开源证券:AIDC产业链景气度持续提升
Mei Ri Jing Ji Xin Wen·2025-08-14 00:16
Group 1 - The core viewpoint is that the acceleration of overseas AIDC investment, combined with the improvement of domestic computing power supply, is catalyzing the continuous enhancement of the industry chain's prosperity [1] - Companies with stronger technical capabilities, supply capabilities, and synchronous response capabilities are expected to stand out in the market [1]