Group 1 - The core viewpoint of the article emphasizes the importance of selecting valuable research reports and understanding market trends to avoid missing investment opportunities [1] - The aluminum electrolysis capacity is expected to have "zero growth," with a combination of declining costs and stable profits providing a "double insurance" for the sector, leading to an upward revision of profit expectations, with some companies offering dividend yields as high as 8% [1] - Following the trends in optical modules and PCBs, the article discusses potential successors in the AI computing power chain, identifying a specific segment that aligns with three key thematic elements, providing an analysis of high-value links in the industry chain [1]
【研选行业】光模块&PCB之后,谁将成为AI算力链接棒者?机构划出重点
第一财经·2025-08-18 12:23