招银国际：对AI PC在2026-27年的渗透率实现快速提升持乐观态度鸿腾精密等料将收益

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智通财经APP获悉，招银国际发布研报称，在美国当地时间1月5日开启的2026 国际消费电子展(CES)上，Nvidia(NVDA.US)、AMD(AMD.US)、高通(QCOM.US)与英特尔(INTC.US)举办了主题演讲和发布活动，概述了AI服务器/AI PC的最新产品路线图和发展方向。总体而言，下一代Nvidia Vera Rubin平台的生产进度早于预期，现已全面投产，并预计在2026年...

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招银国际：对AI PC在2026-27年的渗透率实现快速提升持乐观态度 鸿腾精密等料将收益

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招银国际：对AI PC在2026-27年的渗透率实现快速提升持乐观态度鸿腾精密等料将收益