【#英伟达博通甲骨文股价跌幅均扩大至4%#】#英特尔股价下跌超6%#纳斯达克综合指数跌1.91%，英 伟达、博通、甲骨文股价跌幅均扩大至4%，特斯拉、台积电、摩根大通等股票跌超3%。英特尔股价跌 至两周低点，最新下跌超6%。(智通财经) | 英伟达 | | | | --- | --- | --- | | ESG US NVDA | | | | 180.760 | -7.560 -4.01% | | | 交易时段 Oct 14 09:50AM EDT 半导体 -1.96% > | | | | 量 3,636.56万 | 今开 184.770 最高 184.800 | | | 昨收 188.320 | 最低 179.700 | 额 66.25亿 | | 换手 0.15% | 市盈 ™ 51.06 | 市值⊙4.39万亿 | | Q 股东大会: 10-14 Open Compute Project Global ... Al解读 × | | | | 盘中， 五日 日K | 周K | 月K 更多, ◎ | | 均价:181.497 最新:180.757 -7.563 -4.02% | | 明细 分价 | | 196. ...

周二，美股三大指数集体低开，纳指大跌1.83%，明星科技股普跌，英特尔(INTC.US)跌超6%，英伟达 (NVDA.US)、博通(AVGO.US)、甲骨文(ORCL.US)跌超4%，特斯拉(TSLA.US)、台积电(TSM.US)跌超 3%。消息面上，尽管中美双方释放出对贸易谈判持开放态度的信号，但摩根士丹利、Evercore ISI及摩 根大通等机构的市场观察人士仍认为，急于"逢低抄底"的投资者仍需警惕，短期波动风险并未消散，高 估值叠加美国政府关门风险与贸易不确定性，可能放大经济损失。 此外，美国政府停摆已持续13天，导致联邦公共事务与政府工作人员陷入混乱，并在金融市场上造成恶 劣影响;美国财政部长贝森特周一警告，政府关门已对经济产生影响;共和党和民主党在拨款计划上仍然 僵持，月初停摆以来，美国多位空中交通管制员病休引发机场延误，地标性景点关闭则影响了旅游业。 ...

此外，美国政府停摆已持续13天，导致联邦公共事务与政府工作人员陷入混乱，并在金融市场上造成恶 劣影响;美国财政部长贝森特周一警告，政府关门已对经济产生影响;共和党和民主党在拨款计划上仍然 僵持，月初停摆以来，美国多位空中交通管制员病休引发机场延误，地标性景点关闭则影响了旅游业。 智通财经APP获悉，周二，美股三大指数集体低开，纳指大跌1.83%，明星科技股普跌，英特尔 (INTC.US)跌超6%，英伟达(NVDA.US)、博通(AVGO.US)、甲骨文(ORCL.US)跌超4%，特斯拉 (TSLA.US)、台积电(TSM.US)跌超3%。消息面上，尽管中美双方释放出对贸易谈判持开放态度的信 号，但摩根士丹利、Evercore ISI及摩根大通等机构的市场观察人士仍认为，急于"逢低抄底"的投资者仍 需警惕，短期波动风险并未消散，高估值叠加美国政府关门风险与贸易不确定性，可能放大经济损失。 ...

每经AI快讯，10月14日，纳斯达克综合指数跌1.91%，英伟达、博通股价跌幅均扩大至4%。 ...

Core Insights - Concerns are rising about a potential bubble in artificial intelligence stocks, with 54% of fund managers believing tech stocks are overvalued, an increase from the previous month [1][4] - The surge in tech stocks is largely attributed to significant AI-related deals involving companies like OpenAI, Nvidia, Oracle, AMD, and Broadcom [2] - The nature of these deals raises concerns about unsustainable valuations, reminiscent of vendor financing practices seen during the dot-com crash [3][4] Group 1 - Institutional fund managers are increasingly worried about the valuation of tech stocks, with 60% stating that global equities are too expensive [1][4] - AI has been identified as the biggest tail risk in the Bank of America survey, surpassing concerns about inflation and geopolitical issues [4] - The recent investment increases by tech firms indicate significant risks, although the past experiences of the dot-com bubble may not be directly replicated [4] Group 2 - A second wave of inflation and the potential loss of Federal Reserve independence are also significant risks identified by fund managers [5] - The perception of trade war risks has decreased since April, when it was the primary concern for 80% of respondents [5] - OpenAI's CEO, Sam Altman, has acknowledged that the current excitement around AI may be overhyped, drawing parallels to the dot-com boom [6]

