“对AI相关交易有利”:CoreWeave财报提振欧洲半导体股

路透中文
Yesterday
BUZZ-“对AI相关交易有利”:<a href="https://laohu8.com/S/CRWV">CoreWeave</a>财报提振欧洲半导体股

11月11日 - ** 欧洲半导体股上涨,此前新锐云计算公司CoreWeave CRWV.O 公布了 (link) 第三季度销售额超出预期,并上调了2026年营收指引

**一位本地交易员将CoreWeave的业绩描述为“对AI交易有利”

** “CoreWeave在AI基础设施方面的需求依然异常强劲。该公司2027年的产能已售罄,2028年的产能也已售罄,”晨星公司表示

** 人工智能需求是半导体行业的主要增长 (link) 引擎,因为AI服务器所需的芯片远多于传统计算基础设施

** Soitec SOIT.PA 股价上涨约8%,AT&S ATSV.VI 股价飙升约10%,领涨STOXX 600指数 .STOXX

** 英飞凌 IFXGn.DE、ASMI ASMI.AS、爱思强 AIXGn.DE、BESI BESI.AS、意法半导体 STMMI.MI 和 ASML ASML.AS 股价均上涨约3%至5%,助推科技板块指数 .SX8P 升至一周高点

** 法国电气和数字建筑基础设施集团立朗(Legrand) LEGD.PA 和施耐德(Schneider) SCHN.PA ——作为为建设人工智能数据中心的大型云服务公司提供关键设备 (link) 的供应商——股价也上涨了约2%至3%

**诺基亚 NOKIA.HE 股价同样上涨约3%

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