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中泰证券:Agent有望催化CPU需求快速提升 关注产业机遇
智通财经APP获悉,中泰证券发布研报称,据IDC预计,活跃Agent的数量将从25年的2860万攀升至30年的22.16亿,年复合增长率达139%;年执行任务总数将从25年的440亿次暴涨至30年的415万亿次,年复合增长率达524%;年Token消耗量预计从25年的0.0005P暴增至30年的152667P,年复合增长率高达3418%。随着Agent激增,CPU作为核心支撑 ...
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