劍落塵
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USD GAINS ON FED WALLER’S ‘NO RUSH’ COMMENT BUT MAY STRUGGLE TO EXTEND FURTHER – SCOTIABANK
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美股AI没赶上?大摩提供新思路:买电力股啊
摩根士丹利日前发布研报预计,随着生成式人工智能的算力成本迅速下降,AI需求的快速增长与电力基础设施增长缓慢将出现显著不匹配。大摩将这种不匹配现象比做“龟兔赛跑”,暗示当下AI虽然爆火,像兔子在比赛中一马当先,但AI需求的增长有赖于电力供应,更多数据中心会因为希望更快确保电力而支付更高的电价溢价。因此增长缓慢的电力基础设施作为龟,电力股板块前景可能更佳,并提升了一众电力公司的目标价。 新一代AI芯片算力成本大降 或激发升级需求 研报表示,生成式人工智能的算力成本将迅速下降,但市场这一情况有所低估。大摩的数据中心模型显示,从英伟达H100的Hopper GPU转为使用B100的Blackwell
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Ada Negosiasi Saham Anthoni Salim (DNET) Rp1,16 Triliun, Langsung Tembus ATH
Ada Negosiasi Saham Anthoni Salim (DNET) Rp1,16 Triliun, Langsung Tembus ATH IDXChannel - Transaksi jumbo di saham PT Indoritel Makmur Internasional Tbk (DNET) kembali terjadi. Kali ini terjadi negosiasi saham induk Indomaret bersih senilai Rp1,16 triliun, dari sebelumnya pada Kamis (21/12) sebesar
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OJK Dorong Perusahaan Pinjol Cari Pendanaan Lewat IPO di BEI
OJK terus mendorong perusahaan peer-to-peer lending (P2P) atau pinjaman online alias pinjol mencari pendanaan dari berbagai sumber, salah satunya dengan IPO. IDXChannel - Otoritas Jasa Keuangan (OJK) terus mendorong perusahaan peer-to-peer lending (P2P) atau pinjaman online alias pinjol mencari pend
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