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武松玩股

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- 武松玩股武松玩股
  ·02:32
  你把台积电放在哪里？
  2025全球半导体TOP10出炉！
  随着2026年全球AI基础设施支出有望突破1.3万亿美元，AI半导体的市场主导地位预计将进一步强化。Gartner数据显示，2025年HBM占DRAM市场的份额将提升至23%，销售额突破300亿美元；AI处理器全年销售额预计超过2000亿美元，成为半导体市场中增长最为迅猛的细分品类之一。从长期趋势来看，AI半导体的市场占比将持续扩大，Gartner预计到2029年，其在全球半导体总销售额中的占比将超过50%，成为半导体行业增长的长期核心动能。
  2025全球半导体TOP10出炉！
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- 武松玩股武松玩股
  ·2025-12-19
  $甲骨文(ORCL)$ 这股我看到1200
  1,755 6
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- 武松玩股武松玩股
  ·2024-02-05
  $SG人民币2403(UC2403)$ 这个期货有人在玩吗
  2,386 3
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- 武松玩股武松玩股
  ·2024-02-02
  $10年美债2403(ZN2403)$ 老虎神操作
  1,314 评论
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- 武松玩股武松玩股
  ·2024-02-02
  $10年美债主连 2403(ZNmain)$ 我靠，还可以这样操作？
  908 评论
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- 武松玩股武松玩股
  ·2024-02-02
  $10年美债主连 2403(ZNmain)$ 怎么不吃单呢，
  1,092 评论
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- 武松玩股武松玩股
  ·2022-04-28
  $Sundial Growers Inc.(SNDL)$此股让我非常恶心
  2,616 1
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- 武松玩股武松玩股
  ·2022-04-27
  $Sundial Growers Inc.(SNDL)$这个沙雕股
  2,690 1
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- 武松玩股武松玩股
  ·2022-04-08
  $Sundial Growers Inc.(SNDL)$**，你让老子有很深的挫败感
  1,607 评论
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- 武松玩股武松玩股
  ·2022-04-06
  $Sundial Growers Inc.(SNDL)$真是个服务器的阿斗
  1,216 评论
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21:23","market":"us","language":"zh","title":"2025全球半导体TOP10出炉！","url":"https://stock-news.laohu8.com/highlight/detail?id=2606710461","media":"今日半导体","summary":"随着2026年全球AI基础设施支出有望突破1.3万亿美元，AI半导体的市场主导地位预计将进一步强化。Gartner数据显示，2025年HBM占DRAM市场的份额将提升至23%，销售额突破300亿美元；AI处理器全年销售额预计超过2000亿美元，成为半导体市场中增长最为迅猛的细分品类之一。从长期趋势来看，AI半导体的市场占比将持续扩大，Gartner预计到2029年，其在全球半导体总销售额中的占比将超过50%，成为半导体行业增长的长期核心动能。","content":"<html><body><article><p><strong>免责声明：文章归作者所有，转载仅为分享和学习使用，不做任何商业用途！内容如有侵权，请联系本部删除！（手机微信同号</strong>15150147049）</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260128214818955v206thw43gyoeim\"/><p>商业与技术洞察公司Gartner近日公布2025年全球半导体市场初步统计结果，全年全球半导体收入预计达7930亿美元，较2024年同比增长21%，市场规模实现两位数扩张。</p><p>人工智能相关半导体产品成为本次增长的核心驱动力。Gartner高级首席分析师Rajeev Rajput指出，涵盖处理器、高带宽内存（HBM）及网络组件在内的AI半导体，正在推动半导体市场进入前所未有的增长周期，2025年其销售额预计将占据全球半导体总营收近三分之一的份额。随着2026年全球AI基础设施支出有望突破1.3万亿美元，AI半导体的市场主导地位预计将进一步强化。</p><p><strong>赞助商广告展示</strong></p><p>头部半导体企业格局出现明显变动。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>凭借在AI领域的技术与产品优势，巩固了市场领先地位，成为首家年销售额突破1000亿美元的半导体供应商，其2025年营收贡献了全球半导体市场超35%的增长额，与第二名<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的营收差距扩大至530亿美元。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>则以730亿美元的半导体收入位居第二，收入增长主要依赖存储器业务13%的增幅，非存储器业务收入同比下滑8%。</p><p>SK海力士凭借AI服务器对HBM的强劲需求实现排名跃升，2025年预计营收达610亿美元，同比增长37%，从2024年的榜单中跃升至第三位。而<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的市场份额持续收缩，2025年底市场份额降至6%，仅为2021年的一半，在全球半导体市场中的影响力进一步减弱。</p><p>AI基础设施建设拉动细分领域需求激增。Gartner数据显示，2025年HBM占DRAM市场的份额将提升至23%，销售额突破300亿美元；AI处理器全年销售额预计超过2000亿美元，成为半导体市场中增长最为迅猛的细分品类之一。</p><p>从长期趋势来看，AI半导体的市场占比将持续扩大，Gartner预计到2029年，其在全球半导体总销售额中的占比将超过50%，成为半导体行业增长的长期核心动能。</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .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\">\n2025全球半导体TOP10出炉！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 21:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128214916953ec2b7&s=b><strong>今日半导体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>免责声明：文章归作者所有，转载仅为分享和学习使用，不做任何商业用途！内容如有侵权，请联系本部删除！（手机微信同号15150147049）商业与技术洞察公司Gartner近日公布2025年全球半导体市场初步统计结果，全年全球半导体收入预计达7930亿美元，较2024年同比增长21%，市场规模实现两位数扩张。人工智能相关半导体产品成为本次增长的核心驱动力。Gartner高级首席分析师Rajeev ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128214916953ec2b7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","INTC":"英特尔","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0097036916.USD":"贝莱德美国增长A2 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128214916953ec2b7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2606710461","content_text":"免责声明：文章归作者所有，转载仅为分享和学习使用，不做任何商业用途！内容如有侵权，请联系本部删除！（手机微信同号15150147049）商业与技术洞察公司Gartner近日公布2025年全球半导体市场初步统计结果，全年全球半导体收入预计达7930亿美元，较2024年同比增长21%，市场规模实现两位数扩张。人工智能相关半导体产品成为本次增长的核心驱动力。Gartner高级首席分析师Rajeev 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