Chip stocks surge! NVIDIA achieves a strong 10-day consecutive rise, AMD soars 30% in ten days, and the Philadelphia Semiconductor Index continues to hit new highs.

At the beginning of the year, due to concerns about weakening momentum in technology stocks, funds had significantly flowed out of the AI sector, but are now flowing back. NVIDIA's ten consecutive days of gains have become a标志性signal, yet internal divergence within chip stocks has started to emerge.

Golden10 Data30minutes ago

The ratio changing from 1:8 to 1:1 indicates that the undervalued CPU is becoming a new bottleneck for AI.

The focus of the AI computing power race is quietly shifting from GPUs to a long-overlooked role – the CPU.

wallstreetcn39minutes ago

Anthropic's valuation doubled to 800 billion US dollars in two months, nearing OpenAI! Enterprise-grade AI is reshaping capital flows.

Anthropic has recently attracted strong interest from multiple venture capital firms, with its potential financing valuation soaring to an astonishing $800 billion.

Zhitong Finance10:52

U.S. Stock Market Close | Rising Expectations of U.S.-Iran Peace Talks Drive Nasdaq to 10-Day Winning Streak, S&P 500 Nears Record High; Leading Tech Stocks Rally, Micron Soars 9%, Meta Gains Over 4%; Crude Oil Slumps, Bitcoin Briefly Tops $76,000

U.S. stock indices generally rose on Tuesday, with the U.S. memory chip index closing up more than 2.4%, continuing to set a new record high at the close. Micron Technology surged 9.17%, while SanDisk fell 0.84%. American Airlines soared 8%, and United Airlines gained 2.07%. The U.S. dollar declined for the seventh consecutive day, gold rose over 2% to break above $4,800 per ounce, and Bitcoin climbed to its highest level since the outbreak of the conflict.

wallstreetcn06:32

Taiwan Semiconductor Options Spot-On: On April 14th, 131.34K Contracts Were Traded, With 1.63 Million Open Interest

On April 14th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 131.34K options for the day, of which put options accounted for 55.66% of the total

Futu News04:30

U.S. Treasury officials strongly advocate for the integration of Anthropic's new model to prevent the risk of AI-driven attacks and defenses from spiraling out of control.

①The latest information shows that the technical team of the U.S. Department of the Treasury is seeking access to Anthropic's artificial intelligence model Mythos to identify potential vulnerabilities in the banking sector; ②According to insiders, Sam Corcos, Chief Information Officer of the U.S. Department of the Treasury, is striving to obtain usage rights for the model as early as this week and has already introduced the technology to the cybersecurity team.

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