【中泰证券:维持中科创达“买入”评级,有望携手高通打造端侧AI最佳参考设计】中泰证券研报指出,大模型推动端侧应用普惠向实,落地场景与中科创达(300496.SZ)业务高度契合。考虑到公司ARM架构在PC端前景可期,与高通具有多年合作基础,为AIPC和AI手机提供操作系统级软件支持,并且积极探索整车操作系统、工业机器人、端侧智能新机遇,受益于DeepSeek带来端侧落地新机遇,有望携手高通打造端侧AI最佳参考设计,维持“买入”评级。

金融界
Feb 08, 2025
中泰证券研报指出,大模型推动端侧应用普惠向实,落地场景与中科创达(300496.SZ)业务高度契合。考虑到公司ARM架构在PC端前景可期,与高通具有多年合作基础,为AIPC和AI手机提供操作系统级软件支持,并且积极探索整车操作系统、工业机器人、端侧智能新机遇,受益于DeepSeek带来端侧落地新机遇,有望携手高通打造端侧AI最佳参考设计,维持“买入”评级。

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