金吾财讯 | 中信建投证券研究指，Intel26Q2 财报发布，单季收入增速创 15 年以来新高，Hyperscaler 和企业客户强劲需求推动数据中心与 AI 业务成为主要增长引擎，Intel 预计将进一步提升资本开支以满足下游算力投资带来的CPU强需求。AMD 大会上调中远期 TAM，新品量产节奏加速，CPU 景气度持续。SK 集团与英伟达达成 5000 亿美元合作协议，围绕新一代 AI 内存解决方案研发与长协供货，提升上游扩产确定性。AI 硬件链条景气度持续，最终体现在模型侧持续迭代与应用落地，继续看好 GPU、CPU、存储、高速网络及算力租赁服务等环节。风险提示：宏观经济下行风险、应收账款坏账风险、行业竞争加剧、国际环境变化影响。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.