拓普到底能给特斯拉提供什么?本轮由流动性推动的A股“科技牛”相信市场已经感受到了,这里AI算力硬件作为最强势板块,随着海外像谷歌、Meta、甲骨文等头部云厂商的资本开支不断上修,推动了对算力硬件的整体需求,光模块、HDI、液冷等都出现了业绩和股价的共振,国产算力芯片的代表寒武纪(688256.SH)股价还一跃超越茅台成为“股王”,算不算里程碑式的交接?回顾来看,国内AI算力硬件上市公司的股价暴涨...
Source Link拓普到底能给特斯拉提供什么?本轮由流动性推动的A股“科技牛”相信市场已经感受到了,这里AI算力硬件作为最强势板块,随着海外像谷歌、Meta、甲骨文等头部云厂商的资本开支不断上修,推动了对算力硬件的整体需求,光模块、HDI、液冷等都出现了业绩和股价的共振,国产算力芯片的代表寒武纪(688256.SH)股价还一跃超越茅台成为“股王”,算不算里程碑式的交接?回顾来看,国内AI算力硬件上市公司的股价暴涨...
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