Michael 的美股研究
Michael Chang20 年華爾街企業與投資銀行經驗，為您全方位追蹤分析美國股市。
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 247 | Subscribers | Read | michaelmchang.substack.com |
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異軍突起的半導體行業巨頭（五）
人工智能浪潮下另一股重要力量
異軍突起的半導體行業巨頭（四）
#### 本期重點
Nvidia 投資 Synopsys 的意涵
2025 年 12 月 1 日，Nvidia 和 Synopsys 兩家公司宣布建立「多年的戰略合作夥伴關係」。Nvidia 同時以每股 414.79 美元買入 Synopsys 的普通股，共投入 20 億美元 。交易一宣佈，不僅 Synopsys 股價當天大漲 4.85%， Nvidia 股價也擺脫連日的陰霾，在市場下跌的情況下，上漲了 1.65%。
異軍突起的半導體行業巨頭（三）
人工智能浪潮下另一股重要力量
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20年花旗與美銀美林企業與投資銀行經驗，為您全方位分析美國股市。
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