【导读】美股大涨，阿根廷暴涨 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现！ 美股大涨 10月27日晚间，美股三大指数上涨，道指涨约200点，纳指大涨1.6%，标普指数涨约1%。 高通股价暴涨超10%！ 消息面上， 高通宣布， 推出面向人工智能数据中心市场的芯片和计算机，旨在挑战英伟达公司。该公司的新款AI200系列将于明年开始发 货，首位客户是沙特阿拉伯的人工智能初创公司Humain。 作为全球最大的智能手机处理器供应商，高通希望以不同路径切入该市场。公司称，新的与内存相关的能力以及源自移动设备技术的高能 效设计，将在其入场相对较晚的情况下，仍能吸引客户。 受消息影响，高通股价一度上涨22%，至205.95美元。 高通表示，AI200将以多种形态提供：可作为独立芯片、可插入现有机器的加速卡，或作为由高通提供的整机机柜的一部分。上述首批产品 之后，公司计划在2027年推出AI250。 若仅以芯片形式供货，该组件可用于基于英伟达或其他竞争对手处理器的设备；若提供整机服务器，则将与这些芯片商的整机产品直接竞 争。 新产品围绕"神经处理单元"（NPU）构建——这类芯片最早用于智能手机，旨在加速AI相关负 ...

2025.10. 27 本文字数：966，阅读时长大约2分钟 作者 | 第一财经 李娜 10月27日晚间，高通宣布推出人工智能芯片AI200和AI250，正式进军数据中心市场，上述芯片预 计将分别于2026年和2027年投入商业使用。 微信编辑 | 雨林 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 高通在官网公布的细节中，AI200和AI250是基于芯片加速卡和机架的解决方案，均采用其神经处理 单元（NPU）技术。每卡配备768 GB的LPPDR内存，以提供更高的内存容量和更低的成本。其 中，AI200芯片可作为独立组件、可插入现有设备的扩展卡，或作为由高通提供的整机机架服务器的 一部分。该产品的首位客户是沙特阿拉伯的人工智能初创公司Humain，该公司计划从2026年开始 基于这款新芯片部署200兆瓦的算力。 "借助高通AI200和AI250，我们正在重新定义机架级AI ...

Core Insights - Qualcomm Inc (NASDAQ: QCOM) experienced a significant increase of approximately 20% on Monday, reaching a new 52-week high following the announcement of two new artificial intelligence (AI) chips designed for enterprise data centers [1] Company Summary - The newly announced AI chips are named AI200 and AI250, indicating Qualcomm's strategic focus on enhancing its product offerings in the AI sector [1]

高通在官网公布的细节中，AI200和AI250是基于芯片加速卡和机架的解决方案，均采用其神经处理单 元（NPU）技术。每卡配备768 GB的LPPDR内存，以提供更高的内存容量和更低的成本。其中，AI200 芯片可作为独立组件、可插入现有设备的扩展卡，或作为由高通提供的整机机架服务器的一部分。该产 品的首位客户是沙特阿拉伯的人工智能初创公司Humain，该公司计划从2026年开始基于这款新芯片部 署200兆瓦的算力。 高通称，两款AI芯片预计将分别于2026年和2027年投入商业使用。 10月27日晚间，高通宣布推出人工智能芯片AI200和AI250，正式进军数据中心市场，上述芯片预计将 分别于2026年和2027年投入商业使用。 这一举动也意味着这家在移动领域驻守的芯片巨头开始向外扩延，并正式向英伟达所在AI计算领域发 起挑战。 截至发稿前，高通的股价为193.48美元每股，较前一交易日上涨24.54美元，涨幅为14.53%。在消息公 布后，该公司涨幅一度扩大至超20%，创2019年以来最大日内涨幅。 有观点认为，此次高通的入场，正在改变AI芯片市场的竞争格局。此前，英伟达凭借其全面的软件和 硬件生态系统， ...

