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【研选行业】AI基建投资热潮下哪些环节最受益?机构圈出这个细分领域
第一财经· 2025-08-20 11:59
券商研报信息复杂?机构调研数据过时?屡屡错失投资机会?那是你不会挖!想知道哪份研报有用?什 么时候该看?《研报金选》满足你!每日拆解热门产业链或核心公司,快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘,游资私募都在用! 一、二季度四大CSP资本开支逼近1000亿美元,AI基建投资热潮下哪些环节最受益?机构圈出这个 细分领域,卡位供应商已找到 ; 二、 政策+技术共振点燃商业航天爆发期,产业链多环节投资地图来了。 点击付费阅读,解锁市场最强音,把握投资机会! 前言 ...
最后6天!《研报金选》年度特惠即将截止
第一财经· 2025-07-14 01:53
Core Viewpoint - The article announces the return of the "Yuan Bao Jin Xuan" research tool, which has been upgraded to enhance its capabilities in capturing investment opportunities and market trends [1]. Group 1: Research Offerings - The new research tool will provide ten selected core research reports weekly [2]. - Daily market insights will be distilled to help investors anticipate industry turning points and leading companies' transitions [3]. Group 2: Industry Insights - The article highlights key technological advancements, such as the expected surge in foldable screen shipments to 70 million units and the potential market explosion for perovskite solar cells, projected to reach 130GW by 2030 with a 40% cost reduction [4]. - The high-end manufacturing sector is identified as a significant area for investment, particularly in domestic alternatives, with a noted 128% increase in overseas revenue for leading companies [5]. Group 3: Financial Projections - Revenue projections show a growth trajectory from 1,208 million in 2023 to 2,178 million in 2026, with a compound annual growth rate (CAGR) of approximately 24.3% [6]. - The net profit is expected to increase from 55 million in 2023 to 186 million in 2026, indicating a substantial growth rate of 52.3% in the final year [6]. Group 4: Competitive Advantages - The "Yuan Bao Jin Xuan" tool employs a selection standard ten times stricter than typical institutions, ensuring in-depth research by a professional investment team [11]. - The tool aims to provide essential investment information, including research reports and meeting minutes, to clarify expected discrepancies and potential beneficiaries [11]. Group 5: Promotional Offer - A limited-time annual subscription is available for 3,288 yuan, equating to approximately 9 yuan per day, promoting the tool as an essential resource for investors [12].