盘前要闻 3、OpenAI再签重磅协议：与博通合作部署10千兆瓦定制化芯片和网络设备 1、贸易紧张局势缓和！美股三大指数强势反弹，中国金龙指数涨超3% 类型：市场 情绪影响：正面 在特朗普软化贸易立场以及AI资本支出热潮持续等利好的推动下，美股迎来全面反弹，纳指涨超2%， 大型科技股集体收涨，特斯拉涨5.42%；纳斯达克中国金龙指数收涨3.21%，热门中概股普涨，阿里巴 巴、京东涨超4%。 2、金银一路狂飙！现货黄金突破4100美元大关，银价年内涨幅逼近80% 类型：市场 情绪影响：正面 国际金价和银价双双刷新历史高位，现货黄金站上4100美元/盎司，年内涨近1500美元；现货白银价格 突破52美元/盎司，年内飙升逾78%。金银价格走高受地缘政治、经济不确定性、美联储降息预期及央 行买盘推动。 类型：行业 情绪影响：正面 OpenAI与博通公司签署多年期协议，计划部署10千兆瓦的AI数据中心容量。这一规模相当于约5座胡佛 大坝的发电量，标志着AI基础设施建设进入超大规模时代。消息公布后，博通股价大幅收涨近10%。 4、美方扬言再加关税报复中方稀土管制，外交部回应：中方对此坚决反对 类型：宏观 情绪影响：中性 ...

人工智能的浪潮席卷全球，而身处风暴中心的OpenAI，正以前所未有的姿态，用一系列巨额采购订单 震动着科技与金融界。 最新动态是，OpenAI再签重磅协议，计划未来四年与博通合作部署10千兆瓦定制化芯片和网络设备。 DA Davidson分析师Gil Luria对OpenAI的财务能力持怀疑态度，他直言"OpenAI根本没有能力做出任何 这些承诺"，并预测该公司今年可能亏损约100亿美元。他认为，这是硅谷"假戏真做，直到成功"理念的 体现，旨在让"很多人都对OpenAI投入了大量精力"。 万亿订单背后的"金融炼金术" OpenAI的算力采购并非简单的现金交易，而是一套精心设计的"金融炼金术"。据"小熊快跑"公众号相关 计算，到2029年，OpenAI与英伟达、AMD和博通这三大芯片厂商的芯片采购支出合计已高达2850亿美 元。 英国《金融时报》援引知情人士消息称，这笔交易可能意味着OpenAI在近几个月已签署的约1万亿美元 芯片和数据中心采购协议之上，可能还需要额外支出3500亿至5000亿美元，以满足其构建AI基础设施 的庞大需求。 这一系列操作将市场的目光再次聚焦于一个核心问题：OpenAI的钱从哪儿来？ ...

Look at the stock of Broadcom Go this morning. This big-time maker of chips, networking equipment, and infrastructure software announced a major deal with OpenAI, and the stock shot up nearly 10% in response. This is just the latest in a string of big data center deals.They make me real glad we own Broadcom for the travel trust. Luckily, we're here in San Francisco, so I got a chance to speak with the one and only Hawk Tan, the president CEO of Broadcom, earlier today. Take a look.Hawk, it's an honor to hav ...

Core Insights - Broadcom's stock surged nearly 10% following a major deal with OpenAI, highlighting the company's strong position in the data center market [1] - The CEO of Broadcom, Hawk Tan, emphasized the necessity of investing in compute capacity to support select customers running large language models (LLMs) [3][10] - Broadcom is focusing on a narrow group of key players in the generative AI space, indicating a strategic approach to partnerships and investments [12][13] Company Overview - Broadcom is a significant player in the chip and networking equipment industry, with a recent emphasis on AI and compute capacity [1][10] - The company has a history of collaboration with major tech firms like Google, which has informed its strategy in developing custom AI accelerators [6][12] - Broadcom's acquisition of VMware has been beneficial, contributing substantial cash flow while growing [18] Industry Context - The demand for compute capacity in the generative AI sector is rapidly increasing, with requirements doubling annually [17] - The generative AI market is seen as a critical utility for society, comparable to historical technological revolutions [19][20] - The potential economic impact of generative AI could significantly increase its contribution to global GDP, with estimates suggesting it could grow from 30% to 40% of GDP [21]

