Trump is letting Nvidia and AMD sell some AI chips to China if the US government gets 15% of the revenue. @sarahholder and @JoeDeaux break down the deal and concerns over its legality on the Big Take podcast. https://t.co/YGfJAYnxp2 ...

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1] - Goldman Sachs also initiated a new investment in Emera Inc. [1]

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta during the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1] - Goldman Sachs also initiated a new position in Emera Inc. [1]

Group 1 - Point72 Hong Kong Ltd. initiated positions in Nvidia, Amer Sports, Coherent, Hesai, and AbbVie in Q2 [1] - The firm increased holdings in Pinduoduo, Amazon, Charles Schwab, and Cardinal Health [1] - Point72 completely exited positions in Alibaba, Analog Devices, Procter & Gamble, and Las Vegas Sands [1] Group 2 - The company reduced its stake in Manbang [1] - Point72's top holdings include Nvidia, Futu Holdings, Amer Sports, Pinduoduo, and Tapestry [1]

周四，美国科技股七巨头指数涨0.44%，报191.06点，时隔一个交易日再创收盘历史新高。亚马逊收涨 2.86%，谷歌A、微软、Meta Platforms、英伟达至多涨0.49%，苹果则收跌0.24%，特斯拉跌1.12%此 外，礼来制药收涨3.62%，巴菲特旗下伯克希尔哈撒韦B类股涨0.40%，台积电ADR则收跌0.18%，AMD 跌1.88%。 本文源自：金融界AI电报 ...

We're back. The chip sector trading at a record high lately as another important earnings report looms. ...

Group 1 - Goldman Sachs increased its holdings in Nvidia, Microsoft, Tesla, Broadcom, and Meta in the second quarter [1] - The firm has significant positions in Nvidia, Microsoft, SPDR S&P 500 ETF Trust, Apple, and Meta [1]

根据Fubon的数据，台积电的 CoWoS 产能将从 2025 年底的 70k wpm（wafer per month）提升至 2026 年底的 100-105k wpm，2027 年进一步突破 130k wpm。从全年产能看，2025 年预计为 675k wafer，2026 年达 1.08mn wafer（同比增长 60%），2027 年则增至 1.43mn wafer（同比增长 31%），即便增速 放缓，仍保持着远超行业平均的扩张力度。 这种扩张并非均匀分布，而是集中在特定工厂。台南的 AP8 工厂是绝对主力，作为由原 Innolux LCD 厂房改造的生产基地，其 96,000 平方米的面积是 竹南 AP6 工厂的 9 倍，2026 年底将贡献约 30k wpm 产能，主要服务于英伟达 Blackwell GPU、AMD MI355/400 等高端芯片。而嘉义的 AP7 工厂则更具 战略意义，计划聚焦 Wafer-level Multiple-Chip Module（WMCM）、CoWoS-L、SoIC（3D 堆叠）及 CoPoS 等前沿技术，2027 年后逐步释放产能，成为 台积电技术迭代的 "试验 ...

Key Takeaways Cadence and NVIDIA debut hardware-accelerated power analysis for billion-gate AI designs.New DPA App on Palladium Z3 Platform achieves 97% accuracy across billions of cycles.Breakthrough enables early, precise power modeling for AI, ML and GPU-accelerated chips.Cadence Design Systems ((CDNS) and NVIDIA Corporation ((NVDA) have achieved a breakthrough with hardware-accelerated dynamic power analysis for billion-gate artificial intelligence (AI) designs, spanning billions of cycles, all complete ...

来源：Wind 沪指连续两日突破新高，昨日突破2024年10月8日盘中创下的3674.4点前高，刷新2021年12月13日以来 盘中新高。今日开盘沪指一路上涨突破3700点，午后大盘乏力下探，V型触底后最终全天仍收阴。 宏观数据方面，2025年8月13日，中国人民银行公布2025年7月货币金融数据：社融新增1.16万亿元，上 月为新增4.20万亿元；社融存量同比增速为9.0%，上月为8.9%；人民币贷款减少500亿元，上月为新增 2.24万亿元；M1同比增速为5.6%，上月为4.6%。 7月份新增社融1.16万亿元，同比多增3893亿元，表现弱于市场预期。从季节性表现来看，7月份增量高 于过去六年（2019-2024年，下同）1.02万亿元的历史同期均值。7月末，社融存量同比增速为9.0%，较 上月提升0.1个百分点。结构上，7月社融口径的人民币贷款减少4263亿元，同比多减3455亿元。外币贷 款重回负增长，当月减少86亿元，但同比少减804亿元。非标融资当月减少1667亿元，同比多减911亿 元。直接融资中，7月政府债券净融资1.24万亿元，同比多增5559亿元，依然为社融主要的增量来源； 企业债券净融资 ...