传苹果自研数据中心AI芯片 A股公司产业链上下游一览

腾讯自选股05-07

据媒体报道，苹果正在研发一款用于服务器的人工智能芯片，项目代号为ACDC。苹果服务器芯片将专注于运行人工智能模型。东吴证券研报认为，国内AI芯片需求旺盛。政策加持叠加海外限制，国产AI芯片需求会逐步加快。国产AI芯片中，升腾一马当先，各家竞相发展：华为升腾是国产AI芯片龙头，海光信息、寒武纪、景嘉微等公司国产AI芯片产品均已有下游客户测试使用，后续有望迎来放量。东海证券研报认为，随着国产AI大模型...

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