电子行业研究:ASIC发展势头强劲,继续看好AI-PCB及核心算力硬件

国金证券
Nov 30, 2025

(以下内容从国金证券《电子行业研究:ASIC发展势头强劲,继续看好AI-PCB及核心算力硬件》研报附件原文摘录)电子周观点:ASIC发展势头强劲,继续看好AI-PCB及核心算力硬件。谷歌Gemini 3表现出色,Gemini 3 Pro支持100万Token的超大上下文窗口,标准输出限制为64,000 Token。Gemini 3最让人兴奋的创新是Deep Think模式。这个模式通过内部的思维链...

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