人工智能(AI)正在延长传统科技周期,推动全球半导体销售增长持续。 根据世界半导体贸易统计组织(WSTS)的数据,2024年全球半导体销售额达6276亿美元,同比增长19.1%。该机构预计,2025年全球半导体市场的增幅将回落到11.2%。 海通证券科技行业资深分析师李轩对第一财经记者表示:“每一轮半导体周期都是略相似但又押着不同的韵脚,主要是由于每个阶段半导体下游起主导作用的因素不同,本轮...
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