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美联储理事沃勒:通胀过高,人工智能建设、持续的能源冲击等多种持续性通胀因素依然存在。
2026-10-08
美联储理事沃勒:通胀过高,人工智能建设、持续的能源冲击等多种持续性通胀因素依然存在。
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2026-10-08
Citigroup analysts said TSMC's revenue growth could remain above 40% through 2027, driven by strong AI compute demand, expansion of AI agents and an emerging co‑packaged optics (CPO) network cycle. With most AI‑chip customers — including NVIDIA, AMD and Broadcom — expected to accelerate, Citigroup said TSMC's AI‑related revenue growth could nearly double next year, prompting further market upgrades to earnings estimates. Citigroup sees TSMC capex rising to $81bn in 2027 and $90bn in 2028. It mai
Citigroup analysts said TSMC's revenue growth could remain above 40% through 2027, driven by strong AI compute demand, expansion of AI agents and an emerging co‑packaged optics (CPO) network cycle. With most AI‑chip customers — including NVIDIA, AMD and Broadcom — expected to accelerate, Citigroup said TSMC's AI‑related revenue growth could nearly double next year, prompting further market upgrades to earnings estimates. Citigroup sees TSMC capex rising to $81bn in 2027 and $90bn in 2028. It maintained a buy rating and raised its PT to NT$4,000 from NT$3,800.
2026-10-08
港股人工智能概念股走弱,量化派(02685.HK)跌8.83%,深演智能(02723.HK)跌4.01%,滴普科技(01384.HK)跌2.31%,智谱(02513.HK)跌2.30%。
港股人工智能概念股走弱,量化派(02685.HK)跌8.83%,深演智能(02723.HK)跌4.01%,滴普科技(01384.HK)跌2.31%,智谱(02513.HK)跌2.30%。
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