智通财经APP获悉，花旗发布研报称，外电报道内地政府准备在未来五年内投资约2万亿元人民币，用于建设全国性的数据中心，以支持本土AI产业。内地电讯营运商将负责营运这些数据中心，并使用至少80%的国产AI加速器。
该行认为这一新举措利好晶圆厂中芯国际(00981)、华虹半导体(01347); 封测厂长电科技(600584.SH)、通富微电(002156.SZ); 设备提供商ASMPT(00522) 、先导基电(600641.SH); 以及AI加速器供应商。因为这为中国AI本土化提供了更清晰的路线图。
该行认为，80%以上的AI芯片本土化目标应可实现，因为今年本土AI芯片厂商已有效占据中国AI加速器市场的绝大多数份额，而英伟达(NVDA.US) H200的进口基本停滞。该行认为，这对中小型AI芯片厂商也更为有利，因为国资背景的数据中心更愿意向更广泛的供应商采购。
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