广发香港：看好GPU/CPU/光模块，谨慎看待存储芯片

【广发香港：看好GPU/CPU/光模块，谨慎看待存储芯片】金色财经报道，8月6日消息，广发证券(香港)今日发布研报称，在健康资产负债表的支撑下，预测前五大美国云服务商(CSP)的资本开支在2027/2028/2029年将分别达到1.19万亿美元、1.428万亿美元和1.642万亿美元，同比增长45%、20%和15%，但这也意味着相比2027年45%的增速，2028年和2029年的增速会有所放缓。该行还称，英伟达等平台正在削减内存成本并下调规格。例如，Rubin Ultra的HBM规格从12层堆叠下调至8层堆叠，Meta和谷歌的定制芯片也转向8层。该行表示，对AI趋势保持高度乐观，并看好GPU/CPU/光模块(Optic)赛道。另一方面，对存储芯片持保守/谨慎态度。(2026-08-06 17:37:29)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$184.04亿	-11.23%	86.7%	86.7%
2	HTX 火币huobi	$26.58亿	0.44%	68.6%	68.6%
3	Binance 币安网	$402.00亿	-8.13%	85.4%	85.4%
4	Coinbase Coinbase	$8.93亿	-14.86%	69.3%	69.3%
5	Bybit Bybit	$112.45亿	-6.8%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.55亿	-8.15%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.03亿	19.5%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.54亿	-8.61%	68.4%	68.4%
9	Upbit Upbit	$2.79亿	-20.93%	56.9%	56.9%
10	Bitget Bitget	$71.19亿	0.51%	71.1%	71.1%
11	Deribit Deribit	$4.48亿	5.47%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,089.35万	-18.09%	59.5%	59.5%
13	BiKing 币王	$223.07亿	-0.43%	31%	31%
14	MEXC MEXC	$111.57亿	1.27%	76.2%	76.2%
15	Bithumb Bithumb	$1.41亿	-9.42%	66.9%	66.9%
16	gate.io 大门	$107.06亿	-12.71%	55.2%	55.2%
17	BitTap 币泰	$11.91亿	-6.48%	26%	26%
18	Hyperliquid Hyperliquid	$16.63亿	26.31%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.12亿	-10.37%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,702.62万	-21.4%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 65080.2	$6.52万	$6.45万	$1.10亿	$1.30兆	0.46%	0.46%
2	ETH 以太坊	$ 1922.35	$1,926.32	$1,905.63	$5,702.20万	$2,320.15亿	0.66%	0.66%
3	XRP 瑞波币	$ 1.0457	$1.05	$1.01	$1,626.55万	$637.01亿	2.7%	2.7%
4	BNB 币安币	$ 605	$611.80	$590.60	$679.82万	$824.98亿	2.07%	2.07%
5	USDC USD Coin	$ 1.0006	$1.00	$1.00	$2,163.42万	$707.57亿	0%	0%
6	SOL Solana	$ 76.29	$76.81	$73.20	$4,011.57万	$432.22亿	3.76%	3.76%
7	TRX 波场	$ 0.3289	$0.33	$0.33	$120.09万	$311.53亿	0.39%	0.39%
8	DOGE 狗狗币	$ 0.07115	$0.07	$0.07	$705.23万	$119.69亿	2.13%	2.13%
9	BCH 比特现金	$ 217.26	$218.78	$214.50	$5.99万	$43.40亿	0.81%	0.81%
10	HYPE Hyperliquid	$ 55.03	$55.07	$53.48	$924.60万	$186.74亿	0.49%	0.49%
11	ADA 艾达币	$ 0.2	$0.20	$0.20	$415.80万	$71.90亿	0.23%	0.23%
12	WBTC Wrapped Bitcoin	$ 65017	$6.51万	$6.46万	$1.47万	$83.82亿	0.45%	0.45%
13	LEO UNUS SED LEO	$ 9.701	$9.80	$9.70	$2,097.28	$89.41亿	-0.44%	-0.44%
14	LINK ChainLink	$ 8.341	$8.40	$8.16	$26.13万	$56.56亿	1.11%	1.11%
