Marvell上调AI市场展望,ASIC和GPU需求共振

信达证券
22 Jun

(以下内容从信达证券《Marvell上调AI市场展望,ASIC和GPU需求共振》研报附件原文摘录)本期内容提要:本周A股元件板块大涨。申万电子二级指数年初以来涨跌幅分别为:半导体(-1.77%)/其他电子Ⅱ(-1.44%)/元件(+11.93%)/光学光电子(-6.37%)/消费电子(-8.28%)/电子化学品Ⅱ(+3.98%);本周涨跌幅分别为半导体(+0.09%)/其他电子Ⅱ(-1.32%)/...

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