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智通财经
智通财经
·
05-20 20:31
晶圆制造成熟制程产能短缺？大摩：正在发生，涨价在即
晶圆制造成熟制程产能短缺？大摩：正在发生，涨价在即 #芯片 #中芯国际
$中芯国际(688981)$
$中芯国际(00981)$
#台积电
$台积电(TSM)$
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晶圆制造成熟制程产能短缺？大摩：正在发生，涨价在即
智通财经
智通财经
·
05-20 18:46
高盛上调华虹半导体目标价：完美吃到国产替代红利
高盛上调华虹半导体目标价：完美吃到国产替代红利 #华虹半导体
$华虹半导体(01347)$
#中芯国际
$中芯国际(00981)$
$中芯国际(688981)$
#半导体
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100
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高盛上调华虹半导体目标价：完美吃到国产替代红利
智通财经
智通财经
·
05-19 21:26
被英特尔和三星抢单？不存在的！伯恩斯坦：台积电是最确定的赢家
被英特尔和三星抢单？不存在的！伯恩斯坦：台积电是最确定的赢家 #台积电
$台积电(TSM)$
#英特尔
$英特尔(INTC)$
#三星电子
$三星电子(SSNLF)$
#人工智能
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编组 21备份 2
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被英特尔和三星抢单？不存在的！伯恩斯坦：台积电是最确定的赢家
智通财经
智通财经
·
05-18 21:09
资本开支超预期，AIDC大干快上！瑞银：中国设备厂好日子来了
资本开支超预期，AIDC大干快上！瑞银：中国设备厂好日子来了 #AI数据中心 #电力设备 #阳光电源
$阳光电源(300274)$
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95
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资本开支超预期，AIDC大干快上！瑞银：中国设备厂好日子来了
智通财经
智通财经
·
05-18 21:05
订单暴增，全球燃气轮机行业大爆发，小摩：至少持续到2030年
订单暴增，全球燃气轮机行业大爆发，小摩：至少持续到2030年 #燃气轮机 #GE #西门子
$西门子(SIEGY)$
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100
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编组 21备份 2
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订单暴增，全球燃气轮机行业大爆发，小摩：至少持续到2030年
智通财经
智通财经
·
05-15
看到700港元！高盛点评腾讯一季报： Ai转型关键投入期
看到700港元！高盛点评腾讯一季报： Ai转型关键投入期 #腾讯控股
$腾讯控股(00700)$
#人工智能
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131
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编组 21备份 2
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看到700港元！高盛点评腾讯一季报： Ai转型关键投入期
智通财经
智通财经
·
05-15
中国最大的Ai云竟是电商定价？小摩：阿里明显被低估
中国最大的Ai云竟是电商定价？小摩：阿里明显被低估 #阿里巴巴
$阿里巴巴(BABA)$
$阿里巴巴-W(09988)$
#人工智能 #电商 #阿里云
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编组 21备份 2
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中国最大的Ai云竟是电商定价？小摩：阿里明显被低估
智通财经
智通财经
·
05-14
Ai耗电但不走老路, 瑞银：中国绿电计划领先全球
Ai耗电但不走老路, 瑞银：中国绿电计划领先全球 #人工智能 #电力 #算力 #宁德时代
$宁德时代(03750)$
$宁德时代(300750)$
#思源电气
$思源电气(002028)$
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编组 21备份 2
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Ai耗电但不走老路, 瑞银：中国绿电计划领先全球
智通财经
智通财经
·
05-14
下一个电动车！大摩：中国人形机器人产业已领跑全球
下一个电动车！大摩：中国人形机器人产业已领跑全球 #人形机器人 #宇树科技 #特斯拉
$特斯拉(TSLA)$
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下一个电动车！大摩：中国人形机器人产业已领跑全球
智通财经
智通财经
·
05-13
Ai智能体爆发加剧内存荒，大摩：供需缺口至少持续5年
Ai智能体爆发加剧内存荒，大摩：供需缺口至少持续5年 #Ai智能体 #内存 #澜起科技
$澜起科技(06809)$
$澜起科技(688008)$
#SK海力士
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930
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1
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Ai智能体爆发加剧内存荒，大摩：供需缺口至少持续5年
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