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苹果概念股

CP00053

4,350.5550.76% ( -33.182 )
已收盘: 9月15日 17:03:30 (美东)
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  • T
    TheCollector收益排行SOFI 期权收益率5 小时前

    关于放缓 AI 发展的讨论并非新鲜事。确实,必须以负责任的方式进行开发。但这并不会真正阻碍任何人。噪音很多,回调是入场的好机会。

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • D
    Dacai7 小时前

    人工智能的进步速度前所未有,也无人能及。人们担心我们会失去对这项技术的控制,并创造出可能对我们构成威胁的事物。这听起来可能像好莱坞过去拍过的电影中的熟悉情节,但我认为这是一个非常合理的担忧。我们的法律也不得不努力追赶。

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • N
    NewUser_zS0M8w NBIS 收益率微软股东7 小时前

    随着中东爆发第二场战争,分析师预计今年将加息两次,而非最初预期的一次。几天后加息概率高达 90%,这可能会促使美联储自 2023 年以来首次上调利率。不过,如果特朗普对美联储施压导致其在不可避免的行动到来之前再次推迟加息,我也不会感到惊讶。

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • H
    Hardik Shah8 小时前

    📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Launches New Leo Memory Solutions for Agentic AI Infrastructure

    👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

    ➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 launches new 𝗟𝗲𝗼 𝗫-𝗦𝗲𝗿𝗶𝗲𝘀 and 𝗟𝗲𝗼 𝟮 memory controllers.

    ➤ Leo X-Series targets 𝗞𝗩-𝗰𝗮𝗰𝗵𝗲-intensive, long-context agentic AI inference workloads.

    ➤ Leo X-Series delivers up to 𝟲𝟮% faster time-to-first-token.

    ➤ Platform delivers up to 𝟮𝟮% more tokens per second.

    ➤ Leo 2 doubles 𝗺𝗲𝗺𝗼𝗿𝘆 𝗯𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵 and capacity versus previous generation.

    ➤ New controllers support 𝗗𝗗𝗥𝟰, 𝗗𝗗𝗥𝟱, 𝗣𝗖𝗜𝗲 𝟲 and 𝗖𝗫𝗟 𝟯.𝟮.

    ➤ Leo 2 enables memory expansion, pooling, sharing, and 𝗗𝗗𝗥𝟰 reuse.

    ➤ Astera reports growing design wins across 𝗔𝗜 𝗹𝗮𝗯𝘀, hyperscalers, and neoclouds.

    ➤ New Leo products are 𝘀𝗮𝗺𝗽𝗹𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆 with hyperscaler customers.

    ➤ Development involved 𝗔𝗠𝗗, 𝗔𝗿𝗺, 𝗜𝗻𝘁𝗲𝗹 and major memory suppliers.

    👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

    ➤ Agentic AI is rapidly increasing demand for 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 and bandwidth.

    ➤ Faster KV-cache access can improve 𝗔𝗜 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 economics and responsiveness.

    ➤ Memory pooling and reuse could reduce expensive 𝗗𝗥𝗔𝗠 over-provisioning.

    ➤ Growing design wins could expand Astera's exposure to 𝗿𝗮𝗰𝗸-𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 infrastructure.

    👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

    𝗠𝗮𝘁𝘁 𝗞𝗶𝗺𝗯𝗮𝗹𝗹, Vice President and Principal Analyst at Moor Insights & Strategy:

    “Agentic AI adoption is outpacing the industry's ability to provision memory for it, and that gap is widening every quarter," said Matt Kimball, vice president and principal analyst at Moor Insights & Strategy. "That growth is landing at the worst possible time for memory supply, with DDR5 tight and pricing climbing, so every gigabyte already deployed has to work harder. The new Leo X-Series and Leo 2 E and P-Series Smart Memory Controllers immediately address KV-cache-intensive AI workloads, improve memory utilization, and reliably reuse previously deployed memory across both AI and general-purpose cloud infrastructure, instead of simply buying more of it."

    𝗧𝗵𝗮𝗱 𝗢𝗺𝘂𝗿𝗮, Senior Vice President, Compute Connectivity Group at Astera Labs:

    “Agentic AI is where the economics of AI infrastructure are being decided, and those economics depend on putting every usable gigabyte of memory to work,” said Thad Omura, senior vice president, Compute Connectivity Group at Astera Labs. “The enhanced Leo family gives infrastructure providers purpose-built ways to connect memory to accelerators, CPUs, and hosts across the rack—turning previously deployed and stranded capacity into a resource that new AI and cloud workloads can use. We're seeing that translate into broader customer engagement across AI labs, hyperscalers, and neoclouds.”

    𝗥𝗼𝗯𝗲𝗿𝘁 𝗛𝗼𝗿𝗺𝘂𝘁𝗵, Corporate Vice President, Architecture and Strategy at AMD:

    “Agentic AI is increasing demand for balanced systems that can move and process more data without sacrificing efficiency. AMD EPYC processors deliver leadership performance, exceptional memory bandwidth and capacity, and high-speed I/O across the broadly deployed x86 platform. Our collaboration with Astera Labs around CXL extends that foundation, giving customers greater flexibility to scale memory-intensive AI and cloud workloads and improve infrastructure utilization.”

