历史首次！三星、SK海力士合计市值破1.11万亿美元：超越阿里、腾讯总和

快科技02-03

快科技2月3日消息，2026年以来，全球人工智能产业的爆发式增长带动高算力芯片需求激增，韩国两大存储芯片巨头三星电子与SK海力士凭借核心组件优势股价持续飙升，合计市值突破1.11万亿美元，首度超越中国科技巨头阿里巴巴与腾讯的市值总和。股价表现层面，韩企涨势尤为迅猛。今年以来，三星电子股价累计涨幅达34%，SK海力士涨幅更高达37%，强劲涨势不仅带动韩国股市大盘同步上扬，更推动两集团市值实现历史性...

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The combined market value of Samsung and SK Hynix exceeds US $1.11 trillion: surpassing the sum of Alibaba and Tencent","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALBmain":0.6,"09988":1.9,"00700":1.88,"BABA":1.9,"HTCD.SI":0.6,"TCEHY":1.88,"SSNLF":1.93,"TCHmain":0.6},"content_text":"快科技2月3日消息，2026年以来，全球人工智能产业的爆发式增长带动高算力芯片需求激增，韩国两大存储芯片巨头三星电子与SK海力士凭借核心组件优势股价持续飙升，合计市值突破1.11万亿美元，首度超越中国科技巨头阿里巴巴与腾讯的市值总和。股价表现层面，韩企涨势尤为迅猛。今年以来，三星电子股价累计涨幅达34%，SK海力士涨幅更高达37%，强劲涨势不仅带动韩国股市大盘同步上扬，更推动两集团市值实现历史性突破。反观中国科技龙头，尽管近期A股、港股整体呈上涨态势，但阿里巴巴港股年内累计涨幅仅约10%，腾讯股价则基本维持持平，与韩企形成鲜明对比。此次市值格局变动的核心驱动力，在于韩企精准卡位AI产业链关键环节。三星与SK海力士作为全球高频宽记忆体（HBM）的核心供应商，其产品是高算力GPU的必备关键组件，而GPU巨头英伟达的产品热销，直接让两家韩企成为产业链核心受益者。HBM作为解决GPU算力瓶颈的核心硬件，其技术壁垒高、市场需求旺，韩企凭借长期技术积累占据垄断性优势，得以深度绑定全球AI硬件生态。与韩企聚焦产业链关键组件的路径不同，中国科技巨头阿里与腾讯选择布局AI全产业链。两家企业不仅在AI大模型研发上持续追赶并寻求创新，同时在云服务、算力芯片等核心领域加大资金投入。近期，二者战略重心从研发转向市场拓展，相继投入高额资金开启红包优惠大战，阿里千问投入30亿元启动春节活动，腾讯元宝推出10亿元现金红包，全力抢占用户流量、构建AI应用生态。业内人士表示，中韩两国的发展路径差异，本质是产业链分工与生态布局的不同选择。韩企以核心组件供应商身份深度融入全球AI硬件体系，而中国企业则致力于打造从技术研发到市场应用的完整生态。随着AI产业持续升温，两种路径的竞争力将在技术迭代与市场拓展中进一步接受检验。","kind":"news","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,"symbols":[],"gpt_button":0,"need_auth":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; +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/2608354820","isCrawlerRequest":true}