7月2日,华泰证券发布2025年下半年电子板块投资展望。报告指出,大模型迭代叠加推理需求增长,有望延续算力链高景气;国内制造端先进工艺产能推进,将提升国产设备商国产化率;AI端侧方面,AI眼镜或迎来拐点,智驾领域产业趋势有望加速。
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