大模型迭代加速应用爆发驱动算力

金基研03-09

近期国内外大模型持续迭代，云算力与Token需求超预期，带动存储、先进制造、光通信、液冷等AI相关环节价格整体上升。AI相关板块短期受宏观及资金面因素影响有所波动，但AI算力产业链需求仍然处于高景气周期。3月即将到来的GTC大会上，LPU、Feynman架构、正交背板等技术有望继续催化算力板块，“应用-模型-算力”的正循环也有望在今年不断强化。近日英伟达公布2026财年第四季度财报，无论2025年...

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大模型迭代加速 应用爆发驱动算力

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大模型迭代加速应用爆发驱动算力