BTC $76,309.45 +0.95%
ETH $2,441.64 +2.15%
BNB $734.74 +2.27%
XRP $1.29 +0.64%
SOL $101.22 +3.86%
TRX $0.3345 -0.16%
DOGE $0.0813 +1.74%
ADA $0.2006 +4.08%
BCH $232.82 +6.83%
LINK $11.33 +4.08%
HYPE $83.76 +7.74%
AAVE $128.08 +9.34%
SUI $0.7327 +4.53%
XLM $0.1833 +2.23%
ZEC $1,469.42 +13.58%
AAPL $336.56 +1.17%
AMZN $250.79 +1.54%
GOOGL $346.48 +0.59%
MSFT $496.08 +0.79%
META $680.49 +0.60%
NVDA $219.33 +1.96%
TSLA $365.58 +1.87%
SNDK $1,614.42 +5.21%
INTC $109.18 +6.81%
SPCX $155.01 +2.24%
MU $980.01 +4.98%
AMD $545.97 +5.47%
BTC $76,309.45 +0.95%
ETH $2,441.64 +2.15%
BNB $734.74 +2.27%
XRP $1.29 +0.64%
SOL $101.22 +3.86%
TRX $0.3345 -0.16%
DOGE $0.0813 +1.74%
ADA $0.2006 +4.08%
BCH $232.82 +6.83%
LINK $11.33 +4.08%
HYPE $83.76 +7.74%
AAVE $128.08 +9.34%
SUI $0.7327 +4.53%
XLM $0.1833 +2.23%
ZEC $1,469.42 +13.58%
AAPL $336.56 +1.17%
AMZN $250.79 +1.54%
GOOGL $346.48 +0.59%
MSFT $496.08 +0.79%
META $680.49 +0.60%
NVDA $219.33 +1.96%
TSLA $365.58 +1.87%
SNDK $1,614.42 +5.21%
INTC $109.18 +6.81%
SPCX $155.01 +2.24%
MU $980.01 +4.98%
AMD $545.97 +5.47%

招商证券:AI 产业面临供给约束,短期投资机会仍在

2026-08-03 22:34:46

ChainCatcher 消息,据金十报道,招商证券发布研报称,AI 产业当前仍面临真实的供给约束,尚未出现明显全面过剩。大型科技企业仍在增加 AI 基础设施投资,客户追加供货需求持续增长。

微软算力利用率和 SK 海力士的订单情况显示,当前产业矛盾主要表现为高性能算力、先进存储和数据中心配套供给不足,短期投资机会可围绕缓解算力瓶颈的环节展开。

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