澜起科技：云厂商增加在AI领域的资本开支对产业链相关产品的整体需求有积极推动作用

Group 1 - The core viewpoint is that increased capital expenditure by cloud vendors in the AI sector positively drives the overall demand for related products in the industry [1] - The company’s products, including DDR5 memory interface and module supporting chips, PCIe Retimer chips, MRCD/MDB chips, and MXC chips, are primarily used in data centers and servers [1] - The company is expected to benefit from the increase in industry capital expenditure [1]