CoreWeave TodayCRWVCoreWeave$117.29 -1.46 (-1.23%) 52-Week Range$33.51▼$187.00Price Target$114.16Add to WatchlistA landmark $6.3 billion deal with AI chip leader NVIDIA NASDAQ: NVDA recently sent shares of CoreWeave NASDAQ: CRWV soaring, crystallizing the company’s crucial role in the artificial intelligence (AI) boom. The market’s excitement reflects a growing understanding of a classic investment strategy: During a gold rush, the prospectors make some of the most durable profits, not by those selling the ...

Core Point - The world's most valuable company is increasingly affected by the U.S.-China trade war, as China's top cybersecurity regulator has advised major tech firms against purchasing one of its latest chips [1] Company Impact - The recommendation from Beijing's cybersecurity regulator indicates a growing tension in the tech sector, potentially limiting the company's market access in China [1] Industry Context - The situation highlights the broader implications of the U.S.-China trade war on the technology industry, particularly regarding supply chain and regulatory challenges faced by major tech firms [1]

公司方面，据中证报表示，A股相关概念股有长电科技 、纳思达等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据中证报报道，央视《新闻联播》最新披露了阿里平头哥最新研发的面向人工智能的PPU芯片，其各项 主要参数指标均超越了英伟达A800，与H20相当。与其他国产AI芯片相比，平头哥PPU在相关指标方面 也大多处于领先地位。 中证报指出，阿里平头哥半导体凭借 RISC-V 架构的先发优势、阿里系生态的协同效应及国家政策的强 力支持，已在边缘计算、AI 推理等领域形成竞争力，其玄铁系列处理器通过免费开源IP降低行业门 槛，结合阿里云的生态优势，形成"芯片+云计算+应用"的全栈能力。 当前市场对国产AI芯片需求迫切，平头哥的技术路线与本土化战略契合政策导向，未来发展潜力巨 大。机构报告预计到2027年，平头哥RISC-V芯片出货量将突破100亿颗，AI芯片全球市场份额有望达到 15%。 ...

每经AI快讯，9月17日，英伟达股价进一步下跌，跌幅达2.8%。 （文章来源：每日经济新闻） ...

Nvidia (NASDAQ: NVDA) stock fell 2.78% in intraday trading on Wednesday, September 17, after reports that China imposed a ban on the company’s chips sparked immediate market reaction.At the time of writing, NVDA shares trade at $170.51, roughly 7.5% below their 52-week high, while Nvidia’s massive float of 23.3 billion shares and tiny short interest of just 0.84% make for a limited squeeze relief.Further, the stock’s average true range (ATR) sits at 4.65, though its relative volume (RVOL) is subdued at 0.53 ...

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating NVIDIA NVDA against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within ...

9月17日消息，量子计算公司IonQ CEO Niccolòde Masi 近日在接受彭博社采访时表示，该公司计划在2027年推出 搭载10,000个qubit（量子比特）的量子计算芯片，届时将彻底"淘汰"英伟达（NVIDIA）的Blackwell 构架GPU。 他强调，即便传统GPU 拥有"整个宇宙的时间"来计算，仍无法触及量子计算机可解决的问题规模。 Niccolòde Masi 指出，IonQ通过收购英国Oxford Ionics已加速了其技术进程，预计2027年前就能把IonQ的量子处理 器扩展到上万qubit等级。他认为，随着量子逻辑栅极的成熟与误差修正机制的突破，传统架构的GPU在某些关键 应用（化学模拟、密码学、最佳化）将显得过时。 编辑：芯智讯-浪客剑 2020 年和 2021 年，IonQ 构建了更多代高性能量子硬件，将Google Cloud Marketplace添加到我们的云合作伙伴名 单中，并宣布与领先的学术和商业机构建立一系列合作和业务伙伴关系。 2021年10月1日，IonQ以IONQ股票代码在纽约证券交易所上市，成为全球首家上市的纯量子计算公司。 与目前的AI GPU相比，量子 ...

智通财经APP获悉，周三，芯片股普遍走低，截至发稿，费城半导体指数跌0.36%，英伟达(NVDA.US) 跌超2.5%，博通(AVGO.US)跌超2.8%，英特尔(INTC.US)跌超1.1%，阿斯麦(ASML.US)跌0.64%，台积 电(TSM.US)微跌0.16%。 ...

大和证券将英伟达的目标价从165美元上调至205美元，维持"跑赢大盘"评级。 ...

北京时间9月17日晚，美股三大指数接近平开，截至22:09，纳斯达克、标普500指数下跌。 消息面上，据央视新闻报道，加拿大银行（央行）当地时间9月17日宣布，将政策利率降低25个基点至2.50%。 美股芯片股盘前短线走低，费城半导体指数低开，博通、英特尔等跌幅明显，英伟达股价低开低走，跌近2.5%。 | 名称 | 现价 | 涨跌幅 -- | | --- | --- | --- | | 博通(BROADC ... | 349.825 | -2.83% | | AVGO.O | | | | 英伟达(NVIDIA) | 170.575 | -2.46% | | NVDA.O | | | | ONTO INNOVA ... | 118.240 | -1.94% | | ONTO.N | | | | COHERENT | 103.100 | -1.31% | | COHR.N | | | | 英特尔(INTEL) | 25.035 | -0.93% | | INTC.O | | | | MACOM TECH ... | 130.585 | -0.45% | | MTSI.O | | | | 艾马克技术 | 26.95 ...