研报掘金丨国联民生：首予沐曦股份“推荐”评级，公司正从产品验证迈入规模化盈利阶段

中金财经02-10

国联民生证券日前研报指出，沐曦股份是国内领先的高性能通用GPU企业，聚焦训推一体、通用计算及图形渲染三大产品线，构建全栈自主可控技术体系。公司GPU 产品性能对标国际先进水平，已成功实现千卡集群的商用部署，并加速向万卡规模扩展。随着生成式AI、大模型推理等新兴场景的快速增长，叠加国家对“算力国产化”的持续支持，沐曦有望在未来三年持续扩大市场份额，成长为国产GPU产业链中的关键支点与核心突破力量。...

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