掘金2026：高盛发布科技10大趋势，点名这些龙头（附股）

投研派01-06

高盛1月4日发布了最新研报，标题是《大中华区科技行业2026年展望：十大关键趋势！》。核心观点：高盛提出了2026年的10大科技关键趋势，并给出了对应推荐的股票。1）AI服务器，ASIC表现强劲。推荐工业富联、浪潮信息。2）光模块，受益于AI基础设施周期和技术迁移。推荐中际旭创、新易盛、天孚通信。3）散热，液冷渗透率持续提升。推荐富士达。4）ODM，在美国有强力投入的厂商将表现优异。5）PC，在...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2601789779?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-06 18:03","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2601789779","market":"hk","top_or_hot":-1,"title":"掘金2026：高盛发布科技10大趋势，点名这些龙头（附股）","media":"投研派","content":"<div>\n<p>高盛1月4日发布了最新研报，标题是《大中华区科技行业2026年展望：十大关键趋势！》。核心观点：高盛提出了2026年的10大科技关键趋势，并给出了对应推荐的股票。1）AI服务器，ASIC表现强劲。推荐工业富联、浪潮信息。2）光模块，受益于AI基础设施周期和技术迁移。推荐中际旭创、新易盛、天孚通信。3）散热，液冷渗透率持续提升。推荐富士达。4）ODM，在美国有强力投入的厂商将表现优异。5）PC，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106201739a6fa6153&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>掘金2026：高盛发布科技10大趋势，点名这些龙头（附股）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n掘金2026：高盛发布科技10大趋势，点名这些龙头（附股）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 18:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106201739a6fa6153&s=b><strong>投研派</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛1月4日发布了最新研报，标题是《大中华区科技行业2026年展望：十大关键趋势！》。核心观点：高盛提出了2026年的10大科技关键趋势，并给出了对应推荐的股票。1）AI服务器，ASIC表现强劲。推荐工业富联、浪潮信息。2）光模块，受益于AI基础设施周期和技术迁移。推荐中际旭创、新易盛、天孚通信。3）散热，液冷渗透率持续提升。推荐富士达。4）ODM，在美国有强力投入的厂商将表现优异。5）PC，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106201739a6fa6153&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1163","symbol_name":"半导体产品","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106201739a6fa6153&s=b","article_id":"2601789779","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106201739a6fa6153&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601789779","pubTimestamp":1767693782,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"高盛1月4日发布了最新研报，标题是《大中华区科技行业2026年展望：十大关键趋势！》。核心观点：高盛提出了2026年的10大科技关键趋势，并给出了对应推荐的股票。1）AI服务器，ASIC表现强劲。2）光模块，受益于AI基础设施周期和技术迁移。5）PC，在内存成本上涨的背景下，具备规模优势的全球龙头更具韧性。6）智能手机，苹果供应商将脱颖而出。9）L4芯片与自动驾驶出租车。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1163":"半导体产品","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","02026":"小马智行-W","SG9999006597.SGD":"United China-India Dynamic Growth SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","BK1614":"港股-半导体","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","01347":"华虹半导体","09660":"地平线机器人-W","BK1589":"北水核心资产","LU0052750758.USD":"富兰克林中国基金A Acc","00762":"中国联通","00981":"中芯国际"},"translate_title":"Nuggets 2026: Goldman Sachs releases 10 major trends in technology, naming these leaders (with shares)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00981":0.9,"01347":0.9,"09660":0.9,"02026":0.9,"00762":0.9},"content_text":"高盛1月4日发布了最新研报，标题是《大中华区科技行业2026年展望：十大关键趋势！》。核心观点：高盛提出了2026年的10大科技关键趋势，并给出了对应推荐的股票。1）AI服务器，ASIC表现强劲。推荐工业富联、浪潮信息。2）光模块，受益于AI基础设施周期和技术迁移。推荐中际旭创、新易盛、天孚通信。3）散热，液冷渗透率持续提升。推荐富士达。4）ODM，在美国有强力投入的厂商将表现优异。5）PC，在内存成本上涨的背景下，具备规模优势的全球龙头更具韧性。推荐韦尔股份。6）智能手机，苹果供应商将脱颖而出。7）PCB，需求依然稳健。8）半导体，在先进制程领域的本土龙头，以及崛起的本土GPU供应商将推动行业增长。推荐中芯国际、华虹半导体、寒武纪、北方华创、中微公司。推荐兆易创新、芯原股份、华峰测控、天岳先进。9）L4芯片与自动驾驶出租车。推荐地平线机器人、小马智行。10）低轨卫星。推荐中国移动、中国联通。【本条信息为投资资讯分享，不构成操作建议，据此操作，风险自担，股市有风险，入市需谨慎！投资顾问 卢斌 登记编号：A0220623020003 】","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601789779","isCrawlerRequest":true}