ai算力芯片龙头股_ai算力芯片龙头股一览表

CITICSecurities:DeepSeekacceleratesthedevelopmentofdomesticAIecosystem.ItisrecommendedthattheleadingdomesticcomputingpoweroperatorDeepSeekisexpectedtodrivetherapiddevelopmentoftheentiredomesticAIindustrythroughtechnologicalbreakthroughsandecologicalopening. DeepSeekprovidesdomestaicaichipmanufacturerswithtechnicalverificationand-CommercializePontunities，AndalSohelPsCloudComputingCompaningCompaniesAndoperatorSAChieVesieVesievesEveserviceUpgradesUpgradesandRevenueGrowth。 itlow-costandhigh-performancteristicsarereshapingtheglobalaiindustrychainsstructureandpromotingchinafromotingchinaflom"ComputerPowerfollower"到"EcologicicaleCalleder"...

CITICSecurities:DomesticAIchipssupporttherapiddeploymentofDeepSeektoexpandtheindustrialchainleaderBenefitingCITICSecuritiesbelievesthatDeepSeek'slow-costcharacteristicsreducetheentrythresholdforenterprises,reasoningThesharpincreaseinenddemandisexpectedtopromotetheapplicationofdomesticAIchipsinreasoningscenarios,reducingtheirdependenceonoverseashardwaretoacertainextent. Astheleadingaichipsinchina，Huaweishtenghashelpedthreemajoroperator，IflytekandothersCompleteThewankAclusterThroughShengteng910b.itisexpectedturthersuppettherthersupportthe910cin202525...

CITICSecurities:DeepSeekapplicationsidemayexplode.ItisrecommendedthatthesharpincreaseindemandfordomesticcomputingpowerleadersandoperatorsinreasoningendsisexpectedtopromotetheapplicationofdomesticAIchipsinreasoningscenarios,reducingtheirdependenceonoverseashardwaretoacertainextent. ASTHELEADEROFDOMESTASAIPS，HUAWEISHTENGHASPASSEDSHENGTENGINTHEPAST...其次，TheaiComputingPowerServiceModel，ProvidesComputingPodingPowerServicesBasedonSelf-basedonSelf-BuiltIntIntIntelligentComputentComputenters;第三，"AI+"spopService。 在2024年，ThreemajoroperatorsWillInVesinTheconstructionofmultipledomenticchipwankaclusterStoprovideExternalServices...

AIpopularitycatalyzesthecollectivesurgeofchipstocksinHongKongstocks.SMICH-shareshitahistoricalhighandoncetriggeredmarketexpectationsfordownwarddemandforcomputingpowerandcost,andalsotriggeredadeclineinthestockpriceofAIchipleaderNvidia. ITHASBROKENTEMARKARKARAKET'SPREVIOSSERSERSERCOSTSAVISEKHASMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMADEMAKEDEMARKEDEMEDEMAKENTSAVINGSAVINGSAVINGSORERCE，ITHASBROKENTEMARKEARKET'SPREVIOSSER'SPREVIOSSIONIMPRESSIONTHAT"ComputingPoperisking""ComputingPoperisking"Intheai行业。 但是，DeepSeekBecamePopularifelly，ithasfurtherintensifiedtheglobalaiarmsrace...

Soarperformance!ThedemandforAIcomputingpowersurges,andtherevenueofYuanjieTechnology,theleaderinopticalchips,hasincreasedby3.5timesin4years.Itisestimatedthat...Hexunbringsyouthelatestbrokeragehighlightsforyourreference:YuanjieTechnology:AIThegrowthincomputingpowerdemandhashelpedYuanjieTechnology,theleaderinopticalchips,asaleadingenterpriseinthedomesticopticalchipfield,andthankstothecomputingpowerconstructionpromotedbyAIapplications,thedemandforopticalcommunicationnetworkshasincreasedaccordingly. thecompanisisexpected在高速度chipchipmarket上，以及前视的eploycwlightsourcestoseizetheopportunityoftunityoftunityofncreasingthepenterationrationrationrationrationrationrationrationrationrationrationropticalmodules。 收入...

