a）大厂资本开支是 “源动力”：大型云服务商是博通 AVGO 定制 ASIC 芯片最主要的 “购买方”，这直接影响了公司 AI 业务的预期。
What impact is the war having on global markets? They tumbled further on Wednesday despite US assurances, including Trump’s offer to have the US navy escort oil tankers through the strait of Hormuz, which Iran has in effect closed.
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