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钛媒体 App 7 月 4 日消息，中信建投表示，上周 AI 算力板块有所调整，但 AI 产业大趋势才开始，算力需求释放的确定性较高，持续重点推荐 AI 算力板块。一是市场对英伟达、谷歌、微软 2024 年的 800G 光模块需求已有一定预期，但对于 Meta、亚马逊的需求预判仍不清晰，存在超预期的可能性；二是未来随着运营商和互联网云厂商加大算力基础设施投资，国内 ICT 设备（服务器、交换机）、200G/400G 光模块、大功率 IDC 机柜需求有望逐步走强，相关公司也为海外交换机厂商代工，此前市场预期较低；三是 2023Q2 即将结束，建议也重点关注中报可能表现较好的个股。
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