民生证券吕伟：GPU芯片的市场格局或将发生变化，AMD将对英伟达形成强有力的挑战

格隆汇资讯2023-05-26

格隆汇5月26日丨民生证券计算机行业首席分析师吕伟在今日举行的格隆汇集结令《智辩Ⅱ：新科技革命与新改革机遇——探讨AI+与中特估+的市场逻辑和投资机遇》活动中发表《AI行情的新阶段：从云到端》的主题演讲。作为国内近三年首批去硅谷调研AI的分析师，他表示：1)AI大模型后来者的追赶难度并没有大家想象的那么大，中国大模型追赶海外也会比较快。2)GPU芯片的市场格局或将发生变化，在微软等巨头的强力支持下...

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