英伟达前几年涨了多少_老虎社区_美港股上老虎 - 老虎社区

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超超_6103
07-01 11:10

英伟达前几年涨了多少？市值都快五万亿了。还能这么一直高增长下去？估值缓一缓，市场观望一下不是很正常吗？你们这家媒体，真是一年到头可以找到800个角度找美国的负面新闻

对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”

费城半导体指数二季度暴涨88%、上半年翻倍，创1999年互联网泡沫以来最强年度表现，闪迪飙升857%、美光市值突破万亿。然而这场盛宴暗藏裂痕——AI芯片霸主英伟达以7%的年内涨幅垫底，对冲基金以十年最快速度出逃，散户疯狂涌入推高波动率指数涨至83%，一场史诗级狂欢与历史级风险正同步上演。

对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”

# 华尔街见闻

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08:44","market":"us","language":"zh","title":"对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”","url":"https://stock-news.laohu8.com/highlight/detail?id=2648593022","media":"华尔街见闻","summary":"费城半导体指数二季度暴涨88%、上半年翻倍，创1999年互联网泡沫以来最强年度表现，闪迪飙升857%、美光市值突破万亿。然而这场盛宴暗藏裂痕——AI芯片霸主英伟达以7%的年内涨幅垫底，对冲基金以十年最快速度出逃，散户疯狂涌入推高波动率指数涨至83%，一场史诗级狂欢与历史级风险正同步上演。","content":"<html><head></head><body><p style=\"text-align: left;\">美国芯片股在2026年上半年创下历史性涨幅，但这场盛宴并非人人共享，AI芯片龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>今年以来涨幅仅约7%，在半导体指数成分股中垫底，与整个板块的狂欢形成鲜明反差。</p><p style=\"text-align: left;\">截止周二收盘，<strong>费城半导体指数第二季度大涨88%，创下该指数有史以来最佳单季表现，上半年累计涨幅达101%</strong>，有望创下自1999年互联网泡沫以来最强年度表现。</p><p style=\"text-align: left;\">相比之下，纳斯达克100指数同期上涨28%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数上涨15%，均远逊于芯片板块。推动这轮行情的核心动力，是市场对AI基础设施需求的强烈押注。</p><p style=\"text-align: left;\">然而，就在庆功时刻，上周半导体指数单周重挫7.9%，创下2025年4月以来最大单周跌幅，本周一盘中更一度下跌3.2%后反弹收涨3.8%，剧烈震荡令投资者开始重新审视这轮涨势的可持续性。</p><p style=\"text-align: left;\">与此同时，英伟达的相对落后折射出AI芯片需求正在向更广泛的半导体公司分散，其能否凭借下一代Vera Rubin硬件重夺主导地位，成为市场关注焦点。</p><h2 style=\"text-align: left;\">史上最佳季度：内存芯片领跑，涨幅令大盘望尘莫及</h2><p style=\"text-align: left;\">本轮芯片股行情的最大赢家，集中在内存与存储领域。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNDK\">闪迪</a>以857%的年内涨幅位居标普500成分股首位；<a href=\"https://laohu8.com/S/MU\">美光</a>以300%的涨幅紧随其后，市值突破1万亿美元，跻身全球最大美国内存芯片制造商之列。<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>以及大幅反弹的英特尔共同构成涨幅榜前五。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2686e7bac9d6e886ca4686433d498853\" data-align=\"center\" tg-width=\"604\" tg-height=\"472\"/><span></span></p><p style=\"text-align: left;\">Thornburg Investment Management投资组合经理Sean Sun表示：&#34;我们看到投资者在追逐半导体行业的瓶颈所在，目前这对内存板块有利，对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>作为代工厂的复苏也有利。