《大行》花旗:AI光学成欧美机构投资者关注重点 市场更偏好美资光学企业

阿斯达克财经
Yesterday

花旗发表研究报告表示,过去两个星期与超过60名欧美机构投资者会面,发现美国投资者主要关注AI光学发展,因对潜在FCC限制感担忧,目前较偏好美国多于中国光学企业。其中在硬件方面,中际旭创(03308.HK) 最受关注。另外,长线投资者对联想集团(00992.HK) 作为Neoclouds替代投资标的的兴趣亦正提升。该行指出,台湾地区与中国内地供应链对英伟达(NVDA.US)  Vera Rubin ...

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