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03 Mar 2024
1h
29m
E26 半导体行业投资:AI拉动、库存周期、碳化硅内卷、消费电子创新
投资实战派
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本期播客节目讨论了半导体行业的发展和重要性,特别关注了国产替代和科技自主的趋势。同时,探讨了半导体行业的板块分类、关键技术和应用领域。另外,讨论了半导体与人工智能的关联以及消费电子行业的需求情况。还介绍了碳化硅行业的结构性行情和投资机会,以及消费电子产业链的参与程度。
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