【要闻日报|11月12日】闪迪:NAND闪存明年将进入超级周期;CoreWeave降财测;微软投资$100亿建葡萄牙AI数据中心

芯探007
Nov 12, 2025

2025年11月12日导要闻一:11月12日,沪深300指数报收4645.9079点,下跌0.13%;SW半导体指数报收6829.46点,下跌0.48%,跑输沪深300指数0.35个百分点。要闻二:闪迪:NAND闪存将于明年进入超级周期要闻三:“英伟达亲儿子”CoreWeave降财测 恐牵动纬创、技嘉等业绩要闻四:微软投资100亿美元建设葡萄牙AI数据中心,采用1.26万个英伟达GPU要闻五:谷歌...

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