美国谷歌公司一颗搭载谷歌张量处理单元(TPU)芯片的原型卫星日前发射升空,以测试该芯片在太空环境中的运行性能,研究未来能否在太空部署人工智能(AI)基础设施。
对未来4个月海外投资者加仓中国、加仓A股,瑞银持谨慎乐观态度,主要推动力有三:一是盈利支撑,瑞银策略分析师已将A股盈利预期从11%上调至15%;二是科技与AI产业链,全球投资者对AI产业链关注度高,中国在科技创新上的投入以及地缘政治下自主研发的需求,将持续吸引全球资金关注相关产业;三是政策刺激。
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