金吾财讯 | 手机产业链部分走高，舜宇光学科技(02382)涨3.06%，高伟电子(01415)涨1.45%，中国软件国际(00354)涨1.37%，瑞声科技(02018)涨0.14%。
招银国际发布中国科技行业2025展望，回顾2023-24年，AI算力产业链蓬勃发展，端侧模型场景和AI终端新品落地提速，AI手机和AI PC渗透加快，创新延伸至AI眼镜和智能家居等领域。展望2025年，考虑到全球经济温和复苏、手机/PC需求持续回暖、通用/AI服务器增长延续和端侧AI创新周期，该行认为科技产业链有望迎来新一轮发展机遇，持续推动硬件创新和加快换机周期。另外，在板块估值上，随着市场流动性进一步改善，该行认为具备全球竞争力和创新能力的行业龙头公司有望迎来价值重估机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.