I DELL +31% 引爆AI,都在寻找catch-up plays 软件和云都没咋动,硬件尤其是Semi全在涨。NVDA+4%,AMD+5%,MRVL+8%,西部数据+8%,博通+7%(Oppenheimer、BofA提目标价),台积电+4%,镁光+5%,超威盘后+14%(纳入指数)。此外美联储今天都提了AI:"AI could improve labor outcomes, red...