【国元研究】电子行业周报——英伟达FY26Q1业绩超预期,2025迎来AI PC爆发

国元研究
Jun 04, 2025

文 | 彭琦沈晓涵英伟达FY26Q1业绩超预期,2025迎来AI PC爆发——电子行业周报本周(2025.5.26-2025.6.1)市场回顾1)海外AI芯片指数本周上涨3.0%,全球贸易紧张局势出现缓和迹象,欧美将加快贸易谈判进程,海外芯片行情有所回暖。英伟达发布最新业绩报告,数据中心实现强劲增长,同比增加73%,数据中心销售额增长缓解了市场对于供应链问题和贸易限制带来的部分担忧。2)国内...

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