天風證券：以 GPT-4/ChatGPT 為代表的預訓練大模型或將催生未來對 AI 服務器擴產需求

智通財經
2023.04.03 00:01
天風證券研報表示，我們認為以 GPT-4/ChatGPT 為代表的預訓練大模型或將催生未來對 AI 服務器的擴產需求，建議關注：服務器芯片：英偉達、AMD、Intel、寒武紀、海光信息、龍芯中科等；AI 服務器製造：工業富聯；圖像數據資源及應用：大華股份、海康威視等；先進製造及封裝：台積電、中芯國際、長電科技、通富微電等；企業級存儲：瀾起科技、江波龍、兆易創新等。
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