AI基础设施竞赛元年开启,券商密集加码龙头厂商盈利预期

赛迪网
01 Jul

近日,多家券商密集发布7月投资策略报告,人工智能产业链的爆发式增长与算力基建确定性成为机构共识。国信证券建议关注AI算力基础设施各环节,国产算力受益国内互联网云厂在2025年的加大投入,有望呈现好的业绩。业内分析认为,AI大模型的快速应用超出预期,带动了算力需求的显著增长。AI基础设施竞赛元年开启。对此,算力厂商联想集团基于“端-边-云-网”架构,发力AI导向的基础设施,通过提供有竞争力的产品和...

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