证券时报网讯，东方证券研报指出，海外算力板块继续反弹，国产AI算力依然是确定方向。上周美股算力板块继续反弹，英伟达等个股已接近回到前期高点，东方证券认为主要原因在于需求端依然强劲，从微软、亚马逊、Meta、谷歌等巨头最新公布的季报来看可以充分印证这点。此外，国内智算中心下半年建设正在加速，各国产芯片厂商也将在下半年推出或量产新一代芯片，性能与竞争力将显著提升，因此国产芯片仍然值得重视和布局。
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- 东方证券:国产芯片仍然值得重视和布局
东方证券:国产芯片仍然值得重视和布局
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.