郭明錤：仍須謹慎看待近期 AI 服務器供應鏈的股價

智通財經
2023.09.10 23:41
9 月 11 日，天風國際證券分析師郭明錤發佈報告指出，在英偉達的 2H23–2024AI 芯片出貨量已成市場共識下，AI 服務器對大部分供應鏈在 2H23–2024 的貢獻已被市場充分預期。類似英偉達與塔塔合作建置大規模 AI 基礎建設的新聞，可能現階段不容易推升 AI 服務器供應鏈股價，原因在於 AI 芯片訂單並沒有同步上修。有些台股 AI 服務器供應鏈公佈的 8 月營收看似不錯，但股價卻下跌，故可能仍須謹慎看待近期 AI 服務器供應鏈的股價。
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