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电子+半导体行业2023中期策略：人工智能由云至端，自主可控先进突破-20230614-浙商证券

□23H2聚焦人工智能与自主可控产业趋势背景下，国内科技硬件产业链创新与变革之下的投资机会。 □人工智能：AI人工智能正迅速崛起为全球科技创新浪潮的核心驱动力。算力芯片→算力器件→云侧服务器→端侧AIoT的技术迭代与产品革新，将是未来5-10年全球科技硬件创新的最强内核。重点关注：①AI服务器产业链价值升级带来的业绩兑现，如AI芯片、整机、PCB、光芯片等；②由云至端，智能终端边缘算力升级带来的A

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