金吾财讯 | 第一上海表示，强烈看好AI应用驱动的算力需求持续高增长，海内外AI应用进入商业化的拐点时刻。国产算力端，该机构认为国产算力产能瓶颈即将突破，预计2026年国产芯片将迎来放量。海外算力端，OpenAI等海外AI大厂商业化加速，推动AI应用的广泛落地，算力硬件需求维持高景气。临近3季报，该机构提示投资者在标的上优中选优，关注业绩的持续兑现能力，提示资本开支变化、技术变革、份额波动等引发的短期波动风险。中美摩擦升温不改AI产业景气趋势，建议投资者更加关注国产算力产业链核心公司的机会。
金吾财讯 | 第一上海表示，强烈看好AI应用驱动的算力需求持续高增长，海内外AI应用进入商业化的拐点时刻。国产算力端，该机构认为国产算力产能瓶颈即将突破，预计2026年国产芯片将迎来放量。海外算力端，OpenAI等海外AI大厂商业化加速，推动AI应用的广泛落地，算力硬件需求维持高景气。临近3季报，该机构提示投资者在标的上优中选优，关注业绩的持续兑现能力，提示资本开支变化、技术变革、份额波动等引发的短期波动风险。中美摩擦升温不改AI产业景气趋势，建议投资者更加关注国产算力产业链核心公司的机会。
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