<p><strong>英偉達</strong>（NVDA +3.90%）商業模式最大的演變之一是，它已經從僅僅銷售圖形處理單元（GPU）轉變為設計完整的服務器機架系統，以處理特定的人工智能任務。</p>
<p>這一直是首席執行官黃仁勳的戰略關鍵部分；然而，當技術研究機構 SemiAnalysis 報告稱其下一代 AI 機架系統 Kyber NVL144 可能因製造關鍵電路板的問題而推遲到 2028 年時，這一戰略可能遇到了一些障礙。</p>
<p>英偉達已經表示其路線圖保持不變，儘管問題仍然存在。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NTYvYW1kZ29vZ2wucG5nJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1200" height="800" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NTYvYW1kZ29vZ2wucG5nJnc9Mzg0MA"/></p>
<p>圖片來源：The Motley Fool。</p>
<p>英偉達通過積極的技術路線圖在高端市場基本上將競爭對手排除在外，但物理製造限制可能最終會追上它。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英偉達股票報價" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英偉達</p>
<p>今日變動</p>
<p>(3.90%) $7.90</p>
<p>當前價格</p>
<p>$210.68</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$5.1T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$201.91 - $210.87</p>
<p>52 周區間</p>
<p>$162.02 - $236.54</p>
<p>成交量</p>
<p>5.7M</p>
<p>平均成交量</p>
<p>158.9M</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.13%</p>
<p>Kyber 旨在成為 AI 數據中心的核心，以推動 AI 模型的發展，並且它還有不同的變體用於特定的 AI 任務，如 推理 和自主 AI。延遲可能為 <strong>超微半導體</strong>（AMD +2.13%）和 <strong>Alphabet</strong>（GOOGL 0.50%）（GOOG 0.34%）在高端 AI 市場中獲得立足點打開了大門。</p>
<p>AMD 面臨的最大挑戰是，它與英偉達之間始終存在較大的軟件生態系統差距。然而，AMD 在過去幾年中大大改善了其 ROCm 平台，程序員在軟件棧中向上移動並使用開源 AI 框架（如 OpenAI 的 Triton）有助於縮小這一差距，尤其是在推理方面。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="超微半導體股票報價" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg"/></p>
<h2>NASDAQ: AMD</h2>
<p>超微半導體</p>
<p>今日變動</p>
<p>(2.13%) $11.62</p>
<p>當前價格</p>
<p>$558.34</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$910B 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$540.26 - $560.19</p>
<p>52 周區間</p>
<p>$141.90 - $584.73</p>
<p>成交量</p>
<p>547.1K</p>
<p>平均成交量</p>
<p>36.5M</p>
<p>毛利率</p>
<p>47.09%</p>
<p>與此同時，AMD 的芯片設計可以將更多內存打包到其芯片上，以及其最近收購的內存優化軟件平台 Mext，使其能夠提供專門為推理設計的高端服務器解決方案。</p>
<p>至於 Alphabet，其張量處理單元（TPU）已成為備受推崇的 AI 芯片，下一代 TPU 將針對訓練和推理進行優化。與此同時，Kyber 的延遲可能使其成本效益高的 TPU 產品對希望獲得完全優化系統而不面臨延遲風險或英偉達高端平台成本的客户更具吸引力。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Alphabet 股票報價" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA"/></p>
<h2>NASDAQ: GOOGL</h2>
<p>Alphabet</p>
<p>今日變動</p>
<p>(-0.50%) $-1.81</p>
<p>當前價格</p>
<p>$357.08</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$4.3T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。</p>
<p>日內區間</p>
<p>$352.77 - $357.82</p>
<p>52 周區間</p>
<p>$179.68 - $408.61</p>
<p>成交量</p>
<p>728K</p>
<p>平均成交量</p>
<p>31.5M</p>
<p>毛利率</p>
<p>60.43%</p>
<p>股息收益率</p>
<p>0.24%</p>
<h2>AMD 和 Alphabet 的股票都看起來很有吸引力</h2>
<p>AMD 和 Alphabet 都不需要取代英偉達成為 AI 基礎設施的王者，只要在高端市場中佔有一席之地就應該是一個巨大的推動。AMD 已經獲得了一些大型 GPU 交易，並且看起來也準備藉助其數據中心中央處理單元（CPU）迎接自主 AI 的浪潮。與此同時，Alphabet 則是最完整的 AI 佈局，擁有世界級的芯片和 AI 模型，給予其成本優勢。</p>
<p>從英偉達那裏獲得一些額外的市場份額無疑將是一個額外的好處，肯定會提升他們的股票。我擁有這兩隻 AI 股票，並認為它們的未來看起來光明。</p>