15	XLM 恒星币	$ 0.16569	$0.17	$0.16	$40.39万	$53.70亿	3.58%	3.58%
16	LTC 莱特币	$ 45.79	$45.90	$45.30	$40.45万	$35.13亿	-0.04%	-0.04%
17	HBAR Hedera Hashgraph	$ 0.06971	$0.07	$0.07	$15.36万	$29.83亿	2.87%	2.87%
18	ZEC 大零币	$ 506.78	$515.20	$497.73	$250.20万	$83.50亿	-1.08%	-1.08%
19	AVAX Avalanche	$ 6.541	$6.59	$6.36	$27.39万	$28.14亿	2.41%	2.41%
20	SHIB Shiba Inu	$ 0.000004669	$0.00	$0.00	$37.30万	$27.51亿	1.67%	1.67%
21	SUI Sui	$ 0.6974	$0.71	$0.67	$336.39万	$26.45亿	3.88%	3.88%
22	CRO Cronos	$ 0.04971	$0.05	$0.05	$91.80万	$19.19亿	-5.78%	-5.78%
23	WLFI worldlibertyfinancial-education	$ 0.05153	$0.05	$0.05	$47.82万	$13.78亿	-0.21%	-0.21%
24	UNI Uniswap	$ 3.987	$4.06	$3.94	$103.14万	$25.32亿	-0.52%	-0.52%
25	DOT 波卡币	$ 0.8182	$0.83	$0.80	$11.84万	$13.53亿	1.65%	1.65%
26	MNT Mantle	$ 0.4306	$0.43	$0.41	$25.47万	$14.01亿	3.36%	3.36%
27	PAXG PAX Gold	$ 4341.57	$4,347.67	$4,323.84	$48.44万	$16.53亿	0.27%	0.27%
28	ASTER Aster	$ 0.6095	$0.61	$0.60	$9.01万	$15.21亿	1.53%	1.53%
29	AAVE Aave	$ 91.36	$91.70	$89.17	$200.05万	$13.99亿	2.2%	2.2%
30	HTX HTX	$ 0.0000017905	$0.00	$0.00	$266.91	$17.90亿	-0.27%	-0.27%
31	TAO Bittensor	$ 197.91	$198.34	$190.83	$129.98万	$20.91亿	2.65%	2.65%
32	OKB OK币	$ 93.51	$94.82	$89.30	$304.62万	$19.64亿	4.3%	4.3%
33	PEPE Pepe	$ 0.000002877	$0.00	$0.00	$189.74万	$12.10亿	2.53%	2.53%
34	ETC 以太经典	$ 6.565	$6.59	$6.45	$10.00万	$10.18亿	1.32%	1.32%
35	NEAR NEAR Protocol	$ 1.629	$1.64	$1.58	$255.86万	$20.93亿	1.62%	1.62%
36	ICP Internet Computer(Dfinity)	$ 2.191	$2.19	$2.08	$28.28万	$11.97亿	5.08%	5.08%
37	PI Pi Network	$ 0.09142	$0.09	$0.09	$88.92万	$7.66亿	3.74%	3.74%
38	WLD Worldcoin	$ 0.3088	$0.31	$0.30	$355.01万	$8.36亿	1.24%	1.24%
39	ATOM 阿童木	$ 1.388	$1.40	$1.35	$7.13万	$6.76亿	2.13%	2.13%
40	FDUSD First Digital USD	$ 0.9983	$1.00	$1.00	$966.00万	$9.82亿	0.03%	0.03%
41	ENA Ethena	$ 0.09074	$0.09	$0.09	$445.31万	$7.22亿	-4.13%	-4.13%
42	USDD USDD	$ 0.9999	$1.00	$1.00	$287.50	$8.55亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02675	$0.03	$0.03	$34.12万	$7.25亿	0.71%	0.71%
44	QNT Quant	$ 59.2	$60.26	$58.49	$3.49万	$7.15亿	-1.28%	-1.28%
45	ALGO Algorand	$ 0.0875	$0.09	$0.09	$7.50万	$7.73亿	-0.88%	-0.88%
46	FLR Flare	$ 0.006044	$0.01	$0.01	$3.50万	$5.00亿	1.61%	1.61%
47	XDC XDC Network	$ 0.02678	$0.03	$0.03	$3.94万	$5.11亿	1.17%	1.17%
48	APT Aptos	$ 0.6099	$0.61	$0.57	$8.27万	$4.58亿	4.14%	4.14%

广发香港：看好GPU/CPU/光模块，谨慎看待存储芯片

快讯