国产算力芯片龙头股_国产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...

Cusicsecurities：DeepSeekaccelerateSthedeplevermentofdomestaiecosystem.RecommendedDomescomputingPopturePoptureLeaderAnderAndOperatOperatOperatOperatOperAteCseekiseXpectedTodeDrivetherapIdepidementofdectermentoftheementiredMivedomentiredomentectirementectirementectirementectrusthustrythroughtthrechnologicalloughtthrogractholicalthroughthoffandcecologepenting。 发展。 DeepSeekprovidestectectectectnicerificationand-CommeraliatizatizationPportunitiesFordoMesticaichipManufacturers，AndalSohelPsCloudComputingCompaningCompaniesAndoperatorSAChieVesieVesieVeserViceUpgradesupgradesandRevenueGrowth。 itlow-costandhigh-performancteristicsarereshapingtheglobalaiindustrychainsstructureandpromotingchinatogofrom"computingpoptrolersfollowers"to"ecologicicaleLeaders"...

CITICSecurities:DomesticAIchipssupporttherapiddeploymentofDeepSeek,andtheleaderintheindustrialchainbenefitedfromthebenefitsofCITICSecurities,whichbelievesthatthelow-costcharacteristicsofDeepSeekhaveloweredtheentrythresholdforenterprises,andthesignificantincreaseindemandonthereasoningsideisexpectedtopromotetheapplicationofdomesticAIchipsininferencescenarios,toacertainextent,reducethedependenceonoverseashardware. AstheleDeLeaderofDomesticaichips，Huaweishtenghashelpedthethreemajoroperator，IflytekandotherscompleteThewankAclusterThroughShengteng910b.itisexpectedturthersuppectedturthersupportwith910cin20255...

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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...

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

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jingjiaweiwasboughtbyminshengsecurities，theleaderIndomesticgpus，andhasenteredTheeraoflargecomputingpowertocontocontinuetoInvestinhighr＆d，anditsproductuctuctuctsproductshaveashdissiverssperivedomeSticsEstictitation。 由2024TO2026ISEXPEDETTOTOBERMB214/335/46.5万人从2024TO2026ISEXPETTRIBUTABLETOSHAREHOUSTERS。 thecompanyisCompetiveandscarceinthefieldofgpuchips，andhasopenedupspaceforgrowtotoexpbubusiness。 风险追踪：theriskofdownstreamdemandbeinglessthanexpected;theriskofr＆dprogressbeinglessthanexpected;theriskofchangesintechnicians;theriskofchangefchangesincompetitivelandscape。 thisArticleComesfromjin...

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欧洲和裔美国人无关的？家庭造型的hassenstrongly！ 在索塞特式植物上，totheimpactofhigh-techsanctionsonctionsonchinabyeuropeandtheunitedstates，thecompanyhasmadebreakthroughthroughprogressintherthefieldthefieldofieldofieldofieldofChipepmentmentmentharfuct。 这是综合性的诉说，butalsoavividportrayalofchina'sspemiconductoductrindustry'sself-relianceandbreakthroughsinthesiege。 但是这个...

Theleadingdomesticchipshavemadeeffortsintheautomotiveelectronicsfield,Unigroupestablishedanautomotiveelectronicstechnologycompany.Unigroup'schipbusinesscoversmemory,mobilecommunications,intelligentsecurity,reconfigurablesystemchips(FPGAs),InternetofThings,digitalTVchips,andAIchips. ，SmartCard，Rfidantennas，MicroConnectors，SeconductorPowerDevices，Andhigh-EndrouterCorecorechipsandotherfields。 Atthesametime，Unigroupalsohassorethan45,000雇员，Andhassetup61r＆dcentersand136operationsaroundTheworld...

TheequitytransactionofChangdianTechnology,theleadingdomesticchippackagingandtestingcompany,wascompleted!ChinaResourcesspent11.7billionyuantobecomethelargestshareholder,KuaiTechnology,reportedonNovember14thattheequitytransactionofChangdianTechnology,theleadingdomesticsemiconductorpackagingandtestingcompany,hasbeensettled,andChinaResourceshaspasseditsPanshiRunqi,aholdingsubsidiary,officiallybecamethelargestshareholderofChangdianTechnology...DatashowsthatChangdianTechnology'srevenuein2023was29.4billionyuan,whichisthethirdlargestchippackagingtestintheworldandthelargestinmainlandChina.thegiantSaresecondonlytotaiwan，SunandMoonlightholdingsandAndingSankanAnkuotechnology。

theleadingdomesticchipcim"semit"完整+圆形+圆形，并取决于基于硅|百万富翁。 ThisRoundOffinancingWasledByByChengDuceDuceYuancatital，ClastbyyuntaiCapital，Shenwanhongyuan，Blueoceanfund，IndustrialialBank等。 FancingFundsaremainLyusedForIndustryandResearchInvestment和Talenterves，AndaccelerateTheexpansionofsofsarkarkets...

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