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  1. NVIDIA-高盛 AI 基础设施融资平台可能会改变投资高盛集团 (GS) 的理由

    NVIDIA–Goldman Sachs AI Infrastructure Financing Platform Might Change The Case For Investing In Goldman Sachs Group (GS)

    simplywall.st EN chips

  2. 1.23亿股！ NVIDIA首次披露其持有的SpaceX股份，成为后者第六大股东

    123 million shares! NVIDIA discloses its SpaceX holdings for the first time, becoming the latter's sixth-largest shareholder

    Moomoo EN chips

  3. 华尔街 Zen 将 ASML（纳斯达克股票代码：ASML）评级下调至“持有”

    ASML (NASDAQ:ASML) Lowered to "Hold" Rating by Wall Street Zen

    MarketBeat EN chips

  4. NVIDIA 将 OpenAI 俄亥俄州数据中心的财务担保减半

    NVIDIA Halves Financial Guarantee for OpenAI's Ohio Data Center

    조선일보 EN chips 2 条观察

  5. 英伟达 5000 亿美元计划吞噬华尔街

    Nvidia’s $500 Billion Plan Swallows Wall Street

    Bloomberg.com EN chips

  6. Nvidia 将计划中的 OpenAI 数据中心担保削减至 1200 亿美元以下 - 华尔街日报

    Nvidia cuts planned OpenAI data center guarantee to below $120 billion - WSJ

    Investing.com South Africa EN chips 2 条观察

  7. 英伟达的黄仁勋是否只是让人工智能的建设变得太大而不能失败？

    Did Nvidia’s Jensen Huang just make the AI buildout too big to fail?

    SiliconANGLE EN chips

  8. Cadence Design Systems (CDNS) 股票是否过于丰富而无法保持合理？

    Is Cadence Design Systems (CDNS) Stock Too Rich To Stay Reasonable?

    simplywall.st EN chips

  9. Amkor (AMKR) 股票在现金流方面看起来很便宜，但在盈利方面则不然

    Amkor (AMKR) Stock Looks Cheap On Cash Flow But Less So On Earnings

    Yahoo! Finance Canada EN chips

  10. Tokyo Electron Ltd. 股票 12 个月目标价格上调至 78861.9 日元，意味着上涨 33%

    Tokyo Electron Ltd. Stock 12‑Month Price Target Raised to JPY 78861.9, Implies 33% Upside

    TradingView EN chips

  11. Nvidia 首席执行官黄仁勋 (Jensen Huang) 荣登 Glassdoor 20 位最佳首席执行官榜单

    Nvidia's CEO Jensen Huang Tops Glassdoor's Best CEOs List for 20

    GuruFocus EN chips

  12. 今日 NVIDIA 代币化股票 (Robinhood) 兑加元价格 |实时 NVDA 至 CAD 转换器及汇率

    NVIDIA Tokenized Stock (Robinhood) to Canadian Dollar Price Today | Live NVDA to CAD Converter & Exchange Rate

    CryptoRank EN chips

  13. 今日 NVIDIA 代币化股票 (Robinhood) 兑印度卢比价格 |实时 NVDA 至 INR 转换器及汇率

    NVIDIA Tokenized Stock (Robinhood) to Indian Rupee Price Today | Live NVDA to INR Converter & Exchange Rate

    CryptoRank EN chips

  14. NVIDIA 代币化股票 (Robinhood)

    NVIDIA Tokenized Stock (Robinhood)

    CryptoRank EN chips

  15. Nvidia 在意外文件中披露了 1.228 亿股 SpaceX 股票，价值 210 亿美元

    Nvidia discloses 122.8 million SpaceX shares worth $21 billion in surprise filing

    CryptoRank EN chips

  16. NVIDIA 代币化股票 (Robinhood)

    NVIDIA Tokenized Stock (Robinhood)

    CryptoRank EN chips

  17. NVIDIA 代币化股票 (Robinhood) 分析：价格动态、季度回报和年度价格变化（美元）

    NVIDIA Tokenized Stock (Robinhood) Analytics: Price Dynamics, Quarterly Returns, and Annual Price Changes in USD

    CryptoRank EN chips

  18. 成长龙周刊。长鑫存储成中国第一，芯片股盈利创历史新高，互联网公司表现不佳，宇树IPO吸引8000倍需求

    Growth Dragons Weekly. CXMT Becomes China's #1, Chip Stocks Post Record Earnings While Internet Names Underwhelm, And Unitree's IPO Draws 8,000x Demand

