BTC $77,615.35 -0.35%
ETH $2,279.69 +0.68%
BNB $703.07 -1.41%
XRP $1.25 -0.01%
SOL $93.89 -0.95%
TRX $0.3185 +1.90%
DOGE $0.0750 -0.81%
ADA $0.1904 -1.31%
BCH $275.92 -2.35%
LINK $11.27 -2.83%
HYPE $85.77 -2.17%
AAVE $130.71 -4.79%
SUI $0.8866 -1.57%
XLM $0.1678 -0.29%
ZEC $1,254.64 +1.40%
AAPL $341.80 -0.89%
AMZN $253.31 +4.91%
GOOGL $284.89 +0.56%
MSFT $528.35 +0.61%
META $618.13 +0.53%
NVDA $207.40 +1.00%
TSLA $414.07 +3.51%
SNDK $1,128.63 -3.47%
INTC $63.60 -3.68%
SPCX $140.87 +2.21%
MU $877.57 -2.98%
AMD $494.89 -3.63%
BTC $77,615.35 -0.35%
ETH $2,279.69 +0.68%
BNB $703.07 -1.41%
XRP $1.25 -0.01%
SOL $93.89 -0.95%
TRX $0.3185 +1.90%
DOGE $0.0750 -0.81%
ADA $0.1904 -1.31%
BCH $275.92 -2.35%
LINK $11.27 -2.83%
HYPE $85.77 -2.17%
AAVE $130.71 -4.79%
SUI $0.8866 -1.57%
XLM $0.1678 -0.29%
ZEC $1,254.64 +1.40%
AAPL $341.80 -0.89%
AMZN $253.31 +4.91%
GOOGL $284.89 +0.56%
MSFT $528.35 +0.61%
META $618.13 +0.53%
NVDA $207.40 +1.00%
TSLA $414.07 +3.51%
SNDK $1,128.63 -3.47%
INTC $63.60 -3.68%
SPCX $140.87 +2.21%
MU $877.57 -2.98%
AMD $494.89 -3.63%

招商證券:AI 產業面臨供給約束,短期投資機會仍在

2026-08-03 22:34:46

ChainCatcher 消息,据金十報導,招商證券發布研報稱,AI 產業當前仍面臨真實的供給約束,尚未出現明顯全面過剩。大型科技企業仍在增加 AI 基礎設施投資,客戶追加供貨需求持續增長。

微軟算力利用率和 SK 海力士的訂單情況顯示,當前產業矛盾主要表現為高性能算力、先進存儲和數據中心配套供給不足,短期投資機會可圍繞緩解算力瓶頸的環節展開。

app_icon
ChainCatcher 與創新者共建Web3世界