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国金证券-信息技术产业行业周报：AI持续迭代，关注硬件及应用落地投资机会-240623
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- 这份报告主要研究什么？
- 《国金证券-信息技术产业行业周报：AI持续迭代，关注硬件及应用落地投资机…》主要讨论：AI持续迭代，关注硬件及应用落地投资机会 投资逻辑 电子板块：电子拉货旺季将至，AI需求旺盛，继续看好受益产业链。电子即将进入三季度拉货旺季，建议关注二季度业绩有望超预期、三季度受益需求拉动的公司…
- 报告来自哪个机构？何时发布？
- 来源机构：国金证券，篇幅约 22 页。
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