【招商电子】大族激光深度报告:苹果创新加速+算力PCB 扩产,激光龙头迎接新一轮高成长

招商电子
Feb 26

招商电子团队深度跟踪过大族历史上五轮向上期,我们判断公司正进入新一轮AI端侧与算力共振的向上周期:1)AI端侧:苹果26-27年AI硬件加速创新,公司消费电子业务不仅受益于散热/光学等创新,更重要是望在3D打印赛道成为领导者;2)算力:PCB机械钻孔设备需求旺盛且盈利提升明显,超快钻孔实现0-1突破打开新成长空间;3)其他业务:新能源/半导体/通用等总体稳中向好,商业航天等新兴行业拓展下游应用领域...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10