Citrini：市场低估高通在AI基础设施市场的长期潜力

格隆汇07-25

研究机构Citrini Research认为，华尔街可能低估了高通在AI基础设施市场的长期潜力。该机构指出，高通正积极布局AI数据中心，通过全新的High Bandwidth Compute(HBC)架构、策略性并购及大型云端客户支持，未来有望成为AI基础设施的重要竞争者。Citrini指出，市场目前仍过度聚焦高通短期财报表现，真正值得关注的是2028年至2029年的长期发展。尽管高通AI数据中心业务目前仍处于早期阶段，今年开始推出AI200系统，超大规模云端业者(Hyperscaler)的大规模部署则预计将在本十年后期展开，但半导体产业向来反映的是未来数年的获利能力，而非下一季财报，因此2028年至2029年才是评价重点。

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