下面是一张人工智能价_老虎社区_美港股上老虎

2024-12-27

下面是一张人工智能价值链示图。整条链上包含了5大类公司：

AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic
AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$
芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$
芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$
芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$

中芯国际年内60%+，绩后还有戏吗？

华虹半导体Q2销售收入5.66亿美元，同比增长18.3%；2025年第三季度指引：预计销售收入约在6.2亿美元至6.4亿美元之间，预计毛利率约在10%至12%之间。中芯国际二季度收入为22.09亿美元，同比增长16.2%，第三季度收入环比增长5%至7%，毛利率介于18%至20%的范围内。【中芯国际年内涨幅超60%，大家觉得绩后创新高有无可能？你看好国产半导体后市发展吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

东方空头
2024-12-28
东方空头
值得收藏，研究。
Kathyqiu
02-25
Kathyqiu
学习

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