谷歌“黑科技”引发存储芯片股大洗牌：暴涨的闪存股站在十字路口_老虎社区_美港股上老虎

谷歌“黑科技”引发存储芯片股大洗牌：暴涨的闪存股站在十字路口

智通财经03-27

存储芯片股持续两日的抛售揭示了人工智能投资热潮中的分化。谷歌宣传的一项突破性技术，被分析师认为可能会抑制对某些类型存储芯片的需求，而对其他类型则影响甚微。周五，用于运行人工智能的长期存储设备——闪存制造商股价延续跌势，其中包括铠侠控股等过去几个月涨幅巨大的公司。与此同时，用于英伟达人工智能加速器的高带宽内存（HBM）龙头企业股价趋于稳定，三星电子股价收复全部失地，SK海力士也接近做到这一点。分析师...

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贤法师
·03-27
然而谷歌跌得乱七八糟
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SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC"},"translate_title":"Google's \"black technology\" triggers a big reshuffle of memory chip stocks: skyrocketing flash stocks stand at a crossroads","themeId":"e65585e838b2d5d410f0967964c6bcab","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4d121e86149c909034b810bf534cb70d","symbols_score_info":{"GOOY":0.6,"USJW.SI":0.6,"GGLS":0.6,"GOOP":0.6,"GGLL":0.6,"GOOW":0.6,"GOOGL":1.95,"GOU":0.6,"GOOX":0.6},"content_text":"存储芯片股持续两日的抛售揭示了人工智能投资热潮中的分化。谷歌宣传的一项突破性技术，被分析师认为可能会抑制对某些类型存储芯片的需求，而对其他类型则影响甚微。周五，用于运行人工智能的长期存储设备——闪存制造商股价延续跌势，其中包括铠侠控股等过去几个月涨幅巨大的公司。与此同时，用于英伟达人工智能加速器的高带宽内存（HBM）龙头企业股价趋于稳定，三星电子股价收复全部失地，SK海力士也接近做到这一点。分析师表示，市场正开始意识到，谷歌的 “TurboQuant” 技术提高了 AI 的运行效率，对前一类(闪存)厂商构成了更大的威胁。摩根士丹利分析师 Tiffany Yeh 等人在报告中写道：“通过缩减内存占用和数据传输，TurboQuant 显著提升了推理效率。然而，它并不会减少对 HBM 等核心内存的需求。”在过去几个月里，投资者纷纷涌入闪存和存储产品制造商，坚信随着人工智能走向主流，其需求将呈爆炸式增长。自 8 月底以来，闪迪的股价涨幅超过 1000%，日本铠侠的涨幅也超过 600%。它们的表现一度超过了三星、SK 海力士和美光科技——这些存储行业的传统领头羊曾是 AI 交易早期的宠儿。当市场焦点还在 ChatGPT 等大语言模型的“训练”上时，这些公司生产的高利润 HBM 芯片是热门的投资话题。如今，随着投资者开始领悟谷歌的技术突破，闪存公司正承受着本周开启的全行业抛售浪潮。谷歌表示，这种算法可以将运行大语言模型特定环节所需的内存量降低至少六倍，有助于降低人工智能的整体成本。投资者担心，这可能会减少 Meta 等大型数据中心运营商(超大规模企业)对内存的需求。这反过来会压低同样用于智能手机和消费电子产品的组件价格。分析师 Jake Silverman 在报告中指出：“由于需要在 GPU 内存中存储模型权重，HBM 需求以及美光生产的 DRAM 可能不会受到影响。而 NAND(闪存)需求将面临更深远的长期影响。”诚然，在后 ChatGPT 时代的 AI 热潮中经历大幅上涨后，科技股普遍受到了严密审视。由于伊朗战争引发的通胀担忧令投资者对高估值股票保持警惕，人们正借着每日的新闻头条进行获利了结。SGMC Capital Pte 首席投资官 Ed Gomes 表示：“支持人工智能技术交付和应用开发的硬件发展是一个长期趋势，它将跨越数年甚至数十年，而非几天或几周。由 TurboQuant 引发的抛售是‘短期噪音’，反而带来了非常好的买入机会。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":547146212745528,"gmtCreate":1774604099147,"gmtModify":1774604101507,"author":{"id":"40984432419306","authorId":"40984432419306","name":"贤法师","avatar":"https://static.tigerbbs.com/98a8c2187a750facd7b3144ab16d6cc0","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"40984432419306","authorIdStr":"40984432419306"},"htmlText":"然而谷歌跌得乱七八糟","listText":"然而谷歌跌得乱七八糟","text":"然而谷歌跌得乱七八糟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547146212745528","repostId":2622867845,"repostType":4,"repost":{"id":"2622867845","kind":"news","pubTimestamp":1774600493,"share":"https://www.laohu8.com/m/news/2622867845?lang=zh_CN&edition=full","pubTime":"2026-03-27 16:34","market":"us","language":"zh","title":"谷歌“黑科技”引发存储芯片股大洗牌：暴涨的闪存股站在十字路口","url":"https://stock-news.laohu8.com/highlight/detail?id=2622867845","media":"智通财经","summary":"谷歌宣传的一项突破性技术，被分析师认为可能会抑制对某些类型存储芯片的需求，而对其他类型则影响甚微。