7月17日,消费电子板块上涨,引发市场关注。银河证券等券商认为在政策与AI双轮驱动下,消费电子市场目前处于底部企稳阶段,下半年整体将保持稳中有升。2025年下半年应关注三条主线,即AI创新链、国产替代与周期复苏产业链,看好AI应用持续落地带来的传统消费电子的换机周期,同时看好AI终端硬件如PC、耳机、眼镜、周边硬件等。今年以来,在AI PC加速渗透下,PC市场向好的发展趋势明确,有望在未来一段时间...
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