东方证券：自主创新提速国产算力迎来发展新机遇

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智通财经APP获悉，东方证券发布研报称，随着大模型商业化落地进入深水区，当前全球AI算力需求正从“训练”向“推理”过度；随着AI应用落地与“主权AI”战略推进，国产算力正从“替代”迈向“主导”，国产算力产业链迎来估值重塑，以及商业化良机。东方证券主要观点如下：事件近日华为在其中国合作伙伴大会2026上，发布并展出了搭载全新升腾950PR（Ascend 950PR）处理器的AI训练推理加速卡...

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东方证券：自主创新提速 国产算力迎来发展新机遇

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东方证券：自主创新提速国产算力迎来发展新机遇