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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元-行業數據

2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元
2023 年 AI 浪潮下，神州數碼昇騰服務器亦大單不斷。根據公司公告及公開招采信息，神州數碼昇騰客戶主要為運營商、銀行及智算中心算力服務商，與我們判斷昇騰服務器下游需求結構相匹配，再次證明昇騰需求確定性，我們認為 2024 年國產 AI 大模型及 AI 應用·進一步更新升級，并開放給企業和個人后，昇騰業務有望為公司貢獻超額收益。
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第1頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第2頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第3頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第4頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第5頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第6頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第7頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第8頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第9頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第10頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第11頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第12頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第13頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第14頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第15頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第16頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第17頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第18頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第19頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第20頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第21頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第22頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第23頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第25頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第26頁
2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第27頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第28頁
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2023年8-11月神州數碼昇騰服務器已獲訂單/中標9.19億元_第33頁
所屬報告： 神州數碼-公司研究報告-華為系列報告之十三：被低估的華為計算伙伴-240220（30頁）.pdf
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