全球 AI 服務器市場迎來爆發，出貨量有望年增近 28%
根據 TrendForce 集邦諮詢的最新研究報告，全球 AI 服務器出貨量預計在2025年將實現近28% 的年增長。這一增長主要得益於 DeepSeek 的推動，雲服務提供商（CSP）們將更加積極地開發成本較低的自有 ASIC 方案。此外，市場的重心將從 AI 訓練逐步轉向 AI 推理，預計到2025年，AI 推理服務器的市場佔比將接近50%。圖源備註:圖片由AI生成，圖片授權服務商Midjourney在 A 股市場上，與服務器業務相關的概念股也表現出強勁的增長勢頭。數據顯示，目前市場上共有31只與服務器業務相關的概念股，節後普遍上
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