研报掘金丨海通国际：维持景嘉微“优于大市”评级，坚定看好GPU未来广阔发展前景

格隆汇2025-08-08

海通国际研报指出，景嘉微持续保持高研发投入追求技术领先，产品方面景宏GPU、显卡JM11双线布局，内部管理体系变革推动企业创新。公司坚定看好GPU未来广阔的发展前景，坚定不移地投入GPU研发，全力推进由“专用”到“专用+通用”的发展战略，瞄准GPU在人工智能领域的应用方向，持续开展高性能GPU、模块及整机等产品的研发。公司成功研发了景宏系列高性能智算模块与整机产品，填补了公司在AI训练、AI推理和...

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