英伟达重金加注！“易中天”携手大涨

东方财富研究中心01-27

1月27日早盘，算力硬件板块盘初下探后持续走高，CPO概念逆势领涨，可川科技强势封板，汇绿生态临近午盘涨停，天孚通信一度涨超10%，中际旭创、新易盛均明显拉升，炬光科技、罗博特科、仕佳光子、沃格光电等涨幅居前。英伟达向CoreWeave追加投资20亿美元消息面上，当地时间1月26日，英伟达与云服务初创公司CoreWeave宣布，双方将扩大合作伙伴关系，共同加速建设人工智能数据中心。据悉，英伟达将以...

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surge","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"NVDG":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVII":0.6,"NVDW":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"DIPS":0.6,"NVDA":1.97},"content_text":"1月27日早盘，算力硬件板块盘初下探后持续走高，CPO概念逆势领涨，可川科技强势封板，汇绿生态临近午盘涨停，天孚通信一度涨超10%，中际旭创、新易盛均明显拉升，炬光科技、罗博特科、仕佳光子、沃格光电等涨幅居前。英伟达向CoreWeave追加投资20亿美元消息面上，当地时间1月26日，英伟达与云服务初创公司CoreWeave宣布，双方将扩大合作伙伴关系，共同加速建设人工智能数据中心。据悉，英伟达将以每股87.20美元的价格认购CoreWeave普通股，投资金额达20亿美元，以助力CoreWeave在2030年前建成超过5吉瓦的AI数据中心。值得注意的是，这些数据中心将使用英伟达的产品，包括存储系统和一款全新的中央处理器（CPU）。这是英伟达首次单独销售CPU芯片，将直接挑战英特尔和AMD在数据中心处理器市场的地位。英伟达还将帮助CoreWeave购买数据中心所需的土地和电力，并将其AI软件和架构纳入英伟达的参考架构中，以便销售给合作伙伴和大型企业客户。此前，英伟达已投资CoreWeave并成为其主要股东，持股比例超6%。双方曾签署协议，约定截至2032年，英伟达将向CoreWeave采购价值超60亿美元的云服务。CoreWeave CEO在声明中表示，本次交易“凸显了我们在客户群中看到的强劲需求，以及AI系统进入大规模生产阶段的更广泛市场信号。”全球AI算力需求强劲在专业机构看来，当前AI推理等需求拉动AI算力需求持续攀升，相关硬件的供需失衡情况正由点及面。在半导体上游代工及封测领域，受功率需求增长、大厂减产、原材料成本压力等因素影响，晶圆厂、部分封测厂已陆续启动涨价。存储芯片的涨价潮更为明显，继一季度服务器DRAM价格调涨近70%之后，据媒体报道，三星电子今年第一季度又将NAND闪存的供应价格大幅上调100%以上。据TrendForce预计，DRAM与NAND Flash合约价涨势有望延续至2027年。CPU方面，AI智能体对通用计算能力的需求正在加速增长，加上通用服务器进入更新周期，驱动服务器CPU价格上涨。此外，AI算力对服务器PCB、数据中心光模块等互联类硬件的需求有望保持强劲态势，并拉动上游的高端铜箔、电子布、光芯片等物料的需求，使得相关物料维持供需紧张的态势。东方证券研报指出，算力需求强劲，AI投资机会由点及面，同时，国产算力相关硬件有望持续突破技术瓶颈，深化国产替代。中信证券也认为，算力板块2025年业绩将在CSP大厂Capex持续兑现、Token需求不断释放、产品能力不断提升等背景下持续景气增长；AI应用显现结构性亮点，如AI金融科技、AI医疗、AI数据等领域表现突出，通用Agent应用亦韧性增长；板块整体盈利有望明显改善。“展望2026年，算力景气有望持续、AI应用迎拐点机遇。”融资客百亿元抢筹多只概念股东方财富概念板块显示，目前A股市场共47股涉及CPO概念，合计总市值超3万亿元，中际旭创、新易盛、立讯精密体量位居前三，天孚通信、长飞光纤总市值也超千亿元。今年以来，CPO概念表现并不算特别亮眼，但板块指数仍上涨9%，超六成概念股录得股价上涨，可川科技大涨近八成居首，罗博特科以50.39%的涨幅位居次席，智立方、通富微电、长电科技三股的涨幅均在30%以上。资金方面，东方财富Choice数据显示，截至1月26日，月内共有30只CPO概念股获得融资净买入，合计净买额高达103.58亿元，融资净买入超1亿元的个股有20只，其中，龙头股中际旭创被融资客大举抢筹27.22亿元，立讯精密获杠杆资金加仓11.60亿元，天孚通信、通富微电、新易盛融资净买额分别为8.90亿、6.20亿和5.33亿元。（文章来源：东方财富研究中心）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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