Market Overview - Technology stocks supported a rebound in US markets, with the Nasdaq rising over 2% and the S&P 500 up more than 1%, marking the largest daily gains in four and a half months [1] - The semiconductor index increased nearly 5%, with Broadcom surging close to 10% after a significant agreement with OpenAI [1][2] - Chinese concept stocks rose over 3%, with smart charging stocks soaring over 103% [1] Commodity Performance - Gold prices reached a historic high, surpassing $4,100 for the first time, with spot gold rising over 3% [1] - Silver also hit a historic peak, breaking the $50 mark for the first time since 1980, with spot silver increasing over 7% [1] - The US dollar index rebounded, nearing a two-month high, while offshore RMB gained over 100 points [1] Energy and Raw Materials - Oil prices rebounded from five-month lows, with WTI crude oil rising over 2% [1] - Copper futures also saw a significant increase, rising nearly 6% and reaching a two-month high [1] Domestic Developments - The National Development and Reform Commission is seeking public opinion on the implementation of renewable energy consumption targets [3] - Hangzhou's government is discussing regulations to promote the development of embodied intelligent robotics [3] - China National Nuclear Corporation made significant progress in key technologies for magnetic confinement nuclear fusion energy [3][9] Investment Strategies - Dongfang Securities noted that trade shocks are weaker than expected, but market recovery may be delayed [4] - The upcoming "15th Five-Year Plan" and breakthroughs in key technology sectors are expected to support a "slow bull" market [4] Industry Highlights - Adata's chairman indicated that the storage industry is experiencing significant price increases due to supply shortages, particularly in DDR4 and NAND flash memory [6] - China's charging infrastructure has become the largest globally, with over 17.3 million charging facilities by August 2025 [7] - The CRAFT project in China achieved a breakthrough in the development of a key component for fusion reactors, marking a significant step towards commercializing fusion energy [9] Company Announcements - Yiyi Co. is planning to acquire a pet food company, leading to a stock suspension [11] - Kalait is establishing a joint venture focused on AI infrastructure and high-performance computing services [12] - Nine安医疗 plans to repurchase shares worth between RMB 300 million and 600 million [13] - Salt Lake Co. expects a net profit of RMB 4.3 billion to 4.7 billion for the first three quarters, a year-on-year increase of 36.89% to 49.62% [13]

So, OpenAI is locking in its hardware advantage, signing a major deal with Broadcom to co-design and deploy 10 gigawatts of custom AI accelerators built just for its models. Now, this is about more than just chips. OpenAI is embedding model intelligence directly into silicone, giving it end toend control over its compute stack from the data center to the token you get back in Chat GBT.And in an industry where most language models now train on public data, use the same architectures and benchmark within the ...

Commodities Market - Spot Gold prices reached an all-time high of $4,125.30 per ounce, indicating increased demand for safe-haven assets amid global uncertainties [2][9]. Automotive Sector - Ford Motor Company announced production cuts for five of its truck and SUV models due to a significant aluminum-supply disruption, which may affect its output and revenue in the upcoming quarter [3][9]. Asian Markets - Japanese financial markets are expected to open lower, with Nikkei Average Futures dropping by 1.2% due to political instability and US-China trade tensions, contrasting with a 1.6% increase in the S&P 500 on Wall Street [4][5][9]. - Japan's Money Stock M2 grew by 1.6% year-over-year in September, up from 1.3% previously, while M3 increased by 1.0%, compared to 0.8% prior [4]. Technology Sector - NVIDIA introduced DGX Spark to support AI developers globally, reinforcing its commitment to the AI industry [6][9]. - Broadcom's CEO highlighted that generative AI is expected to become a significantly larger component of global GDP [6][9]. Geopolitical Developments - Former President Trump suggested that Turkish President Erdogan could help de-escalate tensions between Russia and Ukraine, following an appeal from Ukrainian President Zelensky [7][9].

