[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio502f3631":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"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":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio502f3631","拜登要退选？OpenAI要和博通研发AI芯片，对抗英伟达","\u002Fdoc\u002F拜登要退选openai要和博通研发ai芯片对抗英伟达_434057926","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp class=\"text-block-module \" data-pm-slice=\"1 1 []\">近期，有报道指出，民主党高层预计拜登最快在周末退选，甚至传言佩洛西曾告知拜登他赢不了，这一消息加剧了市场的不安情绪，导致美债收益率多数走高，美元走强。然而，随后佩洛西辟谣，称媒体错误解读，并强调拜登计划于下周重启竞选活动。拜登竞选团队经理Quentin Fulks表示，拜登现在和将来都会是民主党提名的总统候选人。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">与此同时，最新的CBS民调结果显示，特朗普对拜登的优势扩大至52%对47%。这一结果无疑对拜登的竞选形势增加了新的压力。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">AI泡沫终会破裂？\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">高盛全球股票研究主管Jim Covello指出，AI的经济效益远不及智能手机和互联网，因为它用高成本技术取代低薪工作，无法带来革命性变革。他警告说，尽管科技股泡沫持续膨胀，做空AI概念股如英伟达仍有风险，但AI泡沫终将破灭。Covello补充道，要让AI真正普及，成本必须大幅下降，否则大众难以负担AI自动化任务的费用。他担心AI不会成为人们期待的突破性技术发明，因为目前为止，AI还没有出现“杀手级应用”。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">他认为所有因AI前景而大涨的股票也都将下跌。这凸显了当前AI发展的不平衡性。虽然AI在某些领域取得了显著进展，但在成本、普及度和杀手级应用等方面仍面临严峻挑战。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">由于科技股抛售演变为全股抛售，周四股市全面下跌。截至收盘，美股主要股指全线下跌。道指跌1.29%，结束六日连涨，告别历史新高：标普500跌幅0.78%。纳指跌幅0.70%。\u003C\u002Fp>\n\u003Cdiv class=\"block-module \">\u003Cwbr>\n\u003Cdiv class=\"pic \">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202407-stk\u002F1784474065mceclip0.jpg\">\u003C\u002Fdiv>\n\u003Cdiv class=\"pic \"> \u003C\u002Fdiv>\n\u003Cwbr>\u003C\u002Fdiv>\n\u003Cp class=\"text-block-module \">金融市场面临的最大风险已不再是通货膨胀。美国银行(Bank of America) 7月份对全球基金经理的调查显示，他们将“地缘证治冲突”列为市场面临的头号尾部风险。这种担忧上次位居榜首是在1月份，而去年年底时“地缘证治局势恶化”曾是头号风险。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">台积电涨0.39%。\u003C\u002Fp>\n\u003Cdiv class=\"block-module \">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202407-stk\u002F606372539mceclip1.jpg\">\u003Cwbr>\n\u003Cdiv class=\"pic \">\u003Cbr>\n\u003Cdiv class=\"pic-uploading\"> \u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003Cwbr>\u003C\u002Fdiv>\n\u003Cp class=\"text-block-module \">在人工智能热潮席卷之际，需求持续增长，Q2销售额同比大增40%，净利润、毛利率均超预期，且因智能手机与人工智能业务看好提高了营收预期。其中3纳米和5纳米制程合计贡献二季度一半的营收。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">然而，地缘证治问题仍然是台积电和整个半导体行业的负担，短期内影响投资者的情绪。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">台积电的股票在财报公布前和随后的华尔街夜盘交易中承受了压力，美国总统候选人唐纳德·特朗普的言论使其股票受到压力。他抨击了台湾芯片产能的主导地位，并在接受彭博商业周刊采访时称该岛应为美国的国防出钱。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">中国入侵的潜在威胁和芯片制造业作为地缘证治优先事项的出现，促使台积电扩大地理分布。拜登证府正在考虑针对在中国做生意的芯片公司实施新的限制，特朗普认为台积电和芯片股片占了美国百分之百的外贸业务，认为台湾应该为美国国防支付费用。这加剧了悲观情绪。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">台积电称，N2工厂建设进展顺利，N2制程计划2025年实现量产；N3芯片需求非常强劲，不排除将更多N5技术转换为N3。据媒体报道，下半年台积电3nm月产能或达12.5万片，预计2025年Q4量产2nm，目标月产能3万片。\u003C\u002Fp>\n\u003Cdiv class=\"block-module \">\u003Cwbr>\n\u003Cdiv class=\"pic \">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202407-stk\u002F758240382mceclip2.jpg\">\u003Cbr>\n\u003Cdiv class=\"pic-uploading\">\n\u003Cdiv class=\"progress-bar\"> \u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003Cwbr>\u003C\u002Fdiv>\n\u003Cp class=\"text-block-module \">博通收涨近3%。\u003C\u002Fp>\n\u003Cdiv class=\"block-module \">\u003Cwbr>\n\u003Cdiv class=\"pic \">\u003Cbr>\n\u003Cdiv class=\"pic-uploading\">\n\u003Cdiv class=\"progress-bar\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202407-stk\u002F317625838mceclip3.jpg\" width=\"491\" height=\"271\">\u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003Cbr>\n\u003Cdiv class=\"image-link-icon\"> \u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003Cwbr>\u003C\u002Fdiv>\n\u003Cp class=\"text-block-module \">据我们美股投资网获悉，OpenAI一直正在与包括博通在内的芯片设计企业洽谈开发新款AI芯片的事宜。以增加OpenAI等AI开发商的算力。博通有可能进一步进军英伟达的领域。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">媒体认为，OpenAI开发能媲美英伟达服务器芯片的可能性很小，那需要多年时间才会有成果，而且可能带来惹恼OpenAI最重要芯片供应商英伟达的风险，但也可能为OpenAI提供未来与英伟达定价谈判的筹码。\u003C\u002Fp>\n\u003Cp class=\"text-block-module \"> \u003C\u002Fp>\n\u003Cp class=\"text-block-module \">双方自去年起便频繁接触，主要围绕如何提升台积电的芯片产能展开讨论。Sam Altman表达了对英伟达芯片以及其新一代AI芯片的强劲需求，并希望台积电能优先满足。对此，台积电高层表示，若OpenAI能提供足额且长期稳定的订单，公司愿意扩大产线。但在当前复杂的地缘证治环境下，台积电如何平衡各方利益，维护其全球领先地位，将是一个长期而艰巨的任务。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202407-stk\u002FUploaderyfq3o0g5jm5_2024_07_18_18_36_18.jpg","2024-07-19T01:30:47.773","2024.07.19","2024\u002F07\u002F19",38228,[22,23],"AVGO","TSM","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":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":69,"summaryHtml":74,"aboutTitle":75,"aboutHtml":76,"copyrightHtml":77},[45,48,51,54,57,60,63,66],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fplan",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":61,"url":62},"美股课程","\u002Fcol\u002Fvideos",{"label":64,"url":65},"免责声明","\u002Fdisclaimer",{"label":67,"url":68},"联系我们","\u002FContactUs",[70,71,72,73],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: 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":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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"]