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【研报金选】AI推理时代催生千亿级增量市场,这些公司或成最大赢家
第一财经· 2025-08-19 13:53
Group 1 - The article highlights the emergence of a trillion-level market driven by performance bottlenecks in the AI inference era, indicating that certain companies may become the biggest winners in the AI operational revolution [1] - It discusses the demand driven by gas turbines in the aviation engine and AI sectors, revealing a hidden champion in high-temperature alloys that has signed long-term agreements with multiple overseas clients, securing benefits from the global supply chain for aircraft engines [1]