《大行》花旗:中國人工智能生態系統前景較明朗 利好ASMPT(00522.HK)等企業
花旗發表研究報告指,英偉達(NVDA.US)據報停止生產H20,引發中國半導體行業反彈,另外,DeepSeek的最新型號發布暗示與未來的國產人工智能晶片相容。雖然部分中國半導體公司的中期業績未達預期,但正面情緒或在短期內繼續支持行業估值。
該行認為,中國人工智能生態系統的前景較為明朗,利好長電科技(600584.SH)、通富微電(002156.SZ)、ASMPT(00522.HK)和萬業企業(600641.SH)。
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