[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio82ebc038":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio82ebc038","美银: ARM 和 AMD继续赢英特尔，2030年服务器CPU份额ARM+AMD升至78%","\u002Fdoc\u002Fdcio82ebc038","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>美银证券今天上调了\u003C\u002Fspan>2030\u003Cspan>年服务器\u003C\u002Fspan>CPU\u003Cspan>市场规模预期。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>从\u003C\u002Fspan>1700\u003Cspan>亿美元，提高到\u003C\u002Fspan>2100\u003Cspan>亿美元以上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网分析认为，上调幅度不大，但内部结构变化很大。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>英特尔预期从\u003C\u002Fspan>141\u003Cspan>亿上调至\u003C\u002Fspan>463\u003Cspan>亿，增长\u003C\u002Fspan>3.3\u003Cspan>倍。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AMD+ARM\u003Cspan>从\u003C\u002Fspan>208\u003Cspan>亿上调至\u003C\u002Fspan>1643\u003Cspan>亿，增长\u003C\u002Fspan>7.9\u003Cspan>倍。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>换句话说，总盘子大了，但英特尔的份额从\u003C\u002Fspan>34%\u003Cspan>降到\u003C\u002Fspan>22%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>ARM\u003Cspan>一家预计占到整个市场价值的\u003C\u002Fspan>47%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>为什么调高\u003C\u002Fspan>AMD+ARM\u003Cspan>？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美银给了明确理由：\u003C\u002Fspan>Agentic AI\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>传统\u003C\u002Fspan>AI\u003Cspan>是单轮问答，\u003C\u002Fspan>GPU\u003Cspan>主导。新\u003C\u002Fspan>AI\u003Cspan>是多步骤推理、执行代码、检索信息，对延迟敏感，\u003C\u002Fspan>CPU\u003Cspan>更适合这类工作。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美银预测，\u003C\u002Fspan>CPU\u003Cspan>和\u003C\u002Fspan>GPU\u003Cspan>的支出比例将从\u003C\u002Fspan>1:4\u003Cspan>变成接近\u003C\u002Fspan>1:1\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>个股层面：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英伟达是行业首选。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AMD\u003Cspan>是\u003C\u002Fspan>CPU\u003Cspan>首选，目标价\u003C\u002Fspan>620\u003Cspan>美元，关注\u003C\u002Fspan>EPYC Venice\u003Cspan>（\u003C\u002Fspan>256\u003Cspan>核）。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英特尔获双倍上调至买入。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>ARM\u003Cspan>被看好份额持续增长\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAMD\u002FAMD.jpg","2026-08-14T05:05:30","2026.08.14","2026\u002F08\u002F14",56930,[22],"AMD","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]