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小黄：上周四谷歌和Meta的TPU交易消息，对股市造成了什么直接影响？
DOORM：消息一出，英伟达股价单日暴跌超8%，而谷歌母公司Alphabet股价大涨超4%，博通也大幅上涨，这反映了市场对TPU商业化可能削弱英伟达地位的担忧。
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