中信证券：看好算力芯片及系统级厂商投资机遇关注政策对卫星、医疗、消费等内需科技的持续支持

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智通财经APP获悉，中信证券发布研报称，展望2026，预计算力发展具备高确定性，超节点技术将不断升级，CSP大厂Capex会持续高增，看好算力芯片及系统级厂商投资机遇。大模型迭代步入深水区，Agent、多模态等方向能力持续提升，AI应用拐点已至；同时在出海拓展及内需政策支持下，AI应用公司订单及收入增长有望提速。结构亮点方向，预计2026年起算力卫星建设逐步提速，星算产业化加快，AI医药电商...

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中信证券：看好算力芯片及系统级厂商投资机遇 关注政策对卫星、医疗、消费等内需科技的持续支持

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中信证券：看好算力芯片及系统级厂商投资机遇关注政策对卫星、医疗、消费等内需科技的持续支持