戴尔预警缺芯！2027年短缺加剧，芯片赛道需求扩容

同花顺09-16

截至9月16日10时47分，科创芯片板块强势上涨。科创芯片ETF(588290)跟踪指数上涨3.22%。相关个股方面，仕佳光子（688313）上涨8.33%，天岳先进（HK2631）上涨7.79%，中科飞测（688361）上涨7.26%。消息面上，戴尔科技（DELL）首席执行官近日表示，AI热潮下算力设备与个人电脑价格将持续走高，硬件芯片结构性短缺大概率2027年进一步恶化。大模型技术迭代周期（...

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