智通财经APP获悉，南方两倍做多英伟达(07788)涨超4%，截至发稿，涨3.6%，报166.85港元，成交额288.18万港元。
消息面上，近日，在柏林举行的"投资德国"峰会上，英伟达(NVDA.US)与德国政府签署合作意向声明，宣布投资四家德国初创企业，并与西门子达成AI工厂合作协议，进一步巩固其在欧洲工业AI领域的战略布局。上述投资属于英伟达近100亿美元欧洲整体投资计划的一部分，资金将用于支持欧洲各地的企业、大学及研究机构。此次合作覆盖制造业、机器人、医疗及航天等多个领域。
此外，据英伟达官方博客披露，默茨及两个联邦部委已与英伟达共同制定联合计划，目标是开发能够驱动机器人、机械和汽车运行的人工智能，即英伟达所称的"物理AI"。此次合作还将扩展至英伟达与德国"工业4.0平台"之间的现有框架。该平台汇聚政府、产业界、研究机构及贸易协会的代表，旨在加速工业AI的大规模应用。
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