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中金公司看好消費電子組裝企業積極入局參與AIGC新時代基建；同時看好手機終端在未來成為AGI時代的重要終端，傳統手機組裝公司正積極切入全球AI服務器的組裝賽道，AI手機等新興終端的拉動。同時果鏈更著重創新而非周期，組裝環節，北美大客戶有望同步入局 ，整體來看， （文章來 |
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