异动解读｜高通盘中下跌3.45%，英伟达RTX Spark超级芯片持续冲击AI PC格局

行情直击06-04

6月4日，高通盘中下跌3.45%，报240.36美元/股，成交额4.27亿美元。半导体板块整体承压，博通跌15.1%、美光科技跌7.75%、美国超微公司跌6.58%。

消息面上，英伟达此前在台北GTC大会正式发布RTX Spark超级芯片，采用Blackwell架构GPU与Arm架构CPU一体化方案，AI算力超100 TOPS，远超高通骁龙X Elite的45 TOPS，形成降维打击。戴尔、惠普、联想、微软等主流厂商将于秋季推出搭载该芯片的Windows PC，直接分流高通在AI PC市场的主导订单。高通此前凭借骁龙X系列独家绑定微软Copilot+ PC首批订单，而英伟达的强势入局正持续压制市场对高通Windows PC业务增长预期。

（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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