英伟达股价大跌源于砍单传闻？郭明𫓹力挺：是市场误读

金融界2025-03-04

虽然英伟达上周的财报超过市场预期，但市场的担忧如影随形。日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。还有报道称，随着英伟达Hopper GPU接近生命周期的末期，其先进封装订单可能逐渐减少。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。此前，英伟达代工厂台积电曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在...

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Appler
2025-03-04
Appler
英伟达太敏感了

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11:01","market":"sh","language":"zh","title":"英伟达股价大跌源于砍单传闻？郭明𫓹力挺：是市场误读","url":"https://stock-news.laohu8.com/highlight/detail?id=2516761862","media":"金融界","summary":"虽然英伟达上周的财报超过市场预期，但市场的担忧如影随形。日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。消息指出，英伟达在台积电的CoWoS晶圆订单已经从40多万片减少到38万片。然而，知名科技分析师郭明指出，这些传言很可能只是市场对英伟达生产战略的误读。","content":"<html><body><div>\n<p>虽然<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>上周的财报超过市场预期，但市场的担忧如影随形。</p><p>日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。还有报道称，随着英伟达Hopper GPU接近生命周期的末期，其先进封装订单可能逐渐减少。</p><p>周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。</p><p>此前，英伟达代工厂<a href=\"https://laohu8.com/S/TSM\">台积电</a>曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在，台积电据悉已经没有这一紧迫感，这让业内预计封装订单将减少。</p><p>消息指出，英伟达在台积电的CoWoS晶圆订单已经从40多万片减少到38万片。CoWoS工艺对英伟达的人工智能芯片生产至关重要，因为这种工艺能够提供更高的数据传输速率和更低的功耗，特别适合需要高性能、高效率计算的应用，例如HPC和AI。</p><p>然而，知名科技分析师郭明𫓹指出，这些传言很可能只是市场对英伟达生产战略的误读。新产线</p><p>郭明𫓹表示，一些市场参与者高估了台积电的CoWoS产能，并将英伟达从B200系列GPU向B300系列GPU的快速过渡误解读为订单减少的迹象。</p><p>他补充称，英伟达在台积电今年的CoWoS订单约为37万片，且台积电的CoWoS扩张计划保持不变，目标是在2025年12月每月产出约7万片。</p><p>他强调，台积电始终对产能扩张采取高度谨慎的态度，除非短期内出现戏剧性的行业逆转，否则市场不太可能看到英伟达大幅减少订单的情况。</p><p>英伟达首席执行官黄仁勋也在随后辟谣称，不会削减CoWoS封装订单，数字变化原因仅与转向Blackwell生产有关。因为Blackwell使用的是CoWoS-L技术，意味着行业正在转向新的生产线，从而导致产量下降。</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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\" 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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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英伟达股价大跌源于砍单传闻？郭明𫓹力挺：是市场误读\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-04 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/03/04110148503601.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然英伟达上周的财报超过市场预期，但市场的担忧如影随形。日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。还有报道称，随着英伟达Hopper GPU接近生命周期的末期，其先进封装订单可能逐渐减少。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。此前，英伟达代工厂台积电曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/03/04110148503601.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1951198990.SGD":"Natixis Thematics AI & 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OPPORTUNITIES FUND \"A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","NVIW.SI":"NVDA 3xLongSG261006"},"source_url":"https://usstock.jrj.com.cn/2025/03/04110148503601.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516761862","content_text":"虽然英伟达上周的财报超过市场预期，但市场的担忧如影随形。日前，有供应链消息人士传言称，业内对英伟达CoWoS的订单削减感到疑虑。还有报道称，随着英伟达Hopper GPU接近生命周期的末期，其先进封装订单可能逐渐减少。周一，受到消息影响，英伟达股价下跌高达8.69%，反映出市场对人工智能需求波动的担忧。此前，英伟达代工厂台积电曾因产能限制，一度考虑外包CoWoS-S/R的订单，但最后无疾而终。现在，台积电据悉已经没有这一紧迫感，这让业内预计封装订单将减少。消息指出，英伟达在台积电的CoWoS晶圆订单已经从40多万片减少到38万片。CoWoS工艺对英伟达的人工智能芯片生产至关重要，因为这种工艺能够提供更高的数据传输速率和更低的功耗，特别适合需要高性能、高效率计算的应用，例如HPC和AI。然而，知名科技分析师郭明𫓹指出，这些传言很可能只是市场对英伟达生产战略的误读。新产线郭明𫓹表示，一些市场参与者高估了台积电的CoWoS产能，并将英伟达从B200系列GPU向B300系列GPU的快速过渡误解读为订单减少的迹象。他补充称，英伟达在台积电今年的CoWoS订单约为37万片，且台积电的CoWoS扩张计划保持不变，目标是在2025年12月每月产出约7万片。他强调，台积电始终对产能扩张采取高度谨慎的态度，除非短期内出现戏剧性的行业逆转，否则市场不太可能看到英伟达大幅减少订单的情况。英伟达首席执行官黄仁勋也在随后辟谣称，不会削减CoWoS封装订单，数字变化原因仅与转向Blackwell生产有关。因为Blackwell使用的是CoWoS-L技术，意味着行业正在转向新的生产线，从而导致产量下降。\n\n\r\n            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