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智通财经
智通财经app连线全球资本市场
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智通财经
智通财经
·
50 minutes ago
财报发布后,市场争论英伟达泡沫,美银:无须理会杂音,坚定看好!
财报发布后,市场争论英伟达泡沫,美银:无须理会杂音,坚定看好! #英伟达
$英伟达(NVDA)$
#人工智能 #GPU
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21
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编组 21备份 2
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财报发布后,市场争论英伟达泡沫,美银:无须理会杂音,坚定看好!
智通财经
智通财经
·
20:46
AI板块交易拥挤过度?瑞银:没失控!还有强大业绩支撑
AI板块交易拥挤过度?瑞银:没失控!还有强大业绩支撑 #人工智能 #寒武纪
$寒武纪(688256)$
#半导体
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68
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AI板块交易拥挤过度?瑞银:没失控!还有强大业绩支撑
智通财经
智通财经
·
05-21 21:05
储能赛道产能过剩?伯恩斯坦:几乎满产满销!中国市场爆炸式增长
储能赛道产能过剩?伯恩斯坦:几乎满产满销!中国市场爆炸式增长 #储能 #宁德时代
$宁德时代(03750)$
$宁德时代(300750)$
#亿纬锂能
$亿纬锂能(300014)$
#鹏辉能源
$鹏辉能源(300438)$
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223
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编组 21备份 2
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储能赛道产能过剩?伯恩斯坦:几乎满产满销!中国市场爆炸式增长
智通财经
智通财经
·
05-21 18:18
物理AI商业化加速落地,野村:谁能降低成本谁是赢家
物理AI商业化加速落地,野村:谁能降低成本谁是赢家 #物理AI #波士顿动力 #Figure AI
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物理AI商业化加速落地,野村:谁能降低成本谁是赢家
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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261
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编组 21备份 2
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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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226
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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
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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1,206
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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
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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194
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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
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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170
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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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140
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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
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