中信里昂:中国AI主要供应商续受惠相关资本开支增长

阿斯达克财经
Sep 09, 2025

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...

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