“AI四小龙”纷纷上市+股价疯涨 2026年能否掀翻英伟达的“天”?

C114通信网
Feb 11

2025年,国产GPU迎来资本狂潮:摩尔线程、沐曦股份、壁仞科技、燧原科技"AI四小龙"密集冲击资本市场。摩尔线程12月登陆科创板首日暴涨468.8%,市值一度突破4000亿元;沐曦股份紧随其后,首日涨幅高达692.95%刷新A股纪录。与此同时,伯恩斯坦报告发出警示——英伟达在中国AI芯片市场份额预计将从2025年的40%暴跌至2026年的8%,国产厂商正加速抢占市场。这一"东升西降"格局标志着...

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