文:刘奕司/陈宇哲/林致小米推出新款芯片,看好产业发展2025.05.19-2025.05.23核心观点本周核心观点与重点要闻回顾算力产业链:大厂持续对AI基础设施投资,推动行业发展。埃隆·马斯克周二表示,他预计特斯拉和xAI 将继续从半导体巨头Nvidia和AMD购买芯片,可能还有其他。我们认为,AI需求持续增加产业链景气度向上,算力产业链将持续受益。AI端侧:谷歌推出新品,继续看好相关产业链。...
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