金吾财讯 | 中信建投发研报指，IDC最新数据显示，2025年第一季度，数据中心以太网交换机收入同比增长54.7%。Marvell在Custom AI投资者日上表示，2028年数据中心潜在市场规模（TAM）的预期将从去年的750亿美元上修至940亿美元，其中定制计算（XPU）及其配套组件市场规模达到550亿美元。OpenAI首次推出的官方播客节目中，Sam Altman表示GPT-5模型或在今年夏天某个时候发布。该机构表示，AI产业高景气度持续，该机构建议锚定行业景气度变化和估值水平进行投资，优选北美算力链公司配置，国产链优质公司也需重视。目前正处于中报前瞻的窗口期，算力产业链公司可能因较好的业绩展望维持强势，建议持续重点关注。
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