我們繼續(xù)關(guān)(guān )注國(guó)產(chǎn)AI算力相關(guān)機(jī)(jī )會(huì),并(bìng )基于(yú )DeepSeek大模型開(kāi)源對(duì)國(guó)內(nèi)AI應(yīng)用端發(fā)展(zhǎn )的顯著推動(dòng),加大了對(duì)(duì )AI電子(zǐ )終端、智(zhì )能駕(jià )駛及“AI+”等(děng )AI應(yīng)用相關(guān)品種(zhǒng )的關(guān)注。此外還適(shì )當(dāng)關(guān)注了這(zhè )些(xiē )領(lǐng)域:1)政府工作報(bào)告(gào )中提及(jí )的商(shāng )業(yè)航天(tiān )、低空經(jīng)濟(jì)、深??萍嫉刃屡d產(chǎn)(chǎn )業(yè);2)2025年是我軍建設(shè)“十四五”收(shōu )官之年,前期影(yǐng )響規(guī)劃執(zhí)行的堵(dǔ )點(diǎn)卡點(diǎn)(diǎn )問(wèn)題有望解決,此前延遲(chí )的訂(dìng )單已率先在上游看到(dào )恢復(fù)(fù ),軍工板(bǎn )塊有望迎(yíng )來(lái)(lái )景氣向上拐點(diǎn)。(長(zhǎng)城久嘉創(chuàng)新成長(zhǎng)2025年一季報(bào))
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