英偉達GTC大會在即,科創芯片ETF、芯片ETF上升
半導體板塊拉昇,長光華芯、寒武紀升超13%,華安基金科創芯片ETF基金升超3%,國聯安基金半導體ETF、華夏基金芯片ETF、工銀瑞信基金半導體龍頭ETF升超2.8%,嘉實基金科創芯片ETF、富國基金芯片龍頭ETF、廣發基金 芯片ETF龍頭、景順長城基金芯片50ETF、招商基金半導體設備ETF、國泰基金芯片ETF、鵬華基金半導體ETF跟升。

NVIDIA將於美國時間3月18~21日在聖荷西會議中心舉行2024年度GTC大會,屆時執行長黃仁勛將登台發表談話、發佈新產品。根據路透數據,NVIDIA預期GTC 2024現場將有約1.6萬人參與,其中不包括線上觀看人數,規模為2019年現場參與人數的2倍多。
據英偉達官網信息,黃仁勛將於北京時間3月19日(本週二)4:00—6:00發表主題演講。英偉達集齊了開創性論文大作《Attention Is All You Need》的8位作者,這篇論文提出了Transformer神經網絡架構。自此以後,Transformer在AI的各個領域都佔據了主導地位並給整個行業帶來了變革,Transformer徹底改變了AI的進程。
北京時間3月21日(本週四)2:00AM-2:50,黃仁勛親自主持,8位大神分享獨特見解,他們將帶來一場AI的變革時刻圓桌討論。
GTC大會是英偉達每年最重要的技術發佈平台之一,被業界公認為“AI風向標”,今年會上將探討AI、AR/VR、CV、NLP、邊緣計算、機器人等領域的發展趨勢及最新技術,B100算力芯片有望發佈。
新AI芯片B100依然是核心關注點。預期NVIDIA將在GTC上發表新一代高階AI處理器芯片B100,最快2024H2開始出貨。此前在2022年的GTC(也是三月份)上,英偉達第一次披露了Hooper架構和H100,2022年十月第一批發貨。B100的內存容量將與AMD的MI300X相近或更高,達到24GB堆疊。另外,同B100一代的芯片還有推理端的GB200和基於X86架構的企業級推理端芯片B40。
對於半導體行業,國金證券表示,受到消費電子需求不佳、行業高庫存、產能嚴重過剩,全球及國內半導體經歷了2022、2023年兩年劇烈的主動去庫存過程之後,我們認為從2024年開始半導體行業將逐步走出低谷,正式步入週期上行通道。這主要歸因於:
1,供給端,全球及國內半導體產業鏈庫存已逐步見底,預計晶圓廠稼動率逐步走出底部(24Q2有望環比向上);
2,需求端,AI給電子行業帶來了新的生機和活力,2023年下半年華為、小米、vivo發佈的新機熱銷,摺疊手機保持了高速成長,電子率先迎來需求回暖,同時AI服務器需求持續強勁(我們看到海外科技巨頭Meta、蘋果等相繼下場佈局AI服務器,英偉達23Q4業績超預期),疊加24Q1開始通用服務器重新啟動採購(DIGITIMES表示,2024Q1全球服務器出貨量預計環比增長1.7%,並有望恢復同比增長),截至2月底,渠道端工業類芯片庫存月數已迴歸至正常2個月,我們預計24年年中有望出現補庫需求。
綜上,國金證券認為,2024年半導體芯片整體供給調整到位,隨着需求穩步向上,芯片價格有望見底向上,半導體產業鏈即將開啟上行通道,2024年我們持續看好Ai新技術創新驅動、需求轉好及自主可控受益產業鏈,重點關注週期上行,帶動芯片公司業績逐步向好。
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