报告要点：本周（2025.7.21-2025.7.27）市场回顾1）海外AI 芯片指数本周上涨1.4%，AMD 股价持续上涨，本周涨幅约为6%，台积电和博通涨幅超2%，英伟达股价小幅上涨，Marvell 和MPS 股价出现小幅下滑。2）国内AI 芯片指数本周上涨7.5%。国务院总理出席上海2025 世界人工智能大会，对国产算力和AI 应用产生新的市场预期，带动国内AI 芯片指数出现较大幅度上涨。...
Source Link报告要点：本周（2025.7.21-2025.7.27）市场回顾1）海外AI 芯片指数本周上涨1.4%，AMD 股价持续上涨，本周涨幅约为6%，台积电和博通涨幅超2%，英伟达股价小幅上涨，Marvell 和MPS 股价出现小幅下滑。2）国内AI 芯片指数本周上涨7.5%。国务院总理出席上海2025 世界人工智能大会，对国产算力和AI 应用产生新的市场预期，带动国内AI 芯片指数出现较大幅度上涨。...
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