LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Faisal Hoque Listen to this ArticleMore info 0:00 / 0:00 Wheneven Sam Altman thinks there is an AI bubble, then there most likely is an AI bubble. But it's even worse than that. There isn't just one AI bubble: there are three. First, AI is almost certainly in what economists call an asset bubble or a speculative bubble. As the name suggests, this is when asset prices soar well above their fundamental value. A classic example of this kind of bubble is the Dutc ...

台积电(TSM.US)美股盘前涨1.7%报265美元，开盘势创新高。消息上，据悉，英伟达已考虑率先导入台 积电最先进制程，即明年下半年量产的A16制程，预计将会用在未来Feynman架构上。该制程将采用背 面供电技术。这将是由AI应用第一次主导台积电最先进制程。此外，联发科首款采用台积电2纳米工艺 的系统级芯片(SoC)已完成流片，预计将于2026年底推出这款芯片。(格隆汇) | TSM 台积电 | | | | --- | --- | --- | | 261 380 ↑ +2.050 +0.79% | | 收盘价 09/15 16:00 美东 | | 265.000 + 4.436 +1.70% | | 盘前价 09/16 04:31 美东 | | 三 2 24 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 1 | | ● 快捷交易 | | 最高价 262.800 | 开盘价 260.000 | 成交量 814.77万 | | 最低价 258.750 | 昨收价 259.330 | 成交额 21.25亿 | ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain US chip giant Nvidia said Tuesday it follows all laws after a Chinese investigation found it had breached antitrust rules, the latest development in a fierce tech battle between Beijing and Washington. "We comply with the law in all respects," a spokesperson for Nvidia said in a written statem ...

Chinese gaming and social media leader Tencent Holdings is aiming to raise the equivalent of $1 billion in a three-tranche offshore yuan bond deal, according to two sources with direct knowledge of th... ...

电子行业：本周电子行业整体周涨跌幅表现较为乐观，细分领域普遍上涨。从申万二级 行业数据维度看，元件板块以11.33%的显著周涨幅领跑电子行业。其细分申万三级行业 中，印制电路板子板块凭借13.07%的亮眼涨幅，成为元件板块乃至整个电子行业的增长亮 点；被动元件子板块也有3.44%的涨幅。半导体板块实现6.52%的周涨幅，数字芯片设计子 板块涨幅11.75%，表现尤为突出。消费电子板块周涨幅达5.17%，消费电子零部件及组装子 板块涨幅5.74%，推动板块发展。其他电子板块取得8.06%周涨幅，与消费电子板块表现协 同。光学光电子板块本周虽以0.85%涨幅在二级行业中相对靠后，但光学元件子板块有 2.15%的涨幅，为电子行业光学领域贡献力量。电子化学品板块周涨幅2.10%，表现相对平 稳。总体来看，电子行业本周元件板块表现最为强劲，而光学光电子板块涨幅相对较小，不 同板块间变化差异较为明显。 行业要闻 金元证券近日发布电子行业周度点评报告：本周上证指数上涨1.52%，深证成指上涨 2.65%，沪深300指数上涨1.38%，申万电子版块上涨6.15%，电子行业在全行业中的涨跌幅 排名为1/31。从申万二级行业数据 ...

Which of these AI-oriented plays has a brighter future?Navitas (NVTS -0.97%) and CoreWeave (CRWV 7.38%) represent two different ways to invest in the rapid growth of the artificial intelligence (AI) market. Navitas was recently chosen by Nvidia (NASDAQ: NVDA) to supply more power-efficient chips for its next-gen data centers, while CoreWeave provides cloud-based access to Nvidia's GPUs through its own data centers.Both of these AI-oriented stocks generated big gains within a short time. Navitas' stock had s ...

Core Viewpoint - Nvidia's RTX6000D, designed for the Chinese market, is experiencing weak demand as major tech firms are hesitant to place orders [1] Group 1: Product Performance - The RTX6000D is Nvidia's latest artificial intelligence chip aimed specifically at the Chinese market [1] - Demand for the RTX6000D has been lukewarm, indicating potential challenges in market acceptance [1] Group 2: Market Response - Some major technology companies have chosen not to place orders for the RTX6000D, reflecting a cautious approach towards Nvidia's new offering [1]

【文/观察者网 熊超然】去年12月9日，中方监管部门因英伟达涉嫌违反反垄断法而依法对其开展立案调查。时隔 近一年，9月15日，中方监管部门再度发布声明称，英伟达违反反垄断法，依法决定实施进一步调查。 路透社当天报道称，中方最新声明给英伟达在华业务带来了更多不确定性，中国市场去年占其总销售额的13%。 而在压力之下，9月15日，英伟达股价在美股盘前直线下挫，跌幅一度扩大至2.4%，盘中也下跌近2%，随后有所 回吐。 结合地缘政治形势，路透社分析认为，在过去六个月里，中美两国相互交锋。美国总统特朗普对中国滥施畸高关 税，后又将关税下调，同时还以炒作TikTok问题相威胁。而中国则在关税层面立即予以反制，并发起对包括谷歌 母公司Alphabet在内的多项反垄断调查，显示出对美国企业加强监管的信号。 咨询公司Plenum的合伙人薄正元（Zhengyuan Bo，音译）表示："这是一个警告，如果美国的出口管制模式仍继续 像过去几年一样运作，就将产生后果，中国会不惜对美国公司出手。"他补充称，就在中方发布对英伟达的初步裁 定前，特朗普政府当地时间9月12日又宣布将多家中国实体列入出口管制"实体清单"。 《纽约时报》援引为 ...

The high-flying stock is up more than 2,000% in the last three years.There are two types of stock splits -- and in my view, two types of companies that perform stock splits. First is the reverse stock split, in which a company consolidates shares of stock to raise the price. In a 1-for-10 stock split, someone who has 10 shares of a stock suddenly has one share, and the value is now 10 times what the share price was pre-split. That way, the investment's total value doesn't change.Those are the kind of splits ...

华安证券近日发布电力设备行业周报：本周硅片、电池片价格继续上行，组件价格保持 稳定。海外市场需求延续强劲，对电池片形成有力支撑，带动上游价格走势。整体来看，海 外订单与政策环境仍是支撑产业链的主要动力，短期价格有望维持坚挺。国内政策频出助力 独立储能市场增长，欧洲大储招标数据持续火热，欧洲补气周期电价上涨，欧洲户储需求持 续复苏，新兴市场户储需求超预期，建议关注大储以及海外户储预期修复。 风电：海上风电海外合作与国内投资并进，产业链与市场化机制加速落地 近期，福建省宁德市700MW海上风电配储项目正式签约，韩国Taenan500MW海上风电 项目签署购电协议，蓬莱大金签署首个超大型单桩制造订单。本周海上风电国际购电协议签 署，国内重点项目与央企大单同步落地，推动投资落地与产业链完善。 储能：储能建设专项行动方案出台，指引电力现货市场建设 国内政策频出助力独立储能市场增长，欧洲大储招标数据持续火热，欧洲补气周期电价 上涨，欧洲户储需求持续复苏，新兴市场户储需求超预期，建议关注大储以及海外户储预期 修复。 电网设备：英伟达推出Rubin CPX，关注AIDC电力设备板块 以下为研究报告摘要： 主要观点： 光伏：产 ...