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Research report
2024年中期电子行业投资策略报告：AI浪潮迭起，智能触手可及-万联证券
24 年以来申万电子行业跑输沪深 300 指数，行情表现居于所有申万一级行业中等水平。24Q1 申万电子行业营收、归母净利润均实现同比增长，多个子板块业绩回暖，其中 PCB、面板、数字芯片设计、封测等板块表现较好。展望 2024 年下半年，建议把握 AI 浪潮下算力建设与终端创新的双主线机遇。算力建设方面，AI加速建设推动 AI 服务器出货增长，进而拉动产业链上游部件 PCB、芯片等细分领域的需求
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