大模型驱动算力高景气,券商集体唱多 AI 基建确定性高增

IT之家
11 Jul

近日,国信证券发布报告称 AI 基础设施建设仍是需求确定性高增长的投资主线,建议持续关注联想集团等产业链相关公司。面对 AI 技术升级带来的算力需求的持续爆发,算力厂商需不断加快产品迭代,以满足市场对 AI 算力日益增长的需求。业内分析认为,随着技术进步,AI 算力需求持续高涨,服务器需要采用更先进的芯片架构、提高内存容量和带宽、优化散热系统来降低功耗,这对联想集团等具有全球资源整合能力的厂商形成...

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