从GPU到“卖铲人”：德意志银行首覆AI硬件板块，激光双雄Lumentum(LITE.US)Coherent(COHR.US)齐获“买入”

智通财经09-01 21:24

【从GPU到“卖铲人”：德意志银行首覆AI硬件板块，激光双雄Lumentum(LITE.US)Coherent(COHR.US)齐获“买入”】智通财经APP获悉，德意志银行近日正式覆盖AI硬件板块，并提出一个核心命题：在当今的人工智能时代，什么才是真正的刚需?该行分析师Gianmarco Conti在报告中指出：“作为2026年的数字居民，我们消耗着海量数据——我们不会删除设备上的照片或视频，不会排斥新技术，更不会拒绝便利。无论是以聊天机器人、企业级智能体集群，还是以‘氛围编程’工具的形式呈现，AI都在让我们的生活变得更加便捷。”

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