Market Performance - The three major U.S. stock indices opened higher, reaching new historical highs, with the Nasdaq index up nearly 1.5%, and both the Dow Jones and S&P 500 indices rising over 0.5% [1] - The Dow Jones index closed at 47,455.47, up 248.35 points (+0.53%), while the Nasdaq and S&P 500 indices closed at 23,550.83 (+345.96, +1.49%) and 6,853.08 (+61.39, +0.90%) respectively [2] Technology Sector - Qualcomm led the tech sector with a significant increase, rising over 20%, marking its largest intraday gain since 2019, following the announcement of its AI chips aimed at competing with Nvidia in the data center market [2] - Intel's stock rose over 5%, pushing its market capitalization above $190 billion, while Nvidia, Google, Amazon, and Microsoft also saw gains of over 2% [2] Chinese Stocks - Chinese assets surged, with the Nasdaq Golden Dragon Index and the Wind Chinese Concept Stock Index both increasing by approximately 2%, driven by notable gains in Baidu (+5%), JD.com (+3%), and Alibaba (+2%) [2] Gold Market - Gold prices fell below $4,000 per ounce for the first time since October 10, with a daily decline exceeding 3%, while silver prices also dropped around 5% [5] - Analysts noted that the recent decline in gold prices was due to profit-taking after a significant rise, with Citigroup downgrading its overweight recommendation on gold due to concerns over high positions [7] Cryptocurrency Market - The cryptocurrency market experienced mixed performance, with over 12,500 traders liquidated, resulting in over $400 million in liquidation amounts [9] - Bitcoin's trading volume surged by 78.21%, with its price at $114,793, while Ethereum and other cryptocurrencies also saw significant trading volume increases [10] Regulatory Environment - The Governor of the People's Bank of China emphasized the need to combat domestic virtual currency operations and speculation, highlighting the risks associated with stablecoins and their regulatory challenges [12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

记者丨刘雪莹 叶静 唐婧 编辑丨吴桂兴 北京时间10月27日，美股三大指数开盘全线上涨，均再创历史新高，截至22:49，纳斯达克指数涨近1.5%，道琼斯、标普500指数均涨超 0.5%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47455.47 | 23550.83 | 6853.08 | | +248.35 +0.53% +345.96 +1.49% +61.39 +0.90% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8527.94 | 25877.25 | 6886.25 | | +166.04 +1.99% +368.00 +1.44% | | +59.25 +0.87% | 科技股领涨， 高通涨一度涨超20%， 创2019年以来最大日内涨幅。 消息面上，据财联社报道，高通推出人工智能芯片，在数据中心市场与英 伟达展开竞争。高通AI200和AI250预计分别于2026年和2027年投入商业使用。 此外，英特尔股价涨幅扩大至超5%，总市值超1900亿美元；英伟达、谷歌涨超2%，亚马逊涨近2%，微软涨1.5%。 中国资产爆发 ...

Joining us this morning, Stacy Rasgen Bernstein, senior analyst. Stacy's got an outperform on Qualcomm target of 185. Stacy, what a great time to have you on.I mean, what do you make of this reaction and and the overall move. >> Yeah, you bet. So, today's probably a good day to announce something like this.Now, people actually forget Qualcomm has actually sold AI accelerators for for quite a while. They've had the AI 100. The these look like next generation parts.Um, so we'll see if they can compete or not. ...

Core Viewpoint - Qualcomm is positioned to benefit from the growing AI market, with significant potential in AI accelerators and CPUs for AI servers, despite current market models not reflecting this opportunity [1][2][3] Qualcomm's AI Strategy - Qualcomm has been selling AI accelerators for years, and the introduction of next-generation parts could enhance its competitive position in the AI space [1][3] - The company has substantial option value in AI, which is not currently reflected in market models [2][3] Market Dynamics and Competition - The inference market is expected to be more fragmented compared to the trading market, which is dominated by Nvidia [5][6] - There is potential for Qualcomm to gain market share in inference, as the total addressable market (TAM) is large enough to accommodate multiple players [6][7] Nvidia's Position - Nvidia is expected to maintain a strong position in the inference market, but increased competition could impact its market dominance [7][8] - The key question for Nvidia is not pricing but the ability to continue improving performance, which has historically allowed them to maintain margins despite rising costs [10][12] Future Outlook - The overall opportunity in the AI market remains significant, and as long as the market continues to grow, there is room for various companies to benefit [9][10] - Nvidia's strategy focuses on enhancing GPU performance, which is crucial for sustaining margins in a competitive landscape [12][13]

Core Insights - Shares in the semiconductor maker increased by 20% following the launch of a new AI chip aimed at competing with Nvidia [1] Company Summary - The semiconductor maker has introduced an AI chip designed to enhance its competitive position in the market against Nvidia [1] Industry Summary - The launch of the AI chip signifies a strategic move within the semiconductor industry to capture market share in the rapidly growing AI sector [1]