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【研报 A500】智微智能公司深度报告:智算业务快速释放,LPU及机器人控制器打开成长天花板全景解析

  • 2026-10-11 15:56:22
【研报 A500】智微智能公司深度报告:智算业务快速释放,LPU及机器人控制器打开成长天花板全景解析

摘要：报告分析智微智能的"云-网-边-端"四大业务，以腾云智算承载AI算力运营全流程服务。2026上半年智算收入10.3亿元同比增245%，拆解行业终端、ICT基础设施、工业物联网基本盘，介绍战略投资元川微布局LPU芯片、卡位具身智能机器人控制器，研判公司由硬件厂商向AI算力与场景化平台延伸路径。

本报告共计：32页，受篇幅限制，仅展示部分内容。

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基本 文件 流程 错误 SQL 调试
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0.096276s