亚马逊股价上涨，连带_老虎社区_美港股上老虎

亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。

美东时间8日周三，Meta正式发布自研AI模型Muse Spark，标志着该司重金押注AI战略后的首次实质性落地，Meta股价一度涨9.5%。业内普遍认为，这标志着Meta从“AI布道者”向“AI竞争者”的身份转变；次日，在CEO股东信确认一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿，股价收涨5.6%、领涨科技巨头。【大家接下来看好哪只科技巨头表现？亚马逊现在能买吗？】

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