【中信证券:预计二季度业绩表现相对亮眼的细分板块有算力相关PCB龙头、模拟龙头等】中信证券表示,25Q2以来电子行业整体业绩延续正常需求下的增长趋势,其中我们预计算力相关下游强劲,且整体海外算力链强于国产算力链;B端服务器、光储、家电及工控自动化等需求持续强劲,预计带动相关模拟、功率和成熟制程产业链表现较好,且景气度有望延续;消费电子二季度为传统淡季,需求保持平稳,我们预计部分受益份额提升及创新升级的公司业绩较好;存储订单保持平稳,且行业并购整合趋势明确。综合来看,我们预计二季度业绩表现相对亮眼的细分板块有算力相关PCB龙头、模拟龙头、存储龙头、设备龙头、光学龙头、部分SoC公司、CIS龙头等。

金融界
17 Jun
中信证券表示,25Q2以来电子行业整体业绩延续正常需求下的增长趋势,其中我们预计算力相关下游强劲,且整体海外算力链强于国产算力链;B端服务器、光储、家电及工控自动化等需求持续强劲,预计带动相关模拟、功率和成熟制程产业链表现较好,且景气度有望延续;消费电子二季度为传统淡季,需求保持平稳,我们预计部分受益份额提升及创新升级的公司业绩较好;存储订单保持平稳,且行业并购整合趋势明确。综合来看,我们预计二季度业绩表现相对亮眼的细分板块有算力相关PCB龙头、模拟龙头、存储龙头、设备龙头、光学龙头、部分SoC公司、CIS龙头等。

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10