核心观点本周核心观点与重点要闻回顾算力产业链：博通推出全新交换机，行业有望进一步发展。近日，博通发布了高性能交换芯片，宣布开始出货Tomahawk 6 系列交换机，并将其称为“全球首款102.4Tbps 交换机”。我们认为，底层创新持续推动AI 行业发展，算力产业链将持续受益。AI 端侧：产业链持续创新，看好AI 端侧投资机会。据台积电旗下光学元件制造厂采钰（VisEra）透露，公司正积极布局AR...
Source Link核心观点本周核心观点与重点要闻回顾算力产业链：博通推出全新交换机，行业有望进一步发展。近日，博通发布了高性能交换芯片，宣布开始出货Tomahawk 6 系列交换机，并将其称为“全球首款102.4Tbps 交换机”。我们认为，底层创新持续推动AI 行业发展，算力产业链将持续受益。AI 端侧：产业链持续创新，看好AI 端侧投资机会。据台积电旗下光学元件制造厂采钰（VisEra）透露，公司正积极布局AR...
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