大摩：忘掉英伟达吧！英特尔AI芯片崭露头角，三大半导体股票或迎飙升！

金十数据04-24

摩根士丹利的最新研究指出，英特尔最新推出的人工智能芯片可能会带动全球半导体市场的巨大变革。摩根士丹利(MS.N)称，英特尔(INTC.O)最新人工智能芯片的推出有望使全球三家半导体公司受益。英特尔本月早些时候发布了第三代人工智能加速器Gaudi 3。这家半导体巨头表示，最新芯片的能效提高了一倍，运行人工智能模型的速度比目前人工智能芯片市场领导者英伟达(NVDA.O)的旗舰产品H100GPU快一倍半...

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