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銀河證券:計算機行業底部信號已現 AI算力引領結構性復甦
中國銀河證券研報表示,年初受到國產大模型DeepSeek催化,計算機行業年初至今升幅排名靠前,回顧計算機行業2024年報及2025一季報,算力基礎設施及、國產自主可控、細分行業(能源、智能駕駛等)AI應用表現較強韌性,2024年業績繼續探底,2025第一季度計算機板塊業績邊際復甦,主要受益於成本端有效管控及AI賦能業務與提升產品力,企業降本增效初現成效,同比伴隨貿易摩擦常態化下游需求逐漸恢復,高景氣度行業訂單飽滿,此外伴隨超長期特別國債發行與地方化債進度持續推進,計算機板塊現金流回款情況有望好轉,2025年將逐步在利潤端釋放。
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