6月4日，名人振臂一呼，股价应声狂飙。有市场人士直言，若这都不算泡沫，何以为泡沫？在台北国际电脑展(COMPUTEX)上，“AI教父”黄仁勋再度展现了他点石成金的魔力。他先后为合作伙伴迈威尔科技和ARM高调站台。席间，黄仁勋语出惊人，预言迈威尔科技终将跻身“万亿美元市值俱乐部”。此言一出，资本市场瞬间引爆，迈威尔科技周二股价应声疯涨32.5%，即便收盘时其市值也仅为2543亿美元；而另一巨头ARM也于周一录得了15%的惊人涨幅。
泡沫的本质，从来不取决于黄仁勋说了什么，而取决于投资者听到了什么后随之起舞的疯狂举动。在这场科技盛宴中，从黄仁勋的主题演讲，到他在各个社交场合的片言只语，皆被奉为资本市场的财富密码。股民们趋之若鹜，将其视为捕捉暴利的“灵药”。一时间，汹涌的资金如同被施了魔法，疯狂追逐黄仁勋口中吐出的每一个关键词：他提及AI PC，资金直接涌入电脑供应链；他谈到AI工厂，大家又转向服务器、液冷和电源供应；他提到CPO和光互联，相关模组和光纤立刻发起绝地大反攻。在这场AI的饕餮盛宴里，资金随着这位“AI教父”的指挥棒不停流转。
美股频道更多独家策划、专家专栏，免费查阅>>
责任编辑：栎树
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.