每經(jīng)AI快訊,中泰證券研報指出,在AI投資與消費電子補貼等支持下,一季度電子板塊業(yè)績大幅回暖。向后看,二季度電子行業(yè)景氣度繼續(xù)高企,AI熱潮帶動算力芯片及相關(guān)硬件需求旺盛,企業(yè)資本開支增加,半導體板塊維持高增長態(tài)勢。下游云計算、汽車電子訂單充裕,二季度業(yè)績有望超出市場預期。
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