必须打起12分精神了！ 近期算力芯片板块情绪强势回暖， 一是英伟达将向英特尔注资50亿美元，在数据中心领域，英特尔将为英伟达定制x86 CPU，由英伟达将 其集成至AI基础设施平台； 在技术突破+供应链松动的双核驱动下，相关企业有望在国产替代加速突围背景下，迎来新一轮暴涨行 情。 当下正有5家算力芯片企业处于"价格洼地"，个个10元以下，有望在9月涨幅赶超1000%！ 第一家，浙文互联，成立全资子公司浙文智算（浙江）科技有限公司，为 AI 相关业务及数字文化发展 提供算力底座服务. 第二家，宁波建工，参股中经云主要提供数据中心出租业务，主要客户包括腾讯、阿里、百度、金山 云、学习强国、爱奇艺、滴滴以及三大电信运营商等。 第三家，顺钠股份，控股孙公司顺特电气设备有限公司迎合国家政策产业机遇，参与了国家"东数西 算"等多项重点工程建设。 第四家，吉视传媒，拥有A类数据中心整体容纳3000个IDC机柜，为政企客户提供机柜租赁服务、大数 据云计算服务，政府云（吉林祥云）及多个行业云平台都部署在公司。 公司是跨界转型算力的标杆企业，需知晓这家公司的友友梾衳茽枵：里板，不仅2024年算力服务收入同 比增长 104倍，在自 ...

Core Viewpoint - The U.S. stock market indices reached historical highs, driven by the impact of the Federal Reserve's 25 basis point rate cut and significant gains in the semiconductor sector, particularly Intel's remarkable rise following a partnership announcement with Nvidia [1] Group 1: Market Performance - The Dow Jones Industrial Average rose by 124.1 points, closing at 46,142.42, an increase of 0.27% [1] - The S&P 500 index increased by 31.61 points, closing at 6,631.96, a rise of 0.48% [1] - The Nasdaq Composite gained 209.4 points, ending at 22,470.73, reflecting a 0.94% increase [1] Group 2: Sector Highlights - Semiconductor stocks led the market rally, with Intel surging by 22.8%, marking its largest single-day gain since October 1987 [1] - Nvidia announced a $5 billion investment in Intel, establishing a partnership for joint development in AI infrastructure and personal computing products [1] - Intel will customize x86 CPUs for Nvidia in the data center sector and produce x86 system-on-chip (SoC) solutions integrated with Nvidia's RTX GPUs for personal computing [1]

英特尔将为英伟达定制x86架构的CPU，英伟达将把相关产品集成到AI基础设施平台中。 9月18日美股盘前，英伟达宣布将以每股23.28美元的价格收购英特尔普通股，共投资50亿美元，这项投资还需获得监管批准。 英伟达是目前最主要的GPU厂商，英特尔则是主要的CPU厂商之一。 英伟达称，公司与英特尔达成合作，将共同开发多代定制的数据中心和PC产品，以加速落地大规模、企业和消费者市场的应用和工作负载。 针对数据中心，英特尔将为英伟达定制x86架构的CPU，英伟达将把相关产品集成到AI基础设施平台中并向市场推出。在个人计算领域，英特尔将开发并向 市场提供集成了英伟达RTX GPU芯片的x86架构SoC（系统级芯片），相关芯片可驱动电脑。 "两家公司将用英伟达NVLink连接英伟达和英特尔的架构，结合英伟达的AI和加速计算优势和英特尔的CPU技术、x86生态，向客户提供解决方案。"英伟达 说。 英伟达CEO黄仁勋称，两家的合作将把英伟达的AI和加速计算堆栈和英特尔的CPU、x86生态紧密结合，这是两个世界级平台的融合，双方将共同扩大生态 系统。英特尔CEO陈立武则表示，几十年来，x86架构是现代计算的基础，英特尔的计算 ...

Group 1 - The U.S. stock market showed mixed performance, with the Dow Jones slightly down, the S&P 500 nearly flat, and the Nasdaq rising due to strong tech stocks, reflecting cautious investor sentiment amid geopolitical uncertainties and Federal Reserve policy expectations [1][4] - Nvidia has set a new market capitalization record, driven by its leadership in artificial intelligence and strategic positioning in emerging markets like robotics and autonomous vehicles, indicating a significant business transformation beyond chip manufacturing [3][4] - The success of Nvidia highlights the importance of deep integration between hardware and software for future technological innovations, suggesting that multiple segments of the related industry chain will experience growth opportunities [3][4] Group 2 - The performance of tech stocks, particularly AI-related companies, remains a key driver for the Nasdaq's rise, while traditional blue-chip stocks show weakness, indicating a shift in investor preference between riskier assets and safe havens [3][4] - Investors are closely monitoring Federal Reserve Chairman Jerome Powell's congressional testimony, as any policy adjustments could directly impact market sentiment and capital flows [3][4] - Despite recent volatility in U.S. economic data, there is a general expectation that the Federal Reserve will adopt a gradual and flexible policy approach to avoid significant disruptions to economic growth [3][4]