H20供给改善撬动算力需求爆发,服务器龙头增长逻辑获券商认可

砍柴网
Jul 17, 2025

7月15日,AI算力板块大幅上涨,国产算力龙头联想集团大涨2.75%,收盘价站上10元,盘中最高10.20元为两个月以来最高。消息面上,英伟达将恢复H20在中国的销售,并推出面向中国市场的新GPU,为AI算力行业带来利好。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...

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