有意思的是，前几天博_老虎社区_美港股上老虎

有意思的是，前几天博通财报本来没波动，也是因为接了open AI一百多亿的单子暴涨20%，这可是一万多亿美金市值的公司，谷歌也出来说芯片收入后续大幅增长也是大客户open AI，open AI要保持收入每年翻两倍的速度才能维持，就是AI还要继续大突破

英特尔、甲骨文后，高通暴涨！下一个会轮到谁？

高通宣布其数据中心AI芯片，专注于AI推理，每张卡提供768GB内存，比英伟达及AMD都多，高通一度暴涨20%、收涨11.09%。其次，AMD消息：与美能源部达成10亿美元AI合作，打造两台超算。老牌芯片股轮番暴涨，前有英特尔、甲骨文，现有高通，大家希望下一个轮到谁？你看好接下来半导体板块涨势吗？

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