EPISODE · Jun 19, 2026 · 5 MIN
EP096 | 亚马逊自研芯片叫板英伟达，半导体集体狂欢
from AHA Daily
亚马逊将自研AI芯片对外销售，正面挑战英伟达；英特尔暴涨11%传将携手苹果，美光带动内存超级周期；博通涨4.7%，半导体全员狂欢。纳指领涨1.91%、VIX暴跌11%，跳水次日强势反弹，而美元创一年多新高、美联储转鹰。比特币逆势跌2.4%与美股背离。埃森哲财报承压折射AI对服务业的冲击。Alex与Hailey聊聊半导体军备竞赛与算力确定性。
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EP096 | 亚马逊自研芯片叫板英伟达，半导体集体狂欢
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