说说你对这篇新闻的看_老虎社区_美港股上老虎 - 老虎社区

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edi
07-16

说说你对这篇新闻的看法...

【券商聚焦】中信证券：H20恢复销售或将进一步提振客户Capex 建议关注服务器及云厂商发展

根据头部互联网厂商2024年度业绩交流会，各家厂商积极投入人工智能产业发展，在Capex方面保持高水平投入。H20芯片在集群互连、软件生态方面具备优势，其恢复销售或将进一步提升客户在该领域的投入力度，推动人工智能产业发展。该机构预计后续B30产品也有望推出，下游AI客户有望加大Capex投入力度，从而为产业链发展带来机会。建议关注：1）服务器厂商；2）云计算厂商。

【券商聚焦】中信证券：H20恢复销售或将进一步提振客户Capex 建议关注服务器及云厂商发展

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。

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