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 ...

Group 1: Market Overview - The U.S. stock market rebounded significantly, with the Dow Jones Industrial Average rising by 587.98 points (1.29%) to close at 46067.58 points, driven by easing trade war concerns and positive comments from President Trump [2][3] - The Philadelphia Semiconductor Index surged nearly 5%, with Broadcom's stock increasing by 9.9% following its partnership with OpenAI to produce AI chips [2][3] - Major tech stocks also saw gains, including Tesla (up 5.4%), Google (up 3.0%), and Amazon (up 1.7%) [2] Group 2: Earnings Expectations - Analysts expect S&P 500 companies to report an 8.8% year-over-year increase in earnings for the third quarter [4] - The upcoming earnings season, featuring major banks like JPMorgan Chase and Goldman Sachs, is anticipated to provide insights into the economic situation amid ongoing government shutdowns [3][4] Group 3: Commodity Prices - International gold prices reached a historic high, with COMEX gold futures for October delivery rising by 3.34% to $4108.60 per ounce [6] - Crude oil prices also saw slight increases, with WTI crude up 1.00% to $59.49 per barrel and Brent crude up 0.94% to $63.32 per barrel [6]

Core Viewpoint - The article discusses the positive market reaction following President Trump's easing of trade tensions, which led to significant gains in major stock indices and specific technology stocks, particularly in the semiconductor sector due to a partnership between Broadcom and OpenAI [3][5]. Market Performance - The Dow Jones Industrial Average rose by 587.98 points, or 1.29%, closing at 46,067.58 points. The Nasdaq Composite increased by 2.21% to 22,694.61 points, while the S&P 500 gained 1.56%, ending at 6,654.72 points [3]. - Broadcom's stock surged by 9.9% after announcing a collaboration with OpenAI to produce its first self-developed AI chip, contributing to a nearly 5% rise in the Philadelphia Semiconductor Index [3]. Technology Sector Highlights - Major technology stocks saw significant increases: Tesla up 5.4%, Google up 3.0%, Amazon up 1.7%, Meta up 1.5%, and Apple up 1.0%. Oracle also rose by 5.1% as several brokerages raised its target stock price [3]. - The Nasdaq China Golden Dragon Index increased by 3.2%, with Alibaba and JD.com both rising over 4%, Baidu up 3.3%, Pinduoduo up 2.6%, and NetEase up 1.7% [3]. Trade Tensions and Market Sentiment - Recent trade tensions had caused the S&P 500 and Nasdaq to experience their largest weekly declines in nearly six months. However, Trump's recent comments have alleviated some investor concerns [4][5]. - Analysts suggest that the market's reaction indicates a shift in sentiment, with expectations of a potential agreement between the U.S. and China becoming more favorable [5]. Upcoming Earnings Season - The focus is shifting to the upcoming earnings season, with major banks like JPMorgan, Goldman Sachs, Citigroup, and Wells Fargo set to report quarterly results. This earnings season is seen as a critical indicator of market trends and economic conditions [5][6]. Economic Indicators - Analysts expect a year-over-year earnings growth of 8.8% for S&P 500 companies in the third quarter [6]. - Federal Reserve officials are discussing the need for further interest rate cuts due to rising risks in the job market and the impact of trade tariffs on inflation [6]. Commodity Market - International oil prices saw slight increases, with WTI crude oil rising by 1.00% to $59.49 per barrel and Brent crude oil up by 0.94% to $63.32 per barrel [7]. - Gold prices reached a new historical high, with COMEX gold futures for October delivery rising by 3.34% to $4,108.60 per ounce [7].

