(以下内容从东海证券《电子行业周报:英伟达Q1数据中心业务成绩亮眼,美限制EDA龙头对华提供服务》研报附件原文摘录)投资要点:电子板块观点:英伟达一季度营收同比增长69%,数据中心营收同比增长73%,AI推理市场需求高度增长,token生成量在短短一年内激增10倍;美对华H20禁令致使英伟达一季度计提了大量费用损失;美BIS要求头部EDA软件厂商停止对华提供服务,Synopsys、Cadence已...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.