位置：中游情绪：利好参考度：4/10
据报道，Anthropic已启动定制AI芯片自主研发早期阶段，并与三星电子就潜在制造合作展开磋商。受此消息影响，美国半导体板块股价于周四盘中下挫，推动纳斯达克100指数由涨转跌；而美股盘初曾因非农就业数据疲软一度走高。
The Information指出，Anthropic PBC的芯片计划仍处早期，尚未明确处理器具体用途、性能指标及服务器集成方案。该公司同时表示，亚马逊Trainium芯片、谷歌TPU（张量处理器）及英伟达GPU仍将是其计算战略核心组成部分。
消息公布后，半导体板块集..费城半导体指数收跌5.44%，其中闪迪收跌14%，美光收跌5.5%，英特尔收跌5.3%，英伟达收跌1.4%。半导体板块下行直接带动纳斯达克100指数收跌1.6%。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
