近日,国信证券发布研报称Deepseek、阿里先后表态对国产算力的适配力度和采购比重都有所加大,而国内先进制程的配套能力也在不断提升,本土算力链正经历戴维斯双击,维持对于 2025年电子板块在“宏观政策周期、产业库存周期、AI 创新周期”共振下“估值扩张”的乐观判断,建议持续关注联想集团等企业。业内分析认为,随着AI技术的快速迭代,促进商业落地加速,算力基础设施高景气度持续,这对联想集团等布局算力...
Source Link近日,国信证券发布研报称Deepseek、阿里先后表态对国产算力的适配力度和采购比重都有所加大,而国内先进制程的配套能力也在不断提升,本土算力链正经历戴维斯双击,维持对于 2025年电子板块在“宏观政策周期、产业库存周期、AI 创新周期”共振下“估值扩张”的乐观判断,建议持续关注联想集团等企业。业内分析认为,随着AI技术的快速迭代,促进商业落地加速,算力基础设施高景气度持续,这对联想集团等布局算力...
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