【券商聚焦】中信建投：持续推荐AI算力板块关注量子计算与商业航天产业链

金吾资讯12-16

金吾财讯 | 中信建投表示，OpenAI发布GPT-5.2，是迄今在专业知识工作领域中能力最强的模型系列。美国将批准英伟达向中国出口H200 芯片。该机构继续看好AI算力板块。北美链继续看好之外，国内链也建议重视，一方面国内链公司前期调整较多，而北美链光模块公司近期已纷纷新高，另一方面随着国产GPU能力及供给量的提升以及H200的放开，有望加速国内AI算力基础设施的部署节奏。国仪量子科创板IPO...

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【券商聚焦】中信建投：持续推荐AI算力板块 关注量子计算与商业航天产业链

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【券商聚焦】中信建投：持续推荐AI算力板块关注量子计算与商业航天产业链