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国金证券-信息技术产业行业研究：AI应用持续落地，看好相关产业链投资机会-240331

AI应用持续落地，看好相关产业链投资机会投资逻辑电子板块：继续看好AI及Q1业绩有望超预期方向。根据产业链信息，英伟达GB200服务器需求旺盛，产业链积极备货，AI服务器厂商广达获得谷歌、微软、亚马逊、Meta的GB200 服务器代工大单，谷歌的订单有望最早7\~8月进入测试，9月准备量产，GB200 服务器每个机柜系统平均售价高达200万至300万美元。广达表示，随着供应链原材料短缺缓解，下

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