(以下内容从东吴证券《策略周评:牛市二阶段:聚焦AI应用的赔率交易》研报附件原文摘录)观点6-8月市场主线围绕人工智能展开,目前行情主要集中于上游基础设施类硬件,其中景气确定性最高的海外链光模块、PCB等在6月率先启动,8月中旬以寒武纪为核心的国产算力正式开始补涨。在大盘量能充沛且产业逻辑没有出现明显瑕疵的情况下,我们并不认为算力行情即将结束,但对于场外持币者,上游硬件的强赚钱效应令人躁动不安,而...
Source Link(以下内容从东吴证券《策略周评:牛市二阶段:聚焦AI应用的赔率交易》研报附件原文摘录)观点6-8月市场主线围绕人工智能展开,目前行情主要集中于上游基础设施类硬件,其中景气确定性最高的海外链光模块、PCB等在6月率先启动,8月中旬以寒武纪为核心的国产算力正式开始补涨。在大盘量能充沛且产业逻辑没有出现明显瑕疵的情况下,我们并不认为算力行情即将结束,但对于场外持币者,上游硬件的强赚钱效应令人躁动不安,而...
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