股票概念行业板块
数据BOYA分析股票市场最热最新的板块，同时挖掘相关龙头股票企业公司
| Publishes | Daily | Episodes | 23 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | InvestingBusiness | ||
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iPhone 16e 积极拉货，苹果链核心受益公司 Q1 业绩有望快速增长，苹果部分公司积极布局机器人、 AI 眼镜等领域，带来新增长驱动力，估值有望进一步提升。 OpenAI 即将推出GPT 5 ，谷歌、亚马逊自研算力芯片大幅增长 Meta 、 OpenAI 等 CSP 厂商也在大力推荐自研算力芯片，算力需求依然旺盛；英伟达 GB200 良率积极提升，有望在 3 月的 GTC 大会推出 GB300 服务器及新产品、技术路线图，算力硬件高景气持续。
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涨价预期：智能手机、PC及AI需求推动NAND存储需求回暖，预计2024Q2起存储价格进入上行周期，Mobile NAND价格或跌超10%，但结构性机会（如32GB eMMC）显现。技术升级：HBM3e成为AI算力核心，英伟达H200 GPU搭载HBM3e后性能提升60%-90%，SK海力士、三星加速退出DDR3市场，国产厂商（兆易创新、北京君正）在中低端存储替代潜力增强。模拟芯片：汽车与工业领域... more
中国银河证券通信行业深度研报核心分析一、行业趋势与背景AI算力需求爆发算法驱动降本增效：中国AI公司DeepSeek通过算法优化（如MoE架构、系统工程优化）显著降低大模型训练与推理成本。例如，DeepSeek-R1模型训练成本仅为OpenAI同类模型的1/10，推理成本低至每百万Token 0.14美元（OpenAI为7.5美元）。
开源生态推动创新：DeepSeek-R1完全开源（MIT协议），吸引全球开发者贡献代码，推理效率每小时提升0.3%，加速技术迭代与应用场景扩展。国产化进程加速：... more
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Apple Podcasts | #237 | China/Business/Investing |
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股票概念行业板块 launched 9 months ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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