To The Moon

智通财经APP获悉，美国银行表示，受人工智能相关领域需求激增推动，2027年全球半导体销售额有望达到约1万亿美元。这一预测较该行此前给出的8600亿美元可谓显著上调。具体来看，美国银行预测2025、2026及2027年行业销售额将分别达到7450亿、8700亿和9710亿美元，较此前预期上调约3%至6%。除芯片销售额外，美国银行分析师还更新了对半导体设备支出的预测，预计2025至2027年支出规模将分别达到1180亿、1280亿和1380亿美元。

起底英伟达的顶级AI帝国。智东西10月21日消息，10月13日，全球知名投资追踪机构PitchBook发布的报告显示，截至10月9日，英伟达今年参与的AI相关融资已经达到50笔，超过2024年全年48笔总和。具体来看，2023年以来，英伟达参与的融资中单笔融资过亿美元的企业共31家。其中，获英伟达投资的OpenAI、xAI、Mistral AI、Figure AI的估值均已超过百亿美元。本月初其发布第三代人形机器人Figure 03，能执行多种家庭任务，

On Mon, 16 Dec 2024, US market still exhibited a nervous stance, despite CME Fedwatch tool still registers an elevated 97% probability of a -0.25% interest cut, while bitcoin surged to a record high of $107,800 intraday. When US market called it a day: DJIA: -0.25% (-110.58 to 43,717.48). Closed lower for 8th straight day. S&P 500: +0.38% (+22.99 to 6,074.08). Coming off its first losing week in the past month. Nasdaq: +1.24% (247.17 to 20,173.89). Tech index crossed its first 20,000 points record high. Magnificent Seven performances on 16 Dec 2024 Although Nasdaq had a new ‘peak’, only two sectors and two particular stocks “helped” push Nasdaq its finishing close; not all Magnificent Seven stocks. (see above) It was sector “Communications services” and