美股AI服务器龙头暴涨券商看好产业链这些环节

腾讯自选股05-16

5月15日周三，美股AI服务器龙头暴涨，超微电脑涨近16%，戴尔涨超11%，创历史新高。消息面上，摩根士丹利发报告称，预计市场对AI服务器不停歇的需求将令戴尔的销售额增长。值得关注的是，算力时代的开启，为AI服务器提供了更广阔的发展空间。集邦咨询数据显示，2023年，全球AI服务器出货量逾125万台，同比增长超过47%。IDC预测，全球生成式AI市场规模预计从2023年的150亿美元增长到2029...

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美股AI服务器龙头暴涨 券商看好产业链这些环节

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美股AI服务器龙头暴涨券商看好产业链这些环节