半导体及元器件2025下半年展望:AI飞轮加速

中金公司
23 Jul

投资建议我们认为,2025 年下半年生成式AI技术有望深化渗透,行业供给竞争格局改善及国产替代加速推进,有望共同构筑半导体及元器件行业成长动能;行情端,我们预计结构性机会是主导,重点推荐偏左侧周期向上板块,以及AI应用落地、AI硬件驱动较强的板块。理由周期角度:全球半导体增长明确。WSTS最新预测2025/2026 年市场规模或将达7,009/7,607 亿美元,同比增长11%/9%,集成电路领域...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10