@邊際邏輯龍:
[發(fa)]【光大同(tong)創(chuang)】:聯(lian)(lian)想AI PC【核(he)心受(shou)益】標(biao)的(de)(de)+小市(shi)值創(chuang)業板次新
[煙花]聯(lian)(lian)想全球首家發(fa)布AI PC,光大同(tong)創(chuang)作為聯(lian)(lian)想筆(bi)電碳(tan)纖維背板【國內唯(wei)一】核(he)心供(gong)應商,是聯(lian)(lian)想筆(bi)電出貨量提升的(de)(de)核(he)心受(shou)益標(biao)的(de)(de);中(zhong)期看(kan)目前供(gong)給(gei)側(ce)碳(tan)纖維原絲價格仍持續(xu)下降,需(xu)求(qiu)側(ce)碳(tan)纖維材料(liao)在細分領(ling)域滲透(tou)率較低,且大客戶競爭對手(shou)(東麗)
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