“PC新时代”加速到来?龙旗科技A股涨停,H股飙升近19%

格隆汇
Jun 01

格隆汇6月1日|港A两市AIPC概念股集体走强,其中,龙旗科技AH股齐涨,A股涨停报37.91元,H股一度涨近19%报27.7港元。

消息面上,北京时间5月30日凌晨,微软英伟达Arm三方罕见联动,在社交媒体发布“PC的新时代”预告,并附上中国台北国际电脑展(ComputeX 2026)举办地的坐标。行业普遍预期,英伟达将在6月1日的主题演讲中正式发布其首款消费级Arm架构PC SoC芯片——N1/N1X。如果AI级GPU、低功耗CPU、Windows生态能够顺利整合,意味着AI算力版图正在从云端 GPU、AI 工厂,进一步下探到个人电脑这个端侧入口。

业内人士指出,龙旗科技是AIPC端侧算力变革中的核心硬件代工(ODM)与量产出货商,在AIPC领域已实现“双平台/多平台量产出货”,产品设计与技术能力已全面覆盖Intel、AMD、Qualcomm(高通Arm架构)等主流芯片平台。英伟达此次杀入消费级Arm PC芯片领域,龙旗科技凭借现有的Arm架构PC研发与量产经验,是其芯片端侧落地的最直接受益者。

港股频道更多独家策划、专家专栏,免费查阅>>

责任编辑:栎树

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10