金吾财讯 | 金山云(03896)震荡走强，截至发稿，涨7.32%，报8.8港元，成交额3.69亿港元。消息面上，中信建投发研报指，要素市场化改革试点将催生对算力基础设施的需求，国产算力产业链有望受益于AI投资加速和自主可控进程。试点地区如长三角、粤港澳大湾区、成都重庆等均为数字经济重镇，其改革探索会优先聚焦数据要素流通、算力协同调度等领域，为国产算力芯片和服务器厂商提供广阔市场。
金吾财讯 | 金山云(03896)震荡走强，截至发稿，涨7.32%，报8.8港元，成交额3.69亿港元。消息面上，中信建投发研报指，要素市场化改革试点将催生对算力基础设施的需求，国产算力产业链有望受益于AI投资加速和自主可控进程。试点地区如长三角、粤港澳大湾区、成都重庆等均为数字经济重镇，其改革探索会优先聚焦数据要素流通、算力协同调度等领域，为国产算力芯片和服务器厂商提供广阔市场。
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