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國金證券:看好半導體行業復甦及估值修復
國金證券研報指出,隨着英偉達B系列芯片大批量出貨及文生視頻等AI應用的普及,產業鏈將迎來較好的拉貨機會,看好核心受益公司。半導體積極回暖,產業鏈積極受益,看好低估值優勢龍頭公司,有望迎來週期復甦、業績提振及估值修復的多重驅動。建議關注10月即將上線的Apple Intelligence,有望給iPhone16新機賦能,加快換機週期。看好AI驅動、消費電子創新、半導體復甦及估值修復受益產業鏈。
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