国信证券：7月首选MLCC、CCL涨价链国产模型带动国产算力需求旺盛

智通财经07-02

智通财经APP获悉，国信证券发布研报称，伴随国产大模型厂商6月密集发布模型迭代，智谱GLM 5.2在全球取得成功反响，得到马斯克等海外技术领袖认同，国产模型带动国内算力产业链需求旺盛。自6月以来，该行跟踪到H100、B200等全球租赁价格持续上涨，Anthropic、OpenAI和智谱的ARR保持快速增长。伴随26H2，英伟达Vera Rubin200走向量产，该行预计NV产业链供给会持续紧缺，...

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国信证券：7月首选MLCC、CCL涨价链 国产模型带动国产算力需求旺盛

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国信证券：7月首选MLCC、CCL涨价链国产模型带动国产算力需求旺盛