半导体产业价值大重估,连英伟达都失宠了?

半导体产业纵横
Mar 07

公众号记得加星标⭐️,第一时间推送不会错过。过去三年,全球资本市场形成了一个近乎共识的判断:押注AI,就是押注英伟达。这家公司的GPU驱动了从ChatGPT到自动驾驶的几乎所有AI突破,其股价在三年内上涨超过八倍。但2026年2月,这个共识出现了裂痕。英伟达交出了单季营收681亿美元、同比增长73%的财报,股价却在两天内蒸发了2600亿美元市值。而在产业链的另一端,制造芯片所需的设备商应用材料同期...

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