招财日报2025.5.26 科技行业/同程旅行、贝克微、滔博点评

招银国际
26 May

行业点评科技行业 - Computex 2025总结:GB300 NVL72、液冷、GPU/SOCAMM插槽、AI PC、DGX SparkComputex 2025于5月19日至23日在台北举行,主要聚焦于AI服务器、AI PC和散热/电源/连接器解决方案。以下为我们从主题演讲及展区走访后整理的核心要点:1)第二季度GB200出货持续加速增长;2)GB300预计3Q进入样品导入阶段,目标为4Q...

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