东海研究 | 电子:英伟达拟向OpenAI投资1000亿美元,小米召开多品类新品发布会

东海研究
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证券分析师:方霁,执业证书编号:S0630523060001联系人:董经纬,邮箱:djwei@longone.com.cn// 报告摘要 //电子板块观点:英伟达与OpenAI达成战略合作,将分阶段投入高达1000亿美元,专项用于共建AI数据中心并部署至少10吉瓦算力系统,以支撑OpenAI下一代AI模型的训练与运行。小米召开多新品发布会,重磅推出17数字系列且首次明确“全面对标iPhone”,并...

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