【中信证券:大厂资本开支持续 鸿蒙PC带动信创需求】中信证券发布研究报告称,考虑到当前算力芯片采购受中美贸易摩擦影响有所放缓,叠加阿里资本性支出承诺金额大幅提升,大厂AI资本开支仍然持续。鸿蒙电脑将于5月19日正式发布,国产操作系统实现重大突破。其中,国产软件厂商支持下鸿蒙生态加速完善,小艺带来本地化AI体验。AI模型及技术持续迭代,继续看好ERP和政府方向率先落地订单和产品;模型私有化需求增加,利好一体机、超融合和 B 端服务外包企业。

金融界
19 May
中信证券发布研究报告称,考虑到当前算力芯片采购受中美贸易摩擦影响有所放缓,叠加阿里资本性支出承诺金额大幅提升,大厂AI资本开支仍然持续。鸿蒙电脑将于5月19日正式发布,国产操作系统实现重大突破。其中,国产软件厂商支持下鸿蒙生态加速完善,小艺带来本地化AI体验。AI模型及技术持续迭代,继续看好ERP和政府方向率先落地订单和产品;模型私有化需求增加,利好一体机、超融合和 B 端服务外包企业。

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