[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio0c523c77":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dcio0c523c77","英伟达为何大跌？只因中国这家巨头要打造新AI芯片！","\u002Fdoc\u002Fdcio0c523c77","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股周五收跌，但三大股指本月均录得涨幅。投资者在标普500指数创新高及英伟达公布稳健业绩后获利了结。7月核心PCE通胀数据表明特朗普关税政策正在对美国经济产生影响，价格上涨仍将是美股面临的风险。受美国劳工节假期影响，下周一（9月1日）美股休市。\u003C\u002Fp>\n\u003Cp>芯片股集体回调，英伟达 NVDA 大跌3.5%，AMD 跌3.5%\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssqms7nBy2VNdCGWPXuPvTvIanITep7kfyQzQxZibKwJuF47Lx0Ajibd4ADSb0djriaLMU5sblXayHWpg\u002F640?wx_fmt=png&from=appmsg&watermark=1&tp=webp&wxfrom=5&wx_lazy=1\" alt=\"图片\" data-imgfileid=\"769677436\" data-s=\"300,640\" data-src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssqms7nBy2VNdCGWPXuPvTvIanITep7kfyQzQxZibKwJuF47Lx0Ajibd4ADSb0djriaLMU5sblXayHWpg\u002F640?wx_fmt=png&from=appmsg&watermark=1\" data-type=\"png\" data-original-style=\"null\" data-index=\"1\" data-ratio=\"0.24608150470219436\" data-w=\"638\" data-report-img-idx=\"0\" data-fail=\"0\">\u003C\u002Fp>\n\u003Cp>部分原因是 MRVL 财报暴雷，但主要原因是，据《华尔街日报》周五报道，阿里巴巴 BABA 研发了一款新的 AI 推理芯片，以加强中国的自主化进程，减少对英伟达的依赖。不同于以往由台积电代工的限定场景芯片，这款芯片由中国厂商制造，兼容英伟达平台，便于工程师复用原有软件工具。它并非用于AI训练，而是锚定“推理”这一需求正在爆发的应用场景。\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssqms7nBy2VNdCGWPXuPvTvIMWBgZLKoW8UHCnWfKUu4SfZKoU5EIfTibSXoaN7vXWXlss57WjuticaQ\u002F640?wx_fmt=png&from=appmsg&watermark=1&tp=webp&wxfrom=5&wx_lazy=1\" alt=\"图片\" data-imgfileid=\"769677437\" data-s=\"300,640\" data-src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssqms7nBy2VNdCGWPXuPvTvIMWBgZLKoW8UHCnWfKUu4SfZKoU5EIfTibSXoaN7vXWXlss57WjuticaQ\u002F640?wx_fmt=png&from=appmsg&watermark=1\" data-type=\"png\" data-original-style=\"null\" data-index=\"2\" data-ratio=\"0.5625\" data-w=\"1024\" data-report-img-idx=\"1\" data-fail=\"0\">\u003C\u002Fp>\n\u003Cp>在美国限制中国获取先进AI芯片与制造技术背景下，这一举措无疑是中国减少对美依赖、强化产业链自主化的关键一步。阿里如此布局，表明其意图继续加码“AI+云”战略，并以此推动下一阶段增长。据报道，阿里将在未来三年投入 530亿美元 于AI与云服务建设\u003C\u002Fp>\n\u003Cp>与此同时，比肩英伟达的国产AI芯片崛起势头惊人。以寒武纪为代表，其主打产品“思元590”本季度订单井喷，收入高达2.47亿美元，股价疯涨。 这反应了市场对国产替代路径的期待与赌注。\u003C\u002Fp>\n\u003Cp>不仅阿里与寒武纪，上海初创MetaX也加入这场赛跑。该公司7月发布了一款H20替代芯片，通过组合两枚较小芯片提升性能，尽管功耗高，但正争取量产中 。与此同时，华为的昇腾系统以堆叠与集群方式展现推理计算实力，部分性能甚至可与英伟达最顶级 Blackwell 系统抗衡，尽管整体功耗仍偏高。\u003C\u002Fp>\n\u003Cp>值得关注的是，DeepSeek等AI初创利用国产芯片配合模型创新，已经在社交平台上掀起一阵股市热潮，这种“软硬协同”路径被Interconnected Capital创始人Kevin Xu在博文中指出，可能比预期更快缩短中国与美国AI差距 。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202508-stk\u002FUploadery3q0uq2h0pf_2025_08_29_17_18_39.jpg","2025-08-29T23:59:29.477","2025.08.29","2025\u002F08\u002F29",33424,[22,23,24],"BABA","NVDA","AMD","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]