市场概况 The U.S. stock market closed with mixed results today. The Dow Jones Industrial Average fell by 0.20%, marking its seventh consecutive day of losses, closing at 43,828.06 points. The S&P 500 Index ended flat at 6,051.09 points, while the Nasdaq gained 0.12%, closing at 19,926.72 points. Overall, market sentiment remained cautious, with notable divergence across sectors. Tech Stocks...
博通股票讨论
博通(Broadcom)的股价近期上涨,主要是由于市场对其专用芯片(ASIC)在AI领域潜力的看好。ASIC是高度定制化的芯片,在处理特定任务时性能和效率较高,这使其成为AI数据中心和边缘计算的理想选择。博通通过与超大规模云提供商的合作,为客户提供量身定制的ASIC,这一策略使其AI收入有望从2024年的80亿美元增长至2027年的200亿美元 。
ASIC对NVIDIA的威胁
虽然ASIC性能在特定场景下优于通用GPU,但它的应用范围相对有限。NVIDIA的GPU因其通用性和强大的并行计算能力仍是AI训练和推理的主流选择。此外,NVIDIA正在不断推出性能更强的芯片(如即将发布的B100),并深化其软件生态(CUDA、AI库等),这些都进一步巩固了其市场主导地位 。
AMD的未来发展
AMD尽管在AI领域的收入目前远低于NVIDIA,但其产品线正在快速扩展,尤其是用于推理的MI300X芯片,定位高性能但性价比更优。分析师预计,AMD的AI收入将从2024年的35亿美元增长至2027年的18...
十二月的前两周。还不错。
这是快乐的季节~ 哈啦啦啦啦啦啦啦啦
或许周一对看跌者和开空持有人来说会是另一个痛苦的一天,或者可能高开低收?
The U.S. stock market closed with mixed results today. The Dow Jones Industrial Average fell by 0.20%, marking its seventh consecutive day of losses, closing at 43,828.06 points. The S&P 500 Index ended flat at 6,051.09 points, while the Nasdaq gained 0.12%, closing at 19,926.72 points. Overall, market sentiment remained cautious, with notable divergence across sectors.
Tech Stocks...
$AVGO 241220 196.00P$
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