人民财讯7月22日电,中信证券研报称,英伟达将恢复H20销售,叠加下一代系统级算力快速发展为国内AI产业链发展注入更多信心。Kimi K2、Grok 4等模型进展不断,ChatGPT Agent引领应用创新,下一代模型应用进展可期。政策端支持有望加大,促进AI产业链持续繁荣。多重力量共振下,AI产业链有望持续加速,迎来新一轮投资机遇。
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