不轻易上车
2023-08-17
$联想集团(00992)$
大模型时代的稀缺要素是算力芯片,近3个月里已经涨价2次了,上游芯片涨价也能带动服务器的价格同步上行,这次虽然非PC业务报表没达预期,拉长周期看,还是很可观的。
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