中信建投：Meta售算力不改需求逻辑
2026-07-06 01:12:55
据界面新闻报道，中信建投研报称，Meta宣布出售部分过剩算力资源后，市场初期反应偏向负面，担忧是否预示AI算力需求见顶或行业景气度下行。该研报认为，从行业供需格局看，AI算力需求的中长期驱动逻辑未因Meta单一行为受损，关键环节仍制约有效供给释放；建议财报季关注英伟达等核心供应商订单指引、云厂商资本开支计划及下游应用商业化进展。
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