Group 1 - The core viewpoint emphasizes the importance of timely and relevant research reports to identify investment opportunities and avoid missing out on market trends [1] - The domestic high-end equipment localization rate is below 30%, with AI catalyzing a simultaneous increase in both volume and price, leading to accelerated growth potential for domestic leading companies [1] - A list of seven core suppliers has been released, indicating key players in the industry [1] Group 2 - The Consumer Price Index (CPI) turning positive signals a warming of domestic demand, suggesting that the fundamentals of a specific sector are stabilizing [1] - High-frequency data indicates that the sector's fundamentals have reached a bottom, with valuations currently at the historical 23rd percentile, presenting a window for investment in two types of targets [1]
【研选行业】AI催化这个行业“量+价”齐升，7家核心供应商名单出炉
第一财经·2025-11-12 11:46