下面是一张人工智能价_老虎社区_美港股上老虎

2024-12-27

下面是一张人工智能价值链示图。整条链上包含了5大类公司：

AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic
AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$
芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$
芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$
芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$

中芯、华虹暴涨！你上车了吗？

港股大爆发，中芯国际涨超12%， $华虹半导体 (01347.HK)$ 涨超7%，双双创新高。分析人士认为，主要是有三大原因：一是关于华为910C昇腾芯片的报道激发了市场的热情；二是英伟达CEO黄仁勋称，中国在芯片制造方面仅落后美国数纳秒；三是Sora 2的发布再度激发出市场对于算力芯片的需求。【大家是否看好芯片股的后市发展？中芯、华虹……你有上车哪一家？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

东方空头
2024-12-28
东方空头
值得收藏，研究。
Kathyqiu
02-25
Kathyqiu
学习

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