周末发酵:英伟达和台积电历史新高、Meta+OpenAI租用Google TPU

橙子不糊涂
29 Jun

周末信息非常乐观,一个是特朗普在年底要带着一堆CEO访问中国,另一个是美国拟从财政法案中移除899条款…这两件事儿都属于宏观层面的利好,对全球风险资产偏好的提升有明显促进,反应在美股上,就是科技巨头持续新高,纳斯达克、标普500也持续新高…周末2个话题:1,英伟达、台积电双双历史新高,但AI氛围却远比2024年理性周五英伟达和台积电均创历史新高,市值分别达到3.84w亿美金和1.18w亿美金。关于...

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