在2026年或持续强劲增长。该行认为美股芯片设计和晶圆代工企业，包括英伟达(NVDA.US)，博通(AVGO.US)和台积电(TSM.US)或持续受惠于人工智能基础设施建设。同时看好国产人工智能及国产替代产业链机会，包括北方华创(002371.SZ)，...

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交银国际： 料中国人工智能超级周期或于2026年继续 看好国产人工智能及国产替代产业链机会

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交银国际：料中国人工智能超级周期或于2026年继续看好国产人工智能及国产替代产业链机会