CPU概念股悉数上扬高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%

金吾财讯21:42

金吾财讯 | 美股CPU概念股悉数上扬，截至发稿，高通(QCOM)涨5.48%，Arm Holdings(ARM)涨4.66%，英特尔(INTC)涨3.51%，美国超微公司(AMD)涨0.54%。消息面上，香港花旗银行发布研报指，花旗分析员预计，服务器CPU的整体潜在市场规模将从2025年的293亿美元扩大至2030年的约1,315亿美元，对应的复合年均增长率(CAGR)达35%。各细分市场具体预测如下：通用CPU：2030年的TAM升至509亿美元，复合年均增长率为20%；AI主节点CPU:2030年的TAM升至211亿美元，复合年均增长率为21%；AI代理专用CPU:2030年的TAM升至594亿美元，复合年增长率为185%。

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CPU概念股悉数上扬 高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%

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CPU概念股悉数上扬高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%