AI浪潮下的算力竞赛,正在改写全球科技产业的节奏。大模型推理与训练需求急速膨胀,让AI算力一跃成为基础设施中的“硬通货”。在英伟达市值冲上4万亿美元之后,这场算力周期的红利,正沿着产业链层层释放。过去一年,从存储、封装到通信连接,资本市场已经经历过数轮追逐。进入2025年,A股的英伟达产业链热度继续攀升,AI服务器、光模块、液冷、高端PCB与高速连接等环节全面点燃,龙头公司半年报普遍超预期。...
Source LinkAI浪潮下的算力竞赛,正在改写全球科技产业的节奏。大模型推理与训练需求急速膨胀,让AI算力一跃成为基础设施中的“硬通货”。在英伟达市值冲上4万亿美元之后,这场算力周期的红利,正沿着产业链层层释放。过去一年,从存储、封装到通信连接,资本市场已经经历过数轮追逐。进入2025年,A股的英伟达产业链热度继续攀升,AI服务器、光模块、液冷、高端PCB与高速连接等环节全面点燃,龙头公司半年报普遍超预期。...
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