当地时间10月13日，美股大幅反弹，市场情绪显著回暖。芯片制造商和科技股领涨，博通与OpenAI达成芯片开发协议推升板块预期。贵金属和原油期货 同步走强，COMEX白银期货价格大涨超7%。中概股大涨，纳斯达克中国金龙指数涨3.21%。 数据显示，美股三大指数全面反弹，截至当地时间10月13日收盘，道琼斯工业平均指数上涨1.29%，标普500指数上涨1.56%，纳斯达克综合指数上涨 2.21%。 芯片制造商板块领涨，博通股价飙升超9%。消息面上，据OpenAI官网消息，OpenAI与博通宣布战略合作，计划共同开发定制AI加速器和以太网解决方案 的系统，以满足全球对AI的需求，并在OpenAI的设施以及合作伙伴数据中心进行部署。 科技股普遍上涨，美国科技七巨头指数涨2.02%。其中特斯拉涨超5%，英伟达涨超2%。 中概股大涨，纳斯达克中国金龙指数涨3.21%，中概科技龙头指数涨2.78%。个股方面，世纪互联涨超10%，阿里巴巴、京东集团涨超4%。 白银期货大涨超7% 贵金属期货市场走强。截至当地时间10月13日收盘，伦敦银现价格涨4.39%，COMEX白银期货价格大涨7.47%。伦敦金现价格涨超2%，COMEX黄 ...

作者 | 第一财经 郑栩彤 为OpenAI保障算力供应的盟友越来越多了。 北京时间10月13日晚间，OpenAI和定制ASIC（专用集成电路）厂商 博通 宣布达成合作，双方将合作开发10吉瓦的定制人工智能加速器，OpenAI将 设计加速器和系统，与博通合作开发和部署。博通将从2026年下半年开始部署相关人工智能加速器和网络系统机架，并于2029年年底完成。 受消息影响，博通盘中涨超10%。 本月早些时候，OpenAI刚和GPU（图形处理器）厂商AMD达成合作，OpenAI将根据多年、多代协议部署6吉瓦容量的AMD GPU。9月，OpenAI还 与英伟达合作，英伟达计划助力OpenAI构建和部署至少10吉瓦的AI数据中心，涉及数百万块英伟达GPU。OpenAI与英伟达、AMD、博通在算力方 面的这几个合作，涉及算力高达26吉瓦。 据博通介绍，OpenAI和博通共同开发的系统将包含博通的加速器和以太网解决方案，相关机架将完全采用博通的以太网和其他连接解决方案进行扩 展，将部署在OpenAI及其合作伙伴的数据中心中。博通和OpenAI已经签署了一份协议清单。博通相关负责人表示， 定制加速器 与以太网横向、纵向 扩展 ...

Market Performance - The Dow gained 587 points (+1.29%), the S&P 500 added 102 points (+1.56%), the Nasdaq rose 490 points (+2.21%), and the Russell 2000 increased by 66 points (+2.79%) following a significant sell-off on Friday [1] AI and Quantum Computing Stocks - Investors looking for entry points into AI and Big Tech drove quantum computing stocks higher, with Rigetti (RGTI) up 25% and D-Wave (QBTS) up 23% [2] - Shares of U.S. Antimony (UAMY) and Critical Metals (CRML) surged by 36.8% and 55.4%, respectively, due to ongoing discussions about rare earth minerals [2] Broadcom and OpenAI Partnership - Broadcom (AVGO) entered a deal with OpenAI to produce approximately 10 gigawatts of custom chips valued at around $10 billion, resulting in a 9.9% increase in Broadcom's shares [3] Upcoming Earnings Reports - Major banks are set to report Q3 earnings, with JPMorgan expected to see a 10.5% growth in earnings and 5.2% in revenues, Citigroup anticipated to post 21.2% earnings growth and 3.7% revenue growth, and Wells Fargo projecting 2% earnings growth and 4% revenue growth [4] - Goldman Sachs (GS) and BlackRock (BLK) will also release their quarterly earnings reports, along with Johnson & Johnson (JNJ) and Domino's Pizza (DPZ) [5]

