【郭明𫓹:超微电脑本季度的财报可能还会继续承压】最近,天风国际分析师郭明𫓹大致分析了一下超微电脑的初步业绩,结论是本季度的财报可能还会继续承压。他表示,目前AI服务器主要有3种类型,包括ASIC 、英伟达 GB200/300 NVL72与英伟达较低阶服务器 。目前AI服务器产业的主要成长动能来自ASIC与NVL72,需求来自于CSP。 超微电脑在1H25主要出货是英伟达较低阶服务器。

金融界
02 May
最近,天风国际分析师郭明𫓹大致分析了一下超微电脑的初步业绩,结论是本季度的财报可能还会继续承压。他表示,目前AI服务器主要有3种类型,包括ASIC 、英伟达 GB200/300 NVL72与英伟达较低阶服务器 。目前AI服务器产业的主要成长动能来自ASIC与NVL72,需求来自于CSP。 超微电脑在1H25主要出货是英伟达较低阶服务器。

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