AI基建投资热潮有望延续!SpaceX(SPCX.US)算力扩张计划超预期 摩根大通看好戴尔(DELL.US)、Credo(CRDO.US)等产业链受益股

智通财经
Oct 21
【AI基建投资热潮有望延续!SpaceX(SPCX.US)算力扩张计划超预期 摩根大通看好戴尔(DELL.US)、Credo(CRDO.US)等产业链受益股】智通财经APP获悉,摩根大通在最新研报中表示,SpaceX(SPCX.US)公布的2026年第三季度业绩及最新算力扩张计划,进一步印证了人工智能(AI)基础设施建设的强劲势头,有望缓解市场对电力供应和融资限制可能拖慢AI投资的担忧。该行认为,SpaceX释放的积极信号不仅利好整个AI硬件及网络设备产业链,也将为直接参与其基础设施建设的戴尔科技(DELL.US)、Credo Technology(CRDO.US)和超微电脑(SMCI.US)等公司带来积极影响。

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