Copper Foil to Ride on AI HVLP Demand Surge; Initiate on Defu/TGCF人工智能/ChatGPT/AIGC/生成式AI有色金属金属铜Jefferies2026-06-1555 页
电力设备行业深度报告 汇添富中证电池主题ETF:聚焦电池产业链核心环节,把握储能与固态电池发展机遇储能全球资金观察系列报告券商证券固态电池电力/风电/火电/核电电池/锂电池/钠电池/动力电池虚拟电厂/电力系统东吴证券研究所2026-06-2347 页
Robotics - from factory floor to humanoid frontier: Physical AI momentum: Shipment upgrades, sector re-rating, and leadership consolidation, raising PTs for Leader and Estun人工智能/ChatGPT/AIGC/生成式AI机械设备J.P. Morgan2026-06-2525 页