Huang Renxun yoqtirgan aksiyalar ro‘yxati: Nvidia AI Factory butun sanoat zanjiri aksiyalari havzasi ko‘rinishi
BlockBeats xabari, 2-iyun kuni NVIDIA GTC Taipei 2026 konferensiyasining keynote nutqida Huang Renxun NVIDIA DSX AI Factory Ecosystem hamkorlar ro‘yxatini taqdim etdi, bu bozor diqqatini eng ko‘p tortgan "boylik kodi" ekotizim xaritasi bo‘ldi. BlockBeats NVIDIA AI Factory bo‘yicha fond birjasida listdan o'tgan va ikkilamchi bozorda savdo qilinadigan markazlar ro‘yxatini tuzib chiqdi:
NVIDIA kapital harakatlari bilan bog‘liq (ustuvor kuzatuv):
CoreWeave (CRWV); Nebius (NBIS); Intel (INTC); Synopsys (SNPS); Coherent (COHR); Lumentum (LITE); Marvell (MRVL); Nokia (NOK); IREN (IREN); Corning (GLW).
AI Factory ekotizimidagi listdan o'tgan kompaniyalar:
AI bulut
CoreWeave (CRWV), Nebius (NBIS), IREN (IREN), Sharon AI (SHAZ), Indosat (ISAT.JK), NAVER (035420.KS), SoftBank Corp (9434.T), YTL Power (6742.KL), AWS (AMZN), Azure (MSFT), Google Cloud (GOOGL), OCI (ORCL)
Dasturiy ta'minot/Xavfsizlik/Amaliy operatsiyalar
IBM (Red Hat), AVGO (VMware / Broadcom), Nutanix (NTNX), Elastic (ESTC), Dynatrace (DT), Splunk (CSCO), CrowdStrike (CRWD), Trend Micro (4704.T), JFrog (FROG)
Dizayn va qurilish
Synopsys (SNPS), Cadence (CDNS), Dassault Systèmes (DSY.PA), Jacobs (J), Procore (PCOR), PTC (PTC), Schneider Electric / ETAP (SU.PA), Siemens (SIE.DE)
Energiya/sovutish/elektrotarmoq
Eaton (ETN), GE Vernova (GEV), Hitachi (6501.T), Schneider Electric (SU.PA), Siemens Energy (ENR.DE), Trane (TT), Vertiv (VRT), AES · Constellation (CEG) · NextEra Energy (NEE) · Vistra (VST)
800V quvvat komponentlari
Analog Devices (ADI), Infineon (IFX.DE), Monolithic Power (MPWR), Navitas (NVTS), onsemi (ON), Renesas (6723.T), ROHM (6963.T), STMicroelectronics (STM) · Texas Instruments (TXN) · Delta (2308.TW), Flex (FLEX) · Lite-On (2301.TW)
Infratuzilma/Hosting
Equinix (EQIX), Digital Realty (DLR), Sify (SIFY), Fujitsu (6702.T), IREN (IREN), AMT · CoreSite
Hisoblash tizimlari/OEM/ODM
Dell Technologies (DELL), HPE (HPE), Lenovo (0992.HK), Supermicro (SMCI), ASUSTeK (2357.TW), Compal (2324.TW), Hon Hai / Foxconn (2317.TW), GIGABYTE (2376.TW), Pegatron (4938.TW), Quanta / QCT (2382.TW), Wistron (3231.TW), Wiwynn (6669.TW), Inventec (2356.TW), ASRock (3515.TW), MSI (2377.TW), MITAC Holdings (3706.TW), Hyve Solutions (SNX), Cisco (CSCO)
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
Yaponiya bank sohasidagi ogohlantirish: Yaponiya davlat obligatsiyalari daromadliligining oshishi yuzaga kelishi mumkin bo'lgan qiymat kamayishi va foyda zarbasiga olib keladi
Yapon davlat obligatsiyalari daromadliligi ko‘tarilishi davom etishi mumkin, banklar aktiv qiymatini qisqartirish va foyda yo‘qotish xavfi bilan yuzma-yuz bo‘lmoqda.
Wuhan xududidan tashqaridagi logistika xizmatlari provayderi WODE US IPO hajmini 340% ga oshirdi, 33 million dollar mablag‘ yig‘ishni rejalashtirmoqda
Xitoyning Wuhan shahridagi transchegaraviy yuk tashish va logistika xizmatlari provayderi沃德通 chorshanba kuni bo‘lib o‘tayotgan IPO uchun rejalashtirilgan emissiya hajmini oshirdi.
Apollo (APO.US) SoftBank kreditini 9 milliard dollargacha oshirishni va OpenAI sarmoyasi uchun yordam berishni ko'rib chiqmoqda
Ma'lumotli manbaning bildirishicha, Apollo Global Management (APO.US) Softbank Group (SFTBY.US) bilan muzokaralar olib bormoqda, ular kredit hajmini 5.4 billionsdan 9 billionsgacha oshirishni rejalashtirmoqdalar.
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