6月1日，英特尔盘中下跌6.03%，报109.205美元/股，成交额18.41亿美元，盘中最低触及113.54美元，振幅超10%。
消息面上，英伟达在台北国际电脑展GTC Taipei大会上正式发布面向Windows系统的PC超级芯片RTX Spark，宣告进军英特尔深耕数十年的PC处理器市场。该芯片由英伟达联合联发科研发，采用台积电3纳米制程，集成Blackwell RTX GPU与20核ARM架构CPU，AI性能达1 petaFLOP，今年秋季起戴尔、联想等厂商将陆续搭载出货。这意味着英特尔x86架构在PC领域面临英伟达、微软、ARM联手构建的全新生态直接冲击。此外，此前Northland Capital已将英特尔评级下调至"与大市同步"，叠加估值偏高担忧，多重利空共振加剧抛压。同行业中ARM涨11.32%、美光科技涨6.6%，分化明显。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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