看多博通！随着人工智_老虎社区_美港股上老虎

2025-09-01

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。

软件板块集体反弹！会是进场机会吗？

软件股延续近期反弹，北美科技软件ETF收涨2.27%。ServiceNow发布了几个AI产品。【本周软件股集体反弹，大家看好软件板块涨势吗？现在你的操作策略是？】

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