跑赢英伟达！美股“七骑士”靠AI逆袭，年内股价狂飙170%_老虎社区_美港股上老虎

跑赢英伟达！美股“七骑士”靠AI逆袭，年内股价狂飙170%

21世纪经济报道06-04 13:52

今年以来，在AI算力热潮下，美股PC时代的“七骑士”正以“逆袭”之势回归资本舞台中央。　　Wind数据显示，截至6月2日美股收盘，美光、戴尔、英特尔、思科、诺基亚、德州仪器、联想7只个股的年内平均涨幅超170%，远超同期英伟达、苹果等科技新贵“七巨头”5.57%的平均涨幅。美光：年内股价涨幅272.99%　　昔日受PC周期裹挟的内存大厂，如今凭高带宽存储（HBM）打破AI算力瓶颈，跃升为存储超级...

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小肥狼
·06-04 17:04
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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跑赢英伟达！美股“七骑士”靠AI逆袭，年内股价狂飙170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-04 13:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202606043760276553.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来，在AI算力热潮下，美股PC时代的“七骑士”正以“逆袭”之势回归资本舞台中央。　　Wind数据显示，截至6月2日美股收盘，美光、戴尔、英特尔、思科、诺基亚、德州仪器、联想7只个股的年内平均涨幅超170%，远超同期英伟达、苹果等科技新贵“七巨头”5.57%的平均涨幅。美光：年内股价涨幅272.99%　　昔日受PC周期裹挟的内存大厂，如今凭高带宽存储（HBM）打破AI算力瓶颈，跃升为存储超级...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202606043760276553.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202606043760276553.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640134286","content_text":"今年以来，在AI算力热潮下，美股PC时代的“七骑士”正以“逆袭”之势回归资本舞台中央。　　Wind数据显示，截至6月2日美股收盘，美光、戴尔、英特尔、思科、诺基亚、德州仪器、联想7只个股的年内平均涨幅超170%，远超同期英伟达、苹果等科技新贵“七巨头”5.57%的平均涨幅。美光：年内股价涨幅272.99%　　昔日受PC周期裹挟的内存大厂，如今凭高带宽存储（HBM）打破AI算力瓶颈，跃升为存储超级周期的核心标的。戴尔：年内股价涨幅248.40%　　90年代称霸PC市场的老牌硬件厂商，转身成为AI服务器供应商，以百亿级订单实现业绩强劲反弹。英特尔：年内股价涨幅192.49%　　错失移动时代的芯片霸主，在Agent时代CPU需求回暖的背景下，正凭借其先进封装与代工业务中的协同优势，重塑其在AI基础设施中的系统性价值。联想：年内股价涨幅182.78%　　随着其“混合式AI战略”进入商业化兑现期，这家曾经的PC制造商如今不仅迎来AI服务器的“爆单”，更凭借AI相关业务收入大幅增长交出历史最佳财年成绩单。诺基亚：年内股价涨幅162.99%　　先后收购阿尔卡特-朗讯、英飞朗后，这家昔日的手机巨头已逐步蜕变为一家网络设备供应商，并在全球光通信市场占据了关键份额。德州仪器：年内股价涨幅79.67%　　AI服务器对高功率电源管理芯片的旺盛需求，让这家老牌模拟芯片巨头在AI基建浪潮中重拾业绩增速，打开新的增长空间。思科：年内股价涨幅67.96%　　AI数据中心扩建潮重新激活了对高端网络交换与路由设备的需求，这家互联网泡沫时期的市值冠军，在沉寂25年后重获成长估值。　　止于至善投资总经理何理向记者分析，美股“七骑士”今年以来股价狂飙的核心驱动力，正是AI算力基础设施建设从“买GPU”进入“买一切配套”的全面扩容阶段。“这些公司的共同特征是拥有成熟的制造和交付能力、全球化的客户网络以及在各自领域的寡头地位。”何理总结道，当AI资本开支从尖端研发转向规模化部署时，这些老牌硬件巨头反而成为确定性最高的受益者，“本质上，市场正在从押注‘谁发明未来’转向押注‘谁建造未来’，而这些老牌硬件巨头恰恰是AI物理世界的建造者。”（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"80992":0.6,"NVDB":0.6,"ANV":0.6,"INTW":0.6,"NVDW":0.6,"NVDX":0.6,"CSCS":0.6,"NOK":1.94,"MULL":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"CSCO":1.93,"DLLL":0.6,"NVDL":0.6,"07788":0.6,"TXN":1.93,"04333":1.93,"NVDA":1.86,"NVDY":0.6,"07388":0.6,"NVDU":0.6,"04335":1.94,"NVDD":0.6,"MUD":0.6,"NVDG":0.6,"NVD3.UK":0.6,"DELL":1.95,"NVD":0.6,"NVIW.SI":0.6,"NVDO":0.6,"LNVGY":1.94,"LNOK":0.6,"NVDS":0.6,"LINT":0.6,"3NVD.UK":0.6,"MU":1.95,"MUU":0.6,"NVDS.UK":0.6,"DIPS":0.6,"00992":1.94,"INTC":1.94,"CSCL":0.6,"SNVD.UK":0.6,"NVYY":0.6,"NVII":0.6,"NVDQ":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}