点击上方“公众号”可订阅哦!兴业证券计算机小组蒋佳霖/孙乾/陈鑫/杨本鸿/张旭光/杨海盟/桂杨本周观点聚焦1、本周观点:财报密集披露期临近,优选业绩强兑现龙头2、深度跟踪:从英伟达GTC及大厂开支看算力产业机会周观点财报密集披露期临近,优选业绩强兑现龙头财报密集披露期临近,优选业绩强兑现龙头。目前已进入3月下旬,财报密集披露期临近。当前,市场对Q1基本面预期正逐渐成为股价的重要影响因素。建议积极...
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