    Growth Dragons EN chips

  19. Nvidia 将为 Neocloud 运营商提供 GPU 容量支持

    Nvidia to Backstop GPU Capacity for Neocloud Operators

    ET Datacenters EN chips

  20. 就在爆发之前，人工智能对冲基金在第二季度全力投资存储芯片

    AI Hedge Fund Went All-In on Memory Chips in Q2, Right Before the Blowup

    finance.biggo.com EN chips

  21. 赖特春季火灾的新降级

    New downgrades for the Wrights Spring Fire

    KDRV EN chips

  22. 韩国人工智能芯片大亨对创纪录的离婚资产裁决提出上诉

    South Korean AI chip tycoon appeals record divorce asset ruling

    The Star EN chips

  23. 分析师警告 2008 年的回响，“Nvidia 融资”利率达到 18%

    'Nvidia Financing' Rates Reach 18% as Analyst Warns of 2008 Echoes

    Seoul Economic Daily EN chips

  24. [13F] NVIDIA Q2管理资产猛增245%！英特尔持股减半；超过 200 亿美元集中在 SpaceX 的新投资

    [13F] NVIDIA's Q2 assets under management surge 245%! Intel holdings halved; over $20 billion concentrated in new SpaceX investment

    Moomoo EN chips

  25. 索尼CEO大刀阔斧重组：从电视退出到台积电芯片联盟

    Sony CEO's Radical Restructuring: From TV Exit to TSMC Chip Alliance

    finance.biggo.com EN chips

  26. 13F 追踪器 | NVIDIA 第二季度投资组合中 SpaceX 成为第二大持股

    13F Tracker | NVIDIA's Q2 Portfolio Adds SpaceX as Second-Largest Holding

    Moomoo EN chips

  27. 道琼斯期货：市场准备好运行了吗？ Sandisk 股价飙升，Nvidia 进入买入区域；沃尔玛，目标到期

    Dow Jones Futures: Market Ready To Run? Sandisk Soars, Nvidia In Buy Area; Walmart, Target Due

    Investor's Business Daily EN chips 2 条观察

  28. 市场调整软银减持台积电72%

    SoftBank Reduces TSMC Holdings by 72% Amid Market Adjustments

    GuruFocus EN chips

  29. 如何在美国购买 Cerebras Systems Inc. (CBRS)

    How to buy Cerebras Systems Inc. (CBRS) in United States

    OKX EN chips

  30. 消息人士称，高盛在获得宝贵职位后正在与投资者就英伟达融资交易进行谈判

    Goldman in talks with investors on Nvidia financing deal after landing prized role, sources say

    102.7 WBOW EN chips

  31. Kioxia 和 SanDisk 展示了可用于全球首款 1 PB SSD 的微型芯片

    Kioxia, SanDisk show off the tiny chip which could go in world's first 1 PB SSD

    Moomoo EN chips

  32. Nvidia 融资 500B 美元，AI 基础设施债务不断增加

    AI Infrastructure Debt Piles Up as Nvidia Raises $500B

    Briefs Finance EN chips

  33. NVIDIA 代币化股票 (Robinhood)：最新新闻、社交媒体更新和见解

    NVIDIA Tokenized Stock (Robinhood): Latest News, Social Media Updates and Insights

    CryptoRank EN chips

  34. KLA 公司| 4：证券实益所有权变动声明-Lorig Brian 官员

    KLA Corp | 4: Statement of changes in beneficial ownership of securities-Officer Lorig Brian

    Moomoo EN chips

  35. NVIDIA 代币化股票 (Robinhood)

    NVIDIA Tokenized Stock (Robinhood)

    CryptoRank EN chips

  36. $SpaceX (SPCX.US)$ 和 $NVIDIA (NVDA.US)$

    $SpaceX (SPCX.US)$ and $NVIDIA (NVDA.US)$

    Moomoo EN chips

  37. 商务部长表示美国反对苹果购买中国存储芯片

    Commerce Secretary says US opposes Apple buying Chinese memory chips

    9to5Mac EN chips

  38. 随着分析师在第二季度后提高目标，Cadence (CDNS) 股票公允价值上涨

    Cadence (CDNS) Stock Gets Fair Value Bump As Analysts Lift Targets After Q2

    Yahoo Finance EN chips

  39. 段永平2026年第二季度13F：战略重心远离NVIDIA

    Duan Yongping's Second Quarter 2026 13F: A Strategic Pivot Away from NVIDIA

    Yahoo Finance EN chips

  40. 英伟达股价预测：英伟达与六家华尔街巨头合作筹集5000亿美元，或支持股价上涨至300美元

    Nvidia Stock Price Forecast: Nvidia Partners With Six Wall Street Giants to Raise $500 Billion, May Support Stock Rise to $300

    TradingKey EN chips

  41. Valor Atomics 利用核反应堆为人工智能芯片提供动力

    Valor Atomics Powers AI Chip with Nuclear Reactor

    StartupHub.ai EN chips

  42. 每日股票自下而上简报：Cerebras 2026 年第二季度。数字混乱，但您期望什么？还有更多

    Daily Brief Equity Bottom-Up: Cerebras Q2 2026. Messy Numbers But What Did You Expect? and more

