美股 吃着炸鸡谈AI,英伟达在韩国的26万颗芯片大布局!

美股投资网
Nov 01

美股早盘,受科技巨头强劲财报提振,美股市场一扫前两日的阴霾。亚马逊开盘大涨约12%,市值猛增近3000亿美元,核心驱动是其云计算部门AWS录得三年来最快增速,印证了AI需求已转化为实质性企业营收。苹果也因服务业务强劲及乐观指引,股价一度上涨约2%。与此同时,英伟达(NVDA)宣布与韩国企业达成新的AI合作协议,表明AI热潮正向全球市场扩展。美股投资网分析认为,在Z府停摆背景下,强劲的财报数据是积极...

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