10千兆瓦定制AI加速器

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中概股普涨,阿里巴巴涨超2%;苹果游说印度修改税法;发布新一代数据中心GPU,英特尔涨超2%;核电股拉升【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-10-15 11:04
Market Overview - Major U.S. stock index futures are showing positive movement, with Dow futures up 0.30%, S&P 500 futures up 0.46%, and Nasdaq futures up 0.65% [1] Chinese Stocks - Chinese stocks are experiencing a pre-market rally, with Alibaba up 2.25%, Pinduoduo up 1.35%, JD.com up 1.53%, Baidu up 2.88%, and Li Auto up 1.58% [2] Semiconductor Industry - TSMC shares rose over 4.5% as market expectations indicate a 26% year-over-year increase in Q3 net profit, projected to reach NT$410.58 billion, surpassing the previous quarter's record of NT$398.27 billion [2] - Intel shares increased over 2% following the announcement of a new data center GPU, Crescent Island, featuring 160GB memory, as part of its AI strategy [3] - ASML shares rose 3.5% after reporting Q3 net profit of €2.13 billion, exceeding market expectations of €2.08 billion, and announcing new orders worth €5.4 billion (approximately $6.27 billion), doubling from €2.63 billion year-over-year [3][4] - Citigroup raised Broadcom's target price to $415 following a partnership announcement with OpenAI regarding a custom AI accelerator [4] Gold Market - Spot gold prices surpassed $4,210, reaching a new historical high, leading to a collective rise in gold stocks, with Harmony Gold and Kinross Gold up over 4% [3] Nuclear Energy Sector - Nuclear energy stocks saw significant gains, with Oklo and Centrus Energy rising over 6%, and NuScale Power up over 5%, following the U.S. military's announcement of a major plan to deploy small reactors at military bases to address energy demands [4] Economic Indicators - The New York Federal Reserve's manufacturing index for October is scheduled for release on October 15 at 20:30 Beijing time [5]
博通获花旗看好:与OpenAI合作后目标价上调至415美元
Ge Long Hui· 2025-10-15 07:53
芯片制造商博通与微软支持的OpenAI于周一宣布就"10千兆瓦定制AI加速器"达成合作后,花旗随即将 该股目标价从350美元上调至415美元,并维持"买入"评级。 ...
博通(AVGO.US)获花旗看好:与OpenAI合作后目标价上调至415美元
智通财经网· 2025-10-15 07:48
智通财经APP获悉,芯片制造商博通(AVGO.US)与微软支持的OpenAI于周一宣布就"10千兆瓦定制AI加 速器"达成合作后,花旗随即将该股目标价从350美元上调至415美元,并维持"买入"评级。 模型显示,博通AI业务营收有望从2025年的约220亿美元(占总销售额33%)跃升至2027年的850亿美元(占 比65%),增长逾四倍。 花旗提到,OpenAI目前已公布总计26千兆瓦的AI基础设施规划;该行AI分析师Heath Terry测算,每千兆 瓦建设成本约500亿美元,意味着到2030年累计资本支出可达1.3万亿美元。Terry预计OpenAI收入将由 2025年的约125亿美元增至2030年的1,630亿美元。 Danely等人还认为,博通在第三财季财报中披露的那家"100亿美元客户"大概率是xAI。 Christopher Danely领衔的分析师团队指出,虽然博通未给出官方预测,但他们估算该交易未来数年有望 为公司带来约1000亿美元收入,并合计贡献每股8美元盈利。首批定制芯片将于2026年底开始发货,交 付周期将持续至2029年。 ...