科技行业周报:算力景气持续,WAIC 大会催化国产算力投资核心观点:我们继续强烈看好AI 应用驱动的算力需求持续高增长,海内外AI 应用进入普及的拐点时刻,国内外算力产业链共振。国产算力产业链在沉寂数月后重新赢得市场关注。我们认为国内算力紧平衡的状态将持续,国产算力的卡脖子环节如先进制程产能、先进封装产能、大模型适配、HBM 供给等,随着时间推移均将被逐步攻克,产业链好消息预计将持续不断催化市场,...
Source Link科技行业周报:算力景气持续,WAIC 大会催化国产算力投资核心观点:我们继续强烈看好AI 应用驱动的算力需求持续高增长,海内外AI 应用进入普及的拐点时刻,国内外算力产业链共振。国产算力产业链在沉寂数月后重新赢得市场关注。我们认为国内算力紧平衡的状态将持续,国产算力的卡脖子环节如先进制程产能、先进封装产能、大模型适配、HBM 供给等,随着时间推移均将被逐步攻克,产业链好消息预计将持续不断催化市场,...
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