英伟达“震撼”，AI股全线起飞，“爆涨”3000亿美元！

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英伟达“震撼”，AI股全线起飞，“爆涨”3000亿美元！

华尔街见闻2023-05-25

英伟达朝着美股第七家市值超过万亿美元的公司再进一步。英伟达Q1业绩大超预期，AI芯片所在数据中心业务的营收创历史新高，掀起了隔夜美股AI板块的狂欢。周三美股盘后，英伟达一度大涨逾28%，股价升至390美元上方的历史最高水平，市值增加约2000亿美元至9600亿美元，朝着美股第七家市值超过10000亿美元的公司迈进。在英伟达的拉动下，其他AI相关公司股票纷纷飙升，AMD一度大涨10%，台积电一度涨...

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AI 机会中获益，因为去年生成式AI技术开始走红后，公司就开始为数据中心生产一批新的先进设备。“我称之为iPhone时刻，”他说，“所有的技术汇集在一起，使每个人意识到它可以成为多么了不起的产品以及它强大的功能。”黄仁勋说，英伟达数据中心的运营商正在重组其计算基础设施，以更好地应对AI带来的机会。他表示： “价值万亿美元的全球数据中心基础设施将从通用计算转向加速计算，因为企业竞相将生成式AI应用于每一个产品、服务和业务流程。”黄仁勋：只有一个中国市场，对华“芯片战”对美企损害巨大不过，在全球半导体贸易摩擦加剧的情况下，英伟达仍面临严峻的挑战。据环球时报最新报道，黄仁勋近日发出警告称，美国挑起的芯片“争夺战”可能会让美国科技业“蒙受重大损失”。据英国《金融时报》24日报道，黄仁勋日前接受该报采访时抱怨称，拜登政府为抑制中国半导体制造业发展而实施的出口管制“捆住了（英伟达的）手脚”，让公司无法在其最大的市场销售先进芯片。黄仁勋警告美国官员：“如果我们被剥夺了中国市场，我们是没有应急措施的，（世界上）没有另一个中国，只有一个中国。”黄仁勋说，中国市场不可代替；若无法与后者进行贸易，将对美国企业造成“巨大的损害”。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}