---
title: "英偉達漲 1.8%，Cantor Fitzgerald 認為，英偉達與 Groq 的授權交易具有進攻性和防禦性，將增強英偉達的全系統堆棧能力和在 AI 市場的領導地位。將 Groq 的產品融入英偉達的"
description: "英偉達漲 1.8%，Cantor Fitzgerald 認為，英偉達與 Groq 的授權交易具有進攻性和防禦性，將增強英偉達的全系統堆棧能力和在 AI 市場的領導地位。將 Groq 的產品融入英偉達的解決方案中，將使其在推理市場佔據更大份額，特別是針對下一階段的 AI 基礎設施建設。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/270859057.md"
published_at: "2025-12-26T15:12:25.000Z"
---

# 英偉達漲 1.8%，Cantor Fitzgerald 認為，英偉達與 Groq 的授權交易具有進攻性和防禦性，將增強英偉達的全系統堆棧能力和在 AI 市場的領導地位。將 Groq 的產品融入英偉達的

> 英偉達漲 1.8%，Cantor Fitzgerald 認為，英偉達與 Groq 的授權交易具有進攻性和防禦性，將增強英偉達的全系統堆棧能力和在 AI 市場的領導地位。將 Groq 的產品融入英偉達的解決方案中，將使其在推理市場佔據更大份額，特別是針對下一階段的 AI 基礎設施建設。

英偉達漲 1.8%，消息面上， Cantor Fitzgerald 稱，英偉達與 Groq 的授權交易兼具 “進攻性和防禦性”，並且 “只會增強英偉達的全系統堆棧能力和在 AI 市場的整體領導地位（並進一步拓寬其競爭護城河）”。 將 Groq 的產品融入英偉達的全系統堆棧解決方案中，“將使其在推理市場佔據更大的份額，尤其是針對下一階段的 AI 基礎設施建設”。

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