AMD(AMD.US)涨超5.3%，报222.75美元。消息面上，AMD日前宣布获OpenAI入股，料持股高达 10%，双方并将开展AI芯片长期合作，未来数年部署6GW的AI运算容量，投资规模逾1000亿美元。 另外，美银证券估算与OpenAI的交易将令AMD的2026年底及2027年年度化每股盈利增长9%至35%；而 至2030年全面部署6GW、EBIT利润率35%时，每股盈利或能上升至超过15美元。该行维持对AMD的"买 入"评级，目标价从200美元上调至250美元。(格隆汇) 摩根士丹利预期，OpenAI入股将推动AMD生态系统发展，合作首阶段1GW部署计划于明年下半年启 动，采用AMD Instinct MI450 GPU，预期合作具潜在变革性。该行维持对AMD"与大市同步"评级，目 标价从168美元上调至246美元。 ...

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter showed strong performance for the stock market and ClearBridge Dividend Strategy. Although the strategy lagged its S&P 500 Index benchmark in the quarter, it gained from its exposure to AI. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 inves ...

JONATHAN: AND LESS IMPORTANT FOR THE EQUITY MARKET. FOLKS SEEM TO BE LIKING AI. I WANT TO GET THIS STORY ON NVIDIA, ED LUDLOW BREAKING NEWS WHICH IS CONFIRMED BY JENSEN -- JENSEN HUANG.WHAT IS THE LATEST. WHAT IS -- GO THROUGH YOUR REPORTING AND WHAT YOU ARE LEARNING. ED: THE STRUCTURE IS IMPORTANT.XAI NEEDS A WAY TO FINANCE THE GPU'S FOR ITS FINE INTENT -- FOR ITS DATA CENTERS IN MEMPHIS. THEY HAVE SET UP THE SPECIAL PURPOSE VEHICLE AND THE TARGET IS TO RAISE $20 BILLION. $12.5% BILLION OF DEBT AND THE REM ...

as we countdown to the bell. This is a fascinating time. Cisco right now, they just unveiled a chip and networking system that's for of course the data center to connect AI data centers.This is something that uh Broadcom has been doing quite effectively. So you might say this is a good example what's going on. Here's Cisco and we remember they were the most overvalued company in 2000.So someone's going to say that that was a different Cisco. But here Cisco make uh a lower much lower 16 times earnings stock ...

Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion, according to people with knowledge of the matter. The financing includes equity and debt in a special purpose vehicle that will buy Nvidia processors and rent them to xAI for use in its Colossus 2 project, said the people, who asked not to be identified because the information is private. That’s the name of its largest da ...

台积电涨约1.5%，报298.35美元。消息面上，供应链最新信息显示，台积电2nm单片晶圆报价约3万美 元，较3nm制程(2.5万-2.7万美元)的均价上涨约15%-20%。与此同时，台积电已确定将于明年对3/4/5/7 纳米等先进制程实施全面价格调整，涨幅维持在个位数百分比区间，具体涨幅依客户合作规模而定。 来源：滚动播报 ...

新产品发布 - 思科发布专为连接人工智能数据中心设计的新网络芯片P200 [1] - 微软与阿里巴巴云计算部门成为该芯片的首批客户 [1] - P200芯片将作为核心组件集成到思科同日推出的新型路由设备中 [1] 市场竞争与产品定位 - P200芯片将与博通的同类产品展开竞争 [1] - 该芯片仅用单颗芯片就替代了过去需要92颗独立芯片才能实现的功能 [2] - 基于P200芯片打造的路由器，耗电量较同类产品降低65% [2] 技术应用与行业需求 - 新产品旨在连接分布在广阔地域、用于训练AI系统的大规模数据中心集群 [1] - 思科新芯片与路由器的核心作用是将多个可能相距约1609公里的数据中心连接起来，使其协同运作构成一台巨型计算机 [1] - 跨数据中心协同的关键挑战是确保数据同步且无丢失，需要缓冲技术，思科在该领域已深耕数十年 [2] 行业趋势与背景 - AI训练任务规模庞大，需要将多个数据中心连接起来协同处理 [1] - 数据中心因耗电量极大而分布遥远，促使企业将数据中心迁至能获得千兆瓦级电力供应的地方，例如得克萨斯州和路易斯安那州 [1] - 云与AI规模的不断扩大，需要速度更快、缓冲能力更强的网络来应对数据突发流量 [2]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Seaport Research upgraded Constellation Energy (CEG) to Buy from Neutral with a $407 price target. The firm expects more datacenter power deal announcements, as well as additional M&A and positive earnings revisions for thermal IPPs before the end of the year.Wolfe Research upgraded Otis Worldwide (OTIS) to Outper ...

台积电(TSM.US)涨约1.5%，报298.35美元。消息面上，供应链最新信息显示，台积电2nm单片晶圆报价 约3万美元，较3nm制程(2.5万-2.7万美元)的均价上涨约15%-20%。与此同时，台积电已确定将于明年对 3/4/5/7纳米等先进制程实施全面价格调整，涨幅维持在个位数百分比区间，具体涨幅依客户合作规模而 定。(格隆汇) ...

本文仅在今日头条发布，谢绝转载。 问题来了，节后我们是跟着喝点汤，还是去收拾空酒瓶？A股和外面那帮人玩的是一个游戏吗？要搞清楚这个，得先看看外面在嗨什么。 这次点火的是一份合同。OpenAI和AMD公开"联姻"，要一起搞个AI行业最大的GPU部署。说白了，就是AI界最强的队伍和最大的军火商结盟，准备把产能 拉满。这一下，AMD股价一天涨了20多个点，华尔街那帮人疯了一样改PPT，把目标价从200美元提到了250美元。 这股火很快烧到了日本，日经指数一天暴涨快5个点，也破了记录。逻辑很简单，美国科技股都上天了，卖零件的半导体能差到哪去？ A股这种"假期内外两重天"的剧本不是第一次了，但这次不一样。过去可能就是情绪跟风，这次是实实在在的"生产力"把全世界串起来了。 这个假期，全球资本市场不讲故事了，开始直接签合同了，而A股成了这场饭局上唯一缺席的客人。 聊完这些，问题就来了。这股风吹到A股会怎么样？其实这形成了一个有意思的局面。我们放假这几天，外面水位因为暴雨涨得快淹到房顶了，我们这儿水 位一点没动。那大坝一开闸，水肯定要倒灌进来。 那些节前看着挺贵的芯片公司、算力公司，跟外面一比，突然就便宜了。这种"被动捡漏" ...