您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[华安证券]:电子行业周报:小米或将搭建GPU万卡集群,重点抢攻AI大模型赋能小米生态 - 发现报告

电子行业周报:小米或将搭建GPU万卡集群,重点抢攻AI大模型赋能小米生态

电子设备2024-12-29陈耀波、李美贤、刘志来、李元晨华安证券M***
AI智能总结
查看更多
电子行业周报:小米或将搭建GPU万卡集群,重点抢攻AI大模型赋能小米生态

()*+% !"#$%2024-12-29 A%&BC:DE=#F2024-12-23G2024-12-27HEIJ%&#KLM+0.95%E)NO%KLMP+0.13%EQ"R%&KLM-0.22%ESQ50KLMP+0.73%ETUVW%&KLM-0.66%XRY!"%&:DEBCZ[\]^_V`REKMP+2.21%EVWabcBC-dEKMP-3.69%eRYfg%&:DEBCZ[\]hij%&EKMP+1.25%EBCZd\]klm%&EKMP-4.00%X lnopqrsGPUUtuvEwxyzAI{|} ~ÄÅÇÉÑ$ÖÜEnoáàrsâä\GPUUtuvEq{ãåçAI{|}éèXêëíìnoîïñóòôâöõåçXnoú2023ù4ûOüAI†°¢{|}£õE§2024ù5ûno•¶ß{®©|}MiLMá™´¨{|}≠ÆXØÑ∞±≤≥ÖÜ¥μEDeepSeek∂∑{|}DeepSeek-V2\∏π∂∫ªºΩæqøçnoE¿¡noAI†°¢\é¬E√ƒ≈{|}£õ\s∆X ./01567&'()*%S0010524020002+,%limeixian@hazq.com[Table_Author] «~CounterpointResearchZ»…ÀÃEÕŒœ–—“”‘O’®÷–◊]íÿZŸ⁄¤\GenAI‹›X‘O™AIFGenAIHáàfifl‡·‚„◊m≤≥‰ÂXCounterpoint%μEGenAIÊÁËÈflÍÎE]ÏPÌÓúÔÒÚ„ÛÙEıaˆÕŒ—˜¯’˘˙˚±¸¡iX ./0189:&'()*%S0010523120005+,%liuzhilai@hazq.com[Table_Author] ŒP˝˛éˇ\◊mc!E~TechInsightsà∫¶\&ÀÃE2024Q3noμ"#Ø,$ñ3.1%G4280U%EË13.9%\≤≥&'()*+Eno,-./0123$ñ4+X5‘O™AIö:\678pqOP9:‚„◊m≤≥:;‰Â<w=\>?8Ï@X{|}ö:\6A8\BCqDEFG›H\I›J°A5KOLMN\DEOPX~ÄÅÇÉÑ$QRÖÜST\UÜEóòVPnoà{|}éè∫ãWXYwZ[\éòno{|}S]X ./015;<&'()*%S0010524070001+,%liyc@hazq.com s^∏_noñ`a"åbc∏\VW!"I≤deEfg◊ma"hc∏VWdeijk¬JE‰SlEmno˚Epqra"hc∏VWdestlEuvSw˚Exya"hVWdezjl˚Xlåbs^1 {|a"h1}-~üÄÅÇ—ÉÑÅÇ—ÖÜáàes^∏_éâ‚ä—ãåkV˚X çé◊ma"h1~nou£F˝˛SwèêëíìH—îïwñ—óòVWes^∏_ôöà&—õPVW—ijSw˚X AIh1~úS»ùEûkUÜes^∏_ü"†êePCB1~(Và&Es^∏_°¢VWX k¬J1~£§îQEs^∏_•¶à&EzjlX lß®Bà ©™´Î¨≠EwñÆØ´Î¨≠EAIÆØ∞±∆≤s∆´Î¨≠EAI≥¥ac˘∫´Î¨≠EÇÉ’Öμ∂∑EAI{|}:;∏π !"#$ 1.1:;5'07.......................................................................................................................................................................51.2<=5'07.......................................................................................................................................................................61.3>?@5'07...................................................................................................................................................................61.4ABC5'07...................................................................................................................................................................8 2.15'=IJK.....................................................................................................................................................................102.234LMJK.....................................................................................................................................................................13 NOPQ%..........................................................................................................................................................................14 %&#$ RJ1STUVW:;DEXYZ[\YOY............................................................................................................................5RJ2]^VR_`DEabcd2023Q3VS2024Q3............................................................................................................7RJ32020-2026F]^ARefghDEXijkl...........................................................................................................8RJ4mn342NMopXqrstuvwXxyz{.......................................................................................................9RJ5=I|}...........................................................................................................................................................................10RJ65'=I~ÄsÅ:ÇÉÑ.34ÖÜáàâ5'|}S13/26ä...................................................................11RJ7345'12=I~ÄsÅ:Ç...............................................................................................................................11RJ8345'12o'|}ãå~ÄsÅ:Ç..............................................................................................................12RJ9345'çé12|}~ÄsÅ:Ç......................................................................................................................12RJ10345'5FR.............................................................................................................................................................13RJ11LM~ÄÉ%ä.........................................................................................................................................................13 1!"#$%&'()*+,-. 1.1,-!"). É1ämnèêÖëíìîZFold/Flip7UVW:;ïñóDEòôôöõ mnúùûü†°(ëUVWef:;¢£à§DEó•¶óß®AndroidAuthority©™ETNews!"´¨àDE≠ÆòÖôôöõómnèêÖëíìîZFold/Flip7UVW:;ïñØ ∞±mn2025íX≤C≥¥≠μ>f∂∑í∏£πöó∫DEª£>fºΩàæø¿ó¡¬√7SXGalaxyS25Slimبƒ≈∆«»≈…XÀÃ;ÕŒœf–—“ÆZFold”ΩX‘’\Ø ≠Æó÷◊ÿXŸ¿ò⁄¤‹›mn2025íX6opfiØfl‡·‚„‰ÂïÊÁË"ó∫√7´mnÈÖëí1Í22#XGalaxyUnpackedÂïÎÑÏÌÂï]6XS25ÓÔ:;ØÉITÒóAndroidAuthorityä É2äkè2024íSTUVW:;abjÈÚ910áÛóÙıˆ˜A}cd ST¯]^˘˙˚˘/0XUVWef:;DEókè2024íȈ]^UVW:;abjX50%¸ÑØCounterpointResearch#ÆÂï˝2024íSTUVWef:;DE˛ˇ!!"ó!"|a2024íSTUVWef:;DEXm˙‘"˛ˇ% ˛ˇ1%YZ[\#$Ø%UVWef:;DE&'¸ΩóSTDE°()*[YZó∫≠ÆY[£+#$Økè2024íSTUVW:;abjÈÚ,910áÛó-.YZ2%ó¨àYÄ/Æ0ím1}X-.YZÇ234ë5.Øı)6™≈7÷◊ÿ89:≈;<X=>ó?6˚≈@6™AXBuECÈDEF‘/0Ø ˛ˇ2%˙UV:;JKGHIUV:;ØÖUVW:;JKSó˙UV:;XJKGHIUV:;ó¨L0EMH˙UV:;PN)≈;<XBuECØO“˛ˇPQóOPPOsvivo∑íRSTU)IUV:;X'o؇Vó/Ñ<X˛ˇRWóIXÖ7Í9a)YσIUV:;MixFli