谷歌-A

谷歌-C

<p>報告顯示，由於製造問題，英偉達下一代 Kyber NVL144 AI 機架系統可能會推遲到 2028 年發佈，儘管英偉達堅持其路線圖保持不變。這一潛在的延遲可能會使競爭對手 AMD 和 Alphabet（谷歌）受益，因為這為高端 AI 市場打開了機會。AMD 正在改善其軟件生態系統和用於推理的芯片設計，而 Alphabet 的高性價比 TPU 則提供了一個有吸引力的替代方案。分析師認為這兩隻股票都具有吸引力，並指出即使捕獲英偉達市場的一小部分也將顯著提升它們的估值</p>

<p>One of the biggest evolutions of <strong>Nvidia</strong>'s ( NVDA +3.90%) business model is that it has gone from just selling graphics processing units (GPUs) to designing full server rack systems to handle specific AI tasks.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（NVDA +3.90%）商業模式最大的演變之一是，它已經從僅僅銷售圖形處理單元（GPU）轉變為設計完整的服務器機架系統，以處理特定的人工智能任務。</p>
</div><p>This has been a key part of CEO Jensen Huang's strategy; however, it could have hit a snag when technology research outfit SemiAnalysis reported that its Kyber NVL144 next-gen AI rack system could be delayed until 2028 due to troubles with manufacturing a crucial circuit board.</p>
<div class="lb-trans"><p>這一直是首席執行官黃仁勳的戰略關鍵部分；然而，當技術研究機構 SemiAnalysis 報告稱其下一代 AI 機架系統 Kyber NVL144 可能因製造關鍵電路板的問題而推遲到 2028 年時，這一戰略可能遇到了一些障礙。</p>
</div><p>Nvidia has come out and said its roadmap remains intact, although questions linger.</p>
<div class="lb-trans"><p>英偉達已經表示其路線圖保持不變，儘管問題仍然存在。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc3NTYvYW1kZ29vZ2wucG5nJnc9Mzg0MA" alt="AMD and Alphabet logos." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877756%2Famdgoogl.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>圖片來源：The Motley Fool。</p>
</div><p>Nvidia has been able to largely keep competitors out of the high end of the market through an aggressive technology roadmap, but physical manufacturing limits could finally be catching up to it.</p>
<div class="lb-trans"><p>英偉達通過積極的技術路線圖在高端市場基本上將競爭對手排除在外，但物理製造限制可能最終會追上它。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英偉達</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(3.90%) $7.90</p>
<div class="lb-trans"><p>(3.90%) $7.90</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$210.68</p>
<div class="lb-trans"><p>$210.68</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$5.1TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$5.1T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$201.91 - $210.87</p>
<div class="lb-trans"><p>$201.91 - $210.87</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$162.02 - $236.54</p>
<div class="lb-trans"><p>$162.02 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>5.7M</p>
<div class="lb-trans"><p>5.7M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>158.9M</p>
<div class="lb-trans"><p>158.9M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.13%</p>
<div class="lb-trans"><p>0.13%</p>
</div><p>Kyber is designed to be at the heart of AI data centers to help push AI models forward, and it also has different variants for specific AI tasks like inference and agentic AI. A delay could help open the door for <strong>Advanced Micro Devices</strong>( AMD +2.13%) and <strong>Alphabet</strong>( GOOGL 0.50%)( GOOG 0.34%) to gain a foothold in the high end of the AI market.</p>
<div class="lb-trans"><p>Kyber 旨在成為 AI 數據中心的核心，以推動 AI 模型的發展，並且它還有不同的變體用於特定的 AI 任務，如 推理 和自主 AI。延遲可能為 <strong>超微半導體</strong>（AMD +2.13%）和 <strong>Alphabet</strong>（GOOGL 0.50%）（GOOG 0.34%）在高端 AI 市場中獲得立足點打開了大門。</p>
</div><p>AMD's biggest challenge is that there has always been a large software ecosystem gap between it and Nvidia. However, AMD has greatly improved its ROCm platform over the past few years, and the move of programmers working higher up the software stack and using open-source AI frameworks like OpenAI's Triton have helped close the gap, especially for inference.</p>
<div class="lb-trans"><p>AMD 面臨的最大挑戰是，它與英偉達之間始終存在較大的軟件生態系統差距。然而，AMD 在過去幾年中大大改善了其 ROCm 平台，程序員在軟件棧中向上移動並使用開源 AI 框架（如 OpenAI 的 Triton）有助於縮小這一差距，尤其是在推理方面。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNRC5wbmcmdz0xMjg" alt="Advanced Micro Devices Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAMD.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AMD</h2>
<div class="lb-trans"><h2>NASDAQ: AMD</h2>
</div><p>Advanced Micro Devices</p>
<div class="lb-trans"><p>超微半導體</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(2.13%) $11.62</p>
