智通财经APP获悉,中信建投证券发布研究报告称,8月22日,上证指数涨1.45%站上3800点,算力、芯片股集体爆发。近期国产算力板块迎来密集催化,8月13日,腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择;8月21日,DeepSeek更新模型版本至DeepSeek-V3.1,预计将支持FP8精度以及国产芯片;近期,基于华为升腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。国产算力芯片...
Source Link智通财经APP获悉,中信建投证券发布研究报告称,8月22日,上证指数涨1.45%站上3800点,算力、芯片股集体爆发。近期国产算力板块迎来密集催化,8月13日,腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择;8月21日,DeepSeek更新模型版本至DeepSeek-V3.1,预计将支持FP8精度以及国产芯片;近期,基于华为升腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。国产算力芯片...
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