最具想象力“AI芯片”龙头，国内独一全自研和量产，净利率超30%，最强小而美！
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_gif/IGsW2tkHESlH9CYEkp64mYCNWS3HJVIlRFADGInMniaQE0yUqzzp114Xehw3Eu2Fv1pRWQU6FNg75qWVPdKjfMQ/640?wx_fmt=gif&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">前言</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">存在设计缺陷，英伟达最强AI芯片将推迟上市，国产链蓄势待发</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据<span style="color: black;">报告</span>，<span style="color: black;">因为</span>设计缺陷，英伟达即将推出的人工智能芯片将被推迟三个月或更<span style="color: black;">长期</span>，这可能会影响Meta、谷歌和微软等客户，这些客户总共订购了价值数百亿美元的芯片。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">在国产AI芯片方面，致力于技术创新，加快对AI的<span style="color: black;">开发</span>布局，A股上市<span style="color: black;">机构</span>中已有多家企业布局AI芯片。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">其中<span style="color: black;">华为海思、寒武纪、海光信息</span>等国产AI芯片<span style="color: black;">连续</span>迭代升级，推进万卡集群建设，阿里、百度等互联网厂商<span style="color: black;">亦</span>加快发展自研芯片。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">国产AI芯片，华为/非华为系均有<span style="color: black;">必定</span><span style="color: black;">发展</span>，对标A/H，<span style="color: black;">制品</span>发布或已在<span style="color: black;">开发</span>测试<span style="color: black;">其中</span>，我认为随着近期从国内外产业<span style="color: black;">发展</span>以及国际关系<span style="color: black;">状况</span>来看，国内的<span style="color: black;">基本</span>硬件的发展更具备<span style="color: black;">必定</span>确定性。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/CpiaB5lpkSqhlp0EGSCczmlZNs20IVH7iabA1bmVYrCXHIzx1YGpR83ER1qq8VwibPkS2iaNQCewBwib3h6ZKlJw3ibw/640?wx_fmt=jpeg&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">01</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">我国<span style="color: black;">日前</span>AI芯片的最新<span style="color: black;">发展</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">架构设计优化</span><span style="color: black;">：国内芯片企业在AI芯片架构设计方面<span style="color: black;">持续</span>优化，引入了诸如异构计算、高带宽内存接口等先进技术，<span style="color: black;">明显</span><span style="color: black;">提高</span>了芯片的能效比和计算性能。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">这些技术创新为AI应用<span style="color: black;">供给</span>了强大的支持，<span style="color: black;">亦</span>为物联网、自动驾驶等新兴<span style="color: black;">行业</span>铺平了道路。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">新型芯片架构涌现</span><span style="color: black;">：为了满足<span style="color: black;">区别</span>应用场景的<span style="color: black;">需要</span>，国内企业正在积极探索新的芯片架构和设计<span style="color: black;">办法</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">例如，神经网络处理器（NPU）等新型架构能够更<span style="color: black;">有效</span>地执行AI<span style="color: black;">关联</span>的计算任务，<span style="color: black;">提高</span>计算效率和能效比。这些新型芯片架构的涌现将为AI芯片行业带来<span style="color: black;">更加多</span>的技术突破和市场机遇。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/CpiaB5lpkSqhlp0EGSCczmlZNs20IVH7iaEtfVicKLmmvatzw8xPq8jUSNYw9C1sd49kWx6p8ZzQBayDicS9Rw3ZRA/640?wx_fmt=jpeg&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">02</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">国产力量崛起正当时</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据国际咨询<span style="color: black;">公司</span>IDC预测，<span style="color: black;">将来</span>五年，中国算力中心服务市场将以18.9％的复合增速<span style="color: black;">连续</span>增长，预计2027年市场规模达3075亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">在多地智算中心的建设中，华为昇腾、海光深算、寒武纪思元等国产芯片品牌脱颖而出，<span style="color: black;">作为</span>首选。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">以中国电信为例，其最新AI服务器采购中，国产芯片比例高达47%。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">面对海外不确定性的背景下，<span style="color: black;">国产AI芯片厂商或有望<span style="color: black;">作为</span>国内企业端<span style="color: black;">选取</span>，<span style="color: black;">按照</span>AI科技之窗考虑到英伟达供货的<span style="color: black;">困难</span>，预计2024年国产化率将有望<span style="color: black;">提高</span>至80-90%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">03</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">AI芯片市场规模</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2023年<span style="color: black;">全世界</span>AI芯片市场规模为536亿美元，而到2024年，这一数字预计将增长到712.5亿美元，<span style="color: black;">表示</span>出<span style="color: black;">明显</span>的增长势头。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">进一步展望<span style="color: black;">将来</span>，到2025年，<span style="color: black;">全世界</span>AI芯片市场规模有望达到919.6亿美元，这<span style="color: black;">显示</span><span style="color: black;">将来</span>几年内，AI芯片市场将<span style="color: black;">连续</span>保持高速增长态势。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在中国，AI芯片市场<span style="color: black;">一样</span>呈现出快速增长的态势。