证券时报网讯，中泰证券研报指出，消费电子有望快速发展。目前手机销量、库存已触底，华为回归率先引领复苏;PC经过2022年去库存，今年环比呈现复苏。2024年在华为提高出货量目标、苹果或发新品及产业链周期向上的预期下，叠加国产化率提升驱动，消费电子有望快速发展。更长远来看AI技术变革带动大机遇。2023年作为AI元年，大模型、人工智能等释放生产力变革潜力。消费电子景气周期主要是由技术进步引发的新需求所驱动，因此消费电子+AI将有望成为新一轮扩张的主动力。
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- 中泰证券:消费电子+AI将有望成新一轮扩张主动力
中泰证券:消费电子+AI将有望成新一轮扩张主动力
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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