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华泰证券：建议持续关注 AI 算力链投资机遇
source link: https://www.8btc.com/article/6817032
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2023-05-09 02:58
华泰证券：建议持续关注 AI 算力链投资机遇
据 36 氪 5 月 9 日报道，华泰证券研报表示，据他们对公募基金一季报的统计，一季度通信板块基金持仓环比显著提升，光模块、电信运营商、ICT 基础设施等板块获加仓。当前通信板块基金持仓占比以及 PE 估值均处低位，他们看好 AIGC 等新应用的产业化发展下温控液冷/光模块/ICT 基础设施等赛道的发展前景，建议持续关注 AI 算力链投资机遇。
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