今天继续AI大幅调整_老虎社区_美港股上老虎

今天继续AI大幅调整，非AI类型小幅走强，市场对于将来一段时间的态度，已经越来越倾向于非AI类型，毕竟目前量能已经缩到了2万亿附近，要想承接住AI上方的抛压是非常难的，不过非AI这边目前也没有走出较强的题材，持续性都很一般，市场现在需要等待一个又新又低的方向，才能形成合力$天齐锂业(002466)$ $首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $剑桥科技(603083)$

AMD收购Taalas加码推理，要正面硬刚英伟达？

AMD今日上涨1.50%，宣布收购多伦多AI芯片初创公司Taalas，被散户解读为"更直接地对标英伟达"，加码AI推理布局。美银（BofA）也发报告称AMD正在缩小与英伟达的差距。在英伟达仍主导AI芯片、并转向设计工具之际，AMD选择在硬件栈上强攻。刚被财报砸过的AMD，这场AI芯片军备竞赛能咬下第二把交椅吗？

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