【券商聚焦】国金证券:AI端侧应用正在加速 有望给IOT硬件产品带来创新和新的机遇

金吾财讯
17 Feb

金吾财讯 | 国金证券表示,OpenAI即将推出GPT-5,谷歌亚马逊自研算力芯片大幅增长,Meta、OpenAI等CSP厂商也在大力推荐自研算力芯片,算力需求依然旺盛;英伟达GB200良率积极提升,有望在3月的GTC大会推出GB300服务器及新产品、技术路线图,算力硬件高景气持续;该行从产业链了解到AI-PCB需求持续旺盛,继续看好AI-PCB核心受益公司。苹果即将推出iPhoneSE4机型,苹果链核心受益公司Q1业绩有望快速增长;该行认为AI端侧应用正在加速,有望给智能眼镜、TWS耳机、可穿戴及手机/PC等IOT硬件产品带来创新和新的机遇。继续看好苹果链、AI智能眼镜、Ai驱动及自主可控受益产业链。

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