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2024年电子行业年度策略报告：AI赋能加速行业复苏和硬件创新升级-国元证券

AI 赋能加速行业复苏和硬件创新升级 —2024年电子行业年度策略报告证券研究报告 2024年1月证券分析师：彭琦 E-MAIL: PART 01 A股科技股复苏仍需等待大周期回暖科技硬件产业结构性差异影响股价表现行业周期下行预期在去年11月已经price in A股科技类公司同海外科技类公司业务结构化差异 23年4月成为分水岭 24年周期拐点或带动A股科技公司股价拐点 AI算力主导推动

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