    Smartkarma EN chips

  43. Cathie Wood 将 1.17 亿美元投入人工智能基础设施

    Cathie Wood Rotates 117 Million Dollars Into AI Infrastructure

    asatunews.co.id EN chips

  44. NVIDIA的Feynman可能会结合台积电A16和N3P，报道称因供应限制而改变设计

    NVIDIA's Feynman May Combine TSMC A16 and N3P, Reports Say Design Was Changed Due to Supply Constraints

    xenospectrum.com EN chips

  45. NVIDIA 首次披露其持有 SpaceX 股份，通过 xAI 间接持有约 210 亿美元。

    NVIDIA discloses its SpaceX holdings for the first time, holding approximately $21 billion indirectly through xAI.

    Moomoo EN chips

  46. Nvidia 披露价值 210 亿美元的 SpaceX 股份和价值 300 亿美元的英特尔股份

    Nvidia Discloses $21 Billion SpaceX Stake And $30 Billion In Intel Shares

    Startup Fortune EN chips

  47. Cadence Design Systems (CDNS) 股票的定价是否已经完美？

    Has Cadence Design Systems (CDNS) Stock Become Priced For Perfection?

    Yahoo Finance EN chips

  48. NVIDIA 代币化股票 (Robinhood) 价格 | NVDA 今日价格、实时图表、美元转换器、市值

    NVIDIA Tokenized Stock (Robinhood) Price | NVDA Price Today, Live Chart, USD converter, Market Capitalization

    CryptoRank EN chips

  49. Nvidia 缩小了 OpenAI 俄亥俄州数据中心的支持范围

    Nvidia Shrinks Its Backstop For OpenAI’s Ohio Data Center

    Finimize EN chips 2 条观察

  50. 一个简单的调查。意外的礼物。 SJSU 与 NVIDIA 的合作如何为工程专业学生创造机会 / Engineering @ SJSU

    A Simple Survey. An Unexpected Gift. How SJSU’s Collaboration with NVIDIA Created an Opportunity for Engineering Students / Engineering @ SJSU

    blogs.sjsu.edu EN chips

  51. 据《华尔街日报》报道，Nvidia 缩减了对俄亥俄州 OpenAI 数据中心的资金保证

    Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports

    The Korea Times EN chips 2 条观察

  52. NVIDIA 与 OpenAI 即将就数据中心融资达成协议

    NVIDIA Nears Agreement with OpenAI on Data Center Financing

    GuruFocus EN chips

  53. 由于风险担忧，Nvidia 从 OpenAI 10GW 俄亥俄州园区的支持中削减了 130B+ 美元：报告

    Nvidia cuts $130B+ from OpenAI’s 10GW Ohio campus backing amid risk concerns: Reports

    Interesting Engineering EN chips 2 条观察

  54. 随着半导体工厂扩建，ESD 工作台工作垫市场指数到 2035 年将达到 170

    ESD Bench Work Mats Market to Reach 170 Index by 2035 on Semiconductor Fab Expansion

    IndexBox EN chips

  55. 据《华尔街日报》报道，Nvidia 缩减了对俄亥俄州 OpenAI 数据中心的资金保证

    Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports

    TradingView EN chips 2 条观察

  56. 2026 年 8 家最佳 OpenClaw 托管提供商

    8 best OpenClaw hosting providers in 2026

    Hostinger EN chips

  57. Nvidia 接近达成协议，为 OpenAI 提供约 1000 亿美元的信贷担保

    Nvidia Close to Deal to Guarantee About $100 Billion in Credit for OpenAI

    The Information EN chips

  58. Jim Cramer 评论 NVIDIA (NVDA) 和数据中心需求

    Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand

    Yahoo Finance Singapore EN chips

  59. Jim Cramer 评论 NVIDIA (NVDA) 和数据中心需求

    Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand

    Yahoo Finance EN chips 2 条观察

  60. 据《华尔街日报》报道，英伟达缩减了 2500 亿美元的 OpenAI 数据中心担保

    Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports By Reuters

    Investing.com EN chips 2 条观察

  61. Nvidia 缩减 OpenAI 数据中心 2500 亿美元担保计划 - 华尔街日报

    Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center -- WSJ

    Moomoo EN chips

  62. 软银第二季度收购第一资本 (COF)，同时减持台积电 Ho

    SoftBank Acquires Capital One (COF) in Q2 While Reducing TSMC Ho

    GuruFocus EN chips

  63. NVDA 披露了 SpaceX 价值 210 亿美元的股份——埃隆·马斯克的火箭公司成为 Nvidia 的第二大控股公司

    NVDA Discloses $21B Stake In SpaceX — Elon Musk’s Rocket Firm Becomes Nvidia’s No. 2 Holding

