從GPU到「賣鏟人」：德意志銀行首覆AI硬件板塊，激光雙雄Lumentum(LITE.US)Coherent(COHR.US)齊獲「買入」

智通財經

09/01

【從GPU到「賣鏟人」：德意志銀行首覆AI硬件板塊，激光雙雄Lumentum(LITE.US)Coherent(COHR.US)齊獲「買入」】智通財經APP獲悉，德意志銀行近日正式覆蓋AI硬件板塊，並提出一個核心命題：在當今的人工智能時代，什麼纔是真正的剛需?該行分析師Gianmarco Conti在報告中指出：「作為2026年的數字居民，我們消耗着海量數據——我們不會刪除設備上的照片或視頻，不會排斥新技術，更不會拒絕便利。無論是以聊天機器人、企業級智能體集群，還是以‘氛圍編程’工具的形式呈現，AI都在讓我們的生活變得更加便捷。」

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21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<div>\n<b>【從GPU到「賣鏟人」：德意志銀行首覆AI硬件板塊，激光雙雄Lumentum(LITE.US)Coherent(COHR.US)齊獲「買入」】</b>智通財經APP獲悉，德意志銀行近日正式覆蓋AI硬件板塊，並提出一個核心命題：在當今的人工智能時代，什麼纔是真正的剛需?該行分析師Gianmarco \n\nConti在報告中指出：「作為2026年的數字居民，我們消耗着海量數據——我們不會刪除設備上的照片或視頻，不會排斥新技術，更不會拒絕便利。無論是以聊天機器人、企業級智能體集群，還是以‘氛圍編程’工具的形式呈現，AI都在讓我們的生活變得更加便捷。」                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LITE","symbol_name":"Lumentum Holdings 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