東華軟件(002065.SZ):中標的智算中心多使用華為芯片,華為昇騰和鯤鵬服務器佔90%以上
格隆匯4月19日丨東華軟件(002065.SZ)在4月17日業績説明會上表示,公司在算力方面的業務主要包括前期中標建設、中期運維以及後期運營三個方向。根據前期披露的年報,公司於21-22年累計算力中標項目超40億元,在整個算力市場佈局中屬於龍頭地位。目前公司中標的智算中心多使用華為芯片,華為昇騰和鯤鵬服務器佔90%以上。
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