英偉達(NVDA.O)：Vera系統將於秋季由系統構建商和雲合作伙伴提供。

Guotai Haitong maintains an overweight rating on the overseas AI compute and applications supply chain. The report says OpenAI and Anthropic’s rapid growth both validates expanding AI model capability and is lifting demand across the AI industry chain. Recommended focuses: (1) hardware suppliers supporting compute expansion — GPU/ASIC, CPU, storage, advanced process nodes and packaging, and semiconductor equipment; (2) cloud providers and infrastructure platforms hosting AI workloads and distributing models; (3) application companies able to deliver full-ecosystem, full-scenario deployments.

【期貨熱點追蹤】高盛上調2026年底銅價預估、供應趨緊擔憂下倫銅週一小幅走高，銅的"供應收縮"故事還能講多久？