下面是一张人工智能价_老虎社区_美港股上老虎

浪迹大叔
2024-12-27

下面是一张人工智能价值链示图。整条链上包含了5大类公司：

AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic
AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$
芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$
芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$
芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$

# 芯片股大涨！中芯国际能否创新高？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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东方空头
·2024-12-28
值得收藏，研究。
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