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德明利(001309.SZ):下游各個應用領域景氣度存在較大差別,但整體正顯露覆蘇跡象
格隆匯 10-12 19:43

格隆匯10月12日丨德明利(001309.SZ)在10月12日接受特定對象調研時表示,下游各個應用領域景氣度存在較大差別,但整體正顯露覆蘇跡象。AI服務器、汽車電子等板塊近期受市場關注度較高,近期行業新政策推行將進一步帶動雲服務器景氣度回升;手機方面受品牌廠商新機型發佈、衞星電話等新功能推出有望帶動市場迎來新一輪換機潮;PC市場受設備更新週期,以及Windows10支持的結束影響,市場調查機構IDC統計數據,2023年第3季度全球PC出貨量環比增長了11%。下半年作為傳統旺季,公司將加快固態硬盤銷售節奏與嵌入式產品客户導入,努力取得更好的業績表現。

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