2025年,AI可以说是贯穿了整个市场。似乎每一波热度都与人工智能密不可分,从年初的AI大模型不断迭代,引发对上游AI硬件如芯片、PCB板的需求;到后面算力爆发,如何加码算力衍生出存储芯片赛道;再后来,AI算力的指数级增长,对能源电力的巨大需要,使得储能再度走入我们的视野......在一系列的爆发、消化后,2026年市场将进入格局更加清晰的一年,是挑战,更是机遇,而我,对下面这 6 大产业链有些...
Source Link2025年,AI可以说是贯穿了整个市场。似乎每一波热度都与人工智能密不可分,从年初的AI大模型不断迭代,引发对上游AI硬件如芯片、PCB板的需求;到后面算力爆发,如何加码算力衍生出存储芯片赛道;再后来,AI算力的指数级增长,对能源电力的巨大需要,使得储能再度走入我们的视野......在一系列的爆发、消化后,2026年市场将进入格局更加清晰的一年,是挑战,更是机遇,而我,对下面这 6 大产业链有些...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.