市值31万亿元，AI泡沫难撼英伟达？_老虎社区_美港股上老虎

市值31万亿元，AI泡沫难撼英伟达？

Ofweek光电信息网01-04

文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场...

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龙腾虎乐
·01-04
目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b\">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":"IE00BDCRKT87.USD","symbol_name":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) 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Nvidia?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVD":0.6,"NVDA":1.98,"NVD3.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6},"content_text":"文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场狂飙，市值从2023年5月突破1万亿美元，到2025年一度跃升至5万亿美元，缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球第一家市值突破5万亿美元的公司。英伟达市值的飙升，在于在大模型时代，AI算力需求的爆发式增长，驱动营收以惊人的速度增长，更是全球最赚钱的科技企业之一。截止2025年10月26日的第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%；净利润更是高达319亿美元，同比增长65%。显示出市场对英伟达的芯片需求旺盛。其中，Blackwell系列销售火爆，成为驱动其营收持续攀升的核心引擎。整体来说，AI大模型浪潮席卷全球的背景下，科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。仅微软、谷歌等巨头2025年人工智能方面的投入预计将达4000亿美元。另外，根据TrendForce预计，2026年云服务商仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上。科技巨头们对AI基础设施建设，其中数以百亿美元竞相抢购英伟达高性能芯片，驱动营收持续快速增长，不仅成为全球最大芯片厂商，市值更是登顶全球榜首，也让赚的盆满钵满。值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。甚至Meta在与谷歌洽谈，使用谷歌的TPU芯片，用于训练AI模型。在定制芯片领域，最重要的玩家则是博通，客户主要包括谷歌、Meta和字节跳动等科技巨头，并透露一个新用户下达了100亿美元的新订单，外界普遍猜测是OpenAI。由于定制化AI芯片市场的强劲增长势头，博通AI收入持续高速增长，陈福阳此前表示，定制AI芯片业务，有望在2027年带来600亿-900亿美元的收入，是英伟达最强劲的竞争对手。在我国，因一直在封堵国内企业购买英伟达高性能芯片，从而使得我国芯片产业正在加速国产替代，旨在打破对高端芯片受制于人的局面。由此，摩尔线程、沐曦股份、壁仞科技等GPU厂商迎来黄金发展机遇，更是被视为中国版英伟达。英伟达一家独大的AI芯片局面，有望得到改变。前有博通阻击，后有摩尔线程、沐曦股份等创新企业追赶。不过，英伟达在GPU市场独领风骚，核心在于CUDA生态，形成了一套完整的开发工具链。对于本土GPU芯片厂商而言，仍需面对技术迭代、软硬生态、盈利及国际竞争等多重挑战。最后，在大模型时代，全球半导体市场格局正在重塑，英伟达正在推动通用GPU计算向GPU加速计算转型。IDC预计，2025年全球半导体收入将达到8000亿美元。其中，半导体市场的计算部分将增长36%，达到3490亿美元。英伟达无疑是这一波AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长。当然，仍然不能忽视AI泡沫的担忧。杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。","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":[{"id":518328121660112,"gmtCreate":1767520259654,"gmtModify":1767520262721,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"htmlText":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]&nbsp;&nbsp;","listText":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]&nbsp;&nbsp;","text":"目前老黄最大的竞争压力是政治、谷歌等一批正在搞自己AI芯片的公司[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518328121660112","repostId":2600304165,"repostType":2,"repost":{"id":"2600304165","kind":"news","pubTimestamp":1767511320,"share":"https://www.laohu8.com/m/news/2600304165?lang=zh_CN&edition=full","pubTime":"2026-01-04 15:22","market":"us","language":"zh","title":"市值31万亿元，AI泡沫难撼英伟达？","url":"https://stock-news.laohu8.com/highlight/detail?id=2600304165","media":"Ofweek光电信息网","summary":"文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元。显示出市场对英伟达的芯片需求旺盛。值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。当然，仍然不能忽视AI泡沫的担忧。","content":"<html><body><article><p>文/杨剑勇</p><p>自<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。</p><p>然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。</p><p>这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。</p><p>英伟达在资本市场狂飙，市值从2023年5月突破1万亿美元，到2025年一度跃升至5万亿美元，缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球第一家市值突破5万亿美元的公司。</p><p>英伟达市值的飙升，在于在大模型时代，AI算力需求的爆发式增长，驱动营收以惊人的速度增长，更是全球最赚钱的科技企业之一。</p><p>截止2025年10月26日的第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%；<span>净利润</span>更是高达319亿美元，同比增长65%。</p><p>显示出市场对英伟达的芯片需求旺盛。其中，Blackwell系列销售火爆，成为驱动其营收持续攀升的核心引擎。