广发证券：AI agent对CPU需求增加建议关注产业链核心受益标的

智通财经01-26

智通财经APP获悉，广发证券发布研报称，AI的Memory时刻，AI记忆成为支撑上下文连续性、个性化与历史信息复用的底层能力，持续扩展模型能力边界，有望促进AIAgent等应用加速落地。AI记忆的价值正从“费用项”转变为“资产项”，相关上游基础设施价值量、重要性将不断提升。建议关注产业链核心受益标的。广发证券主要观点如下：AI agent对CPU需求增加Agent对CPU需求提升主要来自三方面：(...

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广发证券：AI agent对CPU需求增加 建议关注产业链核心受益标的

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广发证券：AI agent对CPU需求增加建议关注产业链核心受益标的