    Yahoo Finance EN chips

  64. 据《华尔街日报》报道，Nvidia 缩减了对俄亥俄州 OpenAI 数据中心的资金保证

    Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports

    Reuters EN chips 2 条观察

  65. 据《华尔街日报》报道，Nvidia 缩减了对俄亥俄州 OpenAI 数据中心的资金保证

    Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports

    Yahoo Finance EN chips

  66. 据《华尔街日报》报道，Nvidia 缩减了 2500 亿美元的 OpenAI 数据中心担保

    Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports

    Yahoo Finance UK EN chips 3 条观察

  67. 据《华尔街日报》报道，Nvidia 缩减了 2500 亿美元的 OpenAI 数据中心担保

    Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports

    marketscreener.com EN chips

  68. Nvidia 利用 5000 亿美元融资计划消除人工智能泡沫担忧

    Nvidia Uses $500 Billion Financing Initiative to Dispel AI Bubble Fears

    pymnts.com EN chips

  69. Nvidia 缩减 OpenAI 数据中心 2500 亿美元担保计划 - 华尔街日报

    Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center - WSJ

    TradingView EN chips 2 条观察

  70. 中国中芯国际产能意外增加，满足人工智能芯片需求

    China's SMIC Eyes Surprise Capacity Boost on AI Chip Demand

    Seoul Economic Daily EN chips

  71. 独家| Nvidia 缩减 OpenAI 数据中心 2500 亿美元担保计划

    Exclusive | Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center

    WSJ EN chips 2 条观察

  72. 随着股价从 6 月高点回落，Nvidia 的 SpaceX 持股额降至 172 亿美元

    Nvidia's SpaceX Stake Slips to $17.2 Billion as Shares Retreat From June High

    finance.biggo.com EN chips

  73. Altimeter披露了716万股Cerebras Systems (CBRS)头寸，持股比例为6.2%

    Altimeter discloses 7.16M-share Cerebras Systems (CBRS) position, a 6.2% stake

    Stock Titan EN chips

  74. 英伟达 (NVDA.US) 已联合高盛、黑石等华尔街金融巨头构建了一项 5000 亿美元的 AI 融资计划，旨在为购买芯片的客户提供流动性支持。

    NVIDIA (NVDA.US) has enlisted Wall Street financial giants such as Goldman Sachs and Blackstone to structure a $500 billion AI financing plan aimed at providing liquidity support for customers purchasing chips.

    Moomoo EN chips

  75. Cerebras Systems：尚无定论（纳斯达克股票代码：CBRS）

    Cerebras Systems: The Jury Is Still Out (NASDAQ:CBRS)

    Seeking Alpha EN chips

  76. Cerebras Systems (CBRS)：Coatue 和 Laffont 报告持有超过 7% 的实益股份

    Cerebras Systems (CBRS): Coatue and Laffont report over 7% beneficial stake

    Stock Titan EN chips

  77. 老虎环球管理层调整投资组合，专注于AI芯片公司

    Tiger Global Management Adjusts Portfolio, Focuses on AI Chip Co

    GuruFocus EN chips

  78. Third Point第二季度退出Nvidia和Broadcom，对华纳兄弟Discovery进行新的押注

    Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter

    Barron's EN chips 2 条观察

  79. AMD 第二季度营收创历史新高，超出预期，但资本支出超支导致股价下跌

    AMD Beats Q2 Estimates on Record Revenue, but Stock Sinks on Capex Spending Overrun

    BBN Times EN chips

  80. Third Point第二季度退出Nvidia和Broadcom，对华纳兄弟Discovery进行新的押注

    Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter

    Barron's EN chips

  81. Nvidia 披露持有 SpaceX 价值 210 亿美元的股份

    Nvidia discloses $21bn stake in SpaceX

    Financial Times EN chips

  82. Nvidia 披露持有 SpaceX 价值 210 亿美元的股份

    Nvidia discloses $21bn stake in SpaceX

    Financial Times EN chips 3 条观察

  83. Amkor Technology (AMKR) 股价上涨，那么今天有什么值得关注的呢？

    Amkor Technology (AMKR) Stock Climbed, So What Is Drawing Attention Today?

    Yahoo Finance EN chips

  84. 为什么美光现在的定位明显优于英特尔

    Why Micron is Decisively Better Positioned Than Intel Now

    aol.com EN chips

  85. CBRS 今日新闻 |为什么 Cerebras Systems 股票今天下跌？

    CBRS News Today | Why did Cerebras Systems stock drop today?

