【券商聚焦】中信建投:持续推荐AI算力板块 关注量子计算与商业航天产业链

金吾资讯
Dec 16, 2025

金吾财讯 | 中信建投表示,OpenAI发布GPT-5.2,是迄今在专业知识工作领域中能力最强的模型系列。美国将批准英伟达向中国出口H200 芯片。该机构继续看好AI算力板块。北美链继续看好之外,国内链也建议重视,一方面国内链公司前期调整较多,而北美链光模块公司近期已纷纷新高,另一方面随着国产GPU能力及供给量的提升以及H200的放开,有望加速国内AI算力基础设施的部署节奏。国仪量子科创板IPO...

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