根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩_老虎社区_美港股上老虎

根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩

智通财经2025-09-08

根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩大布局General Server（通用型服务器）均带动Enterprise SSD（企业级固态硬盘）需求显著成长前五大品牌厂营收合计逾51亿美元季增12.7%。然而DDR4的短缺和主控IC载板的交期延长导致Enterprise SSD普遍供不应求也牵动各厂商第二季的市占比例和...

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2565706572?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-08 12:23","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2565706572","market":"uk","top_or_hot":-1,"title":"根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩","media":"智通财经","content":"<div>\n<p>根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩大布局General Server（通用型服务器）均带动Enterprise SSD（企业级固态硬盘）需求显著成长前五大品牌厂营收合计逾51亿美元季增12.7%。然而DDR4的短缺和主控IC载板的交期延长导致Enterprise SSD普遍供不应求也牵动各厂商第二季的市占比例和...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","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>根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩</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根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-08 12:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩大布局General Server（通用型服务器）均带动Enterprise SSD（企业级固态硬盘）需求显著成长前五大品牌厂营收合计逾51亿美元季增12.7%。然而DDR4的短缺和主控IC载板的交期延长导致Enterprise SSD普遍供不应求也牵动各厂商第二季的市占比例和...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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":"IE00BMPRXR70.SGD","symbol_name":"Neuberger Berman 5G Connectivity A Acc SGD-H","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2565706572","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2565706572","pubTimestamp":1757305416,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩大布局General Server（通用型服务器）均带动Enterprise S","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","NVIW.SI":"NVDA 3xLongSG261006","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","BK4527":"明星科技股","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SSD":"Simpson Manufacturing Co","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4608":"AI应用概念股","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","2NVD.UK":"2X NVIDIA ETP","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","NVDA":"英伟达","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","NVD":"2倍做空NVDA ETF-GraniteShares","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","NVDD":"1倍做空NVDA ETF-Direxion","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC"},"translate_title":"According to the latest survey by TrendForce, large-scale shipments of Nvidia's Blackwell platform in the second quarter of 2025 and continued expansion of North American CSP players","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"NVDY":0.6,"NVDL":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDA":1,"NVIW.SI":0.6,"NVDU":0.6,"NVDS":0.6,"3NVD.UK":0.6,"SSD":1,"2NVD.UK":0.6},"content_text":"根据TrendForce集邦咨询最新调查2025年第二季度英伟达Blackwell平台规模化出货以及北美CSP业者持续扩大布局General Server（通用型服务器）均带动Enterprise SSD（企业级固态硬盘）需求显著成长前五大品牌厂营收合计逾51亿美元季增12.7%。然而DDR4的短缺和主控IC载板的交期延长导致Enterprise SSD普遍供不应求也牵动各厂商第二季的市占比例和营收表现。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}