BTC $76,323.85 +0.70%
ETH $2,442.78 +1.99%
BNB $734.00 +2.18%
XRP $1.29 +0.42%
SOL $101.04 +3.15%
TRX $0.3343 -0.45%
DOGE $0.0813 +1.31%
ADA $0.2001 +3.41%
BCH $231.95 +6.67%
LINK $11.29 +3.48%
HYPE $83.15 +6.17%
AAVE $127.49 +8.72%
SUI $0.7322 +4.41%
XLM $0.1837 +1.99%
ZEC $1,466.71 +11.02%
AAPL $336.85 +1.30%
AMZN $250.91 +1.79%
GOOGL $346.82 +0.85%
MSFT $496.08 +0.96%
META $681.04 +0.99%
NVDA $219.36 +2.10%
TSLA $366.12 +2.09%
SNDK $1,612.88 +5.58%
INTC $109.14 +7.06%
SPCX $155.16 +2.56%
MU $981.29 +5.33%
AMD $546.00 +5.80%
BTC $76,323.85 +0.70%
ETH $2,442.78 +1.99%
BNB $734.00 +2.18%
XRP $1.29 +0.42%
SOL $101.04 +3.15%
TRX $0.3343 -0.45%
DOGE $0.0813 +1.31%
ADA $0.2001 +3.41%
BCH $231.95 +6.67%
LINK $11.29 +3.48%
HYPE $83.15 +6.17%
AAVE $127.49 +8.72%
SUI $0.7322 +4.41%
XLM $0.1837 +1.99%
ZEC $1,466.71 +11.02%
AAPL $336.85 +1.30%
AMZN $250.91 +1.79%
GOOGL $346.82 +0.85%
MSFT $496.08 +0.96%
META $681.04 +0.99%
NVDA $219.36 +2.10%
TSLA $366.12 +2.09%
SNDK $1,612.88 +5.58%
INTC $109.14 +7.06%
SPCX $155.16 +2.56%
MU $981.29 +5.33%
AMD $546.00 +5.80%

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。

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