【券商聚焦】招银国际：展望2026年算力高景气延续关注端侧AI创新机遇

金吾资讯12-11

金吾财讯 | 招银国际表示，展望2026年，全球科技产业将呈现终端需求分化与AI创新加速并存的格局。在AI大模型迅速迭代驱动下，算力产业链景气度持续高企，端侧AI新品（AI手机/AI PC/AI眼镜）落地提速。然而，受全球宏观不确定性、中国补贴红利退坡及存储成本影响，低端消费电子需求预计将短期承压。该机构认为，算力需求扩张与端侧AI创新周期将是核心增长动力，建议关注两条主线：1）AI算力基础设施：...

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【券商聚焦】招银国际：展望2026年 算力高景气延续 关注端侧AI创新机遇

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【券商聚焦】招银国际：展望2026年算力高景气延续关注端侧AI创新机遇