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10月30日 - ** 先进微设备公司 营收预期未能打动投资者,美国上市芯片股盘前下跌 (link) 期待从人工智能热潮中获得更大收益
** AMD 周二预测第四季度营收略低于预期,并将 2025 年的 AI 芯片销售额预期上调至 50 亿美元,但这不足以打动华尔街。
** 大型科技公司对人工智能芯片的需求增长速度远高于其生产速度 (link)
** AMD首席执行官苏丽莎表示,明年人工智能芯片的供应将十分紧张。
** AMD的业绩拖累芯片行业
** AMD 下跌 8.5%,人工智能宠儿Nvidia 下跌 0.8
** 美光 下跌 1.2%,博通 下跌 0.5%,英特尔 下跌 1.2
** 高通 下跌2.6%,超微计算机 下跌0.9
** 在美国上市的英国芯片设计公司 Arm Holdings 下跌 2.8%,Marvell Technology 下跌 1.3
** iShares 半导体 ETF 下跌 1.9%,VanEck 半导体 ETF 下跌 1.5
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