人民财讯12月8日电,华泰证券发布电子行业2026年度展望指出,2025年电子行业在AI链引领创新以及下游终端需求整体持续复苏的带动下持续上行,同时2025年下半年开始存储板块也在大幅供需差下开启涨价周期,展望2026年,建议关注几个方向:1)继续看好存储周期,涨价在AI数据中心的拉动下或具备一定持续性,国内存储芯片及配套环节均有望受益;2)看好全球头部CSP厂ASIC加速落地,带动PCB等算力...
Source Link人民财讯12月8日电,华泰证券发布电子行业2026年度展望指出,2025年电子行业在AI链引领创新以及下游终端需求整体持续复苏的带动下持续上行,同时2025年下半年开始存储板块也在大幅供需差下开启涨价周期,展望2026年,建议关注几个方向:1)继续看好存储周期,涨价在AI数据中心的拉动下或具备一定持续性,国内存储芯片及配套环节均有望受益;2)看好全球头部CSP厂ASIC加速落地,带动PCB等算力...
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