文章核心观点 - 除英伟达和博通外 AMD和Marvell等芯片制造商在AI基础设施建设下一阶段同样具备重大发展机遇 [2][8] AMD市场定位 - AMD长期在GPU市场落后于英伟达 但存在抢占推理市场份额的机会 [3] - 推理芯片需求将随模型规模扩大和部署范围增加持续增长 [4] AMD技术优势 - ROCm软件平台显著改进 推理场景中价格和效率比绝对峰值性能更重要 [5] - 联合创立UALink联盟 提供NVLink的开放标准替代方案 可能打破英伟达多GPU系统垄断 [6] AMD市场表现 - 顶级AI公司中已有1家将大部分推理流量运行于AMD GPU 前10大AI运营商中7家使用其硬件 [4] - 上季度数据中心收入约30亿美元 显著低于英伟达的400亿美元 [7] 行业发展前景 - 推理市场规模预计最终将远超训练阶段 [7] - 客户若采用AMD硬件可降低总拥有成本且不牺牲性能 则有望从英伟达夺取市场份额 [5]

We recently published 9 Stocks on Jim Cramer’s Radar. Sweetgreen, Inc. (NYSE:SG) is one of the stocks Jim Cramer recently discussed. Sweetgreen, Inc. (NYSE:SG) is another fast casual restaurant chain whose shares are in the red so far this year. In his previous comments about the firm, Cramer has compared it to CAVA and lumped them together as being a victim of high prices. The $15 price point has been on Cramer’s mind when it comes to Sweetgreen, Inc. (NYSE:SG) struggles with demand. However, while it is ...

We recently published 9 Stocks on Jim Cramer’s Radar. CAVA Group, Inc. (NYSE:CAVA) is one of the stocks Jim Cramer recently discussed. CAVA Group, Inc. (NYSE:CAVA) is a fast casual restaurant chain that has struggled in 2025. Its shares are down by 44% year-to-date, with media reports ascribing the dip to weak same-store sales and other factors. CAVA Group, Inc. (NYSE:CAVA)’s woes have also made it a frequent appearance on Cramer’s morning show. The CNBC TV host has discussed the firm’s pricing in his pre ...

We recently published 9 Stocks on Jim Cramer’s Radar. Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer recently discussed. Tesla, Inc. (NASDAQ:TSLA) created quite a splash this week after CEO Elon Musk bought a billion-dollar worth of shares. While analysts are typically concerned about the firm’s vehicle deliveries, Cramer agrees with Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk on the firm being a technology company instead. Musk has repeatedly asserted that his firm aims to transition into a robot ...

In the grueling marathon of a modern job search, conventional wisdom often preaches perfection: spend hours meticulously tailoring your resume for each application, write bespoke cover letters and agonize over hitting every keyword. But for one Reddit user, the breakthrough wasn’t trying harder; it was trying faster. A viral post on the r/jobsearchhacks subreddit, titled "Got a job, finally! This one tip was a game changer," sparked a conversation that garnered nearly 3,000 upvotes and 150 comments. Th ...

这套玩法美国已经玩了几十年。但这次，收割循环首次被打破。 疫情期间美国超发货币，导致四十年来最严重的通胀。为应对危机，美联储将利率从近乎零快速拉升到5%以上，创下历史性加息速度。 5%的无风险收益！这就像在全球金融市场投下磁铁，理论上应该吸干所有流动性。按照剧本，新兴市场应该应声崩溃，资产价格跌至谷底。 但这次，剧本被改写了。 中国稳盘，破解美元收割陷阱 美元资本的这次收割，分明是冲着中国而来。加息配合贸易战、科技封锁，组成了对中国经济的全面围剿。 然而，中国通过内循环外循环双循环战略，稳住了阵脚。甚至借机推进经济转型升级，在先进制造、人工智能和芯片领域取得突破。 房地产泡沫实现软着陆，没有像美国预期的那样轰然崩塌。中国不但没有被迫割让资产，反而在美元高压下完成了产业升级。 美元霸权的高墙正悄然开裂，一场未曾预料的降息将改写全球金融格局。 美联储的降息决定震动了全球市场——这不是一次普通的政策调整，而是战略层面的重大转向。在未能按预期拉爆新兴市场、完成经典美元潮汐收割的情况 下，美联储被迫低头，这标志着美元霸权体系出现了一道难以弥补的裂痕。 美元潮汐，收割战略的失败 美元霸权依赖着一套成熟的"潮汐"机制：先疯 ...

As energy demand rises and stresses the grid to increasing there with nuclear power, nuclear energy is looking to make a comeback to fill some of that rising supply gap. To discuss one company looking to fill that gap, it's time to spotlight Nanuclear Energy. Joining us now is Jayu, the executive chairman and president of Nanuclear Energy.Jay, thank you for being with us today to discuss this rise in nuclear and more specifically your com your company. you know if you wouldn't mind starting by just telling ...

股价表现与市值 - 截至2025年9月19日收盘价7.34元，较上周7.5元下跌2.13% [1] - 本周最高价7.63元（9月15日），最低价7.31元（9月19日） [1] - 总市值146.8亿元，在商用车板块市值排名8/13，A股整体市值排名1292/5153 [1] 公司治理与投资者关系 - 2025年9月26日14:00-15:00通过"价值在线"召开半年度业绩说明会 [1][3] - 采用视频录制及网络文字互动方式，投资者可提前通过链接或微信小程序提交问题 [1] - 参会高管包括董事长张小帆、董事总经理段仁民、监事会主席刘志军等管理层 [1] 政府补助与财务影响 - 2025年9月17日收到与收益相关的政府补助3900万元 [2][3] - 补助金额占2024年度审计归母净利润的133.73% [2][3] - 补助与日常经营活动相关但不可持续，将积极影响2025年度利润 [2] - 会计处理及损益影响以年度审计结果为准 [2]

Investors in US corporate bonds are earning so much money from their interest payments and reinvesting it so quickly that companies can’t keep up with the demand. Blue-chip businesses have sold more than $1 trillion of bonds this year through August, data compiled by Bloomberg shows. Yet money managers have received even more than that in interest and principal payments, according to BNP Paribas — most of which they will pour back into the market. Most Read from Bloomberg The bank estimates that inve ...

综合来看，黄金下周短线上王召金建议以反弹高空为主，回踩低多为辅，上方短期重点关注3700-3710一线阻力，下方短期重点关注3665-3655 一线支撑。操作思路上上行首次触及3700一线空单进场，止损3710，目标3670；下行首次触及3660一线，止损3650，目标看3690。 从4小时分析来看，4小时级别走势上连续的宽幅震荡之后技术形态开始逐步调整完成，目前走出个小的圆弧底，K线继续沿着短周期均线震荡 上行，倾向于在短期走势上可能还有延续上行的空间。下方的有效支撑则维持于3655-64附近区域，下方3627-35一线也是目前重点防御支撑 位，而一旦此位置继续失守的话，则后期多空将有可能转换，而上方的重点压力则维持于3690-3700一线，操作上以此区间进行多空布局。 黄金行情： 金价周五走高，并将连续第五周录得上涨，市场关注美联储宣布年内首次降息后的进一步线索。美联储此前将基准利率下调25个基点，但对持 续通胀发出警告，令市场对未来的宽松步伐产生疑虑。这一决定公布后，现货黄金一度触及3707.40美元的纪录高位，随后在波动的交易中回 落。中长期来看，周线虽偏离均线需时间整理，但基本面底层逻辑依然稳固。美 ...