天风证券发布研究报告称,细化下沉+聚焦品类+专项资金,信创2.0有望加速。信创2.0增量空间较大,细分赛道国产化率仍有提升空间。海外限制预期加强,核心环节EDA软件国产率有望提升。
本文源自:金融界AI电报
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