大摩AI供应链追踪:CoWoS产能、资本开支、H20出货齐暴涨 AI需求迎加速释放

智通财经
30 Jul

智通财经APP获悉,摩根士丹利发表最新研报表示,人工智能(AI)需求持续强劲,从云服务提供商的资本开支到芯片制造商的产能布局,全产业链呈现加速扩张态势。在此背景下,该行建议“增持”英伟达(NVDA.US)、博通(AVGO.US)、台积电(TSM.US)、三星(SSNLF.US)、世芯电子(Alchip)、联发科(MediaTek)、信骅科技(Aspeed)、爱德万测试(ATEYY.US)和京元电子...

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