近日,高盛发布了《大中华区科技行业2026年展望》研究报告。报告围绕人工智能基础设施升级、消费电子形态创新以及半导体本土化三大主线,系统梳理了2026年最值得关注的十大科技趋势,并指出 ASIC AI 服务器渗透率提升与 iPhone 形态变化将成为推动产业链增长的核心动力。 据追风交易台,高盛认为,2026年科技行业将呈现明显的结构性分化:AI 相关基础设施、先进制程半导体、苹果产业链有望保持中...
Source Link近日,高盛发布了《大中华区科技行业2026年展望》研究报告。报告围绕人工智能基础设施升级、消费电子形态创新以及半导体本土化三大主线,系统梳理了2026年最值得关注的十大科技趋势,并指出 ASIC AI 服务器渗透率提升与 iPhone 形态变化将成为推动产业链增长的核心动力。 据追风交易台,高盛认为,2026年科技行业将呈现明显的结构性分化:AI 相关基础设施、先进制程半导体、苹果产业链有望保持中...
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