（原标题：市值飙涨1500亿美元！博通(AVGO.US)被拉入OpenAI"算力生态圈"，股价暴力拉升10%） 智通财经APP获悉，博通(AVGO.US)成为最新一家与OpenAI 达成巨额数据中心合作协议的芯片制造 商，这一合作引发了博通股价上涨，使该公司市值增加了超过 1500 亿美元。在周一宣布的协议中， OpenAI 向博通订购了定制芯片和网络组件，以助力其人工智能服务的运行。OpenAI 已经与数据中心和 芯片供应商达成了价值远超 1 万亿美元的交易，而据知情人士透露，该公司还计划再向博通投入数十亿 美元用于购买芯片。 该协议是在 OpenAI 与英伟达(NVDA.US)以及AMD(AMD.US)达成合作之后签订的。其目的是增加10 GW的 AI 数据中心容量——这一容量相当于纽约市的峰值能源需求。 与博通达成的这项协议的关键在于，它将使 OpenAI 能够根据具体需求定制芯片。该初创公司表示，通 过将开发人工智能模型所积累的经验应用到硬件技术中，将能够实现"新的性能水平和智能水平"的提 升。 根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新 的定制 ...

| | | 今天凌晨，OpenAI 又搞出了一个大新闻！ 这家 AI 巨头宣布与全球领先的芯片厂商之一博通建立战略合作，共同部署由前者设计的 10 吉瓦规模的 AI 加速器 。吉瓦是一个功率单位，1 吉瓦等于 100 万千 瓦。举例来说，一个普通家庭的峰值用电功率可能在 10 千瓦左右。这意味着，1 吉瓦的电力大约可以同时为 10 万个家庭供电。 预计双方将自 2026 年下半年起部署配备 AI 加速器与网络系统的机架，并在 2029 年底前完成全部部署。 就在上个月， OpenAI 宣布与英伟达建立战略合作伙伴关系 ，并将部署同样 10 吉瓦规模的英伟达系统。此次，与博通合作造芯势必将减少对英伟达 GPU 的高度 依赖，转向「自主 + 合作」并行的多元化算力策略。 正如一位网友所言，「OpenAI 简直等不及英伟达了，于是下场自己造芯。」 接下来看完整公告内容： 其中 OpenAI 将负责设计这些加速器及系统，并与博通联合开发与部署 。通过自研芯片与系统，OpenAI 能够将其在前沿模型和产品研发中积累的经验直接融入硬 件设计，从而释放出全新的能力与智能水平。 今日，OpenAI 与博通宣布展开合作，共同打 ...

2025.10.14 本文字数：1306，阅读时长大约2分钟 作者 |第一财经 樊志菁 在美国总统特朗普就贸易紧张局势发表缓和言论缓解投资者担忧，博通及其他芯片制造商股价上涨推动 下，周一美股高开高走。 截至收盘，道指涨587.98点，涨幅1.29%，报46067.58点，纳指涨2.21%，报22694.61点，标普500指数涨 1.56%，报6654.72点。 博通大涨9.9%，官宣与OpenAI达成合作，将为这家初创公司生产首款自研人工智能芯片。受此推动， 费城半导体指数大涨近5%， 美光科技暴涨逾6%，英伟达升2.8%。 其他明星科技股中，特斯拉涨5.4%，谷歌涨3.0%，亚马逊涨1.7%，Meta涨1.5%，苹果涨1.0%。甲骨文 涨5.1%，多家券商上调了这家人工智能云服务公司的目标股价。 纳斯达克中国金龙指数大涨3.2%，阿里巴巴、京东涨超4%，百度涨3.3%，拼多多涨2.6%，网易涨 1.7%。 新一轮贸易摩擦的担忧导致上周标普500指数和纳斯达克综合指数录得近半年来最大单周跌幅。 不过，美国总统特朗普在上周末的表态中语气有所缓和，他称 "一切都会好起来"。美国财政部长贝森 特（Scott Be ...