<span style="color: black;">按照</span>中商产业<span style="color: black;">科研</span>院发布的数据，2023年中国AI芯片市场规模达到1206亿元，同比增长41.9%。这一数据<span style="color: black;">显示</span>，中国AI芯片市场正在经历着快速发展<span style="color: black;">周期</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">中商产业<span style="color: black;">科研</span>院分析师预测，2024年中国AI芯片市场规模将增长至1412亿元。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/CpiaB5lpkSqhlp0EGSCczmlZNs20IVH7ian73lfEuXiaia4EHAkKvyyQNrEhLJhickKNxMzozkGhKsQLkYDMmIGiakVQ/640?wx_fmt=jpeg&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">关联</span>概念股梳理：</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">景嘉微</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span>始终专注于GPU<span style="color: black;">行业</span>的<span style="color: black;">开发</span>、生产和<span style="color: black;">营销</span>,<span style="color: black;">经过</span><span style="color: black;">连续</span>的<span style="color: black;">开发</span>投入<span style="color: black;">提高</span>GPU性能<span style="color: black;">提高</span>和技术迭代。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">铂科新材</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span><span style="color: black;">日前</span><span style="color: black;">已然</span>推出了多个芯片电感系列料号,取得了多家知名芯片厂商的验证和认可,并已实现小批量生产和交付,正在加快批量交付。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">紫光国微</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span>的参股子<span style="color: black;">机构</span>紫光同创从事FPGA业务,为国内该<span style="color: black;">行业</span>的龙头企业。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">复旦微电</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">复旦微电的AI芯片<span style="color: black;">制品</span>线<span style="color: black;">重点</span><span style="color: black;">包含</span>GPU、FPGA、ASIC等类型。这些芯片在数据处理、可编程性和专用性方面各有<span style="color: black;">优良</span>，能够满足<span style="color: black;">区别</span>应用场景的<span style="color: black;">需要</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">国芯科技</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">公在端 AI 芯片方面,<span style="color: black;">机构</span>瞄准工业<span style="color: black;">掌控</span>和智能家用电器AI 应用,已立项<span style="color: black;">研发</span>集成NPU功能的AI MCU芯片<span style="color: black;">制品</span>,并与该AI MCU芯片的潜在客户<span style="color: black;">签定</span>合作协议,<span style="color: black;">重点</span>应用于智能电机的能耗优化<span style="color: black;">掌控</span>和可预测性<span style="color: black;">守护</span>,<span style="color: black;">制品</span>计划年内完成设计和流片。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">最后，作者<span style="color: black;">亦</span>是为<span style="color: black;">大众</span>挖掘了一家“AI芯片”的想象力龙头，最强的小而美<span style="color: black;">机构</span>，<span style="color: black;">将来</span>可期！</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">1、国内知名职业教育龙头，参股国内<span style="color: black;">第1</span>家盈利AI芯片制造商。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、国内<span style="color: black;">独一</span>全自研、已量产 TPU 芯片的<span style="color: black;">机构</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、业绩连续三年增长，中报有望翻倍，<span style="color: black;">净利率超30%，盈利能力<span style="color: black;">非常</span>强劲。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">4、华夏、<span style="color: black;">安全</span>等一线<span style="color: black;">公司</span>强势入住，市值不到50亿，三月横盘清洗浮筹，底部十倍放量突破。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">为了避免打扰主力布局，<span style="color: black;">详细</span>就不在<span style="color: black;">这儿</span>讲了。</span><strong style="color: blue;"><strong style="color: blue;"><span style="color: black;">想要标的的<span style="color: black;">伴侣</span>，不妨来关注私信发送“88”免费领取</span></strong><span style="color: black;">！</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">尤其</span>声明：</span><span style="color: black;">内容仅<span style="color: black;">表率</span>个人观点，不<span style="color: black;">形成</span>任何投资<span style="color: black;">指点</span>，据此买卖，盈亏自负，股市有<span style="color: black;">危害</span>，投资需<span style="color: black;">小心</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">紧跟节奏不迷路，请新老读者点击下方名片一键关注并置顶我公众号！</span><span style="color: black;"><span style="color: black;">倘若</span>觉得对你有所<span style="color: black;">帮忙</span>的话还请顺便点个“</span><span style="color: black;">在看</span><span style="color: black;">”，非常感谢！</span></span></p><img src="https://mmbiz.qpic.cn/mmbiz_gif/CpiaB5lpkSqhydoAlWR4XE5ojCw9cUZR51yzHia8J4UOflAOWcHD6cz6glbaFib4Kh4nynMGfRgziasWzK8CtXSkEg/640?wx_fmt=gif&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp" style="width: 50%; margin-bottom: 20px;">
“板凳”（第三个回帖的人） 对于这个问题，我有不同的看法...
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