大和证券：OpenAI联手甲骨文扩建数据中心将利好富士康

格隆汇2025-07-23

格隆汇7月23日｜大和证券分析师在研报中指出，OpenAI与甲骨文的数据中心扩建计划将为富士康科技集团带来利好。据悉，两家企业将在美国新增开发4.5吉瓦的“星际之门”数据中心产能，该项目预计需搭载超200万枚芯片，相当于2.8万套英伟达NVL72系统。分析师补充称：“我们认为这将成为英伟达供应链厂商的短期利好催化剂”，富士康等供应商将受益。大和证券预计，NVL72系统出货量将从2025年的2.1...

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