汇聚科技现涨近4% 机构指AI服务器出货量快速增长

新浪港股
04 Dec 2024
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  汇聚科技(01729)股价上涨3.65%,现报4.26港元,成交额210.01万港元。

  国海证券指出,AI服务器出货量快速增长,新技术持续迭代,如GB200 NVL72互联模式通过NV Switch实现,GPU与NV Switch采用铜互联形式,内部使用的电缆长度累计接近2英里,共有5000条独立铜缆。立讯精密产品线丰富,是一体化解决方案供应商,并收购汇聚科技完善相关布局,持续开拓新客户。

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