Core Insights - Broadcom Inc. is a significant player in the technology sector, known for its semiconductor and infrastructure software solutions, competing with companies like Intel and Qualcomm [1] - A new price target of $460 has been set for Broadcom by John Vinh from KeyBanc, indicating a potential increase of approximately 29.2% from its current trading price of $356.03 [2][6] - The strategic partnership with OpenAI aims to co-design a new line of chips optimized for inference, which could enhance Broadcom's market position and influence pricing dynamics in the tech industry [3][5] Price Target Adjustment - The price target adjustment to $460 suggests a bullish outlook for Broadcom, reflecting confidence in its future performance [2][6] - This adjustment comes as Broadcom's stock is currently trading at $356.03, indicating a potential upside of about 29.2% [2][6] Strategic Partnership with OpenAI - The collaboration with OpenAI involves co-designing chips that are expected to be more cost-effective than current GPU options, potentially reshaping the competitive landscape [3][5] - The partnership is significant, with a 10-gigawatt deal highlighting the importance of innovation and collaboration in the tech sector [5] Market Performance - Broadcom's stock has experienced a 9.64% increase, reflecting strong market interest, with a current price of $355.93 [4][6] - Over the past year, the stock has fluctuated between a high of $374.23 and a low of $138.10, with a market capitalization of approximately $1.67 trillion [4]

Core Insights - Artificial intelligence (AI) is projected to significantly increase its contribution to global GDP, potentially rising from 30% to 40%, equating to an additional $10 trillion annually [1] - Broadcom has formed a partnership with OpenAI to develop and deploy 10 gigawatts of custom AI accelerators, leading to a notable increase in Broadcom's stock price by 9.88% [2] - Broadcom is collaborating with several major players in the AI space, securing substantial chip orders and focusing on the development of AI chips for large cloud customers [3][4] Company Developments - Broadcom's CEO highlighted the company's strong position in the AI market, benefiting from increased demand for chips and networking equipment as hyperscalers expand their AI capabilities [1] - The partnership with OpenAI is part of a broader trend of expensive collaborations among major tech companies in the AI sector [2] - Broadcom is working with approximately seven key players in the industry, with four being significant customers that have placed large-scale production orders [4]

Group 1: Partnership Overview - OpenAI is collaborating with Broadcom to develop and deploy new AI chips, with OpenAI designing systems and accelerators while Broadcom will deploy these chips [1][2] - The partnership aims to build infrastructure to unlock AI's potential and enhance capabilities through custom-designed hardware [2][3] Group 2: Market Context - OpenAI's ChatGPT has gained significant traction, boasting 800 million active weekly users, contributing to the ongoing AI revolution [5] - Recent investments in OpenAI include Nvidia's $100 billion investment for data centers and AMD's trade of 160 million shares for upcoming MI450 chips [6] - The surge in AI investments has led to concerns about a potential AI bubble, with valuations of major tech companies like Nvidia, Microsoft, and Google exceeding $3 trillion [7][8]

10月13日，博通公司股价惊人地上涨了9.88%，这背后究竟隐藏着怎样的故事？就在这一天，OpenAI宣 布与博通携手合作，进军人工智能芯片领域。两家公司计划共同打造一款自主设计的人工智能处理器。 此举不仅标志着OpenAI在AI芯片领域的战略转型，也打破了科技行业的既有格局。 根据协议，OpenAI将承担芯片设计的重任，博通则负责开发和部署。这项合作预计会在2026年下半年 全面展开，并在2029年底前完成。OpenAI首席执行官Sam Altman对此评价道："与博通的合作是释放AI 潜能的重要一步。"虽然协议的财务细节尚未公开，但双方的合作无疑会为AI行业注入新的活力。 来源：市场资讯 （来源：美股情报站） 与此同时，新的竞争格局也将为芯片设计、制造、封装测试及相关软件服务等领域带来新的机遇与挑 战。尤其是在能源消耗成为关注焦点的今天，此次合作的定制AI芯片在能耗优化方面具有显著优势， 可实现更高效、更绿色的数据中心建设。 对于投资者而言，博通与OpenAI的合作代表着AI产业发展逻辑的重大转折。考虑到博通在以太网技术 方面的强势地位以及OpenAI的前沿技术积累，未来博通在AI领域的表现值得持续关注。 ...