    MarketBeat EN chips

  86. 中国领先的晶圆代工厂中芯国际 (SMIC) 和华虹

    Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, and Hua Hong

    매일경제 EN chips

  87. Cerebras 股票崩盘：人工智能增长不足以应对华尔街图森天气 (svYTFAqW1O)

    Cerebras Stock CRASH: AI Growth Is Not Enough For Wall Street Tucson Weather (svYTFAqW1O)

    Mshale EN chips

  88. 股市下跌结束牛市周； AI 巨头 Nvidia、SK Hynix Eye 购买点

    Stock Market Falls To End Bullish Week; AI Titans Nvidia, SK Hynix Eye Buy Points

    Investor's Business Daily EN chips 2 条观察

  89. Nvidia 在第二季度末披露了价值 210 亿美元的 SpaceX 股份

    Nvidia discloses $21 billion stake in SpaceX at end of second quarter

    CNBC EN chips

  90. Synopsys (SNPS) 随着市场下跌而上涨：您应该知道什么

    Synopsys (SNPS) Gains As Market Dips: What You Should Know

    Yahoo Finance EN chips

  91. Cerebras Systems Inc. SEC 备案（2026 年 8 月 14 日）

    Cerebras Systems Inc. SEC Filing (Aug 14, 2026)

    Stock Titan EN chips

  92. Nvidia 报告持有 SpaceX 1.228 亿股股份

    Nvidia Reports Stake Of 122.8 Million Shares In SpaceX

    TradingView EN chips

  93. Third Point 报告持有 SpaceX 股份并增持台积电 - SEC 文件

    Third Point Reports Stake In SpaceX, Raises In TSMC - SEC Filing

    TradingView EN chips

  94. 内幕抛售：KLA（纳斯达克股票代码：KLAC）执行副总裁出售 59,586 股股票

    Insider Selling: KLA (NASDAQ:KLAC) EVP Sells 59,586 Shares

    MarketBeat EN chips

  95. Nvidia 拥有 210 亿美元的 SpaceX 股份和 300 亿美元的英特尔股份

    Nvidia Has $21 Billion SpaceX Stake, $30 Billion in Intel Shares

    Bloomberg.com EN chips

  96. Nvidia 拥有 210 亿美元的 SpaceX 股份和 300 亿美元的英特尔股份

    Nvidia Has $21 Billion SpaceX Stake, $30 Billion in Intel Shares

    Bloomberg EN chips

  97. Citadel Advisors 披露第二季度新持有 SpaceX、Cerebras Systems 和 Quantinuum 的股份

    Citadel Advisors discloses new Q2 stakes in SpaceX, Cerebras Systems, and Quantinuum

    Crypto Briefing EN chips

  98. 工程师的失望中诞生的力量：台积电的故事 |沙巴日报

    Power born from an engineer’s disappointment: TSMC's story | Daily Sabah

    Daily Sabah EN chips

  99. Nvidia 在第二季度披露了 SpaceX 的大量股份（NVDA：纳斯达克）

    Nvidia discloses big stake in SpaceX in Q2 moves (NVDA:NASDAQ)

    Seeking Alpha EN chips

  100. 随着半导体工厂扩建，吸顶扩散板市场指数到 2035 年将达到 170

    Ceiling-Mounted Diffuser Plates Market to Reach 170 Index by 2035 on Semiconductor Fab Expansion

    IndexBox EN chips

  101. Altimeter 增持 Cerebras 价值 20 亿美元的股份，将 Meta 持股量削减 31%

    Altimeter adds new $2B stake in Cerebras, trims Meta holding by 31%

    Crypto Briefing EN chips

  102. Coatue 管理层报告持有英特尔股份；微软加薪，英伟达减薪

    Coatue Management Reports Stake In Intel; Raises In Microsoft, Cuts In Nvidia

    TradingView EN chips

  103. 新思科技 (Synopsys Inc.) 股票在强劲交易日表现优于竞争对手

    Synopsys Inc. stock outperforms competitors on strong trading day

    MarketWatch EN chips

  104. 美光科技股价重回 1,000 美元。存储芯片巨头能走多远。

    Micron Stock Closes Back In on $1,000. How Far the Memory Chip Titan Could Go.

