韭研

【长江电新】AIDC电气设备

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资讯解析

行业:
电气设备
标的:
科华数据 盛弘股份 科士达 明阳电气 宏发股份 麦格米特 禾望电气
标签:
AI 搜索引擎 Safari 数据中心 电气设备 AIDC(人工智能数据中心) 人工智能 AI应用发展趋势 海外大厂Capex指引超预期
摘要:
苹果公司计划在Safari浏览器中引入AI驱动的搜索引擎,与Perplexity进行了初步讨论。市场对AI应用发展趋势持乐观态度,推荐AIDC电气设备相关公司。
多方:
市场对AI应用发展趋势持乐观态度,海外大厂Capex指引超预期,AIDC业绩兑现节奏好于预期,推荐相关设备公司。
空方:
市场可能对AI技术的实际应用和商业化进程过于乐观,存在技术落地不及预期的风险。