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电子行业2024下半年投资策略：AI创新助力行业复苏-东莞证券

 模型厂商竞争白热化，算力需求确定性强。海内外大模型迭代及应用速度加快，各大云厂商资本开支增长预期乐观，AI算力需求将持续加大。英伟达FY25Q1业绩超预期，并表示Blackwell平台产品将于Q2发货、Q3上量。由于全球客户对Blackwell平台需求旺盛，且发货进度快于预期，预计PCB/CCL、服务器代工、铜缆连接等产业链相关公司有望大幅受益，且业绩释放速度有望加快。近年美方加大对我国AI芯

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