国泰海通：维持计算机板块“增持”评级算力供给与底层架构同步演进

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智通财经APP获悉，国泰海通发布研报称，维持计算机板块“增持”评级。小米与MiniMax最新模型进入可执行Agent时代，国产大模型加速向任务执行与自我进化升级；Anthropic与腾讯QClaw接入Telegram、Discord及微信小程序等入口，推动Agent向即时通讯场景延伸；英伟达重启对华H200生产并推出新一代Kyber机架，算力供给与底层架构同步演进。国泰海通主要观点如下：小米与...

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国泰海通：维持计算机板块“增持”评级 算力供给与底层架构同步演进

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国泰海通：维持计算机板块“增持”评级算力供给与底层架构同步演进