大摩断言:算力海啸下,玻纤布与铜箔掀起材料超级周期

智通财经
Sep 14
【大摩断言:算力海啸下,玻纤布与铜箔掀起材料超级周期】大摩发布最新研究报告指出,全球AI基础设施的狂热扩张正从下游的GPU和晶圆代工,全面向上游关键基础材料领域扩散。这一趋势不仅重塑了印制电路板和多层陶瓷电容器的供应链体系,更催生了一轮周期长、确定性高的上游材料“超级周期”。

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