通信行业月报：海外龙头持续加码AI产业研发大模型、机器人等赛道加速变革

长城证券股份有...04-03

AI算力应用持续深化，大模型赛道日益更新。英伟达GTC 2024 大会上公布了关于NVIDIA Blackwell、NIM 微服务、Omniverse Cloud API 等一系列AI 引领各领域变革的显著成就。同时，全球AI 大模型市场迭代进程加快，3 月4日，美国初创公司Anthropic 推出Claude 3 模型系列；3 月17 日，马斯克旗下的初创企业xAI 宣布对Grok-1 的基本...

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日，下同）美国标普500指数上涨3.10%；纳斯达克指数上涨1.79%；道琼斯工业指数上涨2.08%。今年以来美国标普500 指数上涨10.16%；纳斯达克指数上涨9.11%；道琼斯工业指数上涨5.62%。美股重点个股回顾：本月美股7 巨头中，谷歌上涨幅度位列第一，月度上涨10.06%；英伟达上涨9.82%；微软上涨1.26%；亚马逊上涨1.21%；Meta下跌3.33%；苹果下跌4.55%；特斯拉下跌13.25%。建议关注的标的：云计算厂商：微软、谷歌、亚马逊、Meta、苹果、阿里云、华为云；芯片：英伟达、高通、ARM、英飞凌、意法半导体；元宇宙：Unity、Roblox；IDC：Equinix、DLR、阿里；激光雷达：Luminar、Ouster、Lumentum。风险提示：人工智能技术发展不及预期风险；宏观经济环境波动风险；汽车智能化技术突破不及预期风险；元宇宙监管政策不确定性风险。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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通信行业月报：海外龙头持续加码AI产业研发 大模型、机器人等赛道加速变革

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通信行业月报：海外龙头持续加码AI产业研发大模型、机器人等赛道加速变革