Lobbying group Cloud Infrastructure Services Providers in Europe on Thursday urged EU antitrust regulators to temporarily stop Broadcom from ending its VMware Cloud Service Provider programme in Eur... ...

每经AI快讯，3月19日，费城半导体指数开盘跌超3%。英伟达股价下跌1.74%，台积电股价下跌 3.07%，博通股价下跌1.82%，阿斯麦股价下跌2.98%，美光科技股价下跌7.63%。 每经AI快讯，3月19日，费城半导体指数开盘跌超3%。英伟达股价下跌1.74%，台积电股价下跌 3.07%，博通股价下跌1.82%，阿斯麦股价下跌2.98%，美光科技股价下跌7.63%。 ...

每经AI快讯，3月19日，费城半导体指数开盘跌超3%。英伟达股价下跌1.74%，台积电股价下跌 3.07%，博通股价下跌1.82%，阿斯麦股价下跌2.98%，美光科技股价下跌7.63%。 （文章来源：每日经济新闻） ...

Emulex SecureHBA, the First CNSA 2.0 and NIS2/DORA-Compliant Network Adapter, Is Now Available in Everpure’s Latest ArraysPALO ALTO, Calif., March 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) a global leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced that it is shipping the world’s first end-to-end Post-Quantum Cryptography (PQC)-safe, in-flight network encryption solution. Over the last year, more than 120,000 Emulex SecureHBAs have ...

苏姿丰、陈立武等人组成的"复联"，图片由AI生成。 3月16日，美国加州圣何塞的冰球场又将座无虚席。英伟达CEO黄仁勋将穿着他那标志性的皮夹克走上舞台，开启一年一度的GTC大会。 但今年，气氛有些微妙。 过去十年，英伟达可以称为AI芯片市场唯一的"王"。 《华尔街日报》统计的数据显示，从2025年2月到10月，英伟达卖出了1478亿美元的芯片和相关硬件，比上年同期的910亿美元增长了62%。去年7月，英 伟达成为全球首家市值突破4万亿美元的公司，后来一度摸到5万亿的门槛儿。 但这个芯片帝国正被一群对手围猎。这场围列的参与者可以大致分成三股势力： 第一是博通领衔的定制芯片（ASIC）阵营，可以说是几乎所有大客户"叛逃"的技术后台。谷歌的TPU、Meta的MTIA、OpenAI即将推出的自研芯片Titan， 背后都有博通的身影。 博通上季度AI收入84亿美元，同比暴增106%。根据Counterpoint Research预计，博通明年将控制定制AI芯片市场60%的份额。当英伟达的大客户们纷纷转 向定制芯片，博通就成了这场围猎中最关键的"军火商"。 第二股是超大规模云服务商的自研芯片浪潮。谷歌的第七代TPU Ir ...

SpaceX, Tesla to continue ordering Nvidia chips at scale- Musk Oil prices surge; Brent rallies over 4%, WTI near $100/bbl on Iran escalation Gold prices hit over a one-month low after Fed holds rates steady as expected Stocks end in the red after Fed expresses uncertainty over impact of oil shock 5 Stocks That Could Dominate the Next Market Cycle By Tafara Tsoka Stock Markets Published 03/19/2026, 02:51 AM 5 Stocks That Could Dominate the Next Market Cycle View all comments (0)0 Tafara Tsoka Articles(205) F ...

公众号记得加星标⭐️，第一时间看推送不会错过。 "虽然人工智能驱动的需求最初在2024年推高了高带宽内存（HBM）的价格，但其影响已逐渐扩展到 更广泛的DRAM市场，"高级首席分析师Lino Jeng表示。"人工智能服务器不仅需要更多的HBM，还 需要更多的系统内存，尤其是DDR5。与此同时，供应商已将晶圆分配转向HBM和高密度服务器 DRAM。因此，随着市场从2023年的低迷中复苏，2025年DRAM价格的改善已遍及多个细分市场。 DRAM收入从2023年市场低迷时的略高于500亿美元增长到2025年的超过1500亿美元，几乎翻了三 倍，使其成为增长最快的半导体组件，年增长率超过50%。" 自2023年以来半导体收入的急剧增长也导致了市场份额向少数几家大型公司集中。尽管2023年至 2025年间半导体市场总收入增长了约53%，但排名前十的半导体公司的收入增长了90%，而其余公司 的收入仅增长了8%。 增长主要集中在存储器供应商和英伟达，凸显了人工智能需求对半导体市场的巨大影响。这四家公司 合计在半导体总收入中的份额从2023年的24%增长到2025年的42%。 尽管数据处理领域的年度收入增长率最高，同比增长 ...

