华西证券：AI发展阶段处Scale up和Scale out关键加速期板块建议相对谨慎，中性配置

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智通财经APP获悉，华西证券发布研报称，AI时代数据存储正从传统容量型向“AI原生”高性能、低时延转型。该行仍坚定看好Scale up的柜内光升级，电源、液冷等产业领域向国产厂商升级替代机遇，国产算力包括芯片、交换机、服务器等需求放量，以及CSP厂商资本开支加速带来的算力租赁和AIDC相关市场机遇。两会催化持续推荐关注商业航天领域，重点推荐低轨卫星相关的各组件及芯片供应商。华西证券主要观点如下：...

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华西证券：AI发展阶段处Scale up和Scale out关键加速期 板块建议相对谨慎，中性配置

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华西证券：AI发展阶段处Scale up和Scale out关键加速期板块建议相对谨慎，中性配置