英伟达股价表现 - 英伟达股票在周五大幅上涨约5% [1] - 此次上涨引领了科技股的反弹 [1] - 此前一周软件和数据类股票经历了艰难时期 [1] 市场背景与驱动因素 - 交易员指出此次股价变动背后有多重因素推动 [1]

They say a rising tide lifts all boats, but not every company in the artificial intelligence industry today would agree. Yes, you've got big winners in semiconductors, software, and hardware spreading across the market as AI capital expenditures continue to grow at eye-popping rates. Even the companies that make data center A/C units are seeing their stocks rise this year. However, not every company in the AI space is partying like it's 2001. Poor earnings have been punished in Q2, and some companies report ...