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AI硬件板塊全線反攻,“對等關稅”被裁定越權+英偉達Q1業績亮眼
格隆匯 05-29 10:54
今日A股科技板塊全線上揚,蘋果含量較高的消費電子強勢反彈,算力股表現亮眼,鴻博股份觸及漲停,工業富聯、景旺電子漲超6%。消息面上,美國聯邦法院阻止了美國總統特朗普4月2日“解放日”宣佈的關稅政策生效,並裁定特朗普越權。有分析師表示,特朗普關稅戰鬥可能會在最高法院結束。此外,英偉達第一財季營收超預期,其中數據中心收入391億美元,同比增長73%,盤後漲超6%,黃仁勳稱中國是全球最大的AI市場之一,贏得中國的平臺將引領全球。山西證券認爲,2024年以來互聯網大廠仍持續投入基礎大模型訓練,推動算力資本開支保持快速增長,以及中央和地方政策明確國產AI算力建設目標,24年以來各地方智算中心項目招投標數量仍在持續增加,互聯網和智算中心兩大下遊AI算力需求持續,國產化採購快速推進。值得關注的產品,截至發稿漲跌幅:AI核心算力層:5G通信ETF(515050),+3.19%AI算力產業鏈代表:雲計算50ETF(516630),+2.48%AI下遊落地層:消費電子ETF(159732),+2%同時佈局AI大模型的硬件端和應用端:信創ETF(562570),+2.93%,隨着海光信息、中科曙光復牌日的臨近,信創ETF(562570)其他成分股的波動影響可能相對減小,看好復牌後機會的用戶可借道信創ETF(562570)佈局。
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