更能说明英伟达实力强_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

老汉特朗普
10-28

更能说明英伟达实力强悍！

挑战英伟达？高通股价一度狂拉20%

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，涨幅为14.53%。在消息公布后，该公司涨幅一度扩大至超20%，创2019年以来最大日内涨幅。“借助高通AI200和AI250，我们正在重新定义机架级AI推理的可能性。”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。

挑战英伟达？高通股价一度狂拉20%

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":493835711869112,"tweetId":"493835711869112","gmtCreate":1761585950072,"gmtModify":1761585952363,"author":{"id":4123405616306630,"idStr":"4123405616306630","authorId":4123405616306630,"authorIdStr":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.09","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>更能说明英伟达实力强悍！</p></body></html>","htmlText":"<html><head></head><body><p>更能说明英伟达实力强悍！</p></body></html>","text":"更能说明英伟达实力强悍！","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/493835711869112","repostId":2578625071,"repostType":2,"repost":{"id":"2578625071","kind":"news","pubTimestamp":1761580525,"share":"https://www.laohu8.com/m/news/2578625071?lang=&edition=full","pubTime":"2025-10-27 23:55","market":"us","language":"zh","title":"挑战英伟达？高通股价一度狂拉20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578625071","media":"第一财经","summary":"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，涨幅为14.53%。在消息公布后，该公司涨幅一度扩大至超20%，创2019年以来最大日内涨幅。“借助高通AI200和AI250，我们正在重新定义机架级AI推理的可能性。”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。","content":"<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","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>挑战英伟达？高通股价一度狂拉20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; 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\">\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":{"NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","2NVD.UK":"2X NVIDIA ETP","BK4141":"半导体产品","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVIW.SI":"NVDA 3xLongSG261006","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","NVD2.UK":"2X NVIDIA ETP","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","NVD3.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","NVDS.UK":"LS -1X NVIDIA","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","QCOM":"高通","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","NVDA":"英伟达","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","3NVD.UK":"LS 3X NVIDIA","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028001601a6d11b78&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2578625071","content_text":"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，涨幅为14.53%。在消息公布后，该公司涨幅一度扩大至超20%，创2019年以来最大日内涨幅。高通在官网公布的细节中，AI200和AI250是基于芯片加速卡和机架的解决方案，均采用其神经处理单元（NPU）技术。每卡配备768 GB的LPPDR内存，以提供更高的内存容量和更低的成本。其中，AI200芯片可作为独立组件、可插入现有设备的扩展卡，或作为由高通提供的整机机架服务器的一部分。该产品的首位客户是沙特阿拉伯的人工智能初创公司Humain，该公司计划从2026年开始基于这款新芯片部署200兆瓦的算力。“借助高通AI200和AI250，我们正在重新定义机架级AI推理的可能性。” 高通技术公司技术规划、边缘解决方案与数据中心高级副总裁兼总经理杜尔加・马拉迪说 。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,"tweetType":1,"viewCount":63,"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":23,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}