PCB设备周观点：AI领域催化不断关注PCB、先进封装等产业链机会

华福证券2025-08-10

投资要点：GPT-5 正式发布近期GPT-5 正式发布。在AIME 2025 上，GPT-5 Pro 在开启推理模式并调用工具下，拿下满分成绩。编程方面也较o3 有全面提升，并且超越了刚刚发布的Claude-opus-4.1，以0.4%优势成为编程新王。大模型竞技场成绩同步出炉——迄今为止总分最高分，“当之无愧的全球第一”。在文本、网页开发、视觉、复杂提示词、编程、数学、创造成、长查询等方面，都是...

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PCB设备周观点：AI领域催化不断 关注PCB、先进封装等产业链机会

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PCB设备周观点：AI领域催化不断关注PCB、先进封装等产业链机会