EPISODE · May 5, 2026 · 6 MIN
高盛一升一降：AI芯片替代谁赢谁输
from 深度
高盛同日对寒武纪、浪潮信息给出相反评级。寒武纪因国产AI芯片替代成赢家，营收、利润率飙升，目标价上调至2406元；浪潮信息虽规模增长，但因芯片替换致毛利率大跌，目标价下调，揭示产业变革中不同企业命运。
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高盛一升一降：AI芯片替代谁赢谁输
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