高通(QCOM)盘前大幅下挫6% 英伟达入局AI PC芯片激化市场竞争

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高通(QCOM)盘前大幅下挫6% 英伟达入局AI PC芯片激化市场竞争

金吾财讯06-01

金吾财讯 | 高通(QCOM)美股盘前大幅下挫，现报235美元，跌6.38%。

消息面上，英伟达正式推出 RTX Spark（N1X）PC 超级芯片，强势切入 AI PC 赛道。此举直接冲击高通、苹果、英特尔及 AMD 既有市场格局，行业竞争全面激化。该芯片由英伟达联合联发科、微软打造，采用台积电 3 纳米制程，集成 Blackwell 架构 GPU 与 Arm 架构 CPU，AI 算力达 1Petaflop。预计 2026 年秋季上市，戴尔、联想等六大厂商将推出搭载机型。

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