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浦銀國際2025年科技硬件行業配置策略總結-行業數據

浦銀國際2025年科技硬件行業配置策略總結
浦銀國際2025年科技硬件行業配置策略總結
在功率半導體行業中，我們比較推薦新潔能（605111.CH）。目前，新潔能的低壓功率器件可以較好享受新能源汽車行業高速增長紅利，而且公司有望受益于 AI 服務帶來的增量業務。同時建議關注揚杰科技，該標的也有望受益于海外功率需求觸底復蘇。
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浦銀國際2025年科技硬件行業配置策略總結_第1頁
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浦銀國際2025年科技硬件行業配置策略總結_第2頁
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浦銀國際2025年科技硬件行業配置策略總結_第3頁
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浦銀國際2025年科技硬件行業配置策略總結_第4頁
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浦銀國際2025年科技硬件行業配置策略總結_第5頁
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浦銀國際2025年科技硬件行業配置策略總結_第18頁
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o57mtYvjgIHmsqrnoYXkuqfkuJrjgIHljY7lpKfkuZ3lpKnjgIHlm73lvq7oiq8gfAp8IOi1hOaWmeadpea6kCB8IOWFrOW8gOi1hOaWmeaUtumbhu+8jOa1pumTtuWbvemZhSB8IOWFrOW8gOi1hOaWmeaUtumbhu+8jOa1pumTtuWbvemZhSB8
浦銀國際2025年科技硬件行業配置策略總結_第19頁
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浦銀國際2025年科技硬件行業配置策略總結_第20頁
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浦銀國際2025年科技硬件行業配置策略總結_第21頁
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浦銀國際2025年科技硬件行業配置策略總結_第24頁
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浦銀國際2025年科技硬件行業配置策略總結_第25頁
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浦銀國際2025年科技硬件行業配置策略總結_第28頁
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浦銀國際2025年科技硬件行業配置策略總結_第29頁
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浦銀國際2025年科技硬件行業配置策略總結_第30頁
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浦銀國際2025年科技硬件行業配置策略總結_第31頁
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浦銀國際2025年科技硬件行業配置策略總結_第32頁
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浦銀國際2025年科技硬件行業配置策略總結_第33頁
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浦銀國際2025年科技硬件行業配置策略總結_第34頁
浦銀國際2025年科技硬件行業配置策略總結_第35頁
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浦銀國際2025年科技硬件行業配置策略總結_第36頁
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浦銀國際2025年科技硬件行業配置策略總結_第37頁
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浦銀國際2025年科技硬件行業配置策略總結_第38頁
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浦銀國際2025年科技硬件行業配置策略總結_第112頁
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浦銀國際2025年科技硬件行業配置策略總結_第113頁
浦銀國際2025年科技硬件行業配置策略總結_第114頁
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浦銀國際2025年科技硬件行業配置策略總結_第115頁
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浦銀國際2025年科技硬件行業配置策略總結_第116頁
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浦銀國際2025年科技硬件行業配置策略總結_第120頁
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所屬報告： 科技行業2025年展望：AI浪潮重新定義全球科技的未來-241213（74頁）.pdf
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