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研报掘金丨长江证券:维持寒武纪“买入”评级 AI浪潮打开公司长期增长通道

Gelonghui Finance ·  Nov 18, 2024 07:55

格隆汇11月18日|长江证券研报指出,寒武纪-U(688256.SH)备货显著提升,在当前市场对国产算力需求旺盛背景下为后续成长打下支撑。目前AI产业浪潮方兴未艾,AI 硬件需求正逐级扩张,我国对国产AI芯片的需求持续提升,行业增速中枢上行和国产份额提升逻辑催生板块长期增长动能,寒武纪作为国内头部AI芯片企业,订单逐步落地,叠加公司2024Q3报表显示出的芯片供给能力及费用控制能力,公司未来业绩有望迎来显著成长,维持“买入”评级。

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