国盛证券:AI算力资本支出热潮持续 算力服务仍被显著低估

智通财经网
Aug 31

智通财经APP获悉,国盛证券发布研报称,6月至今,海内外算力投资共振,光模块、PCB、液冷、服务器等硬件代表性标的涨幅普遍超过100%,许多标的涨幅达200-300%。海外链受益于大厂算力投资超预期,其中,微软二季度资本支出242亿美元,同比增长27%,创单季最高纪录。中芯产能逐步扩充,国内算力链行情持续向好。对比来看,6月至今算力服务类(云服务、算力租赁、IDC)涨幅普遍在50%以内,仍被显著...

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