国金证券近日发布电子行业研究:从美光及AI产业链公司业绩指引情况来看,AI需求持续强劲,我们认为,在英伟达及ASIC大力拉货的带动下,AI硬件产业链四季度业绩有望继续亮眼,展望明年上半年,英伟达Rubin开始拉货,谷歌及亚马逊新一代ASIC芯片也开始拉货,业绩有望继续保持高增长,继续看好AI硬件核心受益公司。以下为研究报告摘要:电子周观点:AI需求旺盛+上游原材料成本上升,覆铜板涨价有望持续。12...
Source Link国金证券近日发布电子行业研究:从美光及AI产业链公司业绩指引情况来看,AI需求持续强劲,我们认为,在英伟达及ASIC大力拉货的带动下,AI硬件产业链四季度业绩有望继续亮眼,展望明年上半年,英伟达Rubin开始拉货,谷歌及亚马逊新一代ASIC芯片也开始拉货,业绩有望继续保持高增长,继续看好AI硬件核心受益公司。以下为研究报告摘要:电子周观点:AI需求旺盛+上游原材料成本上升,覆铜板涨价有望持续。12...
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