研报掘金丨东吴证券：首予东材科技“买入”评级，AI服务器行业订单持续增长

格隆汇09-09

东吴证券研报指出，“消费电子+服务器+新能源”多业务布局助力东材科技发展。AI带动计算密度爆发，高端树脂需求迎来量价双驱：2024年起，AI训练与推理需求大幅上升，推动服务器计算密度进入快速增长通道，核心硬件PCB板对信号传输速度提出更高要求。与此同时，800G交换机、英伟达NVL72服务器、Meta与谷歌的自研ASIC芯片出货量快速攀升，其中以英伟达NVL72为例，其2025年1-5月出货量几乎...

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