ComputeX 2024大会提振算力通信基础设施需求预期？5GETF(159994)跟踪指数走势占优，工业富联、崇达技术、水晶光电领涨。

有连云06-06

2024年6月6日，5G通信板块走势占优。盘面上，工业富联领涨，崇达技术、水晶光电跟涨，5GETF（159994）市场热度较高，实时成交额已突破3500万元。长城证券表示，AI应用加速落地，持续看好算力基础设施投资机会。一方面，垂类应用的落地需要基础模型能力的积累和升级，离不开云侧算力基础设施支撑， AI 生态系统已构建数十万个开源模型供应用开发者使用，但大多数模型都是为通用目的而预训练，并且构建...

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