电子行业周报:AI产业链Q3业绩亮眼,北美CSP资本开支超预期

国金证券
Nov 03, 2025

(以下内容从国金证券《电子行业周报:AI产业链Q3业绩亮眼,北美CSP资本开支超预期》研报附件原文摘录)AI产业链Q3业绩亮眼,北美CSP资本开支超预期。电子行业三季度营收为10770亿元,同增28.2%,归母净利润为605亿元,同增57.4%,盈利持续提升。受益AI强劲需求及周期复苏,PCB板块业绩亮眼。推理需求大幅增加,ASIC需求旺盛,AI算力真实需求强劲,token数量爆发式增长,北美大厂...

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