申万宏源研究杨海晏：看好2026年高端芯片的投资机会

Core Insights - The chief analyst of Shenwan Hongyuan, Yang Haiyan, expresses high expectations for the development and investment opportunities in the high-end chip sector in 2026, indicating a growing presence of domestic companies in this field [1] Industry Outlook - There is anticipated demand for artificial intelligence (AI) computing power for training, inference, and edge applications, which is expected to drive growth in the GPU, switch chips, edge AI, and optical chip sectors [1]