大摩：对中国芯片设备企业持积极看法看好中芯国际

智通财经01-08

摩根士丹利发布研报称，看好中芯国际(00981)，因其是“中国人工智能本地化的关键支持者”，且因先进逻辑芯片需求将保持强劲，并对中国芯片设备企业持积极看法。　　该行称，是否批准所有云服务商的H200芯片采购仍存在不确定性，因可能影响国产芯片普及，但预计云服务提供商将结合H200与本地芯片使用，尤其在推理需求上。　　大摩预计H200有助于满足中国训练需求，并可能带来更多对推理芯片的需求，从而扩大...

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大摩：对中国芯片设备企业持积极看法 看好中芯国际

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大摩：对中国芯片设备企业持积极看法看好中芯国际