中信建投:AI算力消耗开始从训练走向推理。重点关注液冷、PCB、铜连接等领域

第一财经
17 Jun

中信建投发布人工智能行业2025下半年展望表示,受益于大厂加速AI与业务结合、Agent及多模态加速渗透,AI算力消耗开始从训练走向推理,并带来显著的算力增量。建议重视海外算力新技术以及增量变化,尤其是随着机柜式方案放量,重点关注液冷、PCB、铜连接等领域。

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