电子行业周观点:AI需求爆发催化 网络连接侧预期持续上修

国盛证券
Aug 10

AI 需求爆发,除算力外网络连接侧重要性显现。当前GPU 算力激增与AI模型膨胀正加剧数据/网络/内存连接瓶颈,导致GPU 利用率不足50%。从Arista 与ALAB 业绩来看,AI 网络连接重要性持续显现,成为驱动业绩增长重要因素:1) Arista:2025Q2 业绩全面超预期,全年收入增速指引由17%上调至25% 。公司25Q2 实现营收22.05 亿美元, yoy+30.4% ,qoq+...

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