中信建投认为国内自主可控大势所趋,核心是AI芯片,建议关注在出货量、生态和产品力上具有领先的公司,并且考虑到国产芯片制程、工艺以及明年国内互联网客户开始推进机柜方案,建议重视国产电源、液冷等相关标的
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