廣東
國泰海通發布研報稱，維持計算機板塊“增持”評級。國家發改委加碼“AI+”基建投資，中外巨頭掀起算力與大模型漲價潮，驗證掌握稀缺高端算力與溢價權已成產業新賽點；DeepSeek首啟融資推進V4硬件遷移并更新底層Mega MoE，引領AI競爭步入生態獨立與軟硬重構期；Anthropic發布Claude Opus 4.7旗艦模型，加速向全棧AI應用生態演進，依托模型不對稱優勢對第三方應用層實現深度擠壓。
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