</p><p>整体来说，AI大模型浪潮席卷全球的背景下，科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。</p><p>仅<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等巨头2025年人工智能方面的投入预计将达4000亿美元。另外，根据TrendForce预计，2026年云服务商仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上。</p><p>科技巨头们对AI基础设施建设，其中数以百亿美元竞相抢购英伟达高性能芯片，驱动营收持续快速增长，不仅成为全球最大芯片厂商，市值更是登顶全球榜首，也让赚的盆满钵满。</p><p>值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。甚至<a href=\"https://laohu8.com/S/META\">Meta</a>在与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>洽谈，使用谷歌的TPU芯片，用于训练AI模型。</p><p>在定制芯片领域，最重要的玩家则是<a href=\"https://laohu8.com/S/AVGO\">博通</a>，客户主要包括谷歌、Meta和字节跳动等科技巨头，并透露一个新用户下达了100亿美元的新订单，外界普遍猜测是OpenAI。</p><p>由于定制化AI芯片市场的强劲增长势头，<a href=\"https://laohu8.com/S/600455\">博通</a>AI收入持续高速增长，陈福阳此前表示，定制AI芯片业务，有望在2027年带来600亿-900亿美元的收入，是英伟达最强劲的竞争对手。</p><p>在我国，因一直在封堵国内企业购买英伟达高性能芯片，从而使得我国芯片产业正在加速国产替代，旨在打破对高端芯片受制于人的局面。由此，<a href=\"https://laohu8.com/S/688795\">摩尔线程</a>、<a href=\"https://laohu8.com/S/688802\">沐曦股份</a>、<a href=\"https://laohu8.com/S/06082\">壁仞科技</a>等GPU厂商迎来黄金发展机遇，更是被视为中国版英伟达。</p><p>英伟达一家独大的AI芯片局面，有望得到改变。前有博通阻击，后有摩尔线程、沐曦股份等创新企业追赶。</p><p>不过，英伟达在GPU市场独领风骚，核心在于CUDA生态，形成了一套完整的开发工具链。对于本土GPU芯片厂商而言，仍需面对技术迭代、软硬生态、盈利及国际竞争等多重挑战。</p><p>最后，在大模型时代，全球半导体市场格局正在重塑，英伟达正在推动通用GPU计算向GPU加速计算转型。IDC预计，2025年全球半导体收入将达到8000亿美元。其中，半导体市场的计算部分将增长36%，达到3490亿美元。</p><p>英伟达无疑是这一波AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长。当然，仍然不能忽视AI泡沫的担忧。</p><p>杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。</p></article></body></html>","source":"tencent","collect":0,"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>市值31万亿元，AI泡沫难撼英伟达？</title>\n<style 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}\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市值31万亿元，AI泡沫难撼英伟达？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场...</p>\n\n<a 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104153025a49a08b5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600304165","content_text":"文/杨剑勇自英伟达在资本市场一路高歌猛进后，对AI泡沫争论不休，尤其市值突破4万亿美元后，AI泡沫的质疑声浪亦愈发汹涌。黄仁勋更是感叹，业绩出色，被指助推人工智能泡沫，倘若业绩不佳，又证明AI泡沫破裂。然而，2025年已经过去，英伟达的市值依然高达4.53万亿美元（约合人民币31.7万亿元）。这一庞大市值规模，比日本、英国、法国等国家的GDP还要高，仅次于美、中、德，位居全球第四。英伟达在资本市场狂飙，市值从2023年5月突破1万亿美元，到2025年一度跃升至5万亿美元，缔造了资本市场的空前奇迹，且这种奇迹在商业史上从未有过，是全球第一家市值突破5万亿美元的公司。英伟达市值的飙升，在于在大模型时代，AI算力需求的爆发式增长，驱动营收以惊人的速度增长，更是全球最赚钱的科技企业之一。截止2025年10月26日的第三季度，英伟达营收570亿美元，相比上一年同期的350.8亿美元增加约220亿美元，同比增长62%；净利润更是高达319亿美元，同比增长65%。显示出市场对英伟达的芯片需求旺盛。其中，Blackwell系列销售火爆，成为驱动其营收持续攀升的核心引擎。整体来说，AI大模型浪潮席卷全球的背景下，科技巨头们为提升自身的AI大模型竞争力，掀起新一轮AI竞赛，全球大型云服务商对AI基础设施建设资本开支延续扩张趋势。仅微软、谷歌等巨头2025年人工智能方面的投入预计将达4000亿美元。另外，根据TrendForce预计，2026年云服务商仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上。科技巨头们对AI基础设施建设，其中数以百亿美元竞相抢购英伟达高性能芯片，驱动营收持续快速增长，不仅成为全球最大芯片厂商，市值更是登顶全球榜首，也让赚的盆满钵满。值得注意的是，科技巨头们也在寻求更加多元化的芯片供应，以此减少对英伟达的依赖，尤其瞄向定制化芯片。甚至Meta在与谷歌洽谈，使用谷歌的TPU芯片，用于训练AI模型。在定制芯片领域，最重要的玩家则是博通，客户主要包括谷歌、Meta和字节跳动等科技巨头，并透露一个新用户下达了100亿美元的新订单，外界普遍猜测是OpenAI。由于定制化AI芯片市场的强劲增长势头，博通AI收入持续高速增长，陈福阳此前表示，定制AI芯片业务，有望在2027年带来600亿-900亿美元的收入，是英伟达最强劲的竞争对手。在我国，因一直在封堵国内企业购买英伟达高性能芯片，从而使得我国芯片产业正在加速国产替代，旨在打破对高端芯片受制于人的局面。由此，摩尔线程、沐曦股份、壁仞科技等GPU厂商迎来黄金发展机遇，更是被视为中国版英伟达。英伟达一家独大的AI芯片局面，有望得到改变。前有博通阻击，后有摩尔线程、沐曦股份等创新企业追赶。不过，英伟达在GPU市场独领风骚，核心在于CUDA生态，形成了一套完整的开发工具链。对于本土GPU芯片厂商而言，仍需面对技术迭代、软硬生态、盈利及国际竞争等多重挑战。最后，在大模型时代，全球半导体市场格局正在重塑，英伟达正在推动通用GPU计算向GPU加速计算转型。IDC预计，2025年全球半导体收入将达到8000亿美元。其中，半导体市场的计算部分将增长36%，达到3490亿美元。英伟达无疑是这一波AI浪潮最大赢家，营收、净利润、市值等均实现了快速增长。当然，仍然不能忽视AI泡沫的担忧。杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"NVD":0.6,"NVDA":1.98,"NVD3.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDD":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDX":0.6,"2NVD.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}