微软暴涨，美国政府首_老虎社区_美港股上老虎 - 老虎社区

微软暴涨，美国政府首次批准微软向阿联酋出口英伟达尖端AI芯片。紧随其后，微软宣布一项涵盖2023至2029年的152亿美元投资承诺。新许可将允许公司再运送60400块A100等效算力的芯片，其中将包括英伟达最新的GB300产品，使阿联酋的AI算力提升四倍。

英特尔、甲骨文后，高通暴涨！下一个会轮到谁？

高通宣布其数据中心AI芯片，专注于AI推理，每张卡提供768GB内存，比英伟达及AMD都多，高通一度暴涨20%、收涨11.09%。其次，AMD消息：与美能源部达成10亿美元AI合作，打造两台超算。老牌芯片股轮番暴涨，前有英特尔、甲骨文，现有高通，大家希望下一个轮到谁？你看好接下来半导体板块涨势吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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老猫锚
11-04
老猫锚
在哪暴涨了…

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