(以下内容从东吴证券《电子行业跟踪周报:算力周报-甲骨文资本开支亮眼,关注二、三线AI厂商相关投资》研报附件原文摘录)投资要点甲骨文25/26财年资本开支亮眼,关注二、三线AI大厂相关投资本周算力产业链相关公司股价持续强劲。全周行情来看,数通PCB/CCL板块中沪电股份+9%、广和科技+7.37%、生益电子+5.66%;服务器代工方面,工业富联+2.9%。对于算力需求,此前市场关注焦点仅在北美头部...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.