中芯国际今日盘中大涨5.07%,引发市场关注。这与科技巨头加大人工智能投资有关。
近期,阿里巴巴和微软等国际公司纷纷宣布将大幅增加人工智能相关投资,推动整个数据中心行业订单增长。分析人士认为,人工智能热潮有望带动芯片等核心硬件领域需求提高。
与此同时,国内GPU已能较好地支持复杂人工智能任务,为推动人工智能产业发展奠定了基础。不过,芯片制造仍是国内人工智能产业发展的关键瓶颈,随着产业链成熟度的提高,这一短板有望逐步得到突破。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.