计算机2025年中期策略:看好AI产业链及应用落地

国金证券
26 Jun

(以下内容从国金证券《计算机2025年中期策略:看好AI产业链及应用落地》研报附件原文摘录)投资逻辑计算机板块下游需求主要来自于国内,且集中于G端和大B端;而估值波动对市值波动的影响显著大于基本面的权重,因此板块体现出较强的主题投资属性,但行情的持续度需要成长的兑现。我们重点寻找大概率能从主题投资向景气成长投资落地转化,有望实现业绩高成长兑现与估值提升的戴维斯双击的方向。综合考虑国内与海外环境的...

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