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随着生成式AI应用的迅猛发展，AI ASIC能否成为英伟达GPU可⾏的替代品⼀直是全球热议话题。摩根士丹利15日发布研报《AI ASIC 2.0：潜在赢家》，认为ASIC凭借针对性优化和成本优势，有望逐步从英伟达GPU手中争取更多市场份额。 大摩预计，AI ASIC市场规模将从2024年的120亿美元增长至2027年的300亿美元，年复合增长率达到34%。 在此情况下，英伟达凭借其在大型语言模型训练方面的优势，将继续占据主导地位。博通、世芯电子（Alchip）和Socionext被看好。Cadence、台积电及其供应链伙伴（ASE、KYEC等）将从ASIC设计与制造的快速增长中获益。 大摩表示

EUR/USD is trading heavy below the 200-day moving average (1.0873). The risk is the ECB delivers a dovish 25 bp cut today which can further weigh on EUR, BBH FX analysts note. Dovish cut today can further weigh on EUR “The ECB is widely expected to cut the key interest rate 25 bp to 3

Poundsterling melonjak mendekati 1,3160 terhadap Dolar AS menjelang laporan NFP AS untuk bulan September.Kemungkinan Fed memangkas suku bunga tambahan sebesar 75 bps pada akhir tahun telah berkurang secara signifikan.Bailey dari BoE menekankan perlunya pemotongan suku bunga secara agresif. Poundster

SkenarioJangka waktuDalam sehariRekomendasiMEMBELITitik Masuk104.465Ambil Untung105.461Hentikan Kerugian103.944Tingkat Kunci105.461, 103.944, 103.425, 104.978Mari kita lihat grafik empat jam. Garis Tenkan-sen berada di atas Kijun-sen, garis merah mengarah ke atas, sedangkan garis biru tetap horizont

Kịch bảnKhung thời gianTrong ngàySự giới thiệuMUA DỪNGĐiểm vào34.0800Lấy lợi nhuận34.2325Dừng lỗ34.0000Các cấp độ chính33.6722, 33.8000, 33.9022, 34.0000, 34.0800, 34.2325, 34.3000, 34.4091Kịch bản thay thếSự giới thiệuBÁN DỪNGĐiểm vào34.0000Lấy lợi nhuận33.8000Dừng lỗ34.1000Các cấp độ chính33.6722,