"HighSpeed"HasbeComeTheKeyKeyKeyWordOfaIcomputingPowercraze.somepticalmoduleledereadershaveachedtheirperperformance.opticalChipCompanies...thesecondarymarketisnotthestockpricesofcompaniesthatarelessinvolvedinhigh-speedtricationmodules/opticalChipshavealSorisen。 从thelelevereleverelevereleverelevereledtustrialchain，从theScienceAnceAndteChnologyInnovationinnovationboarddailycalledanumberofcompanieswhosepropoductsinvolvedhigh-speedporticalmodules/OpticalChipsipsasasasaninvestor中。 判断性，驱动的，驱动的EmandemandForaIcomputingpterpeptions，OpemoperticalmodulecompanieshasbeenfulfulfulfulfledToablectionentExtent，以及someomepticalChipCompaniesHavePanieshavePerceceSeed...

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BokeNewMaterialsreceivedabuyratingfromHuayuanSecurities,anintegratedpowdercoreleader,andchipinductorsturnonAIcomputingpower...ThetrendoftheAI​​computingpowerindustrypromotesthereleaseofchipinductordemand.Accordingtoourcalculations,thepotentialfrom2022to2027ThemarketspaceofhighcomputingpowerchipinductorsisexpectedtocorrespondtoRMB7.1/11.5/15.7/25.0/324/4.06billion,5years...ItisexpectedthatthemarketspaceofchipinductorsinAIserversin2022-2027isexpectedtoreachRMB1.0/1.9/3.8/7.1/ 1.02/12.4亿元，含有66.9％的婴儿。 研究报告beleievesthatasthastheleaderofthesub-track，thecompanyhasashape...

BeijingJunzheng:AIcomputingpowerengineandAIalgorithmhavebeenappliedtocompanychips,activelymakingmarketlayout...FinancialcirclesreportedonMarch26thataninvestoraskedBeijingJunzhengonaninteractiveplatform:SecretaryDongHello,AIhastriggeredtheentiretechnologyindustry.Asaleadingdomesticchipcompany,whataretheplansforthisyear?Isthereanynewlayoutandconfidenceinthisyear'sperformance?Thecompanyreplied:Thecompany'sAIcomputingpowerengineandAIalgorithmhavebeenappliedOnthecompany'schips,thecompanyactivelyconductsmarketlayoutandstrivestoimproveitsperformance. ..。

HaiguangInformationreceivedabuyratingfromHuafuSecurities,leadingdomesticCPU+DCU,andthedomesticproductionofAIcomputingpowerisnot...Thecompanyisaleadingdomesticcomputingpowerchip,andisalsoascarcetargetfordomesticCPU+DCU,ontheproductsideandhavestrongcompetitiveadvantagesinbothecology. Withtheriseofthedomesticinformationtechnologyinnovationmarket,andtheburstofdemandforcomputingpowerchipsdrivenbyAIlarge-scalemodels,theindustryhasgooddevelopmentopportunities.Astheleaderindomesticcomputingpower,thecompanyisexpectedtocontinuetoexpanditsdomesticsubstituteshare. 风险追踪：aidemandislessthanexpectedrisks，研究...

aichipsdrivetheexplosionofthepcbindustrychain！printedCircuitBoardSectortorStrendendAcrendenendAcrosstheboard，andmanyleadingCompanies...Shenghongtechnologyandotherlethotherledotherleadingpcbcompanieshaveperperformedperformedactivestoctoctoctockprices。 theindustryasawholeshowedastrongwardtrend和Markettattentionhasincredscriped。 最近，theboomingdevelvermentoftheglobalabaligenceIntelligenceIndustryhasdriventhedemandforthepcbindustrytocontinuetorise。 伴随着连续的inthedemandforaichipcomputingpoption，thearketDemandforhigh-endpcbproductshasshownexplosiveGrowthth。 ATTHESAMETIME，TherapidDevelopermergefieldssuchasnewenergyvehiclesandand5gcommunications...

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