高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）_老虎社区_美港股上老虎

高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）

投研派12-31 18:04

高盛12月30日发布了最新研报，标题是《摩尔线程：顺应AI趋势的本土GPU供应商；面相大规模计算集群的新型GPU平台》。核心观点：高盛近期在北京拜访了摩尔线程的管理层，管理层对公司公司每年发布的、性能和算力不断增强的新型GPU平台持乐观态度，这主要得益于客户在AI模型训练/推理和图形渲染方面日益增长的需求。公司指出，其最新推出的“夸峨” （HuaGang）架构能够支持超过10万张GPU的大规模计算...

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