Skip to main content

Posts

Showing posts with the label 中美芯片

Featured Post

Market Daily Report: Selective Buying Of Defensive Stocks Lifts Bursa Malaysia Higher At Close

 KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.

中美芯片转机!AI项目重启,中国科技股集体爆发

重磅消息 : 美国政府 解除对华AI芯片出口限制 !英伟达(Nvidia, NVDA)CEO黄仁勋确认,美国已批准恢复向中国出口  H20 AI 芯片 ,并计划推出新一代“RTX Pro”图形卡,进一步支持中国AI计算需求。 这意味着什么? ✅  缓解国内AI算力瓶颈 ,被迫延期的AI项目有望全面恢复 ✅  中国仍是AI全球中心 :占据全球 50% AI研究人才 ✅  推动国内科技巨头加速投入 黄仁勋表示,中国仍是 美国科技公司不可或缺的市场 ,合作潜力巨大。 资本持续涌入,中国AI生态全面加速 📌  阿里巴巴 :未来三年将投入  超3800亿元人民币  用于AI与云基础设施建设 📌  中国移动 :2025年起将 25%资本开支 (约1.51万亿元)用于AI计算 📌  中国联通 :AI投资增加  28% 📌  腾讯 :加大GPU采购力度,正积极提交芯片订单 潜在受益股一览 股票 年初至今涨幅 🟢 阿里巴巴(9988-HK) +37.74% 🟢 腾讯(700-HK) +24.10% 🟢 中国移动(941-HK) +13.90% 🟢 中国联通(762-HK) +26.25% 🟢 金山软件(3896-HK) +32.89% 🟢 金蝶国际(268-HK) +93.90%