加入英伟达(NVDA.US)HBM芯片供应链有望提振三星(SSNLF.US)AI叙事？市场并不买单

智通财经03-22

智通财经APP获悉，早前有报道称，英伟达(NVDA.US)计划在其人工智能处理器中使用三星电子(SSNLF.US)的高带宽存储(HBM)芯片，对此，部分投资者对三星在人工智能竞赛中迎头赶上的前景感到兴奋，但这似乎并没有得到所有人的认可。三星的主要竞争对手SK海力士已经向英伟达提供最新版本的高带宽存储器HBM3E。虽然黄仁勋似乎已经表示，英伟达也将从三星购买一些HBM芯片，但SK海力士已经通过提供前...

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The market doesn't pay the bill","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNLF":1,"HBM":1,"NVDA":1},"content_text":"智通财经APP获悉，早前有报道称，英伟达(NVDA.US)计划在其人工智能处理器中使用三星电子(SSNLF.US)的高带宽存储(HBM)芯片，对此，部分投资者对三星在人工智能竞赛中迎头赶上的前景感到兴奋，但这似乎并没有得到所有人的认可。三星的主要竞争对手SK海力士已经向英伟达提供最新版本的高带宽存储器HBM3E。虽然黄仁勋似乎已经表示，英伟达也将从三星购买一些HBM芯片，但SK海力士已经通过提供前几代技术获得了巨大的飞跃。DS Asset Management Co.基金经理Yoon Joonwon表示：“的确，三星电子比过去更有吸引力了。但考虑到对其HBM业务的预期，现在买进还为时过早。”到目前为止，人工智能主题似乎对SK海力士的加成更大，其股价在过去一年中翻了一番，超过了三星30%的涨幅。不同之处在于SK海力士在HBM芯片方面的领先地位，这种芯片与对训练大型语言模型至关重要的处理器配合使用。考虑到三星在消费设备中的市场份额，它更容易受到传统存储器商品化的周期性需求和定价的影响。这也是为什么当黄仁勋表示他也计划购买三星内存芯片时，市场感到惊讶。他的言论使这家韩国最有价值公司的股价有望实现10%的周涨幅，这是自2015年以来的最大涨幅。期权交易员的态度则更加矛盾。本周，市场对三星股价的看涨看跌押注大幅增加，包括押注未来三个月内股价将下跌70%，以及押注该股在同一时间段内飙升300%。短线交易员对这一涨势持相反立场。在机构投资者周三和周四大举买入三星股票的同时，散户投资者净卖出了价值3万亿韩元(合23亿美元)的股票，创下了两天净流出的纪录。BNK Asset Management Co.基金经理兼股票团队主管Cha So-yoon表示：“大多数人仍然认为，三星不会得到英伟达对其HBM3E的青睐。如果科技股人气出现好转，对两家公司都是好事，但SK海力士似乎并未失去其HBM霸主地位。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2421838654"}