东吴证券近日发布电子行业跟踪周报:近期英伟达股价的回升也反映了市场对于AI需求持续增长的认可,黄仁勋在股东大会上表示,仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。东吴证券近日发布电子行业跟踪周报:近期英伟达股价的回升也反映了市场对于AI需求持续增长的认可,黄仁勋在股东大会上表示,仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。与此同时,英伟达关键存储供应商...
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