海外大模型、AI产品对中国大陆断供的事件，已经并不新鲜。去年6月，OpenAI便曾向中国大陆的企业开发者们发送警告信，称将采取额外措施，禁止来自中国大陆的API调用。Cursor之前在中国大陆的使用也已经部分受限，并且不断收紧。

Nvidia stock spiked on Tuesday. The AI chip titan said it had received assurances from the administration that it can resume ...

Key Points The AI revolution is well under way.This famous business is an overlooked AI superstar.10 stocks we like better ...

BigBear.ai stock booked another day of big gains in Thursday's trading. BigBear.ai (NYSE: BBAI) stock saw another day of ...

CoreWeave, which rents out access to Nvidia AI chips, has been on a tear since it went public at the end of March.

亿田智能 （ 300911 ）盘中一度涨近20%，股价触及51.5元/股，收盘涨幅回落至15.46%，创下历史新高。公开资料显示，该公司为现代化厨房电器制造企业，专业从事集成灶等现代新型厨房电器产品的研发、生产和销售。公司于2020年12月登陆创业板 ...

This was the stock's fourth consecutive day of gains.

智通财经APP注意到，英伟达 (NVDA.US)以4.17万亿美元市值刷新了商业史上的所有纪录，成为当今全球最具价值的公司。考虑到2020年AI热潮尚未全面爆发时英伟达市值仅约3600亿美元，即便最悲观的空头也会为这种增长感到震撼。

根据规划，这家云计算服务巨头将向德国市场投入20亿美元，荷兰市场则将获得10亿美元投资。此项投资将大幅提升甲骨文云基础设施 (OCI)在两国市场的服务能力，重点扩建法兰克福和阿姆斯特丹云区域的AI基础设施规模。

据了解，受益于全球数字化转型、AI（人工智能）爆发，消费电子行业景气度持续提升。同时，企业进一步加强业务拓展和新产品、新技术布局。此外，AI终端硬件高附加值产品的收益增加等，也成为了驱动消费电子板块上市公司业绩向好的主要因素之一。

Buying the stock at this valuation seems like a no-brainer considering the healthy prospects in the AI server and PC markets discussed above, which is expected to lead to similar earnings growth.

As part of this AI boom, one stock has climbed a mind-boggling 26,510%. And here's the part that may surprise you: After such a tremendous gain, this AI player still is a buy. Let's find out more.