鹰普精密(01286)涨近5%,截至发稿,涨4.81%,报3.27港元,成交额453.3万港元。消息面上,7月15日,英伟达称将恢复H20芯片在中国的销售。开源证券认为,合规芯片H20恢复销售有望缓解国内算力“缺芯”问题,核心利好国产AIDC全产业链。此外,世纪互联上调2025财年业绩指引,国产AIDC产业链发展或提速。长城证券表示,AI云服务商已陆续加大关于数据中心基础设施建设力度,当前全球AI...
Source Link鹰普精密(01286)涨近5%,截至发稿,涨4.81%,报3.27港元,成交额453.3万港元。消息面上,7月15日,英伟达称将恢复H20芯片在中国的销售。开源证券认为,合规芯片H20恢复销售有望缓解国内算力“缺芯”问题,核心利好国产AIDC全产业链。此外,世纪互联上调2025财年业绩指引,国产AIDC产业链发展或提速。长城证券表示,AI云服务商已陆续加大关于数据中心基础设施建设力度,当前全球AI...
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