9月10日，CPO等算力硬件股大涨，工业富联封涨停，新炬网络、淳中科技涨停，新易盛、剑桥科技、思泉新材、源杰科技、中际旭创、天孚通信、嘉元科技等跟涨。消息面上，美股甲骨文盘后大涨27%，公司预计2026财年云基础设施营收将增长77%至180亿美元。此外，全球人工智能算力芯片龙头英伟达周二宣布，推出专为长上下文工作负载设计的专用GPU Rubin CPX，用于翻倍提升当前AI推理运算的工作效率，特别...
Source Link9月10日，CPO等算力硬件股大涨，工业富联封涨停，新炬网络、淳中科技涨停，新易盛、剑桥科技、思泉新材、源杰科技、中际旭创、天孚通信、嘉元科技等跟涨。消息面上，美股甲骨文盘后大涨27%，公司预计2026财年云基础设施营收将增长77%至180亿美元。此外，全球人工智能算力芯片龙头英伟达周二宣布，推出专为长上下文工作负载设计的专用GPU Rubin CPX，用于翻倍提升当前AI推理运算的工作效率，特别...
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