挑战英伟达？高通股价一度狂拉20%

第一财经10-27

2025.10.27本文字数：966，阅读时长大约2分钟作者 |第一财经李娜10月27日晚间，高通宣布推出人工智能芯片AI200和AI250，正式进军数据中心市场，上述芯片预计将分别于2026年和2027年投入商业使用。这一举动也意味着这家在移动领域驻守的芯片巨头开始向外扩延，并正式向英伟达所在AI计算领域发起挑战。截至发稿前，高通的股价为193.48美元每股，较前一交易日上涨24.54美元，涨幅...

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老汉特朗普
10-28
老汉特朗普
更能说明英伟达实力强悍！

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Inside”打开计算帝国的时代，高通试图通过推动AI技术的规模化落地来实现更多盈利。有观点认为，此次高通的入场，正在改变AI芯片市场的竞争格局。此前，英伟达凭借其全面的软件和硬件生态系统，在AI训练和推理市场占据了主导地位，而高通通过定制化CPU与英伟达GPU的协同设计，既规避了直接对抗传统芯片巨头的风险，又抓住了混合架构算力的核心需求。但也有分析师认为，高通并不会对英伟达等业务以及现有格局造成改变。“高通此前就有所布局，此次芯片更适合边缘AI服务器。”研究机构Gartner半导体行业分析师盛陵海对记者说。微信编辑| 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n挑战英伟达？高通股价一度狂拉20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 23:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028001601a6d11b78&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025.10.27本文字数：966，阅读时长大约2分钟作者 |第一财经李娜10月27日晚间，高通宣布推出人工智能芯片AI200和AI250，正式进军数据中心市场，上述芯片预计将分别于2026年和2027年投入商业使用。这一举动也意味着这家在移动领域驻守的芯片巨头开始向外扩延，并正式向英伟达所在AI计算领域发起挑战。截至发稿前，高通的股价为193.48美元每股，较前一交易日上涨24.54美元，涨幅...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028001601a6d11b78&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","QCOM":"高通","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) 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。尽管高通目前仍以手机芯片为主，但该公司近年来一直在努力拓宽其营收来源。相较于英特尔从PC到服务器，并以“Intel Inside”打开计算帝国的时代，高通试图通过推动AI技术的规模化落地来实现更多盈利。有观点认为，此次高通的入场，正在改变AI芯片市场的竞争格局。此前，英伟达凭借其全面的软件和硬件生态系统，在AI训练和推理市场占据了主导地位，而高通通过定制化CPU与英伟达GPU的协同设计，既规避了直接对抗传统芯片巨头的风险，又抓住了混合架构算力的核心需求。但也有分析师认为，高通并不会对英伟达等业务以及现有格局造成改变。“高通此前就有所布局，此次芯片更适合边缘AI服务器。”研究机构Gartner半导体行业分析师盛陵海对记者说。微信编辑| 雨林第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专用邮箱：bianjibu@yicai.com（注：我们会对线索进行核实。您的隐私将严格保密。）推荐阅读嘉宾被曝行贿近千万，《再见爱人5》延期播出","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.9,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"QCOM":1.5,"SNVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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