    Barron's EN chips

  105. 尽管当天亏损，KLA Corp. 的股票表现仍优于竞争对手

    KLA Corp. stock outperforms competitors despite losses on the day

    MarketWatch EN chips

  106. Cerebras Systems (CBRS)：安德鲁·费尔德曼 (Andrew Feldman) 报告持有 A 类公司 9.2% 的实益股份

    Cerebras Systems (CBRS): Andrew Feldman reports 9.2% beneficial stake in Class A

    Stock Titan EN chips

  107. Cerebras Systems (CBRS) 在 Atreides 提交的文件中获得 10.7% 的股权

    Cerebras Systems (CBRS) gains 10.7% stake holder in Atreides filing

    Stock Titan EN chips

  108. NVIDIA (NVDA) 在最新的 13F 表格报告中详细介绍了 8 家机构持股

    NVIDIA (NVDA) details 8 institutional holdings in latest Form 13F report

    Stock Titan EN chips

  109. 到 2035 年，半导体工厂扩建将推动盘式柔性联轴器市场增长 - 新闻和统计

    Disk Flex Couplings Market Growth Driven by Semiconductor Fab Expansion Through 2035 - News and Statistics

    IndexBox EN chips

  110. Kioxia 和 SanDisk 展示了可用于全球首款 1 PB SSD 的微型芯片

    Kioxia, SanDisk show off the tiny chip which could go in world's first 1 PB SSD

    TechRadar EN chips

  111. 软银第二季度减持台积电股份逾70%，套现2.7亿美元，AI投资重点继续向生态系统倾斜

    SoftBank slashed its TSMC stake by more than 70% in Q2, cashing out $270 million as its AI investment focus continues to tilt toward the ecosystem

    finance.biggo.com EN chips

  112. Tiger Global第二季度投资组合调整：退出AppLovin、精简Alphabet、押注人工智能芯片新贵

    Tiger Global's Q2 Portfolio Overhaul: Exits AppLovin, Trims Alphabet, Bets Big on AI Chip Upstart

    finance.biggo.com EN chips

  113. Foundation Capital 基金在最新文件中报告持有 Cerebras Systems (CBRS) 13.1% 的股权

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    Stock Titan EN chips

  114. KLA 股票和美国成长型投资者的 2 款人工智能芯片设备选择

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    sahmcapital.com EN chips

  115. SK 海力士 (NasdaqGS:SKHY) 与韩国 35 亿美元的芯片基金挂钩

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    sahmcapital.com EN chips 2 条观察

  116. 高盛动员投资者支持英伟达 5000 亿美元的人工智能基础设施建设

    Goldman Sachs Mobilizes Investors for Nvidia’s $500 Billion AI Infrastructure Push

    pymnts.com EN chips

  117. Cerebras Q2：我说回租必须放松；事实并非如此（纳斯达克股票代码：CBRS）

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    Seeking Alpha EN chips

  118. Lemonade 11.6 集成 Muse-Glimmer 30B，实验性 TheNoise ROCm 图像生成

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    Phoronix EN chips

  119. 半导体制造需求推动玻璃纤维过滤片市场增长至 2035 年 - 新闻和统计

    Glass Fiber Filter Sheets Market Growth to 2035 Driven by Semiconductor Fabrication Demand - News and Statistics

    IndexBox EN chips

  120. Entegris、Penguin Solutions、Seagate、Applied Materials 和 KLA Corporation 股价飙升，你需要知道什么

    Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA Corporation Shares Are Soaring, What You Need To Know

    Yahoo Finance EN chips

  121. Kulicke 和 Soffa，AMD、英特尔和 Nvidia 股价飙升，你需要知道什么

    Kulicke and Soffa, AMD, Intel, and Nvidia Shares Are Soaring, What You Need To Know

    Yahoo Finance EN chips

  122. 台积电与索尼将投资 47 亿美元成立图像传感器合资公司

    TSMC, Sony to invest $4.7 billion in joint venture for image sensors

    aol.com EN chips

  123. 经过七月的惩罚后，KLA 股票现在值得买入（评级升级）

    After A Punishing July, KLA Stock Is Now A Buy (Rating Upgrade)

    Seeking Alpha EN chips

  124. 随着 NVIDIA 添加 100 个暗光纤对，一些 AI 超大规模企业正在悄悄封锁通往农村城镇的光纤出口，从而扼杀了一项关键优势

    As NVIDIA Adds 100 Dark Fiber Pairs, Some AI Hyperscalers Are Quietly Blocking Fiber Off-Ramps To Rural Towns, Suffocating A Key Benefit

    Wccftech EN chips

  125. 为什么美光科技股票仍然被低估？存储芯片价格上涨、HBM 需求和周期性风险

    Why Is Micron Technology Stock Still Undervalued? Memory Chip Price Hikes, HBM Demand and Cyclical Risks

    TradingKey EN chips

  126. 为什么六大资产巨头与英伟达 5000 亿美元的合作预示着下一个人工智能投资时代

    Why 6 asset giants’ $500 billion Nvidia partnership signals the next AI investment era

