【券商聚焦】华泰证券:LPU、OpenClaw超预期 万亿指引提振行业信心

金吾财讯
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金吾财讯 | 华泰证券表示,英伟达CEO黄仁勋于3月16日在GTC 2026大会发表主旨演讲。亮点在于:1)正式发布Groq 3 LPU,确认继续由三星电子代工,整合速度超市场预期;2)OpenClaw(小龙虾)热度超预期,该机构认为OpenClaw有望刺激苹果Mac Mini/Macbook Neo、联想AI PC和迷你主机NUC、以及小米Pro 14笔记本的销量,扭转目前市场对PC换机周期的悲观预期;3)给出2025-2027年数据中心收入超1万亿美元指引,提振了产业链对2027年增速的信心。

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