&#34;</p><p style=\"text-align: left;\">与此同时，韩国内存芯片巨头海力士正寻求在美国市场融资294亿美元，进一步印证了内存赛道的资本吸引力。</p><h2 style=\"text-align: left;\">英伟达掉队：AI芯片需求分散，竞争格局生变</h2><p style=\"text-align: left;\">英伟达是本轮行情中最引人注目的&#34;落后者&#34;。作为全球市值最大的公司和AI芯片的代名词，英伟达今年以来涨幅仅约7%，在费城半导体指数成分股中排名垫底。博通以约7.9%的涨幅同样远落后于板块整体。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44e9485efd12718647644aa137603d05\" data-align=\"center\" tg-width=\"2236\" tg-height=\"1042\"/><span></span></p><p style=\"text-align: left;\">据分析，英伟达落后的核心原因在于，<strong>AI芯片的庞大支出正被分散至更广泛的半导体公司，竞争已从最初与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的正面交锋，扩展至定制芯片设计商以及英特尔等CPU专业厂商。</strong></p><p style=\"text-align: left;\">Sean Sun对此解释称：&#34;英伟达和<a href=\"https://laohu8.com/S/AVGO\">博通</a>正在遭遇那些瓶颈，它们不再像以前那样是高弹性品种。我认为它们仍会表现不错，但现在投资者想要的是对最强主题更大的弹性敞口。&#34;</p><p style=\"text-align: left;\">市场目前的关键问题是：英伟达下一代Vera Rubin硬件能否建立足够显著的性能优势，使其重新成为AI基础设施的首选供应商。然而，据巴伦周刊报道，即便性能表现亮眼，大型科技公司也未必愿意过度依赖单一供应商，尤其是在其资本支出规模正面临股东压力的背景下。</p><p style=\"text-align: left;\">UBS Global Wealth Management首席投资官Mark Haefele在研报中写道：&#34;超大规模云厂商本月股价下跌，表明股东要求其证明支出合理性的压力正在上升，<strong>我们承认资本支出增速放缓的风险在边际上有所上升。&#34;</strong></p><h2 style=\"text-align: left;\">估值分化：英伟达创近年新低，部分个股严重透支</h2><p style=\"text-align: left;\">尽管整体板块估值已明显偏高，但内部分化极为显著。</p><p style=\"text-align: left;\">费城半导体指数目前市盈率约为26倍预期盈利，远高于10年均值19倍，接近2024年创下的30倍近期高点。相比之下，纳斯达克100指数市盈率为23倍，标普500为20倍。</p><p style=\"text-align: left;\"><strong>板块内部，<a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> Plc的12个月远期市盈率超过140倍，英特尔约为100倍，按传统估值标准均属严重透支。</strong></p><p style=\"text-align: left;\">英伟达则处于另一个极端——其远期市盈率仅约18倍，为2018年以来最低，远低于其10年均值36倍。美光的远期市盈率约为8倍，部分华尔街人士将这一低估值解读为营收和利润已触顶的预警信号。</p><p style=\"text-align: left;\">Bloomberg Intelligence数据显示，<strong>分析师对芯片股前景日趋乐观，预计2027年行业盈利将增长49%，高于4月时预期的35%；营收增速预期也从29%上调至37%，均大幅领先标普500整体预期（盈利增长17%，营收增长7.4%）。</strong></p><h2 style=\"text-align: left;\">波动加剧：散户涌入与对冲基金撤退并存</h2><p style=\"text-align: left;\">高涨幅背后，芯片股的波动性同样创下历史纪录。</p><p style=\"text-align: left;\">据彭博报道，追踪半导体ETF未来波动率的Cboe半导体ETF波动率指数今年以来已上涨83%，若年末维持这一涨幅，将创下该指数有史以来最大年度涨幅，目前已升至2025年4月特朗普关税冲击市场以来的最高水平。