梦想家林奇
2023-12-20
$联想集团(00992)$
AI PC我个人的想法是,要围绕足够强硬的逻辑去寻找标的,因为蹭概念的太多了。
那么有几条逻辑是相对靠谱的且核心的:
1.发布AI PC芯片的英特尔供应链及AI PC芯片的国产替代(抑或相对应技术的先进封装)
2.首发AI PC产品的联想供应链
3.有可能发布AI PC的国产龙头厂商做国产替代预期
4.受AI PC影响而有可能大幅受益走出新增长的行业,比如存储芯片,因为本地运行大模型是极度吃内存的
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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