分析师:英伟达、台积电等将从AI开支中受益

环球市场播报
Feb 13

  分析师强调,在大型平台消化支出的同时,英伟达(NVDA)、台积电(TSM)和Applied Digital(APLD)将是超大规模企业增加AI资本支出的受益者。

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