上周，马斯克从英伟达_老虎社区_美港股上老虎 - 老虎社区

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绝世道祖
2024-12-11

上周，马斯克从英伟达疯狂抢货，把全球AI算力军备竞赛拉升至新高度，港、沪两市的算力硬件股都有持续表现。按TrendForce此前预计，2025年AI服务器出货量将会增长至214万台，全球AI服务器出货量渗透率达到15.0%。AI持续发展，像联想集团这样的算力硬件股投资空间还很大。 $联想集团(00992)$

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啊西在东北
·2024-12-11
AI算力需求暴涨，对于联想这样基础设施厂商无疑是利好的
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六神战鼓
·2024-12-11
联想在算力领域处于行业第一梯队，市场机会巨大
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