|今日波幅||1.0700 - 1.8400|
Nvidia debuted a host of new AI technologies on Monday, as the chip giant's stock price soared on a positive second quarter outlook.
Nvidia(NVDA.US)行政總裁黃仁勳公布一系列與人工智能相關的新產品及服務，包括推出AI超級電腦DGX GH200，將可協助科技公司創造新一代ChatGPT，而微軟(MSFT.US)、Meta(META.US)及谷歌預計將成DGX GH200的首批用戶。
高盛發表研究報告指出，微軟(MSFT.US)在Build開發者大會上發布產品，相信可為公司龐大的產品配套帶來更高的每月每戶平均收入(ARPU)。該行認為，微軟仍然堅定不移地將生成式AI功能納入其產品的各方面，目前已有4,500個企業客戶使用Azure OpenAI服務，預期生成式AI對Azure的增長貢獻將於今年第四季起加速。 該行進一步對微軟Azure明年收入增長預測由22.7%上調至23.4%，以反映微軟加快對圍繞聊天機械人Copilot的產品配件創新步伐。同時，該行略為下調微軟的毛利率，提高其資本開支預測，將其目標價由335美元上調至350美元，重申「買入」評級。(jl/u)~ 阿思達克財經新聞 網址: www.aastocks.com
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Make no mistake, Nvidia has captured the imagination of Wall Street.
America may be days away from no longer be able to pay its bills.
Regulators want to block the largest acquisition in Microsoft's nearly five-decade history. But there's a very good reason for Microsoft to fight for the deal.
Shares across semiconductor sector surge after Silicon Valley chipmaker delivers blowout financial report
The company is also pushing for licensing and "know your customer" rules. But critics are wary of "regulatory capture."
Last night, chipmaking giant Nvidia (NVDA) fired a warning shot to every single investor on the planet. The message? We have officially and irreversibly entered the Age of AI. Some investors will make fortunes over the next few years during this new technological paradigm shift. Others will lose them. And the time to prepare for this revolution is now. InvestorPlace - Stock Market News, Stock Advice & Trading Tips That’s what Nvidia’s earnings report confirmed last night. The company absolutely
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Microsoft Corp (NASDAQ: MSFT) and the Western intelligence agencies blamed a state-sponsored Chinese hacking group for spying on various U.S. critical infrastructure organizations. The spying has also targeted the U.S. island territory of Guam, home to strategically important American military bases, Reuters cites Microsoft in a report. The U.S. National Security Agency (NSA) said it worked with partners including Canada, New Zealand, Australia, the U.K., and the U.S. Federal Bureau of Investiga
On Wednesday, Nvidia Corporation (NASDAQ: NVDA) shares soared 26% upon strong first quarter results and AI-powered guidance that both shattered expectations, bringing its market value at close to $755 billion. On Thursday during premarket trading, they surged even 29%, bringing the company’s market value to $980 billion and the chipmaker very close to joining, Apple Inc (NASDAQ: AAPL), Microsoft Corporation (NASDAQ: MSFT) and Amazon.com (NASDAQ: AMZN) in the $1 trillion club. First Quarter Figur
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ChatGPT parent OpenAI — might be owned by a non-profit, but it’s shown some serious human intelligence in finding ways to squeeze money out of the hype it has helped stir. The main way was obviously a complicated $10bn investment from Microsoft, but that was over multiple years and mostly paid for with computing power to fuel its chatty bots, rather than cold hard cash. Per the filing, OpenAI has now raised $175,250,000 from 14 investors for its fund to invest in start-ups, compared with an initial target of $100mn when it launched (with Microsoft backing) in 2021.
在北京，外交部發言人毛寧主持例行記者會。被問及幾個西方國家以及微軟公司的分析團隊表示，近期中國的一個黑客組織對包括關島在內的美國多項關鍵基礎設施進行了攻擊，毛寧表示，中方注意到有關報導，她批評相關報告東拼西湊、證據鏈嚴重缺失、極不專業。 毛寧續稱，中方也注意到美國國家安全局（NSA）等政府機構以及英國、澳洲、加拿大、新西蘭等國的相關機構，也同時發布了類似報告。很明顯這是美國出於地緣政治目的，發動五眼聯盟國家採取的集體虛假信息行動。 毛寧指出，眾所周知，五眼聯盟是世界上最大的情報組織，美國國家安全局是世界上最大的黑客組織，他們聯手發布虛假信息報告，本身就很諷刺。她表示，至於某些公司此次參與其中，說明美國除了政府機構之外，還在拓展新的散佈虛假信息的渠道，這不是第一次，也不會是最後一次。 毛寧說，但是無論如何變換手法都改變不了，美國才是黑客帝國的事實，還記得去年9月中方有關機構發布了報告，詳細披露了美國國家安全局網絡攻擊中國西北工業大學的情況，美方應當立即就有關網絡攻擊的行為作出交代，而不是散佈虛假信息轉移視線。
In less than eight months, Meta Platforms (NASDAQ:META) stock has gone from the most undervalued stock in America to the most overvalued. On the surface it’s a study in failure. Its new name represents technology that is already a dead end. The company has been laying off people all year, and it’s still laying them off. It’s not growing, with revenue for the March quarter down 11% from December. Despite this the stock’s value has nearly tripled. Meta’s November low was below $89. It now sells fo
Nvidia shares are expected to open sharply higher this morning after the chipmaker said it saw strong demand for its new chips that are used to train the latest wave of generative artificial intelligence systems. Google and Microsoft are among the biggest buyers of Nvidia’s chips and are driving demand for the latest generation of semiconductors that are designed to handle the demands of so-called large language models such as OpenAI’s GPT-4 and Google’s AI chatbot Bard. Nvidia said it expected sales to reach $11bn in the three months to the end of July, more than 50 per cent ahead of the $7.2bn analysts had been expecting.
Microsoft founder Bill Gates and a number of top US scientists are set to attend a Chinese government-backed annual technology conference that kicks off on Thursday evening in Beijing, as the country seeks to boost international cooperation in the area. Gates, who is attending as co-chair of the Bill & Melinda Gates Foundation, the private charitable foundation he founded with his former wife, is scheduled to speak on Friday at the Zhongguancun Forum, according to the event's official website. T