KeyBanc：AI数据中心需求亮眼英伟达(NVDA.US)、迈威尔科技(MRVL.US)最受益

智通财经网2023-07-11

投行KeyBanc对亚洲的季度供应链调查显示，在终端市场方面，大多数面向消费者的细分市场——如个人电脑和智能手机——需求仍然疲软，汽车市场需求依然强劲，工业市场的需求也有弹性。该行还补充称，人工智能数据中心的需求是“一股巨大的力量”，且似乎正在蚕食传统数据中心的支出。分析师表示，这些发现对英伟达(NVDA.US)和迈威尔科技(MRVL.US)等人工智能半导体企业最为有利。分析师将英伟达的目标价上调...

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href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-07-11/doc-imzaiqef3974716.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投行KeyBanc对亚洲的季度供应链调查显示，在终端市场方面，大多数面向消费者的细分市场——如个人电脑和智能手机——需求仍然疲软，汽车市场需求依然强劲，工业市场的需求也有弹性。该行还补充称，人工智能数据中心的需求是“一股巨大的力量”，且似乎正在蚕食传统数据中心的支出。分析师表示，这些发现对英伟达(NVDA.US)和迈威尔科技(MRVL.US)等人工智能半导体企业最为有利。分析师将英伟达的目标价上调...</p>\n\n<a 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KeyBanc：AI数据中心需求亮眼 英伟达(NVDA.US)、迈威尔科技(MRVL.US)最受益

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KeyBanc：AI数据中心需求亮眼英伟达(NVDA.US)、迈威尔科技(MRVL.US)最受益