据央视新闻报道，当地时间 6 月 23 日晚，伊朗武装部队宣布对美军驻卡塔尔乌代德空军基地发动 导弹打击，声明称此举是对美军袭击伊朗核设施的回应，由伊斯兰革命卫队执行。 消息传出后，国际原油市场剧烈波动 —— 油价先短线转涨，随后因市场评估冲突影响有限而跳 水，一度较日内高位跌超 10% 。 当地时间周一，市场情绪受美联储官员鸽派表态与地缘事件短暂扰动后回归乐观，美股三大指数集 体收涨，标普 500 指数涨 0.96% ，纳指涨 0.94% ，道指涨 0.89% 。 大型科技股多数上涨，特斯拉大涨超 8% ，创 4 月 28 日以来最大单日涨幅。 Meta 涨超 2% ， 微软、奈飞涨逾 1% ，英伟达、苹果、英特尔小幅上涨；谷歌、亚马逊小幅下跌。稳定币第一股 Circle 涨超 9% ，上市以来累涨约 750% 。 热门中概股也多数上涨，纳斯达克中国金龙指数涨 0.85% 。搜狐涨近 10% ，理想汽车涨近 8% ，新东方涨超 5% ，小鹏汽车、再鼎医药涨逾 4% ，携程网涨超 3% ，百胜中国、金山云涨超 2% ，满帮、万国数据涨超 1% ；小马智行跌约 4% ，唯品会、富途控股跌超 1% 。 01 伊朗 ...

In the battle of Silicon Valley titans, Nvidia Corp NVDA is leaving Intel Corp INTC in the dust – on both the income statement and the stock chart. Despite generating almost four times as much revenue as Intel on an annualized basis, as Beth Kindig, the lead tech analyst at I/O Fund, noted on X, Nvidia trades at less than half Intel's forward price-to-earnings ratio. If that sounds backwards, you're not alone.For its last reported quarter, Nvidia grossed $44 billion in revenues. This, compared to Intel’s la ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - AMD has been lagging behind Nvidia in the global AI competition, with its valuation reflecting ongoing investor skepticism regarding its ability to compete in high-performance computing and generative AI [1] Group 1 - AMD's current market position indicates a struggle to gain traction against Nvidia in the AI sector [1] - Investor sentiment remains cautious about AMD's prospects in next-generation computing technologies [1]

Key Takeaways NVIDIA is expanding its AI platforms across industries, driving steep gains in revenue and EPS projections. Intel is focused on AI and foundry investments, but faces revenue declines and lags in GPU capabilities. NVDA has stronger growth prospects, while INTC trades at a much lower price/sales ratio of 1.78 vs.16.17.Intel Corporation (INTC) and NVIDIA Corporation (NVDA) are two premier semiconductor firms focusing on AI (artificial intelligence) and advanced chip technologies. Intel, reporte ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AVGO, MRVL either through stock ownership, options, or other derivatives. I wrote this a ...

以下文章来源于傅里叶的猫AI ，作者猫叔 傅里叶的猫AI . 傅里叶的猫，防失联。半导体行业分析 推荐大家关注新号：傅里叶的猫AI 好久没写SemiAnalysis的文章了，今天这篇大家应该会比较感兴趣，讲了英伟达GPU架构的技术演进。 原始报告的内容比较多，有33页，这篇文章也只是把核心内容做了整理，想深入研究的读者可以看原始 报告。 性能基本原理 在 AI 和深度学习领域，计算性能的提升至关重要，而性能基本原理为理解这一过程提供了基础框架。 阿姆达尔定律指出，对于固定问题规模，通过增加计算资源实现的最大加速比受限于串行部分。其公式 为 $$\operatorname*{lim}_{D\to\infty}\frac{1}{(1-S)+\frac{S}{p}}=\frac{1}{1-S}$$ 其中 S 是并行工作执行时间， p 是并行可工作的加速比。这意味着即使并行资源无限增加，加速比也只 能趋近于1− S ，因为串行部分的执行时间无法通过并行化减少。 数据移动在性能优化中是一个关键瓶颈，被称为 "cardinal sin"。这是因为从运行时间和缩放角度看，计 算成本相对较低，而数据移动成本高昂。现代 DRA ...

Core Insights - Nvidia Corporation (NASDAQ: NVDA) has emerged as the leading beneficiary of the AI revolution, attributed not only to its semiconductor products but also to its broader strategic positioning in the market [1]. Group 1 - Nvidia's success is significantly linked to the increasing demand for AI technologies, which has driven substantial growth in its business operations [1]. - The company is recognized for its ability to leverage its technological advancements to capture market share in the AI sector [1]. - Nvidia's portfolio includes a range of products and services that cater to the evolving needs of AI applications, enhancing its competitive edge [1].

Core Insights - The Q2 earnings reporting cycle is beginning, with significant expectations surrounding the impact of trade relations and tariffs on earnings [2][5][10] - Analysts have lowered their earnings growth estimates for the S&P 500, now projecting mid-single-digit growth instead of mid-teens, but still expect the index to outperform these estimates [5][12] - The energy sector is anticipated to contract over 25%, while the Communications and Information Technologies sectors are expected to show strong growth [6][7] Earnings Forecasts - The consensus estimate for Q2 S&P 500 earnings growth has shifted to the mid-single-digit range, with expectations of growth between 8% to 10% [5][12] - The Communications sector is forecasted to grow by 30%, while Information Technology is expected to grow by 16%, driven by companies like Warner Bros. Discovery and major tech firms [7][8] Sector Performance - The energy sector is projected to underperform due to oil price trends, with a contraction of more than 25% expected [6] - The Information Technology sector, particularly companies like NVIDIA, Microsoft, and Apple, is expected to see robust growth, with NVIDIA potentially exceeding 50% revenue growth [8] Risks and Guidance - The most significant risk in the Q2 earnings cycle is the guidance provided by companies, with a high likelihood of negative guidance due to the impact of tariffs [9][10] - The outlook for 2026 remains strong, with expectations of growth accelerating from high-single-digit to mid-teens, although this could change as the year progresses [11][12] Market Outlook - Volatility is expected to remain high, with the S&P 500 likely to experience choppy movements, but analysts predict a potential new high within the next twelve months [13]

作者 | 笑渐不闻声渐悄 编辑 | 自动驾驶之心 原文链接： https://zhuanlan.zhihu.com/p/1918033580103282744 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『求职招聘』技术交流群 本文只做学术分享，如有侵权，联系删文 热乎出炉，刚面完Nvidia TRTLLM。本人bg是做llm推理加速的，主要在做speculative decoding，也 有一篇文章中了ICLR 2025。因为想继续做推理加速，所以尝试性的面了一下Nvidia，看能不能积累 connection。首先得吐槽一下这个面试机制：4位面试官一人面了我一个小时，整整连续面了4个小 时，面完感觉就是一个虚弱无力...然后简单聊一聊面试的问题 第一位面试官：自我介绍，讲一下自己的iclr 25关于spec的工作。面试官问的比较细致，从方法的 设置到evaluation都问到了，然后简单讲了一下自己nips 23的科研工作。感觉面试官对我的科研经 历还是比较满意，随后出了一道coding：n位数字插入任意数量的+，最后 ...