7月6日 - ** 美满科技（Marvell Technology） MRVL.O 股价上涨4.1%，报255.32美元；而博通（Broadcom） AVGO.O 股价上涨4.1%，报375.16美元
** 美光科技（Micron Technology MU.O）股价上涨2.5%，报999.67美元；超微半导体（Advanced Micro Devices AMD.O）股价大涨9%，报564.35美元
** 美国银行预计，到2027年，全球云计算和人工智能基础设施资本支出将达到1.5万亿美元，同比增长40%-50%，这得益于代币增长 (link)、人工智能代理的采用以及受供应限制的基础设施
** (link) 美国四大科技巨头均表示AI支出不会放缓，预计2026年总资本支出将超过7000亿美元，高于此前预期的约6000亿美元
** 该券商表示，成本更低的中国AI模型应能加速AI应用，并提振对计算、存储、网络和电力基础设施的需求
** 截至上一交易日收盘，费城证券交易所半导体指数 .SOX 今年已上涨约78%
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