前几周美股还在担忧人工智能(AI)热潮能否延续,这两周则几乎每天都会出现一个动辄暴涨20%-40%的AI相关个股。本周的热点无疑是“AI卖铲三杰”中的“二线梯队”博通和甲骨文。在 AI 产业的 “淘金热” 中,“卖铲人” 往往是最稳健的受益者,而由英伟达、甲骨文、博通组成的 “卖铲三杰”,正是这一逻辑的典型代表。其中,英伟达的王者地位凭借GPU芯片而难以撼动,但由于市场对云服务、芯片(用于模型训练...
Source Link前几周美股还在担忧人工智能(AI)热潮能否延续,这两周则几乎每天都会出现一个动辄暴涨20%-40%的AI相关个股。本周的热点无疑是“AI卖铲三杰”中的“二线梯队”博通和甲骨文。在 AI 产业的 “淘金热” 中,“卖铲人” 往往是最稳健的受益者,而由英伟达、甲骨文、博通组成的 “卖铲三杰”,正是这一逻辑的典型代表。其中,英伟达的王者地位凭借GPU芯片而难以撼动,但由于市场对云服务、芯片(用于模型训练...
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