金吾财讯 | 中国银河证券发研报指，本周AI产业各环节均有超预期表现。需求端，甲骨文在业绩说明会上表示其未履行履约义务达到4550亿美元，同比增长359%，主要来源于其与OpenAI、xAI、Meta等一系列顶尖AI公司签订了大规模云合同。供给端，博通在业绩说明会上表示其AI半导体业务连续10个季度强劲增长，定制AI加速器业务新增一家潜在客户，该客户已下达价值超100亿美元的机柜订单。芯片制造端，台积电8月合并营收约为3357.72亿元新台币，环比增加3.9%，同比增加33.8%，创单月历史次高及历年同期新高。海外AI高景气延续，国内AI发展有望加速，国产替代空间广阔。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.