通信行业研究周报:博通获超百亿美元芯片订单 META28年前投6000亿美元建AI数据中心

天风证券股份有...
Sep 06

3、低估值、高分红,云和算力idc 资源重估:中国移动、中国电信、中国联通。4、AIDC&散热:重点推荐:英维克(机械联合覆盖)、润泽科技(机械联合覆盖)、润建股份、光环新网、科华数据(电新联合覆盖)、奥飞数据(计算机联合覆盖)、数据港(计算机联合覆盖)。建议关注:申菱环境(家电覆盖)、宏景科技、高澜股份、科创新源等;5、AIGC 应用/端侧算力,重点推荐:移远通信、广和通、美格智能,建议关注:...

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