电新行业点评:AI应用政策加码,英伟达上调资本开支预期

信达证券
Aug 31

(以下内容从信达证券《电新行业点评:AI应用政策加码,英伟达上调资本开支预期》研报附件原文摘录)本期核心观点事件:1)8月27日,英伟达发布年中业绩并举办交流会,英伟达CFO称,预计到本世纪末,人工智能基础设施支出将达到3万亿至4万亿美元2)国务院发布《关于深入实施“人工智能+”行动的意见》。明确表示,到2027年,实现人工智能与6大重点领域广泛深度融合,新一代智能终端、智能体等应用普及率超70%...

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