高盛：中国AI服务器供应链迎来增长拐点华勤技术(603296.SH)和领益智造(002600.SZ)获“买入“评级

智通财经2025-04-15

智通财经APP获悉，高盛发布研报称，中国云计算资本支出持续强劲，AI服务器需求上升高盛预计中国云计算相关资本开支将在2025年同比增长26%，并于2026年维持高位。这为AI服务器供应链带来持续增长动力，尤其是本地基础模型优化将进一步推动生成式AI设备和应用落地。该行首次覆盖华勤技术(603296.SH)、领益智造(002600.SZ)与浪潮信息(000977.SZ)。华勤和领益因营收增长与估值...

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高盛：中国AI服务器供应链迎来增长拐点 华勤技术(603296.SH)和领益智造(002600.SZ)获“买入“评级

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高盛：中国AI服务器供应链迎来增长拐点华勤技术(603296.SH)和领益智造(002600.SZ)获“买入“评级