【华西证券：英伟达(NVDA.US)宣布AI主权不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.

智通财经07-12

【华西证券：英伟达(NVDA.US)宣布AI主权不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.US)已经成功转型，从芯片模组厂商转变到服务器厂商。MGX与DGX的逻辑相似，英伟达自主设计服务器，然后通过OEM厂商代工，产业链话语权由英伟达主导。在GB200具有跨时代意义的背景下，OEM厂商在英伟达体系代工份额会进一步提升。北美...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2450326236?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-12 11:09","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2450326236","market":"hk","top_or_hot":-1,"title":"【华西证券：英伟达(NVDA.US)宣布AI主权 不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.","media":"智通财经","content":"<div>\n<p>【华西证券：英伟达(NVDA.US)宣布AI主权 不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.US)已经成功转型，从芯片模组厂商转变到服务器厂商。MGX与DGX的逻辑相似，英伟达自主设计服务器，然后通过OEM厂商代工，产业链话语权由英伟达主导。在GB200具有跨时代意义的背景下，OEM厂商在英伟达体系代工份额会进一步提升。北美...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-12 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=astock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【华西证券：英伟达(NVDA.US)宣布AI主权 不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.US)已经成功转型，从芯片模组厂商转变到服务器厂商。MGX与DGX的逻辑相似，英伟达自主设计服务器，然后通过OEM厂商代工，产业链话语权由英伟达主导。在GB200具有跨时代意义的背景下，OEM厂商在英伟达体系代工份额会进一步提升。北美...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0034235188.USD","symbol_name":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=astock","article_id":"2450326236","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2450326236","pubTimestamp":1720753764,"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【华西证券：英伟达(NVDA.US)宣布AI主权 不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.US)已经成功转型，从芯片模组厂商转","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","161631":"人工智能","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4583":"猴痘概念","MGX":"Metagenomi Technologies, LLC","N0Z.SI":"联志国际","BK4592":"伊斯兰概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4567":"ESG概念","BK4139":"生物科技","NVDA":"英伟达","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","03145":"华夏亚洲高息股","DGX":"奎斯特诊疗","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","EWT":"台湾ETF-iShares MSCI","BK4527":"明星科技股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4543":"AI","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4526":"热门中概股","TSM":"台积电","BK4141":"半导体产品","BK4503":"景林资产持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","002926":"华西证券","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4529":"IDC概念","BK4591":"室温超导概念"},"translate_title":"[West China Securities: Nvidia (NVDA.US) announced the rising GB200 expectation of AI sovereignty] Zhitong Finance APP learned that West China Securities published a research report stating that from HGX to DGX to now MGX, Nvidia (NVDA.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"161631":1,"TSM":1,"NVDA":1,"N0Z.SI":1,"MGX":1,"002926":1,"TWmain":1,"DGX":1,"03145":0.6,"EWT":0.6},"content_text":"【华西证券：英伟达(NVDA.US)宣布AI主权 不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.US)已经成功转型，从芯片模组厂商转变到服务器厂商。MGX与DGX的逻辑相似，英伟达自主设计服务器，然后通过OEM厂商代工，产业链话语权由英伟达主导。在GB200具有跨时代意义的背景下，OEM厂商在英伟达体系代工份额会进一步提升。北美四云对Capex预算乐观，坚定发力人工智能;供给侧台积电及HBM厂商给与AI今年乐观指引。此外，在万亿参数AIGC的大背景下，GB200的出货预期指引依旧乐观。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2450326236"}

【华西证券：英伟达(NVDA.US)宣布AI主权 不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.

精彩评论

【华西证券：英伟达(NVDA.US)宣布AI主权不断上调的GB200预期】智通财经APP获悉，华西证券发表研报称，从HGX到DGX到现在MGX，英伟达(NVDA.