掘金2026：高盛发布科技10大趋势，点名这些龙头（附股）_老虎社区_美港股上老虎

掘金2026：高盛发布科技10大趋势，点名这些龙头（附股）

投研派01-06

高盛1月4日发布了最新研报，标题是《大中华区科技行业2026年展望：十大关键趋势！》。核心观点：高盛提出了2026年的10大科技关键趋势，并给出了对应推荐的股票。1）AI服务器，ASIC表现强劲。推荐工业富联、浪潮信息。2）光模块，受益于AI基础设施周期和技术迁移。推荐中际旭创、新易盛、天孚通信。3）散热，液冷渗透率持续提升。推荐富士达。4）ODM，在美国有强力投入的厂商将表现优异。5）PC，在...

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