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【星宸科技】端侧底部黑马!英伟达台式机唯一概念股,字节AI眼镜和机器人还未被市场充分认知!

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资讯解析

行业:
半导体
标的:
星宸科技
标签:
星宸科技 AI眼镜 机器人 英伟达 联发科 科技 英伟达概念 联发科概念 英伟达超级计算机
摘要:
星宸科技作为字节AI眼镜供应商,推出适用于AI眼镜的SoC芯片SSC309QL,预计2025年下半年出货。同时,公司是联发科间接控股的企业,参与英伟达AI超级计算机GB10芯片设计。此外,公司在智能机器人芯片领域也有显著增长。
多方:
星宸科技在多个热门领域均有布局,技术实力强,市场潜力大,与巨头合作有望带来显著增长。
空方:
公司股价此前因大额解禁腰斩,市场对其未来表现仍存疑虑。