分析师表示，市场正开始意识到，谷歌的 “TurboQuant” 技术提高了 AI 的运行效率，对前一类(闪存)厂商构成了更大的威胁。谷歌表示，这种算法可以将运行大语言模型特定环节所需的内存量降低至少六倍，有助于降低人工智能的整体成本。诚然，在后 ChatGPT 时代的 AI 热潮中经历大幅上涨后，科技股普遍受到了严密审视。","content":"<html><head></head><body><p>存储芯片股持续两日的抛售揭示了人工智能投资热潮中的分化。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>宣传的一项突破性技术，被分析师认为可能会抑制对某些类型存储芯片的需求，而对其他类型则影响甚微。</p><p>周五，用于运行人工智能的长期存储设备——闪存制造商股价延续跌势，其中包括铠侠控股等过去几个月涨幅巨大的公司。与此同时，用于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>人工智能加速器的高带宽内存（HBM）龙头企业股价趋于稳定，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>股价收复全部失地，SK海力士也接近做到这一点。</p><p>分析师表示，市场正开始意识到，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的 “TurboQuant” 技术提高了 AI 的运行效率，对前一类(闪存)厂商构成了更大的威胁。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师 Tiffany Yeh 等人在报告中写道：“<strong>通过缩减内存占用和数据传输，TurboQuant 显著提升了推理效率。然而，它并不会减少对 HBM 等核心内存的需求。</strong>”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d23ebb187a8f14b0f8566c786ad69479\" tg-width=\"629\" tg-height=\"352\"/></p><p>在过去几个月里，投资者纷纷涌入闪存和存储产品制造商，坚信随着人工智能走向主流，其需求将呈爆炸式增长。</p><p>自 8 月底以来，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>的股价涨幅超过 1000%，日本铠侠的涨幅也超过 600%。它们的表现一度超过了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK 海力士和<a href=\"https://laohu8.com/S/MU\">美光科技</a>——这些存储行业的传统领头羊曾是 AI 交易早期的宠儿。当市场焦点还在 ChatGPT 等大语言模型的“训练”上时，这些公司生产的高利润 HBM 芯片是热门的投资话题。</p><p>如今，随着投资者开始领悟谷歌的技术突破，闪存公司正承受着本周开启的全行业抛售浪潮。</p><p>谷歌表示，这种算法可以将运行大语言模型特定环节所需的内存量降低至少六倍，有助于降低人工智能的整体成本。</p><p>投资者担心，这可能会减少 <a href=\"https://laohu8.com/S/META\">Meta</a> 等大型数据中心运营商(超大规模企业)对内存的需求。这反过来会压低同样用于智能手机和消费电子产品的组件价格。</p><p>分析师 Jake Silverman 在报告中指出：“<strong>由于需要在 GPU 内存中存储模型权重，HBM 需求以及美光生产的 DRAM 可能不会受到影响。而 NAND(闪存)需求将面临更深远的长期影响</strong>。”</p><p>诚然，在后 ChatGPT 时代的 AI 热潮中经历大幅上涨后，科技股普遍受到了严密审视。由于伊朗战争引发的通胀担忧令投资者对高估值股票保持警惕，人们正借着每日的新闻头条进行获利了结。</p><p>SGMC Capital Pte 首席投资官 Ed Gomes 表示：“支持人工智能技术交付和应用开发的硬件发展是一个长期趋势，它将跨越数年甚至数十年，而非几天或几周。<strong>由 TurboQuant 引发的抛售是‘短期噪音’，反而带来了非常好的买入机会</strong>。”</p></body></html>","source":"stock_zhitongcaijing","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>谷歌“黑科技”引发存储芯片股大洗牌：暴涨的闪存股站在十字路口</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谷歌“黑科技”引发存储芯片股大洗牌：暴涨的闪存股站在十字路口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 16:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1420331.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储芯片股持续两日的抛售揭示了人工智能投资热潮中的分化。谷歌宣传的一项突破性技术，被分析师认为可能会抑制对某些类型存储芯片的需求，而对其他类型则影响甚微。周五，用于运行人工智能的长期存储设备——闪存制造商股价延续跌势，其中包括铠侠控股等过去几个月涨幅巨大的公司。与此同时，用于英伟达人工智能加速器的高带宽内存（HBM）龙头企业股价趋于稳定，三星电子股价收复全部失地，SK海力士也接近做到这一点。分析师...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420331.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","BK4514":"搜索引擎","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) 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