全球半导体行业需求跟踪点评(一):北美AI算力领涨科技板块 消费电子复苏偏弱 存储价格持续上扬

光大证券
13 Jun

AI:AI 推理和主权AI 需求强劲,AI 芯片加速出货,北美AI 算力板块维持高速增长:2025 年4 月7 日至6 月12 日期间,AI 芯片龙头公司英伟达/AMD/博通累计上涨54%/38%/75%(vs 纳斯达克指数累计上涨26%),北美AI板块股价表现强劲,AI 相关利好频出。①AI 推理需求强劲。英伟达FY26Q1业绩会表示“AI 推理需求爆炸式增长”,OpenAI、微软和谷歌在...

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