</p><p style=\"text-align: left;\">本月以来，费城半导体指数单日涨跌幅超过1%的交易日占绝大多数，期间出现过单日最大涨幅7.9%，也出现过单日跌幅逾10%的极端行情。<strong>据<a href=\"https://laohu8.com/S/GS\">高盛</a>大宗经纪业务数据，对冲基金正以十年来最快速度抛售科技、媒体和电信类股票，而散户投资者的大量涌入则进一步放大了价格波动。</strong></p><p style=\"text-align: left;\">Cantor Fitzgerald高级董事总经理兼科技分析师CJ Muse表示：&#34;投资者结构的新变化正在加剧波动，与此同时，几乎每周都有新的AI能力白皮书问世。我们将在这种高度波动的市场中持续一段时间。&#34;</p><p style=\"text-align: left;\">他同时指出，市场当前最大的担忧在于超大规模云厂商能否在2026年之后维持并扩大资本支出，但他本人并不认为这场&#34;烧钱潮&#34;会很快结束。目前，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet和<a href=\"https://laohu8.com/S/META\">Meta</a>均维持着激进的资本支出计划。</p></body></html>","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>对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”</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; 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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对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-01 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国芯片股在2026年上半年创下历史性涨幅，但这场盛宴并非人人共享，AI芯片龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>今年以来涨幅仅约7%，在半导体指数成分股中垫底，与整个板块的狂欢形成鲜明反差。</p><p style=\"text-align: left;\">截止周二收盘，<strong>费城半导体指数第二季度大涨88%，创下该指数有史以来最佳单季表现，上半年累计涨幅达101%</strong>，有望创下自1999年互联网泡沫以来最强年度表现。</p><p style=\"text-align: left;\">相比之下，纳斯达克100指数同期上涨28%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数上涨15%，均远逊于芯片板块。推动这轮行情的核心动力，是市场对AI基础设施需求的强烈押注。</p><p style=\"text-align: left;\">然而，就在庆功时刻，上周半导体指数单周重挫7.9%，创下2025年4月以来最大单周跌幅，本周一盘中更一度下跌3.2%后反弹收涨3.8%，剧烈震荡令投资者开始重新审视这轮涨势的可持续性。</p><p style=\"text-align: left;\">与此同时，英伟达的相对落后折射出AI芯片需求正在向更广泛的半导体公司分散，其能否凭借下一代Vera Rubin硬件重夺主导地位，成为市场关注焦点。</p><h2 style=\"text-align: left;\">史上最佳季度：内存芯片领跑，涨幅令大盘望尘莫及</h2><p style=\"text-align: left;\">本轮芯片股行情的最大赢家，集中在内存与存储领域。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNDK\">闪迪</a>以857%的年内涨幅位居标普500成分股首位；<a href=\"https://laohu8.com/S/MU\">美光</a>以300%的涨幅紧随其后，市值突破1万亿美元，跻身全球最大美国内存芯片制造商之列。<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>以及大幅反弹的英特尔共同构成涨幅榜前五。