曉峰会投资
2023-07-05
生成式AI取得突破,实现了从0到1的跨越,各家巨头向GPT4迈进的时候,需要更多方向上的探索,相应的训练算力需求也大幅增长,所以我认为中科曙光、中兴通讯、联想集团这几家公司还是比较值得关注的。
$联想集团(00992)$
$中科曙光(603019)$
$中兴通讯(00763)$
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