国产算力认知强化!H20限售预期是本轮GPU行情的“底座” | 投研报告

中国能源网
Aug 15

东吴证券近日发布电子行业点评报告:国产算力情绪的积累,从7月下旬至今,国产算力情绪的积累,很大程度上来自市场对H20能否顺利出货的反复揣测。东吴证券近日发布电子行业点评报告:国产算力情绪的积累。从7月下旬至今,国产算力情绪的积累,很大程度上来自市场对H20能否顺利出货的反复揣测。虽然期间传出H20采购“或将放开”,但7月31日,国家互联网信息办公室就H20算力芯片漏洞“后门”安全风险约谈英伟达公司...

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