算力需求持续高速增长，航天宏图、数字政通涨超6%，云计算ETF(159890)涨2.63%

和讯网04-17

2024年4月17日，成长股领衔A股反弹，云计算与大数据主题表现强势，航天宏图、数字政通盘中涨超6%，东方国信、拓尔思、润和软件、拓维信息等多股涨超5%。云计算ETF强势高开，截至发文涨2.63%。图片来源：Wind长江证券指出，当前时点，在人工智能产业飞轮效应下，AI芯片作为算力的底层资源，其需求呈现高速增长态势。大模型的Scaling Law仍持续生效，算力需求有望持续保持高增。在此背景下，...

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