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AMD: The Inflection Moment May Have Arrived
Seeking Alpha· 2025-07-01 01:21
Group 1 - The article discusses Julian's investment strategy, focusing on identifying stocks with a high probability of delivering significant alpha compared to the S&P 500 [1] - Julian emphasizes a combination of growth-oriented principles and strict valuation criteria to enhance the margin of safety in investments [1] - The investment group offers features such as exclusive access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, and macro market analysis [1] Group 2 - Julian Lin is characterized as a financial analyst who specializes in finding undervalued companies with long-term growth potential [1] - The approach involves targeting companies with robust balance sheets and effective management teams within sectors that have substantial growth opportunities [1]
刚刚,“中国英伟达”IPO获受理,卖GPU年入4亿,拟募资80亿
3 6 Ke· 2025-07-01 00:51
摩尔线程成立于2020年6月,注册资本为4亿元,获评国家级专精特新"小巨人"企业,以自主研发的全功能GPU为核心,致力于为AI、数字孪 生、科学计算等高性能计算领域提供计算加速平台。 迄今为止,摩尔线程已成功推出四代GPU架构,并拓展出覆盖AI智算、云计算和个人智算等应用领域的计算加速产品矩阵。 该GPU公司无控股股东,法定代表人、实际控制人是其创始人张建中。张建中担任摩尔线程董事长、总经理,曾在2001年到2006年在戴尔(中 国)有限公司全球客户部任总经理,2006年到2020年在英伟达任全球副总裁、大中华区总经理,而后创办摩尔线程。 智东西7月1日报道,6月30日晚间,北京GPU企业摩尔线程、上海GPU企业沐曦集成电路,科创板IPO双双获上交所受理。 摩尔线程创始人、董事长、总经理张建中 | 发行人全称 | 板块 审核状态 | 注册地 行业分类 | 保荐机构 | | 律师事务所 会计师事务所 | 更新日期 > 会适日期 = | | --- | --- | --- | --- | --- | --- | --- | | 新疆钵施然智 | 主板 已问询 | 新疆 专用设备制 | 安信证券 | 上海市锦 | ...
关税大消息!特朗普强硬表态
Sou Hu Cai Jing· 2025-07-01 00:41
【导读】美加恢复贸易谈判,提振美股三大指数,特朗普对日本强硬表态 见习记者 储是 美加恢复贸易谈判 提振美股三大指数 美东时间6月30日,美股三大指数集体收涨。 截至收盘,道琼斯指数涨0.63%,标普500指数涨0.52%,纳斯达克指数涨0.47%。 大涨背景是加拿大取消数字服务税并准备与美国恢复贸易谈判,市场情绪因此得到提振。美参议院即将对特朗普的税改法案进行表决。 投资者目前正等待美方与贸易伙伴之间可能达成的协议,因为特朗普此前宣布的90天关税宽限期将在下周到期。 美国财政部长贝森特周一表示,有"部分国家正在以诚意谈判",但他也警告称,"如果他们态度顽固导致无法达成协议",那么关税可能会重新回到4月2日 宣布的水平。 上半年,道琼斯指数上涨3.64%,纳斯达克指数上涨5.48%,标普500指数上涨5.5%。 大型科技股涨跌不一 美股科技七巨头涨跌不一,苹果上涨2.03%,英伟达上涨0.15%,谷歌下跌1.29%,亚马逊下跌1.75%,特斯拉下跌1.84%。 | TSLA | 特斯拉(TESLA) | 317.600 | -6.030 | -1.86% | | --- | --- | --- | --- | ...
巴克莱:美国半导体与半导体资本设备:构建规模扩张架构
2025-07-01 00:40
Equity Research 25 June 2025 U.S. Semiconductors & Semiconductor Capital Equipment Laying Out the Scale-Up Architecture Landscape Interconnect is more critical than ever for the success of XPU efforts, and this is no more prevalent than in scale-up designs where dominance is being fought today amongst three factions (UALink, Scale Up Ethernet, NVLink) with major implications for the future of AI. We appreciate your 5-star vote in the 2025 Extel All-America Research Survey in the Semiconductors & Semiconduct ...
