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美股異動 | 利好疊加 英偉達(NVDA.US)盤中漲6%
格隆匯3月24日丨英偉達(NVDA.US)盤中漲6.23%,報272.31美元,總市值6835億美元;英特爾(INTC.US)現漲4.03%,報50.215美元,總市值2045億美元。英偉達CEO黃仁勛週三表示,英偉達希望擁有芯片知識產權公司Arm,但這並非英偉達成功的必要條件。黃仁勛還表示,英偉達將有興趣利用英特爾作為代工廠,這是基於雙方現有的合作關係。而3月22日晚間,英偉達創始人黃仁勛在GTC 2022大會上宣佈,其自動駕駛芯片Orin於本月正式投產銷售。與此同時,英偉達推出了基於Atlan芯片的新一代自動駕駛平台DRIVE Hyperion 9,並計劃於2026年量產。英偉達還宣佈新增比亞迪和Lucid Group兩家新車企合作伙伴:比亞迪和Lucid Group。目前,已有超過25家車企及自動駕駛公司選擇了英偉達。這些合作伙伴將在未來6年內,為英偉達貢獻超過110億美元的營收。摩通重申英偉達“增持”評級,目標價350美元。改行表示,英偉達提供了其加速計算產品、平台和解決方案的更新,並公佈了新的“Hopper”芯片系列,接替公司兩年前宣佈的現有Ampere AI芯片架構。相比上一代產品,基於Hopper架構的H100 GPU實現了數量級的性能飛躍。憑藉領先的芯片硬件和軟件平台以及強大的生態系統,英偉達將繼續受益於人工智能、高性能計算、遊戲和自動駕駛汽車等領域的主要長期趨勢,英偉達仍領先於一眾競爭對手。

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