科技板块 2026: AI 芯片股 and 下一波 计算投资 浪潮

AI chip demand continues to reshape the semiconductor industry.

Data Center Capex Cycle

Hyperscaler capital expenditure on AI infrastructure is the primary demand driver.

Competitive Landscape

NVIDIA dominates GPU training, but AMD, Intel, and custom silicon from cloud providers are gaining share.

Edge AI Opportunity

On-device AI inference creates a parallel opportunity in mobile and IoT chips.