黄仁勋讲话引发AI概念冰火两重天：存储“爆”了、制冷“凉”了？

智通财经网01-07

作为全球市值最高企业的“掌舵人”，黄仁勋本周在美国拉斯维加斯消费电子展(CES)上的演讲，无疑再度证明了其在科技行业内举足轻重的影响力——因为他短短的两句话，就决定了周二美股市场上两大AI概念关联板块的命运：存储领域因其言论“越烧越旺”，而制冷设备股则“如坠冰窟”……闪迪飙升近28%引领存储股大涨行情数据显示，在黄仁勋于CES上强调业内对内存与存储需求后，闪迪公司股价周二飙升了28%，创下自2月...

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of AI: storage \"exploded\" and refrigeration \"cold\"?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDY":0.6,"NVDA":1.95,"NVD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"JCI":1.87,"NVD2.UK":0.6,"SNVD.UK":0.6,"MOD":1.82,"TT":1.81,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVDD":0.6},"content_text":"作为全球市值最高企业的“掌舵人”，黄仁勋本周在美国拉斯维加斯消费电子展(CES)上的演讲，无疑再度证明了其在科技行业内举足轻重的影响力——因为他短短的两句话，就决定了周二美股市场上两大AI概念关联板块的命运：存储领域因其言论“越烧越旺”，而制冷设备股则“如坠冰窟”……闪迪飙升近28%引领存储股大涨行情数据显示，在黄仁勋于CES上强调业内对内存与存储需求后，闪迪公司股价周二飙升了28%，创下自2月以来最佳表现。该股近来势头强劲——2026年前三个交易日累计飙升逾47%，自4月22日触底以来更是已暴涨1080%。周二其涨幅进一步领跑了标普500指数成分股，紧随其后的是另两家存储设备制造商西部数据和希捷科技，后两者也均录得两位数百分比涨幅。黄仁勋在周二演讲中强调了AI系统对内存和存储的需求，称“这是一个从未存在过的市场，而这个市场很可能成为全球最大的存储市场，基本上承载着全球人工智能的运行内存。”据行业分析师Jake Silverman称，在人工智能训练和推理需求不断增长的背景下，供应紧张和内存价格飙升正帮助提振存储股。他表示，黄仁勋在CES上的言论“表明英伟达各系统对NAND芯片的需求将保持强劲”。全球内存价格近几周来一直在大幅攀升。本周早些时候业内曾有报道称，三星电子和SK海力士正寻求在第一季度将服务器DRAM价格较去年第四季度提高60%至70%。以Wamsi Mohan为首的美国银行分析师团队在1月4日给客户的一份报告中写道，闪迪及其他内存和存储公司被视为2026年推动“AI推理和边缘AI”的“关键受益者”。Mohan预计，各机构将为了训练、分析和合规目的而保留越来越多的数据，存储需求也将“同步激增”。他特别提到了在无人机、监控、车辆和体育科技领域日益增长的应用。“到目前为止，人工智能投资主题的重点一直集中在资本支出和推动AI模型训练上，这创造了硬件支出的下一波浪潮，”Mohan写道，“展望2026年及以后，我们预计AI推理将占据主导地位。”制冷设备股纷纷惨遭两位数暴跌在有人因黄仁勋的演讲“欢喜”的同时，自然也有人“发愁”——制冷系统制造商的股票在周二就普遍遭到了抛售。江森自控周二下跌了6.2%，创下自去年7月以来表现最差的一天。莫丁制造(Modine Manufacturing Co.)在一度跌幅高达21%后收复部分失地，最终收跌7.5%。Trane Technologies下跌2.5%。制冷设备股的下跌，只因黄仁勋在周二表示，搭载新型Rubin芯片的服务器机架将可采用无需配备水冷机进行冷却。这是Rubin平台的核心散热创新点之一，可以大幅降低数据中心冷却成本。而据业内分析，冷却机组是江森自控和Trane Technologies等企业向数据中心提供的主要设备。可以说，黄仁勋的“这一刀”砍在了这些制冷设备公司的命门上。贝尔德分析师Timothy Wojs在致客户报告中指出，“此番言论引发了对冷水机组在数据中心长期定位的质疑，尤其随着液冷技术日益普及。”他补充道，当前液冷技术可使系统在更高温度下运行。尽管Wojs认为制冷设备企业短期业绩预期风险不大，但他预计“该消息将引发对订单的额外担忧，尤其在2026年下半年”。去年，渴望把握AI热潮的投资者曾蜂拥买入生产AI芯片机架散热设备的企业的股票。江森自控股价在2025年飙升了52%，同时生产冷却系统和电力设备的Vertiv股价上涨43%。当然，目前也有业内人士认为，尚无需对这些制冷设备股的前景过于悲观。花旗分析师Andrew Kaplowitz向客户表示，投资者抛售制冷设备股的行为“过度了”。他指出，冷却系统制造商与芯片制造商及数据中心运营商存在合作关系，随着数据中心技术演进，这些企业落后于时代的风险可控。Kaplowitz表示，“尽管我们承认有关Rubin的言论凸显了数据中心热管理技术的快速演进，但我们认为这不会让我们的客户措手不及。”巴克莱分析师Julian Mitchell则指出，Vertiv在“液冷领域占据强势地位”，或将受益于黄仁勋提及的技术发展，但其冷却机组业务可能受挫。该公司股价周二收涨0.6%，扭转了早盘跌势。Mitchell在报告中写道：“鉴于英伟达在整个人工智能生态系统中的主导地位，尽管其言论乍看颇具戏剧性，但投资者不应轻视其影响。”本文转载自财联社，智通财经编辑：陈雯芳。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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; 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