上周豆包概念大热也让_老虎社区_美港股上老虎 - 老虎社区

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小六和阿梨
2024-12-31

上周豆包概念大热也让AI算力又火了一把，单单一个字节的算力投资就有近2000亿，国内互联网公司的算力总需求在万亿以上，另外也有预测，2025年国内算力规模将超过300EFLOPS。B端AI算力需求爆发，对身处国内算力基础设施提供商第一阵营的联想来说是绝对利好，未来算力行情的持续性也会比较强。 $联想集团(00992)$

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牧牛大哥
·2024-12-31
豆包确实又掀起一波算力竞赛，这样的节点未来还会有很多，每一轮都会给算力卖水人们带来行情
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割道友不割贫道
·2024-12-31
大模型也好，机器人也好，行业热点会轮换，只有算力基础设施需求是具有确定性的。
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