<div class="lb-trans"><p>(2.13%) $11.62</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$558.34</p>
<div class="lb-trans"><p>$558.34</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$910BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$910B 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$540.26 - $560.19</p>
<div class="lb-trans"><p>$540.26 - $560.19</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$141.90 - $584.73</p>
<div class="lb-trans"><p>$141.90 - $584.73</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>547.1K</p>
<div class="lb-trans"><p>547.1K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>36.5M</p>
<div class="lb-trans"><p>36.5M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.09%</p>
<div class="lb-trans"><p>47.09%</p>
</div><p>At the same time, AMD's chiplet designs, which can package more memory onto its chips, and its recent acquisition of memory optimization software platform Mext, position it well to offer a high-end server solution designed specifically for inference.</p>
<div class="lb-trans"><p>與此同時，AMD 的芯片設計可以將更多內存打包到其芯片上，以及其最近收購的內存優化軟件平台 Mext，使其能夠提供專門為推理設計的高端服務器解決方案。</p>
</div><p>As for Alphabet, its Tensor Processing Units (TPUs) have become highly regarded AI chips, and with its next generation, it will have chips optimized for both training and inference. A delay in Kyber, meanwhile, could make its cost-efficient TPU offering look more attractive to customers that want a completely optimized system without the risk of delay or the cost of Nvidia's premium platform.</p>
<div class="lb-trans"><p>至於 Alphabet，其張量處理單元（TPU）已成為備受推崇的 AI 芯片，下一代 TPU 將針對訓練和推理進行優化。與此同時，Kyber 的延遲可能使其成本效益高的 TPU 產品對希望獲得完全優化系統而不面臨延遲風險或英偉達高端平台成本的客户更具吸引力。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA" alt="Alphabet Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGOOGL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GOOGL</h2>
<div class="lb-trans"><h2>NASDAQ: GOOGL</h2>
</div><p>Alphabet</p>
<div class="lb-trans"><p>Alphabet</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-0.50%) $-1.81</p>
<div class="lb-trans"><p>(-0.50%) $-1.81</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$357.08</p>
<div class="lb-trans"><p>$357.08</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.3TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$4.3T 市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。市值僅基於公開交易的流通股計算。不包括未上市、私有或雙重類別非交易股份。隱含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$352.77 - $357.82</p>
<div class="lb-trans"><p>$352.77 - $357.82</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$179.68 - $408.61</p>
<div class="lb-trans"><p>$179.68 - $408.61</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>728K</p>
<div class="lb-trans"><p>728K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>31.5M</p>
<div class="lb-trans"><p>31.5M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>60.43%</p>
<div class="lb-trans"><p>60.43%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.24%</p>
<div class="lb-trans"><p>0.24%</p>
</div><h2>Both AMD and Alphabet stocks look attractive</h2>
<div class="lb-trans"><h2>AMD 和 Alphabet 的股票都看起來很有吸引力</h2>
</div><p>Neither AMD nor Alphabet has to displace Nvidia as the king of AI infrastructure to be winners, as just getting a piece of the high-end market should be a big boost. AMD has already captured some big GPU deals, and it also looks set to ride the wave with its data center central processing units (CPUs), which become more important with agentic AI. Alphabet, meanwhile, is the most complete AI play, with both world-class chips and AI models, giving it a cost edge.</p>
<div class="lb-trans"><p>AMD 和 Alphabet 都不需要取代英偉達成為 AI 基礎設施的王者，只要在高端市場中佔有一席之地就應該是一個巨大的推動。AMD 已經獲得了一些大型 GPU 交易，並且看起來也準備藉助其數據中心中央處理單元（CPU）迎接自主 AI 的浪潮。與此同時，Alphabet 則是最完整的 AI 佈局，擁有世界級的芯片和 AI 模型，給予其成本優勢。</p>
</div><p>Taking some additional share from Nvidia would just be a bonus that undoubtedly would lift their stocks. I own both AI stocks and think their futures look bright.</p>
<div class="lb-trans"><p>從英偉達那裏獲得一些額外的市場份額無疑將是一個額外的好處，肯定會提升他們的股票。我擁有這兩隻 AI 股票，並認為它們的未來看起來光明。</p>
</div>

Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?

- Nvidia 的新一代 AI 機架系統可能因製造問題延遲至 2028 年。
- 延遲可能讓 AMD 和 Alphabet 有機會在高端 AI 市場中佔據一席之地。
- 兩家公司均擁有強大技術，能夠挑戰 Nvidia 的市場地位。

Motley Fool

英偉達

南方兩倍做多英偉達

2 倍做多谷歌 ETF - Direxion

2 倍做空 NVDA ETF - GraniteShares

GraniteShares 2x Long AMD Daily ETF

2 倍做空 NVDA ETF - T-Rex

1 倍做空英偉達 ETF - Direxion

1.5 倍做空英偉達 ETF - Tradr

1 倍做空谷歌 ETF - Direxion

YieldMax AMD Option Income Strategy ETF

2 倍做多英偉達 ETF - GraniteShares

Roundhill AMD WeeklyPay ETF

英偉達期權收益策略 ETF - YieldMax

2 倍做多英偉達 ETF - Direxion

Roundhill GOOGL WeeklyPay ETF

1 倍做空 AMD ETF - Direxion

GraniteShares 2x Long GOOGL Daily ETF

Leverage Shares 2X Long AMD Daily ETF

2 倍做多英偉達 ETF - Leverage Shares

2 倍做多 NVDA ETF - T-Rex

xETFs NVDA Daily Income ETF

NVDA 週配息 ETF - Roundhill​

Defiance Daily Target 2X Short AMD ETF

YieldMax GOOGL Option Income Strategy ETF

Kurv Yield Premium Strategy Google GOOGL ETF

2 倍做多 MAG7 指數 ETF - Roundhill

2 倍做多 AMD ETF - Direxion

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

南方兩倍做空英偉達

2 倍做多谷歌 ETF - T-Rex

ProShares Ultra NVDA

NVDA 期權收益策略 ETF - YieldMax

GraniteShares YieldBOOST NVDA ETF

XI二南英偉-U

半導體 ETF - VanEck Vectors

費城交易所 半導體 ETF - iShares

半導體 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

標普半導體 ETF - SPDR

動態半導體 ETF - Invesco

納斯達克半導體 ETF - First Trust

NVIDIA Corporation

黃仁勳領導下的英偉達 2028 機架延遲是否為 AMD 和谷歌創造了機會？