智通财经APP获悉,兴业证券发布研报称,2025年下半年,电子板块收益率呈现显著上行趋势,与之匹配的是,板块业绩持续向好,其中AI是主要驱动力,自主可控需求强劲,估值也得到扩张。站在当前时间点,算力需求持续向上,上游材料、存储等供需缺口将进一步扩大。同时,在基础设施大量建设后,随着模型成熟,端侧AI创新有望加速。兴业证券主要观点如下:存储行业供需紧张景气度持续上行,AI成为存储未来需求核心驱动力...
Source Link智通财经APP获悉,兴业证券发布研报称,2025年下半年,电子板块收益率呈现显著上行趋势,与之匹配的是,板块业绩持续向好,其中AI是主要驱动力,自主可控需求强劲,估值也得到扩张。站在当前时间点,算力需求持续向上,上游材料、存储等供需缺口将进一步扩大。同时,在基础设施大量建设后,随着模型成熟,端侧AI创新有望加速。兴业证券主要观点如下:存储行业供需紧张景气度持续上行,AI成为存储未来需求核心驱动力...
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