科技行业专题研究：全球数字芯片1Q24展望：PC／手机回调数据中心保持强劲

华泰证券股份有...03-14

华泰观点：AI 驱动下数据中心或延续增长，关注PC/手机复苏进展我们通过分析英伟达、英特尔、AMD、博通等20 家全球领先芯片/终端厂商4Q23 业绩及未来指引，得到以下结论：1）数据中心：1Q24 相关芯片厂商营收有望保持同环比+133.6%/+6.1%高速增长，关注H20/B100 及MI300推出进展；2）PC：市场4Q23 受下游强烈补库后短期将出现回调，关注微软Surface 新PC ...

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科技行业专题研究：全球数字芯片1Q24展望：PC／手机回调 数据中心保持强劲

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科技行业专题研究：全球数字芯片1Q24展望：PC／手机回调数据中心保持强劲