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。
Clear
All
Quotes
News
Learn
Help
All
US
HK
CN
SG
AU
JP
All
News
Announcements
No matches yet
Operations too frequent. Please try again later.
Please check network settings and try again Refresh
Refresh
Loading
History record
Latest News
Quotes
More
News
More
Learn
More
Help
More
Loading
News
More
Announcements
More
Reports
More
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
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
Like
Views 362
Write a comment
Statement
This page is machine-translated. Moomoo tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.
Comment(0)
Reason For Report