摩根士丹利：英伟达-Computex 主题演讲无重大惊喜；为下半年重新加速做铺垫

May 19, 2025 01:28 PM GMT NVIDIA Corp. | North America No big surprises from Computex keynote; set up for 2h re- acceleration Key Takeaways What did we learn: Nvidia made a handful of announcements during the key note. The most interesting of which was NVlink Fusion, a new variant of Nvidia's interconnect technology that extends the capabilities for use with a broader ecosystem including custom ASICs and non-Nvidia CPUs (Qualcomm and Fujitsu highlighted). We frankly need to spend more time to understand thi ...