等待開盤 01-12 09:30:00 美东时间
+1.280
+1.95%
观察人士意识到,由人工智能需求激增导致的内存和存储严重短缺,可能会影响 2026 年余下时间的走势。
今天 08:00
人工智能投资行情正在发生转变,随着大型云服务提供商投入数十亿美元建设新数据中心,寻求前沿投资方式的投资者争相抢购科技领域的“铁镐与铁锨”概念股。 2025年,数...
01-09 16:26
NVIDIA introduces the Rubin platform, a breakthrough AI supercomputer featuring six new chips: Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch. The platform slashes inference token costs by up to 10x and reduces GPU usage by 4x for MoE model training compared to the Blackwell platform. NVIDIA collaborates with leading companies like Microsoft, AWS, Google, and Oracle to optimize AI infras...
01-05 22:20
随着大型云服务提供商向新数据中心投入数十亿美元资金,人工智能投资风向正在转变,寻求前沿投资方式的投资者正抢购科技领域的“卖铲人”股票。
2025-12-30 21:34
Insiders have been trading these 5 stocks: (($ALT)), (($PSTG)), (($GSAT)), (($C...
2025-12-27 21:00
Micron Technology's (MU) record-setting first quarter fiscal 2026 results and outlook prompted semiconductor stocks across the supply chain to edge higher during Thursday market action. While Micron s...
2025-12-19 00:52
Wells Fargo’s selected small- and mid-cap AI capital expenditure beneficiaries have risen 11.7% in three months. This list of stocks includes artificial intelligence power and memory companies that ar...
2025-12-16 23:17
在“谷歌链(OCS/TPU)”与“OpenAI链(NVIDIA IB/以太网/GPU)”并行扩张的背景下,资本开支的确定性最集中地外溢到 DCI(跨园区/跨数据中心互联)+ 光互联(数据中心高速光链路/器件,含OCS/CPO/可插拔)+ 存储(数据底座与)这三条主线上。
2025-12-12 19:41
SANTA CLARA, Calif., Dec. 10, 2025 /PRNewswire/ -- Pure Storage® (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced th...
2025-12-11 05:05
Cathie Wood’s ARK Invest executed a busy week of portfolio adjustments across its ETFs, with several high-conviction additions and notable sell-offs. Major Weekly Buys Ark Invest strengthened convicti...
2025-12-08 18:22