电子行业周报:字节豆包视觉理解模型发布,美光科技数据中心业务增长强劲

东海证券
23 Dec 2024

(以下内容从东海证券《电子行业周报:字节豆包视觉理解模型发布,美光科技数据中心业务增长强劲》研报附件原文摘录)投资要点:电子板块观点:字节跳动豆包大模型全面升级,并发布豆包视觉理解模型,千tokens输入价格仅为3厘,为行业价格的15%;美光科技2025财年第一财季营收同比增长84.1%,数据中心收入同比增长超过400%,环比增幅达40%以上,其中HBM收入实现连续两个季度环比翻倍增长,但下季展望...

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