国泰海通：看好涨价确定性较强的CCL/高端MLCC/磷化铟等_老虎社区_美港股上老虎

国泰海通：看好涨价确定性较强的CCL/高端MLCC/磷化铟等

智通财经07-05

【国泰海通：看好涨价确定性较强的CCL/高端MLCC/磷化铟等】国泰海通研报认为，主题投资再次兴起。1、机器人：物理AI模型加速迭代，场景落地与成本下降推动规模化量产，看好新技术应用与核心整机厂商及供应链。2、商业航天：长征十号乙有望7月初发射，千帆星座组网加快，新技术突破与发射场站补短板，看好航天基础设施建设与新技术。3、AI新材料：供需矛盾推动上游瓶颈资产重估，看好涨价确定性较强的CCL/高端...

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