因与谷歌达成AI芯片合作，联发科股价两日暴涨19%创历史新高

Group 1 - Media reports indicate that MediaTek's stock price achieved its best two-day gain in history, driven by investor optimism regarding its partnership with Google [1][3] - MediaTek's stock rose by 8.6% on Monday, with a cumulative two-day increase of 19%, reaching a record closing price [3] - The company's stock price has been on an upward trend for the past two months as the market recognizes its investments in Google's Tensor Processing Unit (TPU) technology [3] Group 2 - The trend highlights a diversification in investments among fund managers, shifting focus from market leader TSMC to other AI-related companies due to individual stock limits [7] - MediaTek is transitioning from its core smartphone chip business to high-margin customized AI chip products, making it a preferred alternative for investors [7] - Analysts from Morgan Stanley express optimism about the potential of MediaTek's AI-specific integrated circuits, noting that while Google collaborates with Broadcom on TPUs, MediaTek is reallocating smartphone resources towards AI chips for greater growth [7] Group 3 - MediaTek, along with other major tech firms like Nanya Technology and UMC, contributed to the Taiwan Weighted Index reaching a historical high, while TSMC's stock fell by 0.9% [7] - Morningstar analyst Felix Li mentions that MediaTek's latest earnings guidance appears conservative, based on market expectations from October of the previous year and Google's order situation, suggesting that the market may anticipate the company exceeding its performance targets [7]