内存涨价殃及显卡：AMD、Intel躺平 NVIDIA已不在意_老虎社区_美港股上老虎

内存涨价殃及显卡：AMD、Intel躺平 NVIDIA已不在意

快科技01-17

快科技1月17日消息，2026年的DIY玩家感受肯定是凄惨且不爽的，因为几大核心配件都在涨价，内存、SSD涨的最凶猛，顺带着显卡也不得不涨价，主板甚至在往DDR4、DDR3倒退。机箱、电源之类的还没看到大涨价的迹象，但是因为铜铝之类的大宗商品涨价，其他配件涨价也是迟早的，只是关注度没那么大罢了。就显卡市场来看，我们要说说三家厂商的态度和表现了，按字母顺序来看吧。AMD是有最新表态的，AMD锐龙业务...

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/2604947785?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-17 22:14","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2604947785","market":"us","top_or_hot":-1,"title":"内存涨价殃及显卡：AMD、Intel躺平 NVIDIA已不在意","media":"快科技","content":"<div>\n<p>快科技1月17日消息，2026年的DIY玩家感受肯定是凄惨且不爽的，因为几大核心配件都在涨价，内存、SSD涨的最凶猛，顺带着显卡也不得不涨价，主板甚至在往DDR4、DDR3倒退。机箱、电源之类的还没看到大涨价的迹象，但是因为铜铝之类的大宗商品涨价，其他配件涨价也是迟早的，只是关注度没那么大罢了。就显卡市场来看，我们要说说三家厂商的态度和表现了，按字母顺序来看吧。AMD是有最新表态的，AMD锐龙业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117222046a436fc3d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>内存涨价殃及显卡：AMD、Intel躺平 NVIDIA已不在意</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内存涨价殃及显卡：AMD、Intel躺平 NVIDIA已不在意\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-17 22:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117222046a436fc3d&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月17日消息，2026年的DIY玩家感受肯定是凄惨且不爽的，因为几大核心配件都在涨价，内存、SSD涨的最凶猛，顺带着显卡也不得不涨价，主板甚至在往DDR4、DDR3倒退。机箱、电源之类的还没看到大涨价的迹象，但是因为铜铝之类的大宗商品涨价，其他配件涨价也是迟早的，只是关注度没那么大罢了。就显卡市场来看，我们要说说三家厂商的态度和表现了，按字母顺序来看吧。AMD是有最新表态的，AMD锐龙业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117222046a436fc3d&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":"LU2098885051.SGD","symbol_name":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117222046a436fc3d&s=b","article_id":"2604947785","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117222046a436fc3d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604947785","pubTimestamp":1768659261,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"至于显卡份额最大的NVIDIA，他们对内存涨价当然也没法控制，但对显卡市场的控制力是其他两家不能比的，可NVIDIA不太可能把这个影响力用于确保游戏卡供应了。或许这也是未来的一个趋势，AI技术发展太快，如果AMD/Intel/NVIDIA把部分技术下放给旧卡，那么就有可能让旧卡在游戏或者AI应用上有不小的提升，在当前这个内存涨价的时期很有意义。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4566":"资本集团","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","AMD":"美国超微公司","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4612":"AI芯片","INTC":"英特尔","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4579":"人工智能","BK4614":"Manus概念股","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4605":"半导体精选","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4602":"量子计算概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4554":"元宇宙及AR概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4543":"AI","NVDA":"英伟达","BK4527":"明星科技股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4141":"半导体产品","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4529":"IDC概念"},"translate_title":"Memory price increase affects graphics cards: AMD, Intel lie flat, NVIDIA no longer cares","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GFS":1.5,"NVDA":0.9,"AMD":1.5,"INTC":0.9},"content_text":"快科技1月17日消息，2026年的DIY玩家感受肯定是凄惨且不爽的，因为几大核心配件都在涨价，内存、SSD涨的最凶猛，顺带着显卡也不得不涨价，主板甚至在往DDR4、DDR3倒退。机箱、电源之类的还没看到大涨价的迹象，但是因为铜铝之类的大宗商品涨价，其他配件涨价也是迟早的，只是关注度没那么大罢了。就显卡市场来看，我们要说说三家厂商的态度和表现了，按字母顺序来看吧。AMD是有最新表态的，AMD锐龙业务副总裁David McAfee日前表示，AMD跟所有内存供应商都有多年战略合作，以确保图形业务的供应量和经济性是可持续的，AMD目前正在跟AIC伙伴合作，希望显卡价格接近AMD的建议价。但这句话是职场的套话、官话，真正的重点是AMD不是内存厂，也无法预测内存价格走向，所谓跟AIC合作确保价格在建议价也只能是建议，他们左右不了市场定价，也控制不了AIC厂商决定。RX 9000系列去年一度降到了建议价范围内，然而现在价格又起来了，非公版新品价格涨25%甚至更多都是常态，AMD之前视为卖点的超大显存在内存涨价的当前反而成为了弱点。AMD下一代GPU要到2027年中，至少还有一年半时间，这期间也没啥新品了，这个时间点上也不适合发新品。Intel的独显份额是三家中最小的，他们的新一代Xe3架构GPU表现很让人期待，然而目前主要是在移动处理器上，第二代独显只有几款产品，传闻已久的B770显卡一直没有明确消息，目前来看短时间内也不一定有希望。对于AMD及Intel两家在这场涨价风波的表现，笔者的评价是两家已经躺平，对涨价没什么影响力，自己的新品发布节奏也大受影响。至于显卡份额最大的NVIDIA，他们对内存涨价当然也没法控制，但对显卡市场的控制力是其他两家不能比的，可NVIDIA不太可能把这个影响力用于确保游戏卡供应了。大家都知道这一次内存涨价的核心动力是AI，而AI需求跟NVIDIA的AI GPU息息相关，三星、SK海力士、美光宁愿牺牲DDR产能也要加大HBM产能，主要也是想抢NVIDIA的HBM订单，这方面NVIDIA有很强的博弈能力。但是这次的CES展会上，传闻的RTX 50 Super系列显卡最终也没发布，现在的消息是无限期搁置，而NVIDIA不发这个新卡的原因也有三方面的，除了众所周知的显存涨价、缺货，还跟AMD竞争力不够有关。这也是文章把NVIDIA的态度形容为已不在意游戏卡的原因，对NVIDIA来说，AI显卡的营收、利润规模差不多50-100倍于游戏卡，NVIDIA现在全力确保的也是AI卡的内存供应，显卡内存甚至都不打算管了，消息说是让显卡厂商自己去跟三星等厂商谈判采购。反应到现实中，现在RTX 50系列各种缺货，玩家的选择差不多就限于RTX 5060/70/80三档，而且力推8GB版，16GB及以上显存容量的要么价格失控，要么没啥货。不过NVIDIA倒是有一个表态让游戏玩家还有点盼头，CES展会上黄仁勋表态要把AI技术下放到旧款显卡上，前不久也确实把FP4算子标准开放给了RTX 40甚至30系列显卡，在AI应用大幅降低了显存占用，提高了性能。或许这也是未来的一个趋势，AI技术发展太快，如果AMD/Intel/NVIDIA把部分技术下放给旧卡，那么就有可能让旧卡在游戏或者AI应用上有不小的提升，在当前这个内存涨价的时期很有意义。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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}