智通财经APP获悉，澜起科技(06809)涨超8%，月内股价涨幅累超70%。截至发稿，涨8.33%，报447.4港元，成交额14.25亿港元。
消息面上，大摩最新研报指出，随着Agentic AI(AI智能体)的爆发，AI基础设施正从以GPU(图形处理器)为主，转向“CPU(中央处理器)+内存+系统协同”架构。该行预计，在基准情景下，到2030年，全球服务器CPU市场规模将达到1250亿美元，新增DRAM(动态随机存取存储器)需求则将达到74EB。而在乐观情景下，到2030年，全球服务器CPU市场规模最高可能达到2830亿美元，新增DRAM需求甚至可能达到221EB，约为当前全球市场规模的近5倍。
里昂认为，随着AI从模型训练转向推理，特别是AI代理的发展，服务器CPU的需求正持续上升，澜起科技是CPU强劲需求的主要受惠者。此外，公司新产品的可服务市场规模大，增长正加速。
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