    Pensions & Investments EN chips

  127. 英伟达的下一个盈利可能会震惊华尔街：瑞银预计将超出指导值数十亿美元

    Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance

    TradingView EN chips

  128. AI内存需求拉动芯片涨势，长鑫存储超越腾讯

    CXMT Overtakes Tencent as AI Memory Demand Drives Chip Rally

    techrepublic.com EN chips

  129. 观点：Nvidia 的 500B 美元私募股权 AI 融资交易不是一个好兆头

    Opinion: Nvidia’s $500B private equity AI funding deal isn’t a good sign

    Fierce Network EN chips

  130. Tiger Global 在第二季度顶级交易中增加了 Cerebras、退出了 Webull、增持了英特尔股份（CBRS：纳斯达克）

    Tiger Global adds Cerebras, exits Webull, boosts Intel stake, among top Q2 trades (CBRS:NASDAQ)

    Seeking Alpha EN chips

  131. Broadcom（纳斯达克股票代码：AVGO）股价下跌 7%，而 AMD（纳斯达克股票代码：AMD）上涨 5%：是什么推动了 AI 芯片的分裂？

    Broadcom (NASDAQ:AVGO) Stock Falls 7% While AMD (NASDAQ:AMD) Jumps 5%: What’s Driving the AI Chip Split?

    Stocks Down Under EN chips 2 条观察

  132. 5000 亿美元的 AI 计划逐渐成形，NVIDIA 股价持平

    NVIDIA Stock Holds Flat as $500 Billion AI Plan Takes Shape

    GuruFocus EN chips

  133. Broadcom（纳斯达克股票代码：AVGO）指导人工智能半导体需求激增

    Broadcom (NASDAQ:AVGO) Guides To Surging AI Semiconductor Demand

    Kalkine Media EN chips

  134. Linux 7.2 内核在 Intel Xeon 600 系列上提供目标 I/O 和轮询增益

    Linux 7.2 Kernel Delivers Targeted I/O and Polling Gains on Intel Xeon 600 Series

    finance.biggo.com EN chips

  135. 软银以 5550 万美元收购第一资本股权，出售台积电 71.5% 的股份

    SoftBank buys $55.5 million Capital One stake, sells 71.5% of TSMC holding

    CNBC TV18 EN chips

  136. 华尔街认为英伟达的下一个人工智能芯片周期将占据主导地位

    Wall Street Sees Nvidia’s Next AI Chip Cycle Taking Hold

    Finimize EN chips

  137. Cerebras Systems Ord Shs A 类（拟定）股票 (CBRS) 于 8 月 14 日下跌 5.15%：全面分析

    Cerebras Systems Ord Shs Class A (Proposed) Stock (CBRS) Moved Down by 5.15% on Aug 14: A Full Analysis

    TradingKey EN chips

  138. AMKR 至 CAD：Amkor Technology, Inc. • Robinhood 代币加元价格

    AMKR to CAD: Amkor Technology, Inc. • Robinhood Token Price in Canadian Dollar

    CoinGecko EN chips

  139. AMKR 兑换 SGD：Amkor Technology, Inc. • Robinhood 代币新加坡元价格

    AMKR to SGD: Amkor Technology, Inc. • Robinhood Token Price in Singapore Dollar

    CoinGecko EN chips

  140. 2026 年最佳台式工作站：经过实验室测试的排行榜

    Best Desktop Workstations in 2026: Lab-Tested Leaderboard

    StorageReview.com EN chips

  141. 由于美国银行标记其人工智能债务为 370B 美元，博通股价下跌 6%；贝尔德 (Baird) 的 1,250 美元看涨期权使 AMD 股价上涨 4%

    Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird's $1,250 Call

    24/7 Wall St. EN chips

  142. 瑞银表示，英伟达将迎来强劲的季度业绩和前景

    Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says

    Yahoo Finance EN chips

  143. 高盛为 Nvidia 500B 美元人工智能融资交易吸引投资者

    Goldman Sachs courts investors for Nvidia $500B AI financing deal

    qz.com EN chips

  144. Renaissance 将 Nvidia 股份增加近三倍，削减美光股份

    Renaissance Nearly Triples Nvidia Stake, Slashes Micron

    GuruFocus EN chips

  145. Marvell 的这一年是在互连中制造的，而不是在定制芯片中制造的

    Marvell’s Year Was Made In Interconnect, Not Yet In Custom Silicon

    Trefis EN chips

  146. 为什么今天 KLA 股价下跌？

    Why is KLA stock sliding today?

