Nvidia新AI晶片激活亞洲芯片股熱潮




亞洲晶片股受惠英偉達推出新一代AI處理器而上升

亞洲晶片製造商股價於週二上升,投資者對英偉達(Nvidia)在2026年CES拉斯維加斯展會上發布最新AI處理器平台反應熱烈,市場樂觀認為對先進晶片的需求將推動全球科技產業增長。

英偉達於週一展示了其全新Vera Rubin AI運算平台,此平台結合了次世代GPU及CPU,專為數據中心工作負載設計,進一步鞏固英偉達在人工智能硬件領域的領導地位。

在區域股市中,台積電(TSMC)領漲,股價上升2%創歷史新高,因其將受惠於英偉達設計晶片的強勁生產需求。南韓方面,三星電子(Samsung Electronics)扭轉早前跌勢,股價上漲1%,而SK海力士(SK Hynix)則大漲逾4%。

日本市場中,多家主要晶片相關企業如瑞薩電子(Renesas Electronics)及安立知(Advantest)均錄得股價上升,整體科技股買盤推動TOPIX指數創新高。

中國及香港市場方面,華虹半導體(Hua Hong Semiconductor)上升1.4%,中微公司(NAURA Technology Group)也上漲1.1%,但部分晶片股因中國強調自主可控政策,周二漲幅有所回落。

整體而言,圍繞人工智能的科技樂觀情緒持續吸引資金流入亞洲晶片製造商,凸顯該地區在全球AI供應鏈中的關鍵角色。

評論與分析:

英偉達此次推出的Vera Rubin AI運算平台,標誌著AI硬件技術的一大飛躍,結合GPU與CPU的整合方案對數據中心運算效率提升意義重大。這不僅鞏固了英偉達在AI晶片市場的領先地位,也為其合作夥伴如台積電帶來直接利好,因為高效能AI晶片的需求持續攀升,推動晶片代工產能緊張。

亞洲晶片股的普遍上漲反映市場對未來AI發展的信心,但同時也暴露出地緣政治及產業自主性的挑戰。例如中國在推動半導體自主可控政策的同時,部分晶片股漲幅受限,顯示市場對中國半導體自給自足路線的謹慎態度。

此外,從長遠看,AI晶片市場的競爭將更加激烈,除了英偉達外,三星、台積電、瑞薩等亞洲企業在技術創新和生產能力上也將持續投入。這要求投資者不僅要看短期市場反應,更要關注企業的研發實力及供應鏈穩定性。

對香港及亞洲投資者而言,把握AI晶片產業成長機遇同時,也要警惕市場波動及政策風險,選擇具備長期競爭力的企業作為投資標的,或將獲得更穩健的回報。整體而言,英偉達新AI處理器的推出不僅是科技創新的里程碑,也為亞洲晶片產業帶來全新動能,值得市場密切關注。

以上文章由GPT 所翻譯及撰寫。

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一隻在香港茶餐的喝奶茶的貓 Create a sticker set maintaining 100% of the woman's original facial features from the provided image. Do not alter the face, focusing on ultra-realistic details of the facial structure, eyes, eyebrows, nose, mouth, and expression. The final face must be realistic, not cartoon-like. She has long, voluminous hair.
1. Makeup:Maintain Original Face: We will preserve the structure of your face, eyes, eyebrows, nose, mouth, and expression as closely as possible to the original image to maintain naturalness and uniqueness, while adjusting the tone to be softer:

Eyes: Slightly reduce the sharpness of the Cat Eye eyeliner to a thin line close to the lash line for a softer look, while still maintaining eye definition.
Eyeshadow: Use natural tones like light brown, peach, or beige.
Eyebrows: Original shape, but brushed up to look softer and more natural.
Lips: Glossy, pink-tinted, nude-pink, or coral-toned lipstick/tint to make the lips look full and moisturized. Focus on a bright but not overly intense look.
2. Hairstyle:Natural Voluminous Long Hair: Her hair is long and flowing, but the styling will emphasize natural volume and movement. Soft, natural waves.
3. Outfit:

Attire: A white open-back bodysuit paired with distressed, faded blue denim shorts. There is a message "Kunika" on the shirt.
Shoes: Elegant, simple open-toe flat sandals.
Accessories: Styled freely and fittingly for each scene.
4. Poses & Sticker Elements:Poses: Various poses such as waving, jumping, walking playfully, reading a book, holding up a sign, cheering with both hands, stretching, or making a celebratory gesture, to create a cheerful and friendly atmosphere.Decoration: Include elements like small rainbows, sparkling stars, clear bubbles, hearts, balloons, or light-colored dots to decorate and enhance the fun of each sticker scene.Style: Thin black border around the sticker. Use a modern, rounded 'Itim' style font for the text.Text: Add short emotional phrases written in a cute, beautiful script near the sticker (no speech bubbles/text boxes):

"Hello"
"Love you"
"Submitting work"
"Great"
"Got it"
"Thanks!"
"Wait a sec"
"Ready to care"
"Fight"
"Let's do it"
"So cute"
"OK"
"Sweet dreams:
"Get well soon"
"555"
"You're welcome"
"HBD" 
"OMG" 
"Sorry"
"Got a headache" 
Guidelines: Do not include a text box. Ensure balanced composition with sufficient white space—not cluttered. Match the pose to the text.
Emphasis: Reiterate 'maintain 100% of the original face features from the provided image,' 'ultra-realistic facial detail,' and 'professional studio lighting on face (realistic face, not cartoon face).

Use Cantonese in the stickers. Certainly! Here’s an enhanced, detailed, and artistic version of your prompt:

A charming and elegant cat sitting gracefully on a Parisian balcony, overlooking the romantic cityscape of Paris at sunset. The cat’s fur is soft and glossy, perhaps a classic tabby or a sleek black cat, with expressive, intelligent eyes. Delicate wrought-iron railings surround the balcony, adorned with blooming flower boxes of vibrant geraniums and lavender. In the distance, the Eiffel Tower rises majestically above the rooftops, bathed in warm golden and pink light. The artist’s style is a blend of impressionism and realism, capturing intricate city details—cobblestone streets, classic Parisian architecture, and atmospheric lighting. The mood is dreamy, whimsical, and full of European charm, evoking a sense of wonder and adventure.