【券商聚焦】国泰海通:算力侧的自主可控、高带宽互联、密集封装是未来方向 同时看好算力驱动下AI应用侧进展

金吾财讯
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金吾财讯 | 国泰海通发研报指,9月26日,摩尔线程首发申请通过上交所上市审核委员会会议审议,拟募资规模约80亿元,用于新一代自主可控AI训推一体芯片研发项目、摩尔线程新一代自主可控图形芯片研发项目、摩尔线程新一代自主可控AISoC芯片研发项目。国内全功能GPU厂商获得资本市场实质性推进,研发投入与生态建设有望加速,MUSA架构与开发者生态的商业化验证将进入市场检验阶段。对应产业链,关注GPU板卡、HBM与封测、整机与适配软件的协同推进。该机构表示,人工智能仍是未来主线,英伟达拟逐步向OpenAI投资至多1000亿美元支持数据中心建设;摩尔线程科创板IPO审核通过,拟募资规模约80亿元用于自主可控芯片开发;阿里云发布磐久128超节点AI服务器,主打高密度与低时延系统级能力。算力侧的自主可控、高带宽互联、密集封装、更高能效系统是未来方向,同时看好算力驱动下AI应用侧进展。维持计算机板块“增持”评级。

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