$英偉達 (NVDA.US)$ 至少VIX指數上漲了25%。
已翻譯
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Filbertfrog
參與了投票
在我們上週的文章中（爲什麼英特爾近期大幅上漲：18A 製程進展遇上 CPU 短缺交易）分析了英特爾股價飆升背後的邏輯，我們指出市場正開始關注人工智能推理時代對CPU需求的激增，這可能導致服務器CPU出現類似存儲器的短缺。本週，這一問題已開始引起華爾街的關注。
英特爾和AMD股價飆升的背後原因是什麼？
華爾街機構...
英特爾和AMD股價飆升的背後原因是什麼？
華爾街機構...
已翻譯
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