[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9a828e88":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio9a828e88","亚马逊(AMZN)追加250亿美元投资Anthropic，利好这两家美股公司","\u002Fdoc\u002Fdcio9a828e88","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">摩根大通分析师表示，亚马逊与\u003C\u002Fspan>Anthropic\u003Cspan style=\"font-family: DengXian;\">的这项最新合作将利好迈威尔科技\u003C\u002Fspan>(MRVL)\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>Astera Labs(ALAB)\u003Cspan style=\"font-family: DengXian;\">。“我们认为迈威尔科技和\u003C\u002Fspan>Astera Labs\u003Cspan style=\"font-family: DengXian;\">是两家有望从该协议中受益的关键亚马逊供应商。首先是迈威尔科技，该公司是\u003C\u002Fspan>AWS\u003Cspan style=\"font-family: DengXian;\">在\u003C\u002Fspan>Trainium\u003Cspan style=\"font-family: DengXian;\">项目\u003C\u002Fspan>(Trainium 2)\u003Cspan style=\"font-family: DengXian;\">上的长期\u003C\u002Fspan>ASIC\u003Cspan style=\"font-family: DengXian;\">设计合作伙伴，目前正处于\u003C\u002Fspan>Trainium 3\u003Cspan style=\"font-family: DengXian;\">的产能爬坡阶段，并有望在\u003C\u002Fspan>Trainium 4\u003Cspan style=\"font-family: DengXian;\">中实现更高内容占比，包括\u003C\u002Fspan>Celestial CPO\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>NVLink\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>UALink\u003Cspan style=\"font-family: DengXian;\">交换等。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">目前，迈威尔科技与\u003C\u002Fspan>AWS\u003Cspan style=\"font-family: DengXian;\">签订了一项为期五年的协议，将供应定制\u003C\u002Fspan>AI ASIC\u003Cspan style=\"font-family: DengXian;\">、光学\u003C\u002Fspan>DSP\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>AEC DSP\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>DCI\u003Cspan style=\"font-family: DengXian;\">光模块、\u003C\u002Fspan>CPO\u003Cspan style=\"font-family: DengXian;\">以及以太网交换芯片。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">分析师指出“在\u003C\u002Fspan>Trainium 2\u003Cspan style=\"font-family: DengXian;\">项目中，我们认为\u003C\u002Fspan>Astera Labs\u003Cspan style=\"font-family: DengXian;\">正部署\u003C\u002Fspan>Scorpio\u003Cspan style=\"font-family: DengXian;\">‘\u003C\u002Fspan>P\u003Cspan style=\"font-family: DengXian;\">’系列交换芯片\u003C\u002Fspan>(PCIe\u003Cspan style=\"font-family: DengXian;\">头节点连接解决方案\u003C\u002Fspan>)\u003Cspan style=\"font-family: DengXian;\">，并配套其\u003C\u002Fspan>PCIe retimer\u003Cspan style=\"font-family: DengXian;\">产品组合。在\u003C\u002Fspan>Trainium 3\u003Cspan style=\"font-family: DengXian;\">项目中，我们预计该公司将在\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年下半年推动\u003C\u002Fspan>Scorpio-X(\u003Cspan style=\"font-family: DengXian;\">类\u003C\u002Fspan>PCIe\u003Cspan style=\"font-family: DengXian;\">规模扩展互连架构\u003C\u002Fspan>)\u003Cspan style=\"font-family: DengXian;\">实现显著出货增长。在\u003C\u002Fspan>Trainium 4\u003Cspan style=\"font-family: DengXian;\">项目中，我们认为\u003C\u002Fspan>Astera Labs\u003Cspan style=\"font-family: DengXian;\">可能有机会支持\u003C\u002Fspan>UALink\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>NVLink\u003Cspan style=\"font-family: DengXian;\">交换协议。此外，亚马逊还使用该公司的\u003C\u002Fspan>Taurus AEC\u003Cspan style=\"font-family: DengXian;\">网络产品。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">根据美股投资网获悉的数据，\u003C\u002Fspan>Anthropic\u003Cspan style=\"font-family: DengXian;\">已经在使用超过\u003C\u002Fspan>100\u003Cspan style=\"font-family: DengXian;\">万颗\u003C\u002Fspan>Trainium\u003Cspan style=\"font-family: DengXian;\">芯片。随着\u003C\u002Fspan>Trainium 3\u003Cspan style=\"font-family: DengXian;\">在\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年下半年开始放量，到当年年底，这些芯片对应的算力容量预计将达到\u003C\u002Fspan>2GW\u003Cspan style=\"font-family: DengXian;\">。该公司与亚马逊的新协议还包括在欧洲和亚洲大幅扩展推理算力部署。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">该协议还包括在\u003C\u002Fspan>AWS\u003Cspan style=\"font-family: DengXian;\">上推出\u003C\u002Fspan>Claude Platform\u003Cspan style=\"font-family: DengXian;\">。富国银行指出，这可能为\u003C\u002Fspan>Anthropic\u003Cspan style=\"font-family: DengXian;\">相对于第三方平台带来竞争优势。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美国银行证券部门则表示，对于亚马逊而言，这项协议可能意味着未来两年资本支出进一步上升。亚马逊当前\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年的资本支出计划为\u003C\u002Fspan>2000\u003Cspan style=\"font-family: DengXian;\">亿美元，较\u003C\u002Fspan>2025\u003Cspan style=\"font-family: DengXian;\">年的\u003C\u002Fspan>1318\u003Cspan style=\"font-family: DengXian;\">亿美元显著增长。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">分析师\u003C\u002Fspan>Justin Post\u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>Steven McDermott\u003Cspan style=\"font-family: DengXian;\">在报告中表示“\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">已表示将消耗\u003C\u002Fspan>2GW\u003Cspan style=\"font-family: DengXian;\">的\u003C\u002Fspan>Trainium\u003Cspan style=\"font-family: DengXian;\">算力容量\u003C\u002Fspan>(\u003Cspan style=\"font-family: DengXian;\">以及可能数量未披露的英伟达算力\u003C\u002Fspan>)\u003Cspan style=\"font-family: DengXian;\">，而\u003C\u002Fspan>Anthropic\u003Cspan style=\"font-family: DengXian;\">现在披露的承诺最高可达\u003C\u002Fspan>5GW\u003Cspan style=\"font-family: DengXian;\">。总体来看，这可能占我们此前预计亚马逊到\u003C\u002Fspan>2027\u003Cspan style=\"font-family: DengXian;\">年将建设的\u003C\u002Fspan>15GW\u003Cspan style=\"font-family: DengXian;\">算力容量中的相当大一部分。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">分析师补充称“如果第一季度环比\u003C\u002Fspan>AWS\u003Cspan style=\"font-family: DengXian;\">业绩显示新增\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">工作负载利润率较低，市场对资本支出回报的担忧可能再次出现。不过，我们认为\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">亚马逊正越来越有能力从人工智能需求的持续增长中受益。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">最专业的美股资讯\u003C\u002Fspan>,\u003Cspan style=\"font-family: DengXian;\">推荐美股大数据\u003C\u002Fspan> \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMRVL\u002FMRVL.jpg","2026-04-22T14:43:45","2026.04.22","2026\u002F04\u002F22",49543,[22],"MRVL","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":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\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>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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"]