BTC $77,930.63 +0.03%
ETH $2,291.53 +1.06%
BNB $703.90 -1.49%
XRP $1.25 +0.18%
SOL $94.46 -0.68%
TRX $0.3178 +2.24%
DOGE $0.0753 -0.37%
ADA $0.1907 -1.32%
BCH $277.17 -2.48%
LINK $11.35 -1.78%
HYPE $86.04 -2.31%
AAVE $132.13 -4.79%
SUI $0.8870 -1.64%
XLM $0.1681 -0.13%
ZEC $1,265.55 +1.72%
AAPL $341.65 -0.93%
AMZN $250.10 +3.58%
GOOGL $286.47 +1.09%
MSFT $525.59 +0.14%
META $614.14 -0.15%
NVDA $208.63 +1.54%
TSLA $405.48 +1.29%
SNDK $1,129.58 -3.26%
INTC $64.52 -2.08%
SPCX $141.47 +2.45%
MU $879.31 -2.89%
AMD $508.04 -0.88%
BTC $77,930.63 +0.03%
ETH $2,291.53 +1.06%
BNB $703.90 -1.49%
XRP $1.25 +0.18%
SOL $94.46 -0.68%
TRX $0.3178 +2.24%
DOGE $0.0753 -0.37%
ADA $0.1907 -1.32%
BCH $277.17 -2.48%
LINK $11.35 -1.78%
HYPE $86.04 -2.31%
AAVE $132.13 -4.79%
SUI $0.8870 -1.64%
XLM $0.1681 -0.13%
ZEC $1,265.55 +1.72%
AAPL $341.65 -0.93%
AMZN $250.10 +3.58%
GOOGL $286.47 +1.09%
MSFT $525.59 +0.14%
META $614.14 -0.15%
NVDA $208.63 +1.54%
TSLA $405.48 +1.29%
SNDK $1,129.58 -3.26%
INTC $64.52 -2.08%
SPCX $141.47 +2.45%
MU $879.31 -2.89%
AMD $508.04 -0.88%

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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