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半导体投资者交流会 -看好云计算、存储与光模块前景;GTC 大会前布局建仓- Presentation Greater China Semiconductors-Bullish on Cloud, Memory and Optical Outlook; Accumulating Ahead of GTC
2026-03-12 09:08
March 11, 2026 08:48 AM GMT Investor Presentation: Greater China Semiconductors | Asia Pacific Bullish on Cloud, Memory and Optical Outlook; Accumulating Ahead of GTC | M Semiconductors Asia Pacific Bullish on Cloud, Memory and Optical Outlook; Accumulating | Charlie Chan Equity Analyst Tiffany Yeh Equity Analyst | | | --- | --- | --- | | | | Foundation | | March 11, 2026 08:48 AM GMT | | | | Investor Presentation: Greater China | Morgan Stanley Taiwan Limited+ | | | | Daniel Yen, CFA | | | | Equity Analyst ...
How to Pick the Right AI Partner for your Business
AMD· 2026-03-11 19:30
AI innovation is accelerating faster than prior tech transformations. Gaston Sandoval explains why choosing a trusted technology partner with end-to-end AI solutions across PCs to cloud is critical for long-term enterprise success. Discover more: https://www.amd.com/en/products/processors/business-systems.html Follow us on AMD Enterprise LinkedIn: https://www.linkedin.com/showcase/amd-enterprise/ Follow us on AMD Channel Partner LinkedIn: https://www.linkedin.com/showcase/amd-channel-partners/ *** Subscribe ...
Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals
CNBC· 2026-03-11 14:00
In this articleMETAMeta's 5-gigawatt Hyperion data center under construction in Richland Parish, Louisiana, Jan. 9, 2026.Courtesy of MetaMeta on Wednesday revealed four custom, in-house chips tailored for artificial intelligence-related tasks as part of the company's massive data center expansion plans.The specialized silicon is part of the Meta Training and Inference Accelerator, or MTIA, family of chips, which it publicly revealed for the first time in 2023 before unveiling a second-generation version in ...
美股大型科技股,集体上涨
第一财经· 2026-03-11 13:44
3月11日,美股三大指数开盘涨跌不一,截至发稿,纳指涨0.28%,道指跌0.02%,标普500指数涨0.12%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47697.02 | -9.49 | -0.02% | | 纳斯达克指数 | 22760.17 | 63.07 | 0.28% | | 标普500 | 6789.53 | 8.05 | 0.12% | | 名称 | 涨跌幅, | 现价 | | --- | --- | --- | | 甲骨文(ORACLE) | 13.20% | 169.120 | | 特斯拉(TESLA) | 2.52% | 409.291 | | 美光科技(MICRON TE | 1.85% | 410.570 | | 埃森哲(ACCENTURE) | 1.71% | 205.080 | | 赛富时(SALESFORCE | 1.64% | 198.100 | | 超威半导体(AMD) | 1.69% | 206.660 | | 英特尔(INTEL) | 1.65% | 47.550 | | SERVICEN ...
Goldman Sachs Large Cap Equity Fund Q4 2025 Portfolio Activity
Seeking Alpha· 2026-03-11 13:36
Group 1 - The Goldman Sachs Large Cap Equity Fund (GSCGX) underperformed its benchmark, the Russell 1000 Index (net), during the quarter [3]
Secure by Design for Modern Enterprises | AMD Ryzen™ AI PRO processors
AMD· 2026-03-11 13:31
Business PCs handle sensitive data, critical workflows, and AI-driven workloads every day. PRO security on AMD Ryzen™ AI PRO processors safeguards your data, devices, and your business with a multi-layered security infrastructure Upgrade to AI PCs advanced by AMD Ryzen™ AI PRO processors. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community Website: https://www.amdgaming.com/ Like us on Facebook: https://bit.ly/AMD_on ...
Secure by Design for Modern Enterprises | AMD Ryzen™ AI PRO processors
AMD· 2026-03-11 13:30
Business PCs handle sensitive data, critical workflows, and AI-driven workloads. PRO security on AMD Ryzen™ AI PRO processors safeguards your data, devices, and your business with a multi-layered security infrastructure. Upgrade to AI PCs advanced by AMD Ryzen™ AI PRO processors. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community Website: https://www.amdgaming.com/ Like us on Facebook: https://bit.ly/AMD_on_Facebook ...
AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips, paper says
Reuters· 2026-03-11 10:18
Core Insights - Advanced Micro Devices (AMD) CEO Lisa Su is scheduled to meet with Samsung Electronics Chairman Jay Y. Lee in South Korea to discuss collaboration on securing supplies of high-bandwidth memory essential for artificial intelligence applications [1] Group 1 - The meeting aims to enhance cooperation between AMD and Samsung in the context of increasing demand for high-bandwidth memory [1] - High-bandwidth memory is critical for the development and performance of artificial intelligence technologies [1]
Lufthansa says pilots' strike 'incomprehensible' amid Iran war
Reuters· 2026-03-11 10:16
Lufthansa says pilots' strike 'incomprehensible' amid Iran war | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivA Lufthansa plane carrying German tourists evacuated from the Middle East arrives from Muscat, amid the U.S.-Israel conflict with Iran, at the airport in Frankfurt, Germany, March 5, 2026.... Purchase Licensing Rights, opens new tab Read more- CompaniesDeutsche Lufthansa AGFollowBERLIN, March 11 (Reuters) - Lufthansa (LHAG.D ...
German defense giant stock that's surged has run out of gas
MarketWatch· 2026-03-11 10:14
Rheinmetall came up short of analysts expectaions for growth, net income and operating margins. Third Bridge warns its ambitious growth plans will present difficulties in execution ...