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大行評級|浦銀國際:AI大模型成本大幅下降 國產化全方位加速
格隆匯 02-05 10:21
浦銀國際發表報吿指,針對DeepSeek大模型的發展近況,認為AI算力芯片行業需求有望在綜合成本快速下行中大幅擴張;端側應用有望受益於技術疊代帶來的成本下降,從而快速擴張;當前中美關係可能催生中美AI企業分別在其優勢區域成長為行業龍頭。該行認為,中國的國產化在多個鏈條環節有望加速,包括芯片端、算法端和應用端。這有利於中國AI國產化供應鏈的成長。建議投資人關注受益於國內和海外AI服務器,尤其是電源管理等功率、模擬芯片成長需求標的,如中芯國際、華虹半導體、新潔能、揚傑科技、華潤微等。
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