计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!

上海申银万国证...
Sep 13, 2025

本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息(AI 服务器核心,芯片适配多元化)、道通科技(新一代智能充电网络,AI+能源里程碑)、德赛西威(AI 无人物流新品牌,开辟第二曲线)、均胜电子(阿里云AI 全面合作,机器人业务重大进展)、出门问问(端侧AI 原生硬件黑马,TicNote 破圈)。特斯拉...

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