AMD-OpenAI世纪合作引爆A股三大科技主线布局正当时

新浪财经
Oct 08

来源:雪球App,作者: 独角兽智库,(https://xueqiu.com/1048969405/355675531)国庆假期期间,科技领域事件密集,尤以AMD与OpenAI的合作为焦点,重塑全球AI算力格局。与此同时,国内核电与固态电池技术取得关键突破,共同构成A股市场节后投资主线。本报告将深入分析三大科技领域的投资机会,并梳理核心标的及其逻辑。一、半导体自主可控:AMD-OpenAI合作开启...

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