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國金證券:繼續看好蘋果產業鏈、AI智能眼鏡等領域的投資機會
國金證券研報稱,預測2025年CES展(國際消費類電子產品展覽會)AI智能眼鏡顯示技術將展示多項亮點;蘋果SE4有望2025年3月發佈,蘋果鏈核心受益公司2025年一季度業績有望高增長;英偉達Blackwell及GB200服務器需求強勁,CSP自研ASIC芯片大幅增長,覆銅板/PCB供應鏈持續接到大單,業績有望在四季度及明年一季度迎來高增長。AI端側應用正在加速,有望給智能眼鏡、TWS耳機、可穿戴及手機/PC等硬件產品帶來創新和新的機遇。繼續看好蘋果產業鏈、AI智能眼鏡、AI驅動及自主可控受益產業鏈。
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