国联民生证券2026年电子业策略：把握AI创新找寻价值扩张方向

智通财经01-29

智通财经APP获悉，国联民生证券发布研报称，算力产业是科技之基，该行长期看好、深度跟踪。在当前市场对远期增量仍有所担忧之际，该行建议积极寻找价值量扩张、资本开支增量倾斜的细分赛道，主线延续“速率+功率”。同时重点关注国产算力、半导体设备、存储、AI终端的投资机遇。国联民生证券主要观点如下：那么站在当下，该行怎么看未来一年的算力机遇?该行认为，26年要重点观察CSP及大模型厂商的商业闭环节奏，从而...

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国联民生证券2026年电子业策略：把握AI创新 找寻价值扩张方向

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国联民生证券2026年电子业策略：把握AI创新找寻价值扩张方向