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英伟达太敏感了

英伟达股价大跌源于砍单传闻？郭明𫓹力挺：是市场误读

虽然英伟达上周的财报超过市场预期，但市场的担忧如影随形。日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。消息指出，英伟达在台积电的CoWoS晶圆订单已经从40多万片减少到38万片。然而，知名科技分析师郭明指出，这些传言很可能只是市场对英伟达生产战略的误读。

英伟达股价大跌源于砍单传闻？郭明𫓹力挺：是市场误读

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href=\"https://laohu8.com/S/TSM\">台积电</a>曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在，台积电据悉已经没有这一紧迫感，这让业内预计封装订单将减少。</p><p>消息指出，英伟达在台积电的CoWoS晶圆订单已经从40多万片减少到38万片。CoWoS工艺对英伟达的人工智能芯片生产至关重要，因为这种工艺能够提供更高的数据传输速率和更低的功耗，特别适合需要高性能、高效率计算的应用，例如HPC和AI。</p><p>然而，知名科技分析师郭明𫓹指出，这些传言很可能只是市场对英伟达生产战略的误读。新产线</p><p>郭明𫓹表示，一些市场参与者高估了台积电的CoWoS产能，并将英伟达从B200系列GPU向B300系列GPU的快速过渡误解读为订单减少的迹象。</p><p>他补充称，英伟达在台积电今年的CoWoS订单约为37万片，且台积电的CoWoS扩张计划保持不变，目标是在2025年12月每月产出约7万片。</p><p>他强调，台积电始终对产能扩张采取高度谨慎的态度，除非短期内出现戏剧性的行业逆转，否则市场不太可能看到英伟达大幅减少订单的情况。</p><p>英伟达首席执行官黄仁勋也在随后辟谣称，不会削减CoWoS封装订单，数字变化原因仅与转向Blackwell生产有关。因为Blackwell使用的是CoWoS-L技术，意味着行业正在转向新的生产线，从而导致产量下降。</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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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href=https://usstock.jrj.com.cn/2025/03/04110148503601.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然英伟达上周的财报超过市场预期，但市场的担忧如影随形。日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。还有报道称，随着英伟达Hopper GPU接近生命周期的末期，其先进封装订单可能逐渐减少。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。此前，英伟达代工厂台积电曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/03/04110148503601.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","NVD2.UK":"2X NVIDIA ETP","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","3NVD.UK":"LS 3X 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GPU接近生命周期的末期，其先进封装订单可能逐渐减少。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。此前，英伟达代工厂台积电曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在，台积电据悉已经没有这一紧迫感，这让业内预计封装订单将减少。消息指出，英伟达在台积电的CoWoS晶圆订单已经从40多万片减少到38万片。CoWoS工艺对英伟达的人工智能芯片生产至关重要，因为这种工艺能够提供更高的数据传输速率和更低的功耗，特别适合需要高性能、高效率计算的应用，例如HPC和AI。然而，知名科技分析师郭明𫓹指出，这些传言很可能只是市场对英伟达生产战略的误读。新产线郭明𫓹表示，一些市场参与者高估了台积电的CoWoS产能，并将英伟达从B200系列GPU向B300系列GPU的快速过渡误解读为订单减少的迹象。他补充称，英伟达在台积电今年的CoWoS订单约为37万片，且台积电的CoWoS扩张计划保持不变，目标是在2025年12月每月产出约7万片。他强调，台积电始终对产能扩张采取高度谨慎的态度，除非短期内出现戏剧性的行业逆转，否则市场不太可能看到英伟达大幅减少订单的情况。英伟达首席执行官黄仁勋也在随后辟谣称，不会削减CoWoS封装订单，数字变化原因仅与转向Blackwell生产有关。因为Blackwell使用的是CoWoS-L技术，意味着行业正在转向新的生产线，从而导致产量下降。\n\n\r\n            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