看多博通！随着人工智_老虎社区_美港股上老虎

2025-08-31

看多博通！随着人工智能的发展，超大规模企业对数据中心AI加速芯片的需求不断增加，博通2025财年第一财季新增两家超大规模客户，潜在客户池显著扩大。同时，博通正在流片行业首个2nm 3.5D封装的XPU，目标算力达10PFLOPS，未来技术发展值得期待。

软件行业遭最惨抛售！你看好抄底机会吗？

Anthropic新工具掀软件股抛售，美股科技板块、尤其是软件股，遭遇去年4月以来最惨抛售。软件股近几个月来，受人工智能相关担忧的影响，股价大幅下跌。【不少机构给出“可能会迎来一波强劲反弹”的预测，大家看好软件行业进场机会吗？】

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