中信里昂中国科技行业研究主管张钦锐表示，全球人工智能龙头公司的中国主要供应商，应会持续受惠于北美云服务提供商的稳健人工智能资本开支增长。
他相信，这亦将惠及中国的人工智能子行业，包括人工智能服务器、PCB、液冷系统、光学传输器、电源管理等。
张钦锐提到，投资者就关税对苹果供应链影响的忧虑已大幅减轻，而iPhone17及18的升级应该会推动苹果供应商的增长。
他续指，市场对iPhone的信心亦因应关税谈判的进展而逐渐增强，特别是在今明两年。
他认为，中国在供应链方面拥有优势，涉及集群供应链、专利、基础设施等范畴。因此，虽然有部分公司选择在中国以外的地方建立生产基地，然而，除非有特别计划，否则中国仍然是公司首选的生产地。(sl/da)
相关内容《大行》花旗：“十五五”规划将成催化剂 首选股名单新增恒瑞(01276.HK)、舜宇(02382.HK)及ASMPT(00522.HK)
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.