字母表凭借AI芯片与Gemini模型，具备挑战英伟达的实力_老虎社区_美港股上老虎

字母表凭借AI芯片与Gemini模型，具备挑战英伟达的实力

环球市场播报2025-11-25

有迹象表明，搜索引擎巨头字母表公司（Alphabet Inc．）在挑战英伟达（Nvidia Corp．）畅销 AI 加速器产品的进程中取得进展，其股价有望重塑全球市值最高公司的排名格局。　　随着市场对字母表新推出的 Gemini 人工智能模型好评如潮，且其 AI 芯片需求攀升推动股价上涨，投资者正重新评估科技行业格局，以及股市龙头地位可能发生的变化。　　自 10 月中旬以来，字母表公司股价已...

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加速器产品的进程中取得进展，其股价有望重塑全球市值最高公司的排名格局。\n　　随着市场对字母表新推出的 Gemini 人工智能模型好评如潮，且其 AI 芯片需求攀升推动股价上涨，投资者正重新评估科技行业格局，以及股市龙头地位可能发生的变化。\n　　自 10 月中旬以来，字母表公司股价已...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-11-25/doc-infyrrru3914315.shtml\">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":"NVDY","symbol_name":"NVDA期权收益策略ETF-YieldMax","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-25/doc-infyrrru3914315.shtml","article_id":"2586473116","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586473116","pubTimestamp":1764075714,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"有迹象表明，搜索引擎巨头字母表公司在挑战英伟达畅销 AI 加速器产品的进程中取得进展，其股价有望重塑全球市值最高公司的排名格局。　　随着市场对字母表新推出的 Gemini 人工智能模型好评如潮，且其 AI 芯片需求攀升推动股价上涨，投资者正重新评估科技行业格局，以及股市龙头地位可能发生的变化。　　若与 Meta 达成协议，将有助于确立 TPU 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模型所需的算力支持方面，均高度依赖英伟达芯片。\n　　字母表公司股价有望实现连续第三个交易日上涨，周二盘前交易中涨幅一度达 3.5%。与此同时，英伟达股价下跌 3.5%，规模较小的竞争对手超威半导体公司（Advanced Micro Devices Inc．）股价下跌 3%。\n　　英伟达的估值已有所回落，当前预期市盈率为 26 倍，远低于过去十年 35 倍的平均水平；而字母表公司的预期市盈率已攀升至 27 倍，高于 20 倍的历史平均水平。\n　　Meta 是全球在数据中心和 AI 开发领域投入最大的企业之一，若双方真能达成合作，将凸显英伟达主导地位面临的长期挑战。但最终 TPU 能否成为长期可行的替代选择，很大程度上取决于该芯片能否展现出必要的能效与算力。\n　　隆奥代尔投资管理公司（Lombard Odier Investment Managers）宏观部门负责人弗洛里安・埃尔波（Florian Ielpo）表示：“谷歌的 TPU 确实构成了潜在替代方案，但需注意的是，AI 行业仍处于发展初期，技术学习曲线依然十分陡峭。”\n　　“目前来看，英伟达仍是行业领导者，但随着谷歌等更多企业开发竞争性解决方案，行业格局很可能会变得更加分散。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","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}