国海证券：大模型训推带动AI算力需求增长计算、网络、存储持续升级

智通财经2025-09-18

智通财经APP获悉，国海证券发布研报称，大模型训推带动AI算力需求增长，GB300、Vera Rubin等新一代算力架构将推出，算力产业链中的AI芯片、服务器整机、铜连接、HBM、液冷、光模块、IDC等环节有望持续受益。维持对计算机行业“推荐”评级。国海证券主要观点如下：GPU核心：GB300计算能力大幅提升，Rubin预期乐观B300基于Blackwell Ultra架构，采用TSMC 4NP...

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国海证券：大模型训推带动AI算力需求增长 计算、网络、存储持续升级

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国海证券：大模型训推带动AI算力需求增长计算、网络、存储持续升级