根据最近的机构研究报告，为您总结相关行业的投资要点，供参考：首先要明确2023年6月14日，AMD举办了数据中心和A技术首映会议，推出了多款新产品，覆盖数据中心、人工智能及高性能计算等多个领域。其中InstinctMI300A被认为可能与英伟达的GraceHopper相当，能用于人工智能训练，性能将是上一代的8倍。此外，AMD还发布了InstinctMI30OX，晶体管数量达到了1530亿，具备了比英伟达H100更强大的运算能力。而EPYCGenoa-X和EPYCBergamo则分别提供了强大的服务器处理与云原生处理能力，适应各种差异化的运算需求。总的来看，机构看好人工智能成为未来科技革新的重要推手，大量数据的处理需求将刺激算力和网络的快速迭代，这将明显利好AI数据中心等相关设备的销售。投资建议方面，机构推荐关注AMD、通富微电(002156)、中际旭创(300308)、新易盛(300502)、源杰科技等表现优秀的公司。然而也要注意，如果人工智能技术的迭代不如预期，或者2023年全球经济形势恶化，或者美国对华制裁加剧，A股市场整体形势低迷，将可能对相关投资带来风险。```
Accordingtorecentinstitutionalresearchreports,wesummarizetheinvestmentpointsofrelatedindustriesforyourreference:
AMDheldadatacenterandA-technologypremiereconferenceonJune14,2023,introducingarangeofnewproductscoveringdatacenters,artificialintelligence,andhigh-performancecomputing.TheInstinctMI300AcouldbecomparabletoNvidia"sGraceHopperandcanbeusedforartificialintelligencetraining,witheighttimestheperformanceofthepreviousgeneration.
AMDalsoreleasedInstinctMI30OX,with153billiontransistors,offeringgreatercomputingpowerthanNvidia"sH100.EPYCGenoa-XandEPYCBergamoprovidepowerfulserverprocessingandcloud-nativeprocessingcapabilitiestomeetvariousdifferentiatedcomputingneeds.
Ingeneral,theinstitutionisoptimisticthatartificialintelligencewillbeanimportantdriveroffuturetechnologicalinnovations.Theneedtoprocessalargeamountofdatawillstimulatetherapiditerationofcomputingpowerandnetworks,whichwillsignificantlybenefitthesalesofrelatedequipmentsuchasAIdatacenters.
Intermsofinvestmentadvice,theinstitutionrecommendspayingattentiontooutstandingcompaniessuchasAMD,TongfuMicroelectronics,Inter-chipCreation,XinyiSheng,andYuanjieTechnology.However,itshouldalsobenotedthatiftheiterationofartificialintelligencetechnologyisnotasexpected,ortheglobaleconomicsituationworsensin2023,orUSsanctionsagainstChinaintensify,andtheoverallsituationoftheA-sharemarketissluggish,itmayposeriskstorelatedinvestments.
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