中信建投:继续看好AI算力产业链景气延续

智通财经
Sep 08
【中信建投:继续看好AI算力产业链景气延续】中信建投证券研报认为,随着海外云厂商持续加大AI基础设施投入,算力需求仍处于快速增长阶段,资本开支正加速向芯片、光模块、交换机及PCB等环节传导。继续看好AI算力产业链景气延续,建议关注业绩兑现能力较强、份额持续提升的核心环节及龙头公司。

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