浪潮信息涨停,中科曙光大涨8%,再创历史新高,工业富联、紫光股份、神州数码、拓维信息均涨超6%。湘财证券表示,AI大模型的持续优化及多样化AI应用终端的入市商用将会持续提升全球算力需求。长期带动高性能以太网交换机、路由器、先进存储产品、GPU等多种半导体硬件的市场需求。
本文源自:金融界AI电报
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