中信证券研报称随着AI推理和训练需求共振以及ASIC芯片成熟AI网络建设浪潮再次启动。国际芯片龙头Marvell和博通的

智通财经
20 Jun
中信证券研报称随着AI推理和训练需求共振以及ASIC芯片成熟AI网络建设浪潮再次启动。国际芯片龙头Marvell和博通的在手ASIC项目持续增加ASIC或将与英伟达算力卡共同驱动下一轮Capex投入和网络建设浪潮。从AI投资到AI收入再到AI投资的良性循环已经形成光模块、铜缆等互联部件更新升级趋势更加明朗迎来高景气。建议关注在光模块产业链、铜缆/AEC(Active Electric Cable有源铜缆)等方向布局领先的厂商。

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