中金电子行业中期策略：关注设备国产替代机会拥抱“AI+”

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智通财经APP获悉，中金发布研报称，展望2024年下半年，一方面，半导体行业作为信息技术产业的基石，对于国家安全和经济发展具有举足轻重的意义，国产替代将成为我国半导体市场长期的主旋律；另一方面，智能手机进入存量博弈阶段，折叠屏产品、AI手机及AI PC等产品正在兴起，有望给产业链带来新的发展机遇。因此，维持电子行业“强于大市”的评级。制造强国&自主可控背景下，关注设备国产替代机会政策扶植...

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href=http://www.zhitongcaijing.com/content/detail/1138521.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，展望2024年下半年，一方面，半导体行业作为信息技术产业的基石，对于国家安全和经济发展具有举足轻重的意义，国产替代将成为我国半导体市场长期的主旋律；另一方面，智能手机进入存量博弈阶段，折叠屏产品、AI手机及AI PC等产品正在兴起，有望给产业链带来新的发展机遇。因此，维持电子行业“强于大市”的评级。制造强国&amp;自主可控背景下，关注设备国产替代机会政策扶植...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1138521.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":"002475","symbol_name":"立讯精密","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1138521.html","article_id":"2445844047","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2445844047","pubTimestamp":1718954439,"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"新品频发，拥抱“AI+”折叠屏手机频发：目前除苹果外其他品牌已完成折叠屏手机的布局， 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中金电子行业中期策略：关注设备国产替代机会 拥抱“AI+”

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中金电子行业中期策略：关注设备国产替代机会拥抱“AI+”