巴克萊稱Q2半導體總收入創高乃拜Nvidia之賜，Nvidia週四帶量翻漲近4%

Yahoo Entertainment - 19 de setembro de 2024

巴克萊稱Q2半導體總收入創高乃拜Nvidia之賜，Nvidia週四帶量翻漲近4%

【財訊快報／陳孟朔】巴克萊表示，人工智慧(AI)晶片支出必須增加，才能滿足模型開發商的最低預期。巴克萊分析師歐馬利(Tom O''Malley)發出最新報告中提到，自AI晶片一哥Nvidia(美股代碼NVDA)8月底發布財報以來，AI晶片股的拋售已經在整個人工智慧生態系統中引起反響，人們越來越質疑AI晶片支出浪潮“是否正在接近頂峰”。分析師認為，這種觀點沒有適當地考慮到未來的計算需求。歐馬利最新報告顯示，2024年第二季半導體總收入創下1621億美元的新高，季增6.7%，比2021年第四季舊有紀錄高出約5億美元，…

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