行情直击06-01
6月1日，高通盘中下跌7.31%，报235.995美元/股，成交额9.33亿美元。
消息面上，英伟达在台北国际电脑展正式发布面向Windows PC的RTX Spark超级芯片（N1X），采用Arm架构，集成英伟达Blackwell GPU与联发科CPU，AI算力达180-200 TOPS。戴尔、惠普、微软、联想等品牌将于今年秋季陆续推出搭载该芯片的笔记本及台式机。此前高通骁龙X系列是Windows Arm版操作系统唯一授权芯片供应商，英伟达入局意味着这一独家优势正式终结，高通在高端AI PC市场将面临英伟达GPU性能与生态优势的直接竞争压力。
半导体产品行业内明显分化，ARM Holdings涨14.71%，美光科技涨5.41%，英伟达涨4.39%，而英特尔跌4.04%，美国超微公司跌4.34%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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