看多博通！随着人工智_老虎社区_美港股上老虎

2025-09-01

看多博通！随着人工智能的发展，超大规模企业对数据中心AI加速芯片的需求不断增加，博通2025财年第一财季新增两家超大规模客户，潜在客户池显著扩大。同时，博通正在流片行业首个2nm 3.5D封装的XPU，目标算力达10PFLOPS，未来技术发展值得期待。

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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