编辑 | 云昭上周周末，英伟达创始人黄仁勋非常开心。因为上周末，英伟达的股票涨幅创了近一年以来的新高，7.9%，是去年4月以来单日最高涨幅。总市值恢复到 4.5 万亿美元。这一大波涨幅，也得益于，英伟达的核心客户近两周以来财报会上的表态：会继续加大AI基建的投入。包括 Meta、亚马逊、谷歌和微软等公司都纷纷向投资者表示，计划在2026 年大幅提高用于数据中心和专用芯片的投入，合计金额达 6600...
Source Link编辑 | 云昭上周周末，英伟达创始人黄仁勋非常开心。因为上周末，英伟达的股票涨幅创了近一年以来的新高，7.9%，是去年4月以来单日最高涨幅。总市值恢复到 4.5 万亿美元。这一大波涨幅，也得益于，英伟达的核心客户近两周以来财报会上的表态：会继续加大AI基建的投入。包括 Meta、亚马逊、谷歌和微软等公司都纷纷向投资者表示，计划在2026 年大幅提高用于数据中心和专用芯片的投入，合计金额达 6600...
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