粤公网安备 44011302004783号 中金：下半年AI推理的算力需求有望持续爆发
8月14日讯，中金公司研报指出，今年上半年，算力链仍是市场投资主线之一，国产算力链和海外算力链走势交替。4月中旬以来，海外云服务大厂资本开支超预期，市场逐步走出“算力通缩”悲观叙事，核心供应商股价创新高。展望2H25，我们认为随着大模型能力不断增强、越来越多形态的应用场景有望推升AI推理的算力需求持续爆发，带动AI硬件的需求成长。我们认为以下趋势值得关注：1) 国内外算力链需求增长确定性提升；2) 网络在AIDC中的重要性有望提高；3) Agent等AI应用加速落地。此外，“十五五”政策吹风，数字基建、海洋经济、军工通信等方向值得关注。
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