    Investing.com EN chips

  147. 高盛应对 Nvidia 最大的人工智能挑战

    Goldman Sachs Takes On Nvidia's Biggest AI Challenge

    TradingView EN chips

  148. 日月光科技控股有限公司 (ASX) 今日股票新闻

    ASE Technology Holding Co Ltd (ASX) Stock News Today

    TradingKey EN chips

  149. 瑞银表示，英伟达第二季度营收超出预期 30 亿至 40 亿美元

    Nvidia Q2 Revenue Seen $3 Billion to $4 Billion Above Expectations, UBS Says

    Moomoo EN chips

  150. Renaissance 将 Nvidia 股份增加近三倍，削减美光股份

    Renaissance Nearly Triples Nvidia Stake, Slashes Micron

    TradingView EN chips 2 条观察

  151. Nvidia、Nancy Pelosi 和 Cathie Wood 以 Databricks 1900 亿美元的估值夺得金牌

    Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation

    Benzinga EN chips

  152. 8 月 14 日星期五的其他叫声和叮咬：巴基斯坦赞扬澳大利亚的巴斯马蒂裁决；格拉斯利-哈桑假冒法案在参议院一致通过；英伟达宣布 5000 亿美元人工智能基础设施融资计划

    Other Barks & Bites for Friday, August 14: Pakistan Applauds Basmati Ruling in Australia; Grassley-Hassan Counterfeit Bill Unanimously Passes Senate; and Nvidia Announces $500 Billion AI Infrastructure Financing Plan

    IPWatchdog.com EN chips

  153. 为什么 Advanced Micro Devices 的股票今天飙升？

    Why is Advanced Micro Devices stock surging today?

    Investing.com EN chips

  154. Universitas Gadjah Mada、Indosat 和 NVIDIA 开设印度尼西亚首个大学人工智能中心以培养本地人工智能人才

    Universitas Gadjah Mada, Indosat and NVIDIA Open Indonesia’s First University AI Center to Develop Local AI Talent

    NVIDIA Blog EN chips

  155. AMD 锐龙 AI X100 挑战以 GPU 为中心的人工智能

    AMD’s Ryzen AI X100 Takes On GPU-Centric AI

    EE Times EN chips

  156. AI芯片需求拉动晶圆出货量增长14%，中芯国际营收突破30亿美元

    SMIC Revenue Tops $3 bn as AI Chip Demand Drives 14% Wafer Shipment Growth

    TelecomLead EN chips

  157. 随着人工智能代理推动更广泛的 EDA 需求，Cadence 上调 2026 年展望

    Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand

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  158. 索尼和台积电 47 亿美元的合资企业不仅仅涉及相机传感器

    Sony and TSMC’s $4.7 Billion Venture Is About More Than Camera Sensors

    MarketBeat EN chips

  159. AI芯片股反弹，韩国Kospi暴跌40%后重回牛市

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    Tekedia EN chips

  160. Trade Tracker：比尔·巴鲁克 (Bill Baruch) 收购更多 Nvidia

    Trade Tracker: Bill Baruch buys more Nvidia

    CNBC EN chips

  161. 英伟达 5000 亿美元计划让华尔街陷入人工智能狂潮

    Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

    Bloomberg.com EN chips

  162. 英伟达 5000 亿美元计划让华尔街陷入人工智能狂潮

    Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

    Yahoo Finance EN chips

  163. 第一资本金融报告称软银集团削减台积电股份

    Softbank Group Corp Cuts Share Stake In TSMC, Reports In Capital One Financial

    TradingView EN chips

  164. 软银 13-F：减持台积电 (TSM) 股份

    Softbank 13-F: Cuts stake in TSMC (TSM)

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  165. CBRS 股票崩盘还是买入？ Cerebras 毛利率警报！诺斯林 (0hGhmBlbWH)

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  166. 2027 年人工智能的最大机遇：NVIDIA 与 Micron

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  167. 内存芯片与光学：为什么机构青睐内存的规模和增长

    Memory chips vs. optical: why institutions favor memory’s scale and growth

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  168. ASML 代币化 bStocks 今日日元价格 |实时 ASMLB 至 JPY 转换器及汇率

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  169. ASML 代币化 bStocks 今日人民币价格 |实时 ASMLB 到 CNY 转换器及汇率

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  170. ASML 代币化 bStocks 分析：价格动态、季度回报和年度价格变化（美元）

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  171. Cerebras 直播 SUPERNOVA 2026 AI 活动

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  172. 索尼风险投资承诺投资 2820 亿日元，台积电股价下跌

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  173. 中芯国际提高芯片价格，人工智能需求带动30亿美元收入

    SMIC Raises Chip Prices as AI Demand Drives US$3 Billion Revenue

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  174. 中芯国际因人工智能需求而提高价格

    SMIC lifts prices due to AI demand

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  175. 芯片股下滑后纳斯达克指数下跌 0.5%

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  176. 由于抛售压力超过强劲的人工智能芯片需求，博通股价下跌超过 6%

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  177. 英伟达收益预览：英伟达股票的下一步走势

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  178. NVIDIA 光通信合作伙伴反驳延迟传闻，CPO 量产时间表不变，从明年开始确认收入

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  179. Cerebras 第二季度盈利下跌 12%：逢低买入股票？

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  180. 法官驳回指控美光散布虚假指控伤害中国芯片竞争对手长江存储的诉讼

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