报告要点本周（2025.8.4-2025.8.10）市场回顾1）海外AI 芯片指数本周上涨4.66%，英伟达和博通股价上涨超5%，Marvell 股价上涨3.88%，台积电和MPS 涨幅在2%以上，AMD 小幅涨幅。2）国内AI 芯片指数本周下跌0.6%。澜起科技股价上涨11.19%，长电科技和寒武纪小幅上涨，其余公司股价出现不同幅度的下跌。3）英伟达映射指数本周上涨6.6%，经历上周较大幅度上涨...
Source Link报告要点本周（2025.8.4-2025.8.10）市场回顾1）海外AI 芯片指数本周上涨4.66%，英伟达和博通股价上涨超5%，Marvell 股价上涨3.88%，台积电和MPS 涨幅在2%以上，AMD 小幅涨幅。2）国内AI 芯片指数本周下跌0.6%。澜起科技股价上涨11.19%，长电科技和寒武纪小幅上涨，其余公司股价出现不同幅度的下跌。3）英伟达映射指数本周上涨6.6%，经历上周较大幅度上涨...
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