博通高级副总裁Ram Velaga表示："在分布式计算系统中，网络对于搭建这些大型集群至关重要。因 此，我并不意外所有涉足GPU业务的企业，都会希望在网络领域占据一席之地。" 报道称，与上一代产品相比，博通工程师将Thor Ultra的带宽提升了一倍。而且从生产流程的最初阶段 开始，他们就对这款芯片进行了严格的测试与审核。 据报道，博通(AVGO.US)即将推出一款名为Thor Ultra的新型网络芯片。该芯片可将数十万块数据处理 芯片连接起来，助力企业搭建人工智能(AI)计算系统。 报道进一步指出，Thor Ultra能让计算基础设施运营商部署远超以往数量的芯片，进而使其有能力搭建 并运行支撑AI应用的大型语言模型。分析称，这将加剧其与英伟达(NVDA.US)之间的竞争态势。 目前，博通尚未对置评请求作出即时回应。 报道提到，Thor Ultra芯片将与英伟达的网络接口芯片展开竞争，其目标是进一步巩固博通在AI应用专 用数据中心内部网络通信领域的主导地位。 在AI系统与数据中心其他部分的连接中，Thor Ultra芯片扮演着关键纽带角色。这类网络芯片的核心作 用，是帮助数据中心运营商在设施内部实现信息的高效 ...

| 作者 | 董 | 静 | | --- | --- | --- | | 编辑 | 硬 | AI | 官宣百亿客户并非OpenAI，市场对博通这一神秘客户身份的猜测又将重新开始。 硬·AI 随着OpenAI被排除在百亿美元客户名单之外，市场对这一神秘客户身份的猜测将重新开始。 考虑到当前AI芯片需求激增以及博通在定制芯片领域的领先地位， 这一大额订单背后的客户身份仍将是投资者关注焦点。 据 见闻此前文章 称，当地时间9月4日，博通总裁兼首席执行官陈福阳（Hock Tan）在财报电话会议上称，公司已将一家潜在客户转变为正式的第四家定制AI加 速器（XPU）客户，并获得了价值超过100亿美元的生产订单。当时 据知情人士向媒体证实，这个神秘的新客户正是OpenAI 。 CNBC报道称，博通不披露大型网络规模客户的具体身份，但分析师普遍认为 谷歌、Meta和TikTok母公司字节跳动是其三大客户。 博通与OpenAI的合作关系已持续18个月，双方将从明年年底开始部署定制设计芯片机架，整个项目预计2029年完成。 OpenAI总裁Brockman表示，通过构建自有芯片，公司能够将从创建前沿模型和产品中学到的经验直接嵌入 ...

Core Insights - Polen Capital's "Polen Focus Growth Strategy" reported a gross return of 3.34% and a net return of 3.14% for Q3 2025, underperforming the Russell 1000 Growth Index (10.51%) and the S&P 500 Index (8.12%) [1] - The equity market's strong performance in Q3 2025 was fueled by enthusiasm for generative AI and strength in the semiconductor sector, alongside positive economic surprises and better-than-expected corporate earnings [1] Company Highlights - Broadcom Inc. (NASDAQ:AVGO) was highlighted as a key stock, with a one-month return of -0.92% and a remarkable 102.69% increase in value over the last 52 weeks, closing at $356.70 per share on October 13, 2025, with a market capitalization of $1.684 trillion [2] - Polen Focus Growth Strategy initiated positions in both NVIDIA and Broadcom in early August 2025, after a 2.5-year absence from these stocks due to concerns over their cyclical business models and the potential for downcycles impacting earnings growth [3]

Core Insights - Broadcom has introduced Thor Ultra, the first 800G AI ethernet network interface card, aimed at enhancing performance in AI scale-out networking [1][3] - Despite the announcement, Broadcom's stock experienced a decline of over 2% in early trading after a significant rise of 9.9% the previous day [5] Product Details - Thor Ultra is designed for large-scale AI data centers with over 100,000 specialized processing units (XPUs) and supports data speeds of 800 gigabits per second [1] - The product is compliant with the Ultra Ethernet Consortium's specifications, ensuring interoperability and scalability for future AI clusters [2][3] - Thor Ultra complements Broadcom's existing ethernet AI networking platform, including the Tomahawk and Jericho switch families [4] Competitive Landscape - Broadcom primarily competes with Nvidia in the data center networking sector [3] Recent Developments - Broadcom also announced the industry's first 102.4 terabits-per-second co-packaged optics product, Tomahawk 6 – Davisson, aimed at AI data center deployments [4] - Additionally, the company introduced Wi-Fi 8 silicon solutions for broadband wireless applications, indicating a shift towards faster and more reliable networks [6][7]

Thor Ultra is Fully Compliant with Ultra Ethernet Consortium; Delivers Cutting-Edge Performance, Scalability, and Reliability for AI Scale-Out NetworkingPALO ALTO, Calif., Oct. 14, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced Thor Ultra, the industry’s first 800G AI Ethernet Network Interface Card (NIC), capable of interconnecting hundreds of thousands of XPUs to drive trillion-parameter AI workloads. By adoptin ...