核心观点：NV Blackwell系列已开始出货，预期2025年推出B300 GPU新品；2024Q3，台股服务器厂商营收同比增长双位数，液冷散热方案占比持续提升。GPU、服务器、液冷等多赛道营收持续增长，算力行业景气度上行。AI芯片：B300预期2025年推出，AMD发布CPU/GPU/DPU新品。1）海外：①英伟达：Hopper/Blackwell系列需求较好。集邦咨询预估第四季H100/...
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计算机行业：AI算力月度跟踪：英伟达将推出B300 Q3服务器行业景气持续向上
国海证券股份有...10-18
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