科技周日谈240602
广发银行·2024-06-02 09:09
Key Points - Industry/Company Involved: Electronic industry, with a focus on AI applications within the sector. - Core Viewpoints and Arguments: - The analyst, Geng Zhen, is the Chief Analyst for the electronic industry at GF Securities. - The report series "The Fission Moment of Electronic AI" was shared recently, which delves into the investment rhythm and logic for AI investments. - The report emphasizes three key directions: computing power, connectivity, and storage. - Other Important Content: - No additional content provided in the excerpt. [1]