中银国际：预期光模块、铜链接将成为AI上游硬件首先兑现业绩的板块

智通财经08-20

智通财经APP获悉，中银国际发布研报称，业绩兑现是2024年市场真正关心的变量，不管是人工智能还是红利板块，业绩为王将是贯穿全年的主线，产业和政策两手都要抓，下半年亦如此。从产业端来看，2023年人工智能的雄图展望将在2024年得到验证，预期光模块、铜链接将成为AI上游硬件首先兑现业绩的板块。从政策端来看，国家对车路云和卫星通信的支持，将成为行业业绩兑现的重要支持。稳中求变，2024年下半年通信...

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