【国泰君安:我国智算中心相关领域投资有望加速】国泰君安研报称,上海印发《关于人工智能“模塑申城”的实施方案》,计划2025年底全市智能算力规模突破100EFLOPS,字节跳动、小米等互联网和制造业龙头公司纷纷加码算力资本开支。下游应用端突破倒闭算力需求提升,叠加“人工智能+”行动和各级产业规划密集落地,我国智算中心相关领域投资有望加速。推荐:1、直接受益智算中心投资拉动的服务器、电源、UPS、变压器等;2、受益智算中心节能和改造需求提升的液冷服务器及相关机电设备。

金融界
30 Dec 2024
国泰君安研报称,上海印发《关于人工智能“模塑申城”的实施方案》,计划2025年底全市智能算力规模突破100EFLOPS,字节跳动、小米等互联网和制造业龙头公司纷纷加码算力资本开支。下游应用端突破倒闭算力需求提升,叠加“人工智能+”行动和各级产业规划密集落地,我国智算中心相关领域投资有望加速。推荐:1、直接受益智算中心投资拉动的服务器、电源、UPS、变压器等;2、受益智算中心节能和改造需求提升的液冷服务器及相关机电设备。

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