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2686e7bac9d6e886ca4686433d498853\" data-align=\"center\" tg-width=\"604\" tg-height=\"472\"/><span></span></p><p style=\"text-align: left;\">Thornburg Investment Management投资组合经理Sean Sun表示：&#34;我们看到投资者在追逐半导体行业的瓶颈所在，目前这对内存板块有利，对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>作为代工厂的复苏也有利。&#34;</p><p style=\"text-align: left;\">与此同时，韩国内存芯片巨头海力士正寻求在美国市场融资294亿美元，进一步印证了内存赛道的资本吸引力。</p><h2 style=\"text-align: left;\">英伟达掉队：AI芯片需求分散，竞争格局生变</h2><p style=\"text-align: left;\">英伟达是本轮行情中最引人注目的&#34;落后者&#34;。作为全球市值最大的公司和AI芯片的代名词，英伟达今年以来涨幅仅约7%，在费城半导体指数成分股中排名垫底。博通以约7.9%的涨幅同样远落后于板块整体。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44e9485efd12718647644aa137603d05\" data-align=\"center\" tg-width=\"2236\" tg-height=\"1042\"/><span></span></p><p style=\"text-align: left;\">据分析，英伟达落后的核心原因在于，<strong>AI芯片的庞大支出正被分散至更广泛的半导体公司，竞争已从最初与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的正面交锋，扩展至定制芯片设计商以及英特尔等CPU专业厂商。</strong></p><p style=\"text-align: left;\">Sean Sun对此解释称：&#34;英伟达和<a href=\"https://laohu8.com/S/AVGO\">博通</a>正在遭遇那些瓶颈，它们不再像以前那样是高弹性品种。我认为它们仍会表现不错，但现在投资者想要的是对最强主题更大的弹性敞口。&#34;</p><p style=\"text-align: left;\">市场目前的关键问题是：英伟达下一代Vera Rubin硬件能否建立足够显著的性能优势，使其重新成为AI基础设施的首选供应商。然而，据巴伦周刊报道，即便性能表现亮眼，大型科技公司也未必愿意过度依赖单一供应商，尤其是在其资本支出规模正面临股东压力的背景下。</p><p style=\"text-align: left;\">UBS Global Wealth Management首席投资官Mark Haefele在研报中写道：&#34;超大规模云厂商本月股价下跌，表明股东要求其证明支出合理性的压力正在上升，<strong>我们承认资本支出增速放缓的风险在边际上有所上升。&#34;</strong></p><h2 style=\"text-align: left;\">估值分化：英伟达创近年新低，部分个股严重透支</h2><p style=\"text-align: left;\">尽管整体板块估值已明显偏高，但内部分化极为显著。</p><p style=\"text-align: left;\">费城半导体指数目前市盈率约为26倍预期盈利，远高于10年均值19倍，接近2024年创下的30倍近期高点。相比之下，纳斯达克100指数市盈率为23倍，标普500为20倍。</p><p style=\"text-align: left;\"><strong>板块内部，<a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> Plc的12个月远期市盈率超过140倍，英特尔约为100倍，按传统估值标准均属严重透支。</strong></p><p style=\"text-align: left;\">英伟达则处于另一个极端——其远期市盈率仅约18倍，为2018年以来最低，远低于其10年均值36倍。美光的远期市盈率约为8倍，部分华尔街人士将这一低估值解读为营收和利润已触顶的预警信号。</p><p style=\"text-align: left;\">Bloomberg Intelligence数据显示，<strong>分析师对芯片股前景日趋乐观，预计2027年行业盈利将增长49%，高于4月时预期的35%；营收增速预期也从29%上调至37%，均大幅领先标普500整体预期（盈利增长17%，营收增长7.4%）。</strong></p><h2 style=\"text-align: left;\">波动加剧：散户涌入与对冲基金撤退并存</h2><p style=\"text-align: left;\">高涨幅背后，芯片股的波动性同样创下历史纪录。