    𝗘𝗱𝗱𝗶𝗲 𝗥𝗮𝗺𝗶𝗿𝗲𝘇, Vice President of Go-To-Market, Cloud AI, Arm:

    “As AI infrastructure evolves, agentic AI, reinforcement learning and database workloads are driving demand for higher-capacity memory. Arm and Astera Labs are working together to pair Arm AGI CPU with Leo CXL Smart Memory Controllers, helping customers meet these growing requirements while maintaining scalable performance.”

    𝗦𝗿𝗶𝗻𝗶 𝗞𝗿𝗶𝘀𝗵𝗻𝗮, Fellow at Intel Data Center Group:

    "CXL was created to bring greater flexibility and efficiency to memory across the data center. Technologies like Astera Labs' Leo Smart Memory Controllers help turn that vision into reality, demonstrating how ecosystem innovation can help customers get more out of their AI infrastructure and support the next generation of data-intensive workloads."

    𝗝𝗮𝗻𝗴𝘀𝗲𝗼𝗸 𝗖𝗵𝗼𝗶, Vice President of Product Planning Team at Samsung Electronics:

    "We are contributing to the evolution of AI infrastructure through the development of CXL memory solutions designed to help address the growing memory demands of modern data centers. We are excited to collaborate with Astera Labs to help ensure our DRAM solution offer strong interoperability within the evolving CXL ecosystem, and remain committed to supporting a scalable, high-performance memory architecture for the AI era."

  • N
    NewUser_oPJWOU9 小时前

    我认为今天的交易时段将是暴风雨前的宁静,因为大多数股票昨天已经进入了 “一片绿” 的状态。美联储周四凌晨的利率决定至关重要:虽然我相信大多数股价已经开始计入加息预期,但如果真的发生,要做好应对更多冲击的准备。

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • N
    NewUser_ThinkSwim10 小时前

    许多因素表明,如果市场加息并发生三重到期,市场很可能进一步下跌。然而,下周大盘是会先跌后反弹,还是因为处于负伽马翻转线之下而导致抛售压力加剧?不要急于行动,不要预测。如果市场节奏让你感到匆忙(包括我自己),不妨冷静旁观。

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • W
    win win交易笔数收益排行10 小时前

    周三,明晚美联储会加息吗?美股市场也预期会加息吗?

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • D
    Dolphin Research11 小时前

    AMD 跟英伟达 “掰手腕”,Helios 够格吗?

    对外销售的商用 GPU 市场目前主要是$英伟达(NVDA.US) 和 $AMD(AMD.US) 两家。MI300 时代 AMD 因为缺少系统级方案(所谓系统,核心就是互连方案)几乎没有吃到 AI 算力的红利。但是现在 Helios 来了,那么:1)AMD 是否真正具备了与英伟达同台掰手腕的能力?2)在互连方案的竞争与迭代中,到底有哪些产业链逻辑变化,谁受益谁吃亏?我们将从互连的角度来研究这一问题...

    AI
    Metric/Protocols NVLink 5.0 NVLink 6.0 UALink1.0 UALoE Bandwidth per lane/ link
    Figure 1: Total AI/ML Networking Market Other (PCIe, UALink, 一sco兰云凹u3cu>u& Othe
    AMD MI300X Intra-tray Connectivity AMDMI300X INFINITY PLATFORM" 8x AMD Instinct"+32
    深度
  • N
    NewUser_Unm6i收益排行资产规模13 小时前

    现在英伟达股价下跌,但 CrowdStrike 和苹果上涨。

    SK 海力士、美光科技和康宁美股。本地《海峡时报》指数及银行股、恒生指数以及 Z.AI 港股下跌。

    希望它们能改善。

    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...

  • K
    koolgal英伟达股东收益排行14 小时前

    本周将迎来 FOMC 和 BOJ 会议的重头戏

    如果你觉得今年早些时候的市场动荡已经很剧烈,那么这次超级央行周可能会引发更猛烈的抛售。

    跨境日元借贷——套利交易的终极引擎——已膨胀至惊人的 360 万亿日元(或 2.35 万亿美元)。全球宏观交易员利用这笔极其廉价的债务,为全球风险更高、收益更高的资产提供资金,尤其是科技巨头。

    市场普遍预计日本银行将于周五激进地将政策利率上调至 1.25%。这标志着半个世纪以来最快的紧缩序列。日本近乎免费资金的时代已经结束。

    系好安全带。本周的旅程将会颠簸不平。

    FSM L S 35 challenge in life The biggest is not in what happens to you, but in h长图
    C
    Captain's Watch
    精选☕️ [任务币抽奖] 每日市场热议 — AI 放缓担忧重创芯片股,引发网络安全板块波动

    Anthropic、OpenAI 和 xAI 的首席执行官本周末呼吁放缓 AI 发展——特朗普在与英伟达的黄仁勋连线时将其斥为 “骗局”。芯片股暴跌,而网络安全股飙升,因为 “...