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AI爆發算力需求,芯片股能否繼續乘風起?

近期,GPT等大型語言模型開發,帶動芯片需求飆升。受AI芯片需求的提振,截至撰文,美股英偉達今年以來股價累計漲幅超過80%,成為美股科技巨頭企業中表現最好的公司;港股中芯國際年內漲超40%;A股寒武紀年內漲超250%。如何看當下芯片股行情?你的操作策略是?
近期,GPT等大型語言模型開發,帶動芯片需求飆升。受AI芯片需求的提振,截至撰文,美股英偉達今年以來股價累計漲幅超過80%,成為美股科技巨頭企業中表現最好的公司;港股中芯國際年內漲超40%;A股寒武紀年內漲超250%。如何看當下芯片股行情?你的操作策略是?
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    Market size:
    According to Statista's data, the global GPU market reached 40 billion US dollars in 2022 and grew to 400 billion US dollars in 2032, a compound increase of 25%. This data includes GPUs and GPGPUs. Nvidia basically dominates the GPGPU market for AI computing power. It is said that it has a 90% share, but there is no authoritative data.
    According to Allied Market Research, the global AI chip market is worth 11.2 billion US dollars in 2021 and is expected to grow to 263.6 billion US dollars in 2031, with a compound annual growth rate of 37.1% from 2022 to 2031. The AI chip market is divided vertically by chip type, processing type, technology, application, and industry, including chips that support artificial intelligence technology, such as GPUs, ASICs, FPGAs, CPUs, etc.
    Market share of Nvidia, AMD, and Intel in the field of PC-side GPU CPUs
    According to Statista data, Nvidia and AMD are the two largest manufacturers in the global PC standalone graphics card market. In the fourth quarter of 2022, Nvidia accounted for 83% of the market share, while AMD accounted for 17% of the market share. Intel doesn't currently have significant influence in the standalone graphics card market, but it plans to launch its Arc Alchemist series of GPUs in 2023.
    Digital Tr...
    How big is the market share of AI computing power chips, and can AMD and Nvidia increase?
    How big is the market share of AI computing power chips, and can AMD and Nvidia increase?
    How big is the market share of AI computing power chips, and can AMD and Nvidia increase?
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