人工智能将继续推动芯片股上涨,并成为“在不断变化的地缘政治和经济背景下,相对确定性较高的领域”,坎托分析师表示。坎托·菲茨杰拉德(Cantor Fitzgerald)的分析师表示,在人工智能的驱动下,英伟达(NVDA.O)是他们最看好的芯片股。由于主要云服务提供商、主权实体、新型云公司和企业对人工智能基础设施的支出预计将在可预见的未来持续上升,坎托分析师认为,人工智能技术是目前芯片股“唯一有意义的...
Source Link人工智能将继续推动芯片股上涨,并成为“在不断变化的地缘政治和经济背景下,相对确定性较高的领域”,坎托分析师表示。坎托·菲茨杰拉德(Cantor Fitzgerald)的分析师表示,在人工智能的驱动下,英伟达(NVDA.O)是他们最看好的芯片股。由于主要云服务提供商、主权实体、新型云公司和企业对人工智能基础设施的支出预计将在可预见的未来持续上升,坎托分析师认为,人工智能技术是目前芯片股“唯一有意义的...
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