天风证券：以 GPT-4/ChatGPT 为代表的预训练大模型或将催生未来对 AI 服务器扩产需求

天风证券研报表示，我们认为以 GPT-4/ChatGPT 为代表的预训练大模型或将催生未来对 AI 服务器的扩产需求，建议关注：服务器芯片：英伟达、AMD、Intel、寒武纪、海光信息、龙芯中科等；AI 服务器制造：工业富联；图像数据资源及应用：大华股份、海康威视等；先进制造及封装：台积电、中芯国际、长电科技、通富微电等；企业级存储：澜起科技、江波龙、兆易创新等。

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