昨日A股市场整体表现较为出色，其中AI硬件领域节奏强劲，液冷服务器、电源以及AI芯片等方向尤为突出。关于AI芯片方向，有一个值得关注的逻辑：中芯国际近期对部分产品实施了提价，幅度达到10%。这一现象背后可以提炼出一些重要要素。首先，国内AI芯片的涨价反映出需求增长的确定性。目前，我国正在努力扩大芯片生产规模，但即便如此，芯片价格仍在上涨，这显然是由需求端推动的。从需求端来看，海外GPU供应充足，而...
Source Link昨日A股市场整体表现较为出色，其中AI硬件领域节奏强劲，液冷服务器、电源以及AI芯片等方向尤为突出。关于AI芯片方向，有一个值得关注的逻辑：中芯国际近期对部分产品实施了提价，幅度达到10%。这一现象背后可以提炼出一些重要要素。首先，国内AI芯片的涨价反映出需求增长的确定性。目前，我国正在努力扩大芯片生产规模，但即便如此，芯片价格仍在上涨，这显然是由需求端推动的。从需求端来看，海外GPU供应充足，而...
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