2026年电子行业年度策略报告：AI主导的上行景气周期寻找结构性投资机会

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1、24年策略“AI赋能加速行业复苏和硬件创新升级”25年策略“电子行业有望迎来新一轮大周期拐点”26年策略“AI主导的上行周期,寻找结构性投资机会”2、A股科技股走势,和行业周期形成密切互动,24年1月进入周期复苏,8月进入景气阶段3、AI带动,半导体整体表现强于消费电子1、欧洲整体终于进入正向增长,工业和汽车半导体调整进入尾声,景气力度尚需评估。2、存储芯片价格上涨和AI驱动亚太区域增长 ...

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2026年电子行业年度策略报告：AI主导的上行景气周期 寻找结构性投资机会

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2026年电子行业年度策略报告：AI主导的上行景气周期寻找结构性投资机会