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Nvidia、Broadcom、Marvell2024年漲跌幅-行業數據

Nvidia、Broadcom、Marvell2024年漲跌幅
Nvidia、Broadcom、Marvell2024年漲跌幅
回顧 2024 年，上半年英偉達股價持續上行，下半年經歷震蕩，市場擔憂訓練階段 Scaling law放緩。而 ASIC 相關公司股價下半年呈現上升趨勢，從訓練轉向推理階段演進過程中，ASIC芯片在推理應用中具有顯著的性能和功耗優勢。博通 CEO 認為未來 50%的 AI Flops 將來自 ASIC，而大規模云計算公司內部自用可能會 100%采用 ASIC，博通、Marvell 股價在四
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Nvidia、Broadcom、Marvell2024年漲跌幅_第1頁
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Nvidia、Broadcom、Marvell2024年漲跌幅_第8頁
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Nvidia、Broadcom、Marvell2024年漲跌幅_第14頁
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Nvidia、Broadcom、Marvell2024年漲跌幅_第22頁
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Nvidia、Broadcom、Marvell2024年漲跌幅_第23頁
Nvidia、Broadcom、Marvell2024年漲跌幅_第24頁
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所屬報告： 科技行業動態點評：DeepSeek發布后2025年美國科技投資八大預測-250203（19頁）.pdf
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