中原证券给予海光信息买入评级中报点评国内智算中心加速布局 DCU全面适配国产大模型

每日经济新闻08-19

中原证券08月19日发布研报称，给予海光信息（688041.SH，最新价：76.84元）买入评级。评级理由主要包括：1）国内加速布局智算中心,公司CPU及DCU产品有望受益于AI时代浪潮；2）海光CPU技术优势突出，DCU全面适配国产大模型。风险提示：国际地缘政治冲突加剧风险；行业竞争加剧风险；下游需求不及预期；新产品研发进展不及预期。AI点评：海光信息近一个月获得10份券商研报关注，买入7家，...

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中原证券给予海光信息买入评级 中报点评 国内智算中心加速布局 DCU全面适配国产大模型

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中原证券给予海光信息买入评级中报点评国内智算中心加速布局 DCU全面适配国产大模型