电子行业周报:英伟达RTX 50系列GPU发布,台积电四季度营收超预期

东海证券
13 Jan

(以下内容从东海证券《电子行业周报:英伟达RTX 50系列GPU发布,台积电四季度营收超预期》研报附件原文摘录)投资要点:电子板块观点:英伟达发布RTX50系列GPU,并推出可用于研发自动驾驶、机器人等的世界基础模型Cosmos,建议持续关注AI产业链;台积电四季度业绩超预期,2024年营收同比增长33.9%,或展示全球半导体需求端复苏趋势;当前电子行业需求处于温和复苏阶段,建议关注AIOT、AI...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10