算力芯片龙头股一览表_算力芯片龙头股一览表
Cusicsecurities：DeepSeekapplicationmaybeexploded.itrecommendsdomentscomputingpopturepputingpoperleadersandoperatorStopromotechina'stropomotechina'stropomechina'stranstransformation从"ComputerPowerfollower"到"EcologicicalAlledeader"。 CITICSecurities'mainviewsareasfollows:DomesticAIchipssupporttherapiddeploymentofDeepSeek,andtheleadingindustrychainbenefitsasof2...ThesharpincreaseindemandontheinferencesideisexpectedtopromotetheapplicationofdomesticAIchipsininferencescenarios,reducingtheirdependenceonoverseashardwaretoacertainextent. AstheleDealofDomesticaichips，Huaweishtenghaspassedshengtenginthepast...
ChipsectorcontinuestostrengthenOEMstoovercomedifficultiesComputerpowerchipsAnotherclimax,FAWDongfengclearlydefinesitself...HighcomputingpowerchipsthatintegratestorageandcomputingAnewgrowthcycleiscoming. Bythecloseofmiddayontheonthe21st，thepemicOnductorandComputingPoptureChipSectorStorgentendentengentedStrengthensentengentensententedStrengthensententententententententententententententententententententententententententententencemententententsententententsententhan6％和8％。 Intermofiducatualstocks，Hualingco。，Ltd.Andliarda，Theleadingsemendonductorchipsector，Rose29.98％和29.89％；shendentechnologyandhangyuweibothrecorded20cmdailylimit。 "IntegratedMemoryChipWillCompletelyComputeAndMemoryunits...
BeijingJunzheng:AIcomputingpowerengineandAIalgorithmhavebeenappliedtocompanychips,activelymakingmarketlayout...FinancialcirclesreportedonMarch26thataninvestoraskedBeijingJunzhengonaninteractiveplatform:SecretaryDongHello,AIhastriggeredtheentiretechnologyindustry.Asaleadingdomesticchipcompany,whataretheplansforthisyear?Isthereanynewlayoutandconfidenceinthisyear'sperformance?Thecompanyreplied:Thecompany'sAIcomputingpowerengineandAIalgorithmhavebeenappliedOnthecompany'schips,thecompanyactivelyconductsmarketlayoutandstrivestoimproveitsperformance. ...
HaiguangInformationreceivedabuyratingfromHuafuSecurities,aleadingdomesticCPU+DCU,andthedomesticproductiontrendofAIcomputingpowerisnot...OnMay14,HaiguangInformationreceivedabuyratingfromHuafuSecurities,andHaiguangInformationreceivedabuyratingfromthepastmonth. 12ResearchReportSareFollowed。 huafusecuritysexpectsthattheThattheCompanyWillAChieDoperatingIncomeOf8.70/11.84/15.10.1亿美元anandnetnetnetnettributabletabletabletabletablethareholdersof1.82/2.59/3.60Billionuanin24-26 TheresearchReporportBelievestHatthattheCompanyIsTheleDexcomputingChipIndustryAndSalsoAscarcarcEargetargetFordOmSticcpu+dcu...
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SuyuanTechnology,theleaderinChina'sAIchips,launchedIPOguidance,Tencentholdsmorethan20%,andthecompany'svaluationissuper...(Photosource:TitaniumMediaAppeditorandphotograph)DomesticAIcomputingpowerchipcompaniesthatbenchmarkNvidiachipsOfficiallyenteredtheIPOstage. titaniumMediaAppReportedOnaugust27thatAccordingTotheOfteialWebsiteOftheChinAsecuritiesRegulatory-Commustoration-commission，shanghaisuiyuantechnologyco，ltd注册，诉讼法院forcicc...
...Thereisapositivesignal;CPOisexpectedtousherinaperiodofhistoricalopportunity;Shanghaiissuedadocumenttolayoutthein-depthlayoutanddemonstrationroleofleadingchips/hostmanufacturersinhigh-performancecomputingpowerinfrastructure,aswellasthedemandforhighbandwidthandlowpowerofAIGCcomputingpower. 随着流动性-稳定性通信性，CpoisexpectedTousHerinHistoricalOpportunityPortunityPerioDintheai时代。 WiththefurthermaturityofOIOtechnologysimilartoCPO,communicationandcomputingtechnologiesincommercialsystemsaremorecloselyintegrated,andchip-to-chiporboard-to-boardoftraditionalarchitectures(copper-basedelectricalinterconnections)arechip-to-chiporboard-to-board...
CITICSecurities:Thecomputingpowerindustrychainisstillagoodchoiceforassetallocation.Computingpowerchips,servers,andnetworkcommunicationlinksarethelargestsubfieldsofthecomputingpowerindustrychain.ItisestimatedthatchipsandAIserversin2025willhavebothchipsandAIserversin2023comparedto2023. performansimissismissismorethan4times和theopticalmodulehasmorethan2tiges。 IntermsofdomeSticsubstitution，Thesecondquarterof2024issxpectedTousHerinaturningPointInchipeconomy，MaypromotapopositiveBusinesscycle。 ItisrecommendedTopayattentionToglobalandDomestoscomputingPoptureChipleDersandChipManuffuctures...
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Yutawei:Theproductcanbeappliedtodatacenters,andthemaximumspeedofEthernetchipshasbeenmass-produced2.5GfinancialindustryreportedonJanuary21thataninvestoraskedYutaweiontheinteractiveplatform:Isyourcompany'sproducts? Whatisnotusedfordatacenterconstruction?Whatistheproportion?Whatistherevenuedataofthisbusinessthisyear?Ifitisusedfordatacenterconstruction,isitsuppliedtoHuaweiorotherwell-knownmanufacturers?YourcompanyistheEthernetphysicallayerchip. 国内领导者，itisrecommendedthatcompaniesincreasetheirapplicationinaicomputingpower...
∩＾∩ CITICSecurities:Thelocalizationofchipsisinflectionpointserversverticallyintegratecomputingpowerchips,servers,andnetworkcommunicationlinks.Itisthelargestsubfieldofthecomputingpowerindustrychain.CITICSecuritiesestimatesthatthereare4chipsandAIserversin2025comparedto2023. eSformanceLasticalitymissismenterthantwice和theopticalmodulehasmorethantwiceTheTwiceTheTwiceTheperanceLasticalsiveSismissismorthantwice。 IntermsofdomeSticsubstitution，24H2isspectedTousHerinaturningPointInchipeconomyandmotomotapositiveBusinesscycle。 CustericsecuritiesRecommendSpayateTentionToglobalAndDomestoscomputingPoptureChipleDersandChips...
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CITICSecurities:ItisestimatedthatchipsandAIserverswillhavemorethan4timestheperformancein2025comparedto2023...Computingchips,servers,andnetworkcommunicationlinksarethelargestsubfieldsofthecomputingpowerindustrychain,andweestimatethat2025Comparedwith2023,chipsandAIserverswillhavemorethan4timesperformanceelasticity,andopticalmoduleswillhavemorethan2timesperformanceelasticity. IntermsofdomeSticsubstitution，24H2isspectedTousHerinaturningPointInchipeconomyandmotomotapositiveBusinesscycle。 werecommendpayingateTentionToglobalandDomestostancutingPoptureChipleDersandChipManufacturers...
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