中信证券研报称预计2025Q2计算机行业收入稳健增长整体或延续Q1趋势算力、信创、AI应用等方向景气度高。展望2025H

智通财经
03 Jul
中信证券研报称预计2025Q2计算机行业收入稳健增长整体或延续Q1趋势算力、信创、AI应用等方向景气度高。展望2025H2建议继续把握“AI主线”机遇重点看好AI Agent及算力主线方向如管理/办公软件、医疗IT、算力芯片、服务器、云厂商等板块;同时建议兼顾稳定币、信创、低空经济、机器人等结构性机遇如跨境支付/金融IT、工业软件、基础软件、军工IT等板块。

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