机械行业周报:关注AI设备及耗材、工程机械

华创证券
Jan 11

AI 设备及耗材:2026 年初,MiniMax 与智谱相继登陆港交所,成为资本市场瞩目的“新星”,或许会是我国AI 应用的一个重要节点。MiniMax 上市首日市值突破千亿港元,彰显市场对其C 端全球化产品矩阵与多模态技术路线的认可。伴随AI 大模型与智能硬件应用的快速迭代,算力基础设施需求激增,驱动高性能服务器、GPU 及高阶PCB 需求大幅增长。重点关注:耗材端的鼎泰高科、中钨高新,设备端的...

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