</p><p style=\"text-align: left;\">据彭博报道，追踪半导体ETF未来波动率的Cboe半导体ETF波动率指数今年以来已上涨83%，若年末维持这一涨幅，将创下该指数有史以来最大年度涨幅，目前已升至2025年4月特朗普关税冲击市场以来的最高水平。</p><p style=\"text-align: left;\">本月以来，费城半导体指数单日涨跌幅超过1%的交易日占绝大多数，期间出现过单日最大涨幅7.9%，也出现过单日跌幅逾10%的极端行情。<strong>据<a href=\"https://laohu8.com/S/GS\">高盛</a>大宗经纪业务数据，对冲基金正以十年来最快速度抛售科技、媒体和电信类股票，而散户投资者的大量涌入则进一步放大了价格波动。</strong></p><p style=\"text-align: left;\">Cantor Fitzgerald高级董事总经理兼科技分析师CJ Muse表示：&#34;投资者结构的新变化正在加剧波动，与此同时，几乎每周都有新的AI能力白皮书问世。我们将在这种高度波动的市场中持续一段时间。&#34;</p><p style=\"text-align: left;\">他同时指出，市场当前最大的担忧在于超大规模云厂商能否在2026年之后维持并扩大资本支出，但他本人并不认为这场&#34;烧钱潮&#34;会很快结束。目前，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet和<a href=\"https://laohu8.com/S/META\">Meta</a>均维持着激进的资本支出计划。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" 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Sun表示：\"我们看到投资者在追逐半导体行业的瓶颈所在，目前这对内存板块有利，对英特尔作为代工厂的复苏也有利。\"与此同时，韩国内存芯片巨头海力士正寻求在美国市场融资294亿美元，进一步印证了内存赛道的资本吸引力。英伟达掉队：AI芯片需求分散，竞争格局生变英伟达是本轮行情中最引人注目的\"落后者\"。作为全球市值最大的公司和AI芯片的代名词，英伟达今年以来涨幅仅约7%，在费城半导体指数成分股中排名垫底。博通以约7.9%的涨幅同样远落后于板块整体。据分析，英伟达落后的核心原因在于，AI芯片的庞大支出正被分散至更广泛的半导体公司，竞争已从最初与AMD的正面交锋，扩展至定制芯片设计商以及英特尔等CPU专业厂商。Sean Sun对此解释称：\"英伟达和博通正在遭遇那些瓶颈，它们不再像以前那样是高弹性品种。我认为它们仍会表现不错，但现在投资者想要的是对最强主题更大的弹性敞口。\"市场目前的关键问题是：英伟达下一代Vera Rubin硬件能否建立足够显著的性能优势，使其重新成为AI基础设施的首选供应商。然而，据巴伦周刊报道，即便性能表现亮眼，大型科技公司也未必愿意过度依赖单一供应商，尤其是在其资本支出规模正面临股东压力的背景下。UBS Global Wealth Management首席投资官Mark Haefele在研报中写道：\"超大规模云厂商本月股价下跌，表明股东要求其证明支出合理性的压力正在上升，我们承认资本支出增速放缓的风险在边际上有所上升。\"估值分化：英伟达创近年新低，部分个股严重透支尽管整体板块估值已明显偏高，但内部分化极为显著。费城半导体指数目前市盈率约为26倍预期盈利，远高于10年均值19倍，接近2024年创下的30倍近期高点。相比之下，纳斯达克100指数市盈率为23倍，标普500为20倍。板块内部，ARM Holdings Plc的12个月远期市盈率超过140倍，英特尔约为100倍，按传统估值标准均属严重透支。英伟达则处于另一个极端——其远期市盈率仅约18倍，为2018年以来最低，远低于其10年均值36倍。美光的远期市盈率约为8倍，部分华尔街人士将这一低估值解读为营收和利润已触顶的预警信号。Bloomberg Intelligence数据显示，分析师对芯片股前景日趋乐观，预计2027年行业盈利将增长49%，高于4月时预期的35%；营收增速预期也从29%上调至37%，均大幅领先标普500整体预期（盈利增长17%，营收增长7.4%）。波动加剧：散户涌入与对冲基金撤退并存高涨幅背后，芯片股的波动性同样创下历史纪录。据彭博报道，追踪半导体ETF未来波动率的Cboe半导体ETF波动率指数今年以来已上涨83%，若年末维持这一涨幅，将创下该指数有史以来最大年度涨幅，目前已升至2025年4月特朗普关税冲击市场以来的最高水平。本月以来，费城半导体指数单日涨跌幅超过1%的交易日占绝大多数，期间出现过单日最大涨幅7.9%，也出现过单日跌幅逾10%的极端行情。据高盛大宗经纪业务数据，对冲基金正以十年来最快速度抛售科技、媒体和电信类股票，而散户投资者的大量涌入则进一步放大了价格波动。Cantor Fitzgerald高级董事总经理兼科技分析师CJ 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