国庆特辑 | 新质生产力——AI篇

国金证券研究
Oct 02, 2025

国金AI研究AI作为新质生产力的核心驱动力,其发展深刻依赖于底层材料、基础设施和能源效率的全面革新。国金研究构建了一个多维度AI投资框架,全面覆盖电子、通信、计算机、电新、建材和化工等核心领域。整体研究凸显材料创新和供应链自主机遇,贯穿AI基础设施升级主线。电子核心观点1电子团队首席樊志远:算力革命与国产化浪潮下的多元机遇围绕算力需求爆发、技术迭代加速和国产替代机遇三大主线展开。一、AI算力需求...

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