AI加速平台Rubin
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6日美国拉斯维加斯消费电子展开幕 美股存储芯片概念股普遍上涨
Sou Hu Cai Jing· 2026-01-07 00:31
Core Viewpoint - The 2026 CES in Las Vegas has seen significant announcements from major tech companies, particularly Nvidia and AMD, highlighting advancements in AI hardware and its implications for the market [1] Group 1: Nvidia - Nvidia's CEO Jensen Huang announced the new AI acceleration platform Rubin, which boasts a significant increase in computing power compared to its predecessor, leading to a more than 2% intraday stock price increase [1] Group 2: AMD - AMD's CEO Lisa Su introduced a new chip designed for small to medium-sized enterprise data centers, focusing on localized deployment to address data security and privacy needs [1] Group 3: Market Reaction - The announcements from Nvidia and AMD have positively impacted the stock prices of storage concept stocks, with Micron Technology rising over 10%, SanDisk increasing by more than 27%, and Western Digital gaining over 16% [1]