TMT强势反攻，信息技术ETF（562560）涨超2%，胜宏科技、寒武纪、航天宏图领涨

每日经济新闻04-24

4月24日，通信、计算机、电子等TMT板块集体反攻，信息技术ETF午后拉升，截至13：47，涨超2%，持仓股胜宏科技大涨17%，宝信软件、寒武纪、航天宏图涨超9%。兴业证券分析指出，AI投资热潮下，科技巨头展开“军备竞赛”，算力作为AI的硬件基础，需求持续爆发，服务器、AI芯片、光芯片、存储、PCB板等环节价值量大幅提升。应用层面，PC和手机玩家积极推出端侧大模型并升级硬件，AI公司也布局边缘侧...

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