北約祕書長呂特：下屆北約峯會將在阿爾巴尼亞舉行，但我們需要決定確切的時間。

截至2026年07月08日的數據顯示，美盤開盤前15分鐘成交量處於50%分位，略高於近30天平均水平，整體處於正常區間，顯示開盤階段的成交承接平穩。與此同時，行情接力動能處於97%分位，大幅高於近30天平均水平，整體處在極高區間，反映行情延續能力極強。

NVIDIA and AI-chip startup d‑Matrix announced a joint AI chip system that integrates inference-focused ASICs into NVIDIA’s stack. d‑Matrix targets low-latency, low-power inference using memory-centric 3D IMC to cut data movement, aiming to lower per-call cost for high-volume KV‑cache, long‑context and agent workloads. Model companies are increasingly pursuing custom inference silicon — OpenAI with Broadcom’s Jalapeño, Anthropic reported in talks with Samsung, and startups including Etched, Cerebras, Groq, DeepSeek and Zhipu evaluating self‑developed inference chips. Market takeaway: successful inference ASICs would compress cost, latency and energy for high-frequency AI apps and could shift demand away from general‑purpose GPUs; failure to deliver those advantages would keep demand concentrated on NVIDIA GPUs. Key execution risks: partnership terms remain undisclosed and d‑Matrix faces production, customer validation and software‑integration hurdles. Watch NVIDIA, Broadcom and Marvell as the most directly relevant listed plays; d‑Matrix is private.