兴证策略张启尧团队：AI扩散，也别忘了恒科

市场资讯05-07

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：尧望后势　　我们精选A股中47家北美算力链龙头（光模块、PCB等方向）与41家国产算力链龙头（半导体产业链、存储等方向），分别构建“北美算力链”与“国产算力链”指数，以观察算力行情内部的扩散情况。　　近期，我们已经看到国产算力链正在相对北美算力链补涨，表明AI行情正在算力链内部扩散。　　更有意思的是，我们将...

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