Shares of Marvell Technology (MRVL.O) rise 4.1% to $255.32, while those of Broadcom (AVGO.O) up 4.1% at $375.16

迈威尔科技（MRVL.O）股价上涨 4.1% 至 255.32 美元，博通（AVGO.O）股价上涨 4.1% 至 375.16 美元

Micron Technology (MU.O) rises 2.5% to $999.67; Advanced Micro Devices (AMD.O) jumps 9% to $564.35 BofA expects global cloud and AI infrastructure capex to reach $1.5 trillion by 2027, up 40%-50% YoY, supported by token growth, AI agent adoption and supply-constrained infrastructure All four U.S. tech giants signal AI spending will not slow, with combined 2026 capex expected to exceed $700 billion, up from about $600 billion previously anticipated

美光科技（MU.O）上涨 2.5% 至 999.67 美元；AMD（AMD.O）跳涨 9% 至 564.35 美元。美银预计，在代币增长、AI 代理采用以及供应受限的基础设施支持下，到 2027 年全球云和 AI 基础设施资本支出将达到 1.5 万亿美元，同比增长 40%-50%。美国四大科技巨头均表示 AI 支出不会放缓，预计 2026 年合计资本支出将超过 7000 亿美元，高于此前预期的约 6000 亿美元

Brokerage says lower-cost Chinese AI models should accelerate AI adoption and boost demand for compute, memory, networking and power infrastructure

该券商表示，成本较低的中国 AI 模型应会加速 AI 的普及，并提振对计算、内存、网络和电力基础设施的需求

Up to last close, Philadelphia SE Semiconductor Index (.SOX) had risen ~78% this year

截至上一个交易日收盘，费城交易所半导体指数（.SOX）今年已上涨约 78%