天风证券研报称,四季度进入新机发布密集期,随着联发科和高通发布强化AI功能的手机芯片,叠加“双11”等消费节的到来,以及近期颁布的“一揽子增量政策”,半导体需求旺季有望“很旺”。
本文源自:金融界AI电报
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