【山西证券:继续推荐铜连接、CPO产业链,关注即将到来的GTC行情预热】山西证券表示,春节以来,由于AI叙事由训练向推理,GPU向ASIC的倾斜,海外算力产业链发生了较大幅度回调。我们认为海外算力链的基本逻辑没有发生改变,业绩上强大的capex给予了扎实的基础,GB300、超节点、CPO&OIO等新技术渗透率仍低,具有非常好的拔估值空间。3月份,英伟达GTC大会将如期召开,我们期待对GB200发货进展、rubin新设计、CPO交换机等相关标的带来催化。

金融界
14 Feb
山西证券表示,春节以来,由于AI叙事由训练向推理,GPU向ASIC的倾斜,海外算力产业链发生了较大幅度回调。我们认为海外算力链的基本逻辑没有发生改变,业绩上强大的capex给予了扎实的基础,GB300、超节点、CPO&OIO等新技术渗透率仍低,具有非常好的拔估值空间。3月份,英伟达GTC大会将如期召开,我们期待对GB200发货进展、rubin新设计、CPO交换机等相关标的带来催化。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10