已收盘 11-28 16:00:00 美东时间
-1.170
-1.57%
(来源:Eric有话说) 在年初文章《全球云计算巨头Q1:AI与非AI齐飞,算力仍不足》中,曾提到云计算AI营收继续高歌猛进,非AI需求超预期复苏,算力仍供不应...
11-30 20:52
Companies supplying data centers, chips, and processing power to OpenAI have racked up a staggering $96 billion in debt to fund their operations.
11-30 03:20
AI需求爆发!光通信龙头Lumentum累涨61%,为谷歌第二大客户;锂矿公司美国雅保月涨32%,储能与AI需求推动碳酸锂价格飙升>>
11-29 15:39
明星科技股走势分化!英特尔盘大涨超6%,有分析称英特尔或成TPU行情背后“隐形赢家”;甲骨文跌约1.5%,计划再贷380亿美元投资AI基建>>
11-28 23:59
新一轮牛市已在路上?华尔街集体唱多美股;无惧市场竞争!黄仁勋强调英伟达GPU难以取代;存储芯片价格或再涨50%!存储概念盘前齐升,SanDisk涨超4%;美股今日提前3小时休市>>
11-28 23:39
①尽管桥水基金创始人达利欧发出人工智能泡沫预警,但桥水仍从数据中心运营商CoreWeave中看到了投资机遇; ②上季度,桥水购入了价值3700万美元的CoreWeave股票; ③追踪CoreWeave的分析师预测,该股未来两年仍有70%的上涨空间。
11-28 17:43
桥水上季度完成了一笔出人意料的投资——斥资3700万美元购入270556股CoreWeave股份。这一投资时点尤为引人关注,因为该基金创始人达利欧近期刚警告称,人工智能(AI)板块已处于泡沫交易区间。
11-28 15:18
Many companies have been riding on Nvidia's bullish waves, but this is coming to an end as investors expect the AI bubble to burst
11-27 00:11
Cathie Wood sharpened her focus on Alphabet (GOOG) on Tuesday, with Ark Invest snapping up 174,293 shares as the search engine giant’s valuation advanced toward the $4 trillion mark. Most of the buyin...
11-26 19:36
转自:财联社 财联社11月26日讯(编辑 齐灵)以下为各家券商对美股的最新评级和目标价: 天风证券维持BOSS直聘(BZ.O)买入评级: 25Q3营收22亿元...
11-26 16:27