Tianfeng Securities believes that 2024 may be the first year of AI PCs. Under the dual cycle+growth logic, the 24-26 storage market is expected to break out of the traditional “price cycle” and enter the next “new long-term value boom cycle” stimulated by AI applications, focusing on the big opportunities in the storage sector.
天风证券：AI PC元年有望开启
Tianfeng Securities: AI PC is expected to start in the first year
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