最不缺的实际上就是C_老虎社区_美港股上老虎 - 老虎社区

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RAYYY
10-08

最不缺的实际上就是CPU，现在主要是要探讨和内存厂商联手，内存的产能扩的慢，CPU缺产能就是噱头

瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价

瑞穗报告指出，AI智能体应用场景快速增加，将大幅推升服务器CPU需求，并带动DRAM、NAND及服务器设备。分析师Vijay Rakesh预测，到2030年，AI智能体专用CPU市场规模达800亿美元

瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞穗报告指出，AI智能体应用场景快速增加，将大幅推升服务器CPU需求，并带动DRAM、NAND及服务器设备。分析师Vijay Rakesh预测，到2030年，AI智能体专用CPU市场规模达800亿美元，未来四年年复合年成长率(CAGR)123%；头节点CPU市场680亿美元，CAGR 61%；传统CPU市场600亿美元，CAGR仅2%。整体服务器CPU潜在市场规模(TAM)至2030年增至2090...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IXN":"iShares Trust S&P Global Informa","NVDA":"英伟达","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4548":"巴美列捷福持仓","FTEC":"Fidelity MSCI Information Techno","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NULC":"Nuveen ESG Large-Cap ETF","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4554":"元宇宙及AR概念","RULE":"Adaptive Core ETF","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC 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