机构密集调研存储芯片 券商展望2026年：科技仍是最强主线

Group 1: Market Activity - Since December, over 200 A-share companies have been visited by brokerage firms for research, with a focus on sectors like electronics and machinery equipment [3][5] - The technology sector is expected to remain a key investment theme for 2026, according to multiple brokerage firms [3][9] Group 2: Industry Focus - The electronics and machinery equipment industries are particularly favored, with 31 companies in each sector receiving the most attention from brokers [5][6] - Notable companies in the electronics sector include Weicai Technology, Canxin Technology, and Shenghong Technology, which have seen significant interest from multiple brokerages [5][6] Group 3: Storage Chip Companies - Storage chip-related companies have garnered intense focus from brokerages, with Weicai Technology receiving visits from over 20 firms [7][8] - The demand for storage chips is expected to rise significantly due to AI applications, with companies like Jiangbolong and Dongxin Technology reporting substantial stock price increases this year [7][8] Group 4: Investment Strategies - Brokerages are optimistic about the A-share market in 2026, emphasizing the importance of focusing on profit recovery rather than relying solely on global financial expansion [9][10] - Key investment themes for 2026 include AI technology, traditional industry upgrades, and consumer-driven sectors [10][11]