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智通财经
智通财经
·
20:50
消费电子代工龙头转型，高盛：立讯精密已是智造巨头
消费电子代工龙头转型，高盛：立讯精密已是智造巨头 #立讯精密
$立讯精密(02475)$
#消费电子
$消费电子(159732)$
#数据中心 #汽车电子
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消费电子代工龙头转型，高盛：立讯精密已是智造巨头
智通财经
智通财经
·
20:43
生益科技增长引擎切换，野村：盈利不再依靠覆铜板涨价
生益科技增长引擎切换，野村：盈利不再依靠覆铜板涨价 #覆铜板 #生益科技
$生益科技(600183)$
#PCB
$PCB Bancorp(PCB)$
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生益科技增长引擎切换，野村：盈利不再依靠覆铜板涨价
智通财经
智通财经
·
08-17 21:01
传统存储迎来高光时刻，大摩：涨价趋势好于高端存储
传统存储迎来高光时刻，大摩：涨价趋势好于高端存储 #美光科技
$美光科技(MU)$
#三星电子
$三星电子(SSNLF)$
#SK海力士 #兆易创新
$兆易创新(03986)$
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364
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编组 21备份 2
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传统存储迎来高光时刻，大摩：涨价趋势好于高端存储
智通财经
智通财经
·
08-17 20:59
具身智能量产临界点近在眼前，小摩：核心部件生产商最受益
具身智能量产临界点近在眼前，小摩：核心部件生产商最受益 #人形机器人 #宇树科技
$宇树科技(688836)$
#智元机器人
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125
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编组 21备份 2
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具身智能量产临界点近在眼前，小摩：核心部件生产商最受益
智通财经
智通财经
·
08-14
中芯国际二季度答卷优秀，高盛：大幅超出市场预期
中芯国际二季度答卷优秀，高盛：大幅超出市场预期 #中芯国际
$中芯国际(00981)$
#晶圆制造 #半导体
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472
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编组 21备份 2
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中芯国际二季度答卷优秀，高盛：大幅超出市场预期
智通财经
智通财经
·
08-13
伯恩斯坦上调药明康德目标价：增长逻辑正在完成升级
伯恩斯坦上调药明康德目标价：增长逻辑正在完成升级 #药明康德
$药明康德(02359)$
#创新药
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253
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编组 21备份 2
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伯恩斯坦上调药明康德目标价：增长逻辑正在完成升级
智通财经
智通财经
·
08-13
上调中际旭创目标价至1500元，瑞银：光模块是AI基建最硬的赛道
上调中际旭创目标价至1500元，瑞银：光模块是AI基建最硬的赛道 #光模块 #中际旭创
$中际旭创(03308)$
#CPO #NPO
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上调中际旭创目标价至1500元，瑞银：光模块是AI基建最硬的赛道
智通财经
智通财经
·
08-11
五大巨头继续烧钱，大摩：云厂商AI资本开支大幅上修
五大巨头继续烧钱，大摩：云厂商AI资本开支大幅上修 #微软
$微软(MSFT)$
#谷歌
$谷歌(GOOG)$
#亚马逊
$亚马逊(AMZN)$
#Meta
$Meta Platforms, Inc.(META)$
#SpaceX
$SpaceX(SPCX)$
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882
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编组 21备份 2
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五大巨头继续烧钱，大摩：云厂商AI资本开支大幅上修
智通财经
智通财经
·
08-11
高盛评估刚果（金）铜钴精矿出口禁令：对全球铜供需格局影响微乎其微
高盛评估刚果（金）铜钴精矿出口禁令：对全球铜供需格局影响微乎其微 #铜 #钴 #镍
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高盛评估刚果（金）铜钴精矿出口禁令：对全球铜供需格局影响微乎其微
智通财经
智通财经
·
08-10
中国AI大模型价格战落幕，大摩：智力战时代开启
中国AI大模型价格战落幕，大摩：智力战时代开启 #智谱
$智谱(02513)$
#MiniMax
$MINIMAX-W(00100)$
#DeepSeek #国产大模型
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620
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中国AI大模型价格战落幕，大摩：智力战时代开启
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