掘金2026:高盛发布科技10大趋势,点名这些龙头(附股)

投研派
Jan 06

高盛1月4日发布了最新研报,标题是《大中华区科技行业2026年展望:十大关键趋势!》。核心观点:高盛提出了2026年的10大科技关键趋势,并给出了对应推荐的股票。1)AI服务器,ASIC表现强劲。推荐工业富联、浪潮信息。2)光模块,受益于AI基础设施周期和技术迁移。推荐中际旭创、新易盛、天孚通信。3)散热,液冷渗透率持续提升。推荐富士达。4)ODM,在美国有强力投入的厂商将表现优异。5)PC,在...

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