Sinolink research reports suggest that attention should be given to the AI application + content sector, and to changes in the AI industry (models, applications, hardware). Large models are continuously upgraded, with increasing demand for computing power. Cloud providers increasing AI capital expenditures drive demand for AI chips, AI servers, optical modules, switches, and other related high-demand industries. In the second half of the year, numerous new smartphones and AI PCs are expected to be released, leading to a peak season of demand in the third quarter. In the long term, AI is expected to empower consumer electronics, driving new demand for upgrades. We are bullish on the AI drive and the recovery of demand and the benefits of self-control in the industry chain.
国金证券：继续看好AI驱动、需求复苏及自主可控受益产业链
Sinolink Securities: Remains bullish on AI-driven, demand recovery, and self-controllable industry chain benefits.
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