中國銀河證券:看好AI+重鑄電子行業生態,並推動相關硬件更新與迭代
中國銀河證券研報指出,梳理電子行業一季度,AI基礎設施建設所帶動的相關硬件如AI算力,端側SoC,PCB等板塊保持了業績的高增長,看好AI+重鑄電子行業生態,並推動相關硬件的更新與迭代。消費電子板塊受到國家補貼政策的刺激淡季不淡,蘋果產業鏈業績穩健增長,行業後續多重創新包括液態金屬、AI眼鏡、光學創新等有望推動相關供應鏈業績持續提升。元器件板塊整體一季度受下游政策補貼刺激需求強勁,二季度整體依然維持平穩,包括面板、LED、被動元件等整體供需平衡,龍頭公司經營穩健。
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