ETF异动 | 南方两倍做多特斯拉(07766)涨超9% SpaceX豪掷400亿美元押注AI算力基础设施建设

智通财经
Oct 27

智通财经APP获悉,南方两倍做多特斯拉(07766)涨超9%,截至发稿,涨9.41%,报94.2港元,成交额126.63万港元。

消息面上,据市场媒体报,SpaceX已与阿波罗全球管理公司(Apollo Global Management Inc.)签署了一项规模约400亿美元的设备融资租赁协议,用于支付其发展人工智能(AI)业务所需的芯片。SpaceX周一在一份监管文件中表示,公司将在定价时确定最终需要支付的固定利率,目前尚未完成定价。该交易预计将在今年年底前完成,租赁安排预计将于明年上半年开始生效。

值得一提的是,SpaceX此次选用的英伟达Vera Rubin芯片,是英伟达面向数据中心的下一代旗舰产品,代表当前AI算力硬件的前沿水准。SpaceX表示,此次算力基础设施建设服务于其所定义的"超级智能未来"目标,显示公司在核心航天业务之外正将AI能力视为战略级资产加以投入。

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