AI趋势 | 银河证券：人工智能板块结构分化，国产算力业绩超预期
2026-05-06 00:18:54
据金十数据报道，银河证券认为，4月人工智能板块内部结构严重分化，硬件强而软件及应用弱。地缘冲突及高油价影响减弱，但财报季推动国产算力业绩超预期。资金青睐业绩确定性强的板块及公司，建议关注景气度高的上游算力基础设施，尤其是国产算力产业链。
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