暴涨！芯片巨头，重大宣布！

Group 1 - Qualcomm's stock surged over 11%, reaching a new high since July 2024, following the announcement of its entry into the AI chip market for data centers, directly competing with Nvidia [2][4][6] - The Nasdaq Composite Index rose by 1.86%, the S&P 500 increased by 1.23%, and the Dow Jones Industrial Average gained 0.71%, all closing at historical highs [3][4] - Qualcomm introduced the AI200 and AI250 chips, which are expected to be commercially available in 2026 and 2027, respectively, featuring advanced memory capacity and performance for AI inference tasks [6][4] Group 2 - The AI200 chip will support 768GB of LPDDR memory, while the AI250 will introduce a new near-memory computing architecture, claiming over 10 times improvement in effective memory bandwidth and reduced power consumption [6][4] - Qualcomm plans to adopt a product release cadence similar to Nvidia and AMD, launching a new compute chip annually [6] - Nvidia's stock rose nearly 3% as it announced plans to build a €1 billion data center in Germany, in collaboration with Deutsche Telekom, to support AI infrastructure [7]