英伟达强势反弹，一周暴涨18840亿

半导体行业观察04-27

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容由半导体行业观察（ID：icbank）编译自彭博社，谢谢。英伟达公司的股价正在从上周的抛售中反弹，因为这家芯片巨头的一些最大客户正在加倍投资人工智能。这家总部位于加利福尼亚州圣克拉拉的公司的股价本周上涨了 15%，市值增加超过 2600 亿美元，有望创下自去年 5 月以来的最佳单周表现。在 Meta Platforms Inc.、Alphabet...

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透露，今年将在人工智能方面投入比预期多数十亿美元后，Meta 股价周四承压，暴跌 11%。但微软和谷歌母公司 Alphabet 能够让投资者相信，在人工智能上的投入已经得到了回报。与此同时，英伟达的另一大客户亚马逊公司定于周二公布第一季度收益。“我不想说事情是理所当然的，”马里诺说。“但如果你看看所有的预算线和所有的资本支出，你会发现这些都去哪儿了？必须交给英伟达，他们拥有最好的芯片。”点这里 加关注，锁定更多原创内容","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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