AI需求明确,11月份国泰海通看好的金股名单曝光!

格隆汇资讯
Nov 06

近日,国内头部券商国泰海通发布报告称,随着AI与数据中心建设引领半导体产业加速升级,新技术和投资竞赛的持续升温,AI需求明确,半导体产业链各个环节持续升温,因此维持AI产业链增持评级,推荐AI算力方向、云厂商方向、AI应用方向、AI社交方向。并在全球科技股中,筛选出了这16只科技股,维持增持评级:1)算力方向:推荐英伟达(NVDA.O)、台积电(TSM.N)、阿斯麦(ASML.O)、博通(AVGO...

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