[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio36ad7e70":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio36ad7e70","瑞银解读台北电脑展：AI智能体引爆算力需求-英伟达(NVDA)GPU优势连续碾压AMD(AMD)","\u002Fdoc\u002Fdcio36ad7e70","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，瑞银分析师表示，上周在台湾举办的台北国际电脑展(Computex)进一步印证了一个观点，即与人工智能(AI)相关的算力需求仍在持续升温，AI智能体的崛起是核心推手之一。展会同时凸显，英伟达(NVDA)GPU出货量依旧大幅领跑其主要竞争对手AMD(AMD)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">由Timothy Arcuri领衔的瑞银分析师团队在周一发布的投资者研报中指出“关于英伟达与AMD最新的产品推进节奏，我们根据最新的调研(与我们的模型一致)认为，英伟达的Blackwell平台将在2026年的出货量中占据主导地位，而Rubin Ultra则将在2026年第四季度开始逐步加入。至于AMD的Helios平台，我们仍预计其主板将在2026年第四季度出货，但由于双宽机架优化、验证及数据中心集成需要额外时间，完整的机架部署很可能要推迟到2026年底。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">芯片设计公司Arm(ARM)也对其CPU业务前景给出了更为乐观的预期，因其赢得了更多大型客户。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Arcuri提到“Arm确认其AGI芯片目前已在台积电(TSM)量产，产品覆盖36千瓦(8,160核心)和200千瓦(45,696核心)的机架配置。重要的是，字节跳动和甲骨文(ORCL)被披露为AGI的新客户，并且Arm表示其此前设定的2031财年150亿美元AGI收入目标实际上偏保守。我们看到超大规模客户群正在扩大，这令人鼓舞，因为我们早先就指出，仅靠Meta(META)\u002FOpenAI可能难以在需求上达到150亿美元的规模，原因在于它们历史上还依赖其他供应商(如AMD、英伟达、英特尔(INTC)、云服务商自研CPU)来提供云端算力。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，迈威尔科技(MRVL)成为市场焦点。此前英伟达CEO黄仁勋表态称迈威尔有望成长为下一家万亿市值企业，直接带动其股价大幅拉升。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Arcuri分析道“英伟达强调了其在互连、硅光子和光学器件方面对迈威尔的依赖，包括在NVLink Fusion中的合作。根据我们的调研，这一领域可能会影响未来AWS Trainium的部署。迈威尔还重申，‘铜缆传输瓶颈’实际上正在向400G速率的机架内部迁移，这进一步印证了未来向更高数据速率下共封装光学(CPO)技术的转型。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他补充道“尽管我们认为，考虑到此次披露的新增信息有限，市场反应有些过度，但我们仍对迈威尔在AI网络和XPU领域的布局持建设性看法。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAMD\u002FAMD.jpg","2026-06-09T17:44:16","2026.06.09","2026\u002F06\u002F09",49600,[22],"AMD","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]