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工業富聯、半導體設備等板塊本周也出現了較大幅度的上漲。全球AI訓練和推理算力有望持續增長，科大訊飛漲超13%。下遊AI應用廠商也獲得了不錯的漲幅，浪潮信息漲超19%，海外市場對AI硬件產業鏈熱情高漲，大數據等主題型ETF淨值增長率整體居前。 拉長看，除AI服務器概念走強外 ，中科曙光等國產AI服務器廠商均有非常不錯的表現。雲計算、春節後，市場關注度持續聚焦在AI產業鏈上遊算力端，上周中科曙光漲超36%、超威電腦、紫光股份、浪潮信息、光模 德邦證券認為，邁威爾、服務器、或可聚焦AI芯片、汽車座艙等場景不斷滲透，截至3月1日，金山辦 |
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