Nebius Group N.V.NBIS
▲ ポジティブ価格関連度
Nebius announced it is raising on-demand GPU cloud service prices by an average of about 20 percent.
資産への影響 6
Artificial Intelligence
Nebius Group N.V.
Advanced Micro Devices IncAMD
▲ ポジティブ需要関連度
Meta's AI agent Muse boosted server CPU demand expectations, and AMD's market value surpassed $1 trillion for the first time amid the semiconductor surge.
Arm Holdings plc American Depositary SharesARM
▲ ポジティブ需要関連度
ARM surged more than 10% as Meta's AI agent Muse boosted expectations for server CPU demand.
Spatial Computing / AR/VR
Meta Platforms Inc.META
▲ ポジティブ技術関連度
The popularity of Meta's AI agent Muse drove expectations for server CPU demand, lifting chip stocks.
Semiconductors
Intel CorporationINTC
▲ ポジティブ需要関連度
Intel surged more than 10% as Meta's AI agent Muse boosted expectations for server CPU demand.
その他
Hunan Hualian China Industry Co. Ltd.001216
▼ ネガティブ供給関連度
Huaci said its Vietnam base phase-one is still ramping with limited short-term capacity unlikely to offset overseas trade barriers, and Q3 earnings are expected to keep declining.
テーマインパクト
カバレッジ外企業 2
Guangdong Zhongsu New Materials Co Ltd非上場▲ ポジティブ
資本関連度
Zhongsu shares debuted on ChiNext, opening up 384% and surging over 400% versus its 55.28 yuan issue price.
世纪数码非上場▲ ポジティブ
資本関連度
Century Digital listed on the Beijing Stock Exchange and opened up 314.81% versus its 15.67 yuan issue price.