瑞银:最新企业人工智能调查_英伟达、OpenAI 和微软保持领先
瑞银· 2025-07-01 00:40
ab 26 June 2025 Powered by YES UBS Evidence Lab Global Research AI Research We'd flag: 1. At the GPU level, Nvidia's dominance as the training and inference platform of choice was even more pronounced, with rising interest in Blackwell. Key alternatives were proprietary chips from AWS and Google, with adoption of AMD still muted. 2. Microsoft maintained its material lead for hosting AI workloads/GPUs, AWS held its ground in #2, the use of Oracle increased modestly to 10% and the "neo- Clouds" combined to ca ...
AI芯片不再依赖英伟达转投谷歌? OpenAI回应
Feng Huang Wang· 2025-07-01 00:24
另外,路透社此前曾独家报道称,OpenAI已签约使用谷歌云服务,以满足其日益增长的算力需求,这 标志着AI领域两大竞争对手之间实现了出人意料的合作。不过,OpenAI所使用的大部分计算能力仍来 自新兴云服务公司CoreWeave提供的GPU服务器。(作者/箫雨) 截至发稿,谷歌不予置评。 路透社在上周末报道称,OpenAI一直在使用英伟达的图形处理器(GPU),最近开始租用谷歌的AI芯片, 标志着该公司首次大规模使用非英伟达芯片。谷歌TPU有望成为英伟达GPU的更便宜替代品。OpenAI 希望借助谷歌TPU降低推理成本。 虽然AI公司测试不同芯片是常见做法,但是大规模部署新硬件往往需要更长时间,并且需配套不同的 架构和软件支持。OpenAI目前仍在积极使用英伟达GPU和AMD的AI芯片来满足其不断增长的算力需 求。同时,OpenAI也在自主研发芯片,该项目预计将在今年达到"流片"(tape-out)这一关键节点,也就 是敲定芯片设计并进行制造的阶段。 凤凰网科技讯 北京时间7月1日,据路透社报道,OpenAI表示,目前暂无计划使用谷歌自研芯片为其产 品提供算力支持。就在两天前,路透社等多家媒体报道称,Open ...
美股,再创历史新高
财联社· 2025-07-01 00:00
(三大指数分钟线图,来源:TradingView) 截至收盘,道琼斯指数涨0.63%,报44,094.77点;标普500指数涨0.52%,报6,204.95点; 纳斯达克指数涨0.47%,报20,369.73点。 美东时间周一, 三大指数集体收涨,标普500指数和纳指均再创历史收盘新高。 美国合众银行财富管理公司(U.S. Bank Wealth Management)首席股票策略师特里·桑德 文 表示,尽管关税宽限期到期与税改法案等风险可能在2025年下半年带来市场波动,但股市基 本面改善和市场广度增强等因素可能推动近期上涨趋势延续。 "随着股市不断创新高,市场的'忧虑之墙'正在崩塌,"桑德文表示。"目前通胀稳定,利率保 持平稳,企业盈利趋势向上,这些都为美股在下半年继续上涨提供了有利环境。" 热门股表现 美股七巨头涨跌不一,苹果涨2.03%,微软涨0.30%,英伟达涨0.15%,谷歌跌1.29%,亚 马逊跌1.75%,Meta涨0.61%,特斯拉跌1.84%。 热门中概股多数收跌,纳斯达克中国金龙指数跌0.49%,阿里巴巴跌0.59%,京东跌 1.30%,拼多多跌0.46%,蔚来汽车跌0.87%,小鹏汽车 ...
Nvidia Stock Isn't Pricing In Sovereign AI
Seeking Alpha· 2025-06-30 23:49
Group 1 - NVIDIA Corporation has experienced a significant recovery, with its stock price rising approximately 80% from a low of $86.62 on April 7th to reach new record highs [1] - The company is focused on the tech sector and has a strong emphasis on values such as excellence, integrity, transparency, and respect, which are considered essential for long-term success [1] Group 2 - The analyst has a beneficial long position in NVIDIA shares, indicating confidence in the company's future performance [2]
Markets Close Rollercoaster Q2 on Top
ZACKS· 2025-06-30 23:00
Monday, June 30, 2025Markets close calendar Q2 and the first half of 2025 (1H25) at fresh all-time highs on the S&P 500 and the tech-heavy Nasdaq. The indexes all finished the session off intraday highs set only moment before the bell rang, but the Dow gained +275 points, +0.63%, the S&P 500 was +31, +0.52% — crossing 6200 for the first time at the end of a trading day. The Nasdaq grew +96 points, +0.47%, and the small-cap Russell 2000 finished +2 points, +0.12%.The Dow gained +4% in the month of June, with ...