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东海研究 | 电新:光伏政策推动排产回暖,2024年国内新签风机订单量 ...
本周(截至2月21日),风电产业链相关大宗商品价格整体小幅上涨。
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东海研究 | 晨会纪要20250225
电子板块观点:阿里2024Q4资本开支达318亿元,2025年全年资本开支有望超过1500亿元,将持续大幅投入AI与云计算网络;马斯克公布新一代AI模型Grok3,测试表现优于目前市场上所有已发布的聊天机器人,建议关注AI相关产业链如AI芯片、服务器 ...
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