国盛证券研报表示AI需求已经进入全面爆发阶段GPU+ASIC共同繁荣。从台股AI服务器厂商月度营收来看纬创、纬颖整体增速

智通财经
14 Jul
国盛证券研报表示AI需求已经进入全面爆发阶段GPU+ASIC共同繁荣。从台股AI服务器厂商月度营收来看纬创、纬颖整体增速近期快于鸿海、广达我们认为主要系其处于供应链相对更靠前的业务偏多整机柜级别的组装占比相对偏小。从纬创的表现看其2025年5、6月营收同比均有翻倍以上增长这也印证了需求的高景气。此外工业富联在机柜级别扮演重要角色收入确认时间相对更晚但第二季度业绩依旧超预期进一步验证了需求的旺盛、供应链问题已经逐步解决。

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