美银：除了英伟达和AMD 博通、迈威尔科技也将受益于沙特AI交易_老虎社区_美港股上老虎

美银：除了英伟达和AMD 博通、迈威尔科技也将受益于沙特AI交易

智通财经2025-05-14

美国银行表示，英伟达、AMD是沙特人工智能(AI)交易的“最大受益者”，但博通和迈威尔科技也将受益。当地时间5月13日，英伟达、AMD相继宣布与沙特达成人工智能交易。英伟达表示，将在沙特销售数十万颗人工智能芯片，首批1.8万颗最新Blackwell芯片将出售给沙特主权财富基金刚刚成立的人工智能初创公司Humain。英伟达和Humain在一份联合声明中称，两家公司将在未来五年内建设产能高达500兆瓦...

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href=http://www.zhitongcaijing.com/content/detail/1293268.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行表示，英伟达、AMD是沙特人工智能(AI)交易的“最大受益者”，但博通和迈威尔科技也将受益。当地时间5月13日，英伟达、AMD相继宣布与沙特达成人工智能交易。英伟达表示，将在沙特销售数十万颗人工智能芯片，首批1.8万颗最新Blackwell芯片将出售给沙特主权财富基金刚刚成立的人工智能初创公司Humain。英伟达和Humain在一份联合声明中称，两家公司将在未来五年内建设产能高达500兆瓦...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1293268.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1066051498.USD","symbol_name":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) 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addition to Nvidia and AMD Broadcom, Mywell Technology will also benefit from the Saudi AI deal","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b8595beaf790bcd59ac5ba579e9ab016","symbols_score_info":{"MRVL":1.1},"content_text":"美国银行表示，英伟达、AMD是沙特人工智能(AI)交易的“最大受益者”，但博通和迈威尔科技也将受益。当地时间5月13日，英伟达、AMD相继宣布与沙特达成人工智能交易。英伟达表示，将在沙特销售数十万颗人工智能芯片，首批1.8万颗最新Blackwell芯片将出售给沙特主权财富基金刚刚成立的人工智能初创公司Humain。英伟达和Humain在一份联合声明中称，两家公司将在未来五年内建设产能高达500兆瓦的人工智能工厂。AMD也宣布与Humain达成协议，称双方已达成100亿美元的合作。AMD表示，Humain与AMD的交易除了硬件采购外，还涉及下一代人工智能云计算平台的合作。由Vivek Arya领导的美国银行分析师团队在给客户的一份报告中写道：“我们认为，英伟达和AMD很可能是沙特人工智能交易的主要受益者。不过，我们也要强调博通、迈威尔科技在网络连接领域的互补性，以及光学、存储器、半导体设备和代工生态系统的潜在收益。”Vivek Arya在报告中将英伟达和AMD的目标价分别从150美元、120美元分别上调至160美元、130美元。分析师表示，尽管英伟达是直接获得合同，而AMD则是通过合资企业参与，但对于AMD来说，这依然是“一次重要的胜利”。美国银行重申了对英伟达、AMD、博通和迈威尔科技的“买入”评级，并表示认为人工智能机会将给这些公司带来长期收益。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}