股道自然
06-06
英伟达上已经到92%了,你觉得上面还有多少空间?反观amd大把上升空间。
为啥大家就是不爱买AMD显卡?Q1市场份额已降至8%
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一盆沙拉
06-06
一盆沙拉
照你这么说 intel 现在份额0% 有更大的空间
winsomegold
:
i好像都裁光了
什么也没有了~
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src=\"https://x0.ifengimg.com/res/2025/66B86015803B3219722E9497ACCC78D1BA134C64_size143_w900_h817.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2025/29FB777C5D4D870C6D5F3BC7CBF8D89756E02E34_size246_w900_h967.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2025/84FC5DBCF2BFC9A7E8488D780009F0C66E0AF5E2_size244_w900_h611.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2025/54FCB7B695336E36820AD2163DA834EB42738949_size168_w900_h916.png\"/></p><p> 整体来看,2025年一季度的PC GPU市场(包括集成显卡iGPU)的总出货量为6880万台,较上一季度下降了12%。其中,桌面显卡出货量下降了16%,笔记本显卡出货量下降了10%。在这个背景下,NVIDIA的市场份额增长了3.6%,而AMD和Intel的份额分别下降了1.6%和2.1%。然而,数据中心GPU市场在2025年一季度迎来了9.6%的增长,得益于人工智能技术的快速发展,为NVIDIA带来了新的机会。展望未来,预计到2028年,PC GPU的安装基数将达到28亿台,独立显卡的市场渗透率将达到15%。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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Research的最新报告,2025年一季度的AIB显卡市场,NVIDIA继续稳居市场主导地位,市场份额高达92%。尽管整体市场面临下滑趋势,NVIDIA的市场份额却逆势增长了8.5%,从84%提升至92%。这一增长主要得益于NVIDIA在该季度推出了多款RTX 50系列显卡,进一步巩固了其在显卡市场中的领先地位。与NVIDIA形成鲜明对比的是AMD和Intel的表现。...</p>\n\n<a href=\"https://tech.ifeng.com/c/8jxddbZRRhF\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4575":"芯片概念","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4612":"AI芯片","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) 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GPU的安装基数将达到28亿台,独立显卡的市场渗透率将达到15%。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":1272,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":63,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":443171690754688,"commentId":"443171690754688","gmtCreate":1749219000759,"gmtModify":1749219004644,"authorId":3561029486610223,"author":{"id":3561029486610223,"idStr":"3561029486610223","authorId":3561029486610223,"name":"一盆沙拉","avatar":"https://static.tigerbbs.com/56ac323b7e7829a3cec6a53aa5962be6","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.79%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/d54f48232ec41d764838ad8d7c381060","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":443045277627040,"objectIdStr":"443045277627040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"照你这么说 intel 现在份额0% 有更大的空间","text":"照你这么说 intel 现在份额0% 有更大的空间","html":"照你这么说 intel 现在份额0% 有更大的空间","likeSize":0,"commentSize":1,"subComments":[{"id":443201340666728,"commentId":"443201340666728","gmtCreate":1749226017387,"gmtModify":1749226022420,"authorId":3451649048071035,"author":{"id":3451649048071035,"idStr":"3451649048071035","authorId":3451649048071035,"name":"winsomegold","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":443045277627040,"objectIdStr":"443045277627040","type":1,"supId":443171690754688,"supIdStr":"443171690754688","prevId":0,"prevIdStr":"0","content":"i好像都裁光了","text":"i好像都裁光了","html":"i好像都裁光了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/443045277627040"}
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