苹果“折叠”救市、ASIC崛起与万亿级光通信盛宴,一文读懂高盛2026年科技行业十大趋势预测

华尔街见闻
Jan 05

高盛认为,AI服务器出货量将在2026年实现爆发式增长,ASIC芯片渗透率预计提升至40%,带动800G/1.6T光模块出货同比激增逾两倍。苹果即将推出的折叠屏iPhone有望成为智能手机市场的强力催化剂。与此同时,AI驱动的硬件升级、智能驾驶、卫星通信等领域也将迎来结构性增长机会,重塑供应链与投资格局。高盛2026年科技行业十大趋势,聚焦AI服务器、光通信、苹果折叠屏、半导体、智能驾驶、卫星通信...

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