广发年度策略 | 2026年，电子行业怎么看？

广发证券研究2025-12-16

美国经济会衰退吗？今年美联储会降息吗？我国经济复苏现状如何，将如何发展？我国财政政策会作何调整？曾为中国空间站“天宫四号”设计了世界第一个空间冷原子实验平台。著有《量子大唠嗑》《人工智能之不能》《智造中国》。近期市场关于AI产业的讨论较多，我们的核心观点是什么？当前AI算力的竞争焦点在哪里？AI产业链有哪些投资机会？存储周期有哪些投资机会？01近期市场关于AI产业的讨论较多，我们的核心观点是什么？...

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