延续昨日(8月12日)涨势,算力板块于2025年8月13日全面爆发,成为A股市场最亮眼的投资主线之一。其中,以AI芯片、AI服务器、光模块、液冷技术为代表的硬件端表现尤为抢眼,多只千亿市值股票齐创新高,包括寒武纪、工业富联以及光模块龙头中际旭创、新易盛等。记者注意到,英伟达对华销售政策松动、北美云厂商资本开支增长、全球AI大模型密集发布带来的算力需求激增以及国产算力产业链的持续突破,成为此轮行情...
Source Link延续昨日(8月12日)涨势,算力板块于2025年8月13日全面爆发,成为A股市场最亮眼的投资主线之一。其中,以AI芯片、AI服务器、光模块、液冷技术为代表的硬件端表现尤为抢眼,多只千亿市值股票齐创新高,包括寒武纪、工业富联以及光模块龙头中际旭创、新易盛等。记者注意到,英伟达对华销售政策松动、北美云厂商资本开支增长、全球AI大模型密集发布带来的算力需求激增以及国产算力产业链的持续突破,成为此轮行情...
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