BTC $84,640.07 -0.42%
ETH $2,680.42 -1.01%
BNB $772.20 -0.13%
XRP $1.49 -0.60%
SOL $119.37 +0.36%
TRX $0.3360 +0.19%
DOGE $0.0942 -0.91%
ADA $0.2501 -0.29%
BCH $308.67 -0.09%
LINK $14.11 -1.81%
HYPE $88.42 +0.47%
AAVE $181.78 +6.87%
SUI $1.14 -2.95%
XLM $0.2182 -1.23%
ZEC $1,364.75 -0.13%
AAPL $333.38 +1.22%
AMZN $251.17 +0.67%
GOOGL $343.91 +1.32%
MSFT $514.86 -0.19%
META $728.97 -0.09%
NVDA $234.79 +1.50%
TSLA $373.06 +4.58%
SNDK $1,723.28 -4.01%
INTC $120.27 -1.02%
SPCX $158.11 +4.93%
MU $1,080.17 -1.00%
AMD $631.64 +2.23%
BTC $84,640.07 -0.42%
ETH $2,680.42 -1.01%
BNB $772.20 -0.13%
XRP $1.49 -0.60%
SOL $119.37 +0.36%
TRX $0.3360 +0.19%
DOGE $0.0942 -0.91%
ADA $0.2501 -0.29%
BCH $308.67 -0.09%
LINK $14.11 -1.81%
HYPE $88.42 +0.47%
AAVE $181.78 +6.87%
SUI $1.14 -2.95%
XLM $0.2182 -1.23%
ZEC $1,364.75 -0.13%
AAPL $333.38 +1.22%
AMZN $251.17 +0.67%
GOOGL $343.91 +1.32%
MSFT $514.86 -0.19%
META $728.97 -0.09%
NVDA $234.79 +1.50%
TSLA $373.06 +4.58%
SNDK $1,723.28 -4.01%
INTC $120.27 -1.02%
SPCX $158.11 +4.93%
MU $1,080.17 -1.00%
AMD $631.64 +2.23%

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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