Economic Outlook - Federal Reserve Chairman Jerome Powell stated that the U.S. economic outlook is "extremely uncertain," with rising inflation and various geopolitical factors disrupting the inflation decline [2] - The Federal Reserve decided to maintain the federal funds rate target range at 3.5% to 3.75%, marking the second consecutive meeting without a rate change, reflecting caution regarding potential inflation risks [2] - Powell projected the U.S. PCE inflation rate for February at 2.8% and core PCE at 3.0%, acknowledging that recent inflation expectations have risen due to increasing energy prices [2] Geopolitical Developments - Iranian Supreme Leader Ali Khamenei condemned the assassination of security official Larijani, vowing that "blood debts will soon be settled" [3] - Iran launched a large-scale missile attack on U.S.-related oil and energy facilities in retaliation for attacks on its energy infrastructure, indicating a new phase of conflict [5] Market Reactions - U.S. stock indices fell over 1%, with the Dow Jones down 1.63% and the S&P 500 down 1.36%, both reaching new lows since November [10] - International oil prices rose significantly, with U.S. crude oil up 3.68% to $99.05 per barrel and Brent crude up 6.8% to $106.15 per barrel [12] Corporate Developments - Microsoft is considering legal action against Amazon and OpenAI over a $50 billion cloud deal that may violate its exclusive partnership with OpenAI [6] - Tencent reported a 13% year-on-year revenue growth in Q4, reaching 194.37 billion yuan, with an annual revenue of 751.77 billion yuan and operating profit exceeding 280.66 billion yuan [14] - Alibaba Cloud and Baidu Smart Cloud announced price increases due to surging global AI demand and rising costs of core hardware [13]

周三（3月18日），美股三大指数集体下跌，结束两连涨，且跌幅均超过1%。 Sharma指出，持续的能源冲击会导致通货膨胀和增长开始放缓，这将是一个"危险的组合"，将使美联储在平衡其各项职责方面面临更大的 挑战。 热门股表现 大型科技股集体下跌，（按市值排列）英伟达跌0.84%，谷歌C跌1.01%，苹果跌1.69%，微软跌1.91%，亚马逊跌2.48%，Meta跌 1.12%，博通跌1.67%，特斯拉跌1.63%。 | Rank | → | Name | | イト | Market Cap → | Price イト | Today 4 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | | NVIDIA NVDA | | $ 4.384 T | $180.40 | - 0.84% | | へ 1 2 | | | Alphabet (Google) | | $ 3.705 T | $306.30 | ▼ 1.01% | | | | | GOOG | | | | | | v1 3 | | | Apple | | $ 3.673 T | $249.9 ...

Group 1 - Broadcom Inc. is recognized as a top growth stock by billionaires, with a focus on AI-network scaling products announced at OFC 2026 [1] - The company introduced Taurus, the first 400G/lane optical DSP, and a 400G electro-absorption modulated laser, aimed at enhancing optical module manufacturing [1] - Broadcom's new platform supports low-power 1.6T transceivers and is paving the way for future 3.2T optical transceivers and 204.8T switching platforms [1] Group 2 - The announcement did not provide new financial guidance but indicates Broadcom's commitment to AI networking infrastructure, crucial for hyperscalers and enterprises [2] - Broadcom is now shipping the Tomahawk 6 102.4 Tbps Ethernet switch in production volume, further emphasizing its push into AI infrastructure [2] Group 3 - Broadcom designs, develops, and supplies semiconductor devices and infrastructure software, serving various markets including enterprise, data center, and networking [3]