周四，部分英伟达持仓概念股走高， CoreWeave, Inc. 大涨超9%， ARM Holdings 涨超3%， NEBIUS 涨超1%。消息面上，AI原生创业公司的收入正在快速增长。根据最新统计，AI模型和应用公司的年化收入规模在7个月内从150亿美元翻倍至300亿美元以上。这一增长趋势为整个AI产业链带来了积极信号。
周四，部分英伟达持仓概念股走高， CoreWeave, Inc. 大涨超9%， ARM Holdings 涨超3%， NEBIUS 涨超1%。消息面上，AI原生创业公司的收入正在快速增长。根据最新统计，AI模型和应用公司的年化收入规模在7个月内从150亿美元翻倍至300亿美元以上。这一增长趋势为整个AI产业链带来了积极信号。
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