浦银国际：科技行业成长动能主旋律有望向下半年延续

智通财经06-21

智通财经APP获悉，浦银国际发布研报称，展望2024年下半年，AI持续推动科技产业增量增长，拉动存量业务复苏增长。AI大模型正在持续推动科技产业增量市场的高速增长，给科技行业带来增长动能，预计这一趋势有望在2024年下半年延续。另一方面，AI从云侧向端侧发展，有望拉动智能手机、电脑等消费电子终端的需求，从而推动成熟的消费电子存量市场的增长。此外，AI的增量算力需求以及智能手机等复苏需求，都将成为...

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href=http://www.zhitongcaijing.com/content/detail/1138591.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，浦银国际发布研报称，展望2024年下半年，AI持续推动科技产业增量增长，拉动存量业务复苏增长。AI大模型正在持续推动科技产业增量市场的高速增长，给科技行业带来增长动能，预计这一趋势有望在2024年下半年延续。另一方面，AI从云侧向端侧发展，有望拉动智能手机、电脑等消费电子终端的需求，从而推动成熟的消费电子存量市场的增长。此外，AI的增量算力需求以及智能手机等复苏需求，都将成为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1138591.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0405327148.USD","symbol_name":"ALLSPRING CHINA A FOCUS \"A\" (USD) 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