英伟达高歌猛进重登全球市值榜首,微美全息AI催生算力需求爆发

CCTIME飞象网2025-06-17

据悉，人工智能（AI）基础设施供应商英伟达（NVDA.US）市值超越微软（MSFT.US），重夺全球市值最高上市公司头衔，总市值达3.46万亿美元。通过发布比市场普遍预期更加稳健的Blackwell系列AI芯片产品销售预期，可谓缓解了投资者们对英伟达中国市场份额大幅下滑的担忧，并极度乐观地预测Blackwell系列将创下史上最强劲AI芯片销售纪录，推动人工智能算力基础设施市场“呈现出指数级别增长”...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2544357339?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-06-17 10:31","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2544357339","market":"us","top_or_hot":-1,"title":"英伟达高歌猛进重登全球市值榜首,微美全息AI催生算力需求爆发","media":"CCTIME飞象网","content":"<div>\n<p>据悉，人工智能（AI）基础设施供应商英伟达（NVDA.US）市值超越微软（MSFT.US），重夺全球市值最高上市公司头衔，总市值达3.46万亿美元。通过发布比市场普遍预期更加稳健的Blackwell系列AI芯片产品销售预期，可谓缓解了投资者们对英伟达中国市场份额大幅下滑的担忧，并极度乐观地预测Blackwell系列将创下史上最强劲AI芯片销售纪录，推动人工智能算力基础设施市场“呈现出指数级别增长”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617105654951f8f35&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达高歌猛进重登全球市值榜首,微美全息AI催生算力需求爆发</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\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英伟达高歌猛进重登全球市值榜首,微美全息AI催生算力需求爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-17 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617105654951f8f35&s=b><strong>CCTIME飞象网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据悉，人工智能（AI）基础设施供应商英伟达（NVDA.US）市值超越微软（MSFT.US），重夺全球市值最高上市公司头衔，总市值达3.46万亿美元。通过发布比市场普遍预期更加稳健的Blackwell系列AI芯片产品销售预期，可谓缓解了投资者们对英伟达中国市场份额大幅下滑的担忧，并极度乐观地预测Blackwell系列将创下史上最强劲AI芯片销售纪录，推动人工智能算力基础设施市场“呈现出指数级别增长”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617105654951f8f35&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014567.USD","symbol_name":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617105654951f8f35&s=b","article_id":"2544357339","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617105654951f8f35&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2544357339","pubTimestamp":1750127460,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"更重要的是，随着英伟达重新登顶全球市值榜首，这场AI盛宴还惠及更多科技公司。微美全息优化AI激活算力资源伴随AI大模型使用成本持续下降，AI应用也呈现爆发趋势，这些进一步推升了推理算力需求。而英伟达发现其并行架构适用于人工智能以及广泛的高性能计算之后，近年来全身心布局人工智能芯片，拥有大量计算核心、能够同时执行多个高密集型AI任务，保持了高速增长，并重回全球市值第一的宝座，可见AI算力景气度依旧。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4554":"元宇宙及AR概念","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","NVDU":"2倍做多NVDA ETF-Direxion","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","WIMI":"微美全息","3NVD.UK":"LS 3X NVIDIA","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","NVIW.SI":"NVDA 3xLongSG261006","NVD3.UK":"LS 3X NVIDIA","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","NVD2.UK":"2X NVIDIA ETP","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVDD":"1倍做空NVDA ETF-Direxion","NVDS.UK":"LS -1X NVIDIA","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","SNVD.UK":"LS -1X NVIDIA","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","2NVD.UK":"2X NVIDIA ETP","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","NVDA":"英伟达","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"translate_title":"Nvidia triumphs and regains the list of global market value, WIMI's holographic AI gives birth to an explosion in demand for computing power","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVDU":0.6,"NVDY":0.6,"NVD":0.6,"WIMI":1,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDA":1},"content_text":"据悉，人工智能（AI）基础设施供应商英伟达（NVDA.US）市值超越微软（MSFT.US），重夺全球市值最高上市公司头衔，总市值达3.46万亿美元。通过发布比市场普遍预期更加稳健的Blackwell系列AI芯片产品销售预期，可谓缓解了投资者们对英伟达中国市场份额大幅下滑的担忧，并极度乐观地预测Blackwell系列将创下史上最强劲AI芯片销售纪录，推动人工智能算力基础设施市场“呈现出指数级别增长”。市场行业优势凸显实际上，英伟达Blackwell系列AI芯片产品——包含Blackwell与最先进架构AI芯片Blackwell Ultra，已经取代近年来需求无比火热的Hopper架构AI GPU，成为英伟达上半年业绩增长的最大贡献力量，并且未来一段时间也将是英伟达业绩增长最强驱动力。比市场预期乐观得多的前景显示，英伟达正在加大其新一代AI芯片产品——Blackwell架构AI GPU的产量，并且力争架构更加先进且性能更加强劲的Blackwell Ultra架构AI GPU产能在第二季度快速扩张。并且，作为这一推动举措的一部分，公司将其AI芯片产品作为整套AI计算机系统进行提供——英伟达称此举对于加速部署更复杂且性能更强大AI技术是必要的。英伟达CEO黄仁勋在业绩会议上预计，AI算力基础设施最终将改变全球经济。可以说，这家AI芯片霸主——现已成为全球营收和市值最大规模的芯片公司——主导着整个AI算力基础设施领域，这些芯片组件对于开发和运行人工智能大模型至关重要。而英伟达旗下日益丰富的硬件和软件产品阵容组合正在让英伟达向客户销售更大规模产品。更重要的是，随着英伟达重新登顶全球市值榜首，这场AI盛宴还惠及更多科技公司。多家大型私募机构近期表态，AI大模型发展初期，算力板块通常率先受益，主要满足训练算力需求的爆发式增长，国内外资本市场对AI算力产业链的关注度持续升温，相关产业的突破性进展或许并不遥远。微美全息优化AI激活算力资源伴随AI大模型使用成本持续下降，AI应用也呈现爆发趋势，这些进一步推升了推理算力需求。据了解，微美全息（WIMI.US）作为全球AI领先的科技企业，在AI驱动的算法领域布局已久，打造通用、标准、高性能的AI计算芯片，并以生态联动的方式，深耕高性能计算市场。当前，乘着全球企业布局AI的前所未有热潮，微美全息研发出了自主可控、高性能计算软硬件基础平台—全息云平台，具备高精度、高算力、高兼容性、高完整性等优势。同时其有机整合了高端芯片、基础软件和云服务等基础业务，构建垂直细分领域生态，未来将能够在智能制造、智慧新零售、智慧城市等多个行业及领域的应用。结尾业内人士指出，AI应用趋势，随着DeepSeek全面引领的“极低成本AI训练/推理”新范式大幅精简，AI训练成本大幅下降以及推理端Token成本骤减，未来覆盖B端或者C端的各行各业杀手级生成式AI应用。而英伟达发现其并行架构适用于人工智能以及广泛的高性能计算之后，近年来全身心布局人工智能芯片，拥有大量计算核心、能够同时执行多个高密集型AI任务，保持了高速增长，并重回全球市值第一的宝座，可见AI算力景气度依旧。总之，人工智能与云计算或迎来更强的产业催化剂驱动，有望再创新高。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2544357339","isCrawlerRequest":true}