异动解读｜高通盘前下跌3.25%，英伟达RTX Spark芯片持续冲击AI PC市场格局

行情直击06-04

6月4日，高通盘前下跌3.25%，报241.11美元/股，成交额447.76万美元。

消息面上，英伟达于6月1日台北国际电脑展正式发布面向Windows PC的RTX Spark超级芯片，采用Arm CPU与Blackwell GPU一体化方案，NPU算力突破100 TOPS，远超高通骁龙X Elite的约45 TOPS，形成降维打击。戴尔、惠普、联想等主流厂商将于秋季推出搭载机型。市场认为，英伟达携AI生态优势强势入局，将严重挤压高通在Windows AI PC领域的增长空间，高通此前凭借骁龙X系列独家绑定微软Copilot+ PC订单的主导地位面临动摇，该利空因素持续压制股价。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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