ÿþ=thb1

发布 : 2025-12-12  来源 : 明报新闻网


用微信扫描二维码,分享至好友和朋友圈

加关注


明声网温哥华 微信公众号
AImi掔6eeQ\˜g �€躤+c15%



1u宽AIxe焺-N馋邘vQ烰-Š™P/eúQ'YE^牦w• ÿOmi�Ž譸邘�–鴮 g掔›O气FU2u�š‡eÿŽÿORCL ÿ(W*b�11g•^2026�Œt^,{ŒN�Œc[ ÿ�Œ,g/eúQ�šT120QŽCQ ÿ艋t^ Tg�šúQiQ P ÿ&N`…Rg+^˜g„v82.5QŽCQ02u�š‡eg送˜Š ÿ(W*b�ft^5g•^„v,g�Œt^ ÿ�Œ,g/eúQ\T500QŽCQ ÿ9gBf„v˜,n

N�Š150QŽCQ0



�Œ,g/eúQ%`牦KN›– ÿ2u�š‡e(WhT NŽ�€6e^Œ_lQ^„v,{ŒN�Œc[6eeQ邘锄mi)RdoGW\宽Rg+^˜g ÿ誏^4X \2u�š‡e ÿ墣�AILˆmi\—{›R—BlIS歉)Rdo„vMRofa0R偮‚a02u�š‡e(f嶪痘�€躤+c15%0*b�hT N6e^ ÿ2u�š‡e�€躤泷1u9gR„v345.72ŽCQ�šMO ÿ N�…N Nb0

ScjcuR送�š }cGROP�Ž

2u�š‡eÿOracle ÿ˜,n�Œ,g‹•/e'Y牦 ÿ榈w^4X‚ana ÿ猇/}弪€b�€舸紒 ÿFO�Œ�‘AmTvQ烰gJX ÿŽ�€hT臹 P%R|vU\ ÿSc铱-N4x˜ ÿ6e^‚jc TuRwk櫜送�š ÿ }cGROP�Ž0�Ž^6e^ ÿSc

NGS646�žb1.34% ÿ1X48704�žÿjcIGS0.21% ÿ1X6901�žÿ }c滍=„0.25% ÿ1X23593�ž0

AI‚i驺�€ ÿS駬AIvfGr醊-˜Nvidiaÿ�‚IPT ÿÿŽÿNVDA ÿ邘…宰JS\�šÿŽÿAMD ÿ嶪痘�€躤�>3% ÿAI�–鴮›O气FUCoreWeaveÿŽÿCRWV ÿ嶪痘�€躤+c8%0

牌掔/ed•b�Œ �1uþs�‘AmI Œxe

2u�š‡ec[回�–鴮mi掔6eeQ ct^牦34%�79.8QŽCQ ÿ†O�AIlQ驙mi掔„v�–úWy-Š箴6eeQ ct^牦68%�41QŽCQ ÿiQ€GW\宽Rg+^˜g02u�š‡ete�šc[回6eeQ ct^牦14%�161QŽCQ ÿ�ŠteŒ_锄mi)Rdo ct^牦10%�67QŽCQ ÿiQ€ T#j N邘Rg+^˜g0

2u�š‡ehˆ:y ÿ泷rs†O�MetaÿŽÿMETA ÿ0NvidiaI{Omi„v送�–鴮K—{ g掔bþŠ0,{ŒN�Œc[„v2Q™PŠ娓牦�5,230QŽCQ ÿ–™�Œc[牦680QŽCQ0滍g˜9gR ÿ2u�š‡elQ^2Q™PŠ娓牦GS�4550QŽCQBf ÿþf牢悐vQ�€躤�˜GS ÿOlQ驙uR�摸鯈�‘蛰ÿLarry Ellison ÿN回b歉hQt–™岮0FOdkŒ_^4X \2u�š‡e墣牌掔/ed•b�Œa0R偮‚a ÿ誏�€躤cŒ~滍=„0

�–@wþs�‘ˆm€牦 R ÿ2u�š‡e„v�1uþs�‘Am泷M–� Œ100QŽCQ09h焺m_ZS>y/S鋑„vxe焺 ÿrŠlQ驙te�š Œ牌}1060QŽCQ0

2u�š‡eЮhˆ:y ÿU}'Y�R�Œ,g/eúQ ÿý(u宽ûŒnxe焺-N馋gQ„vuR6e-Š™P ÿ € N/f(u宽W0W0ú^忉irb�–›RI{腲�Œ˜襒0熽 g(Wxe焺-N馋邘M‘WY-Š箴罳嬁Œ_ ÿ2u�š‡eMbg/e頄›N腲�Œ�Œ(u0

5t^gCDSt^�Œ1X躤JSt^gQo˜W„

NGS

醊M˜AI•b�Œ滍1X*gf@b6^†O„v�˜�– ÿ歉2u�š‡e6^†O紒›R0UŠ0OOmi牌掔�˜�–„v2u�š‡e5t^g嘓(uU}‰cgÿCDS ÿt^�Œ1X躤 ÿhT NT124.6�žP[ ÿ6gBf„v36�žP[NOMOo˜W„

NGS0魍‚2u�š‡e黪�•�Œ>k€’Lˆ ÿN矏ûŒeQrŠlQ驙CDS ÿ \淑�娃u˜�–01u宽‚ana2u�š‡e N搪eGS„v胺h‡sg d讷嘓(ucj ÿ•b�Œ€ŒT \淑úW�‘_N R'Y \淑›R回0

o€ZS�Œ"u﹃tlQ驙ÿAlliance Bernstein ÿcúQ ÿ2u�š‡e悐T��•�‘‰ ÿ豤歉ƒ[/fAI�Œ,g/eúQ从no�˜Tj0牌掔^4X�‘送š[躤 ÿ‚�˜�–ck(W/}Mz„v�‰�žT0

ÿœ}T1XS ÿ