PC市场暖意渐显电子行业持续向好 江海证券:关注联想等

智通财经网
Jul 08

智通财经获悉,近日,江海证券发布电子行业点评报告显示,行业评级为增持。预计国内 PC 出货量随着国补政策刺激以及AI PC新产品的不断推出将有所增长,建议关注相关产业链公司联想集团(00992)、光大同创(301387.SZ)、春秋电子(603890.SH)等。Canalys最新数据显示,2025 年 Q1 中国大陆 PC 市场出货量达 890 万台,同比增长 12%;平板市场增长更为强劲,出货 ...

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