IT之家 2 月 27 日消息，英伟达今天在官方论坛宣布 DGX Spark AI 工作站涨价 700 美元（IT之家注：现汇率约合 4797 元人民币），目前的建议零售价是 4699 美元（现汇率约合 32199 元人民币）。 IT之家附英伟达官方声明如下： 变更详情： 发生了什么变化？ DGX Spark（Founders Edition）的建议零售价从 3999 美元（现汇率约合 27403 元人民币）上调至 4699 美元，原因是内存供应受限。 何时生效？ 是否影响基于 GB10 的 OEM 价格？ 此次调价仅适用于搭载 GB10 的英伟达 DGX Spark。其他厂商的定价问题需要向对应 OEM 咨询。 为何部分网站仍显示 3999 美元？ NVIDIA.com已经更新价格，其他渠道商可能需要更长时间同步调整。 是否伴随产品变更？ 本次调价不涉及任何硬件配置变动。 新价格已在本周正式实施。 为何调整价格？ 此次调价反映了行业范围内的内存短缺潮。DGX Spark 仍然提供领先的桌面级 AI 解决方案，并在同类 AI 基础设施解决方案中具备较高性价 比。 是否影响全球定价？ 新的建议零售价适用于所有地 ...

Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor and semiconductor equipment industry [7] Core Insights - The overseas AI chip index fell by 2.3% this week due to uncertainties in U.S. trade policy, including proposed tariffs on imported iPhones and a 50% tariff on the EU, leading to a decline in stock prices of international chip companies [1][10] - The domestic AI chip index also decreased by 2.5%, with all constituent stocks showing a downward trend [1][10] - The NVIDIA mapping index dropped by 2.8%, influenced by expectations of increased tariffs on European goods, affecting NVIDIA's stock and related industry stocks [1][10] - The server ODM index fell by 4.3%, as rising uncertainties regarding U.S. tariff policies began to impact shipment expectations for U.S. AI chip companies [1][10] - The storage chip index saw a significant decline of 4.5%, with all constituent stocks experiencing price drops [1][10] - The power semiconductor index remained stable, while the A-share fruit chain index fell by 2.8% and the Hong Kong fruit chain index dropped by 3.9% [1][10] Market Data - In Q1 2025, the global wearable wristband market grew by 13% year-on-year, with shipments reaching 46.6 million units. Xiaomi regained the top position with a 44% increase in shipments to 8.7 million units [2][25] - Apple's Apple Watch shipments grew by 5% to 7.6 million units, while Huawei maintained third place with a 36% increase to 7.1 million units [2][25][27] - The global TWS market rebounded strongly, with shipments increasing by 18% year-on-year to 78 million units, marking the highest growth rate since 2021 [2][30] - Apple's market share in the TWS market reached 23%, while Xiaomi rose to second place with a historical high market share of 11.5% [2][30] Major Events - The U.S. government announced plans to impose a 25% tariff on products from Apple and other smartphone manufacturers unless they relocate production back to the U.S., with the policy expected to take effect by the end of June [3][32] - Apple plans to launch smart glasses in 2026, with prototype production expected to begin in late 2025 [3][32] - NVIDIA released a new AI hardware and software suite, including the upcoming GB300 system and desktop-level DGX Spark AI workstation [3][35]