蓝思科技跻身NV供应链 AI服务器业务迎来大发展

泡财经
Dec 10

近日,蓝思科技(300433.SZ)(06613.HK)通过收购裴美高国际(PMG)100%股权,间接获得元拾科技持有的英伟达RVL认证,成功切入全球AI算力龙头英伟达的核心供应链,成为国内少数具备RVL认证的服务器硬件供应商。随着全球AI算力需求爆发式增长,英伟达供应链红利持续释放,蓝思科技服务器业务迎来确定性增长机遇。结合行业趋势与企业基本面核算,2026-2030年公司服务器业务累计营收有望...

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