美股科技七巨头涨跌不一，英伟达宣布向英特尔投资50亿美元，英特尔股价大涨22.77%。 当地时间9月18日，美股三大指数收盘集体上涨，盘中与收盘均创历史新高。 国际油价、金价均小幅下跌。 美股三大指数集体上涨 当地时间9月18日，美股市场三大指数集体上涨，盘中与收盘均创历史新高。 数据显示，截至收盘，道琼斯工业指数涨0.27%，标准500指数涨0.48%；纳斯达克综合指数涨0.94%。 板块方面，数据显示，标普500指数11大板块7涨4跌。科技板块和工业板块分别以1.36%和1.06%的涨幅领涨，必需消费品板块和非必需消费品板块分别以 1.03%和0.51%的跌幅领跌。 美股科技七巨头涨跌不一。数据显示，截至收盘，美国科技七巨头指数上涨0.61%。其中，英伟达上涨3.49%，谷歌涨0.99%，Meta涨0.58%；特斯拉下跌 2.12%，苹果、微软、亚马逊小幅下跌。 英特尔大涨22.77%，创最近约38年来最佳单日表现。 消息面上，9月18日，英伟达在其官网宣布，与英特尔达成全面合作协议，共同开发人工智能基础设施和个人计算产品。同时，英伟达将向英特尔投资50 亿美元，这笔投资将按每股23.28美元的价格购买英 ...

英伟达首席执行官黄仁勋在声明中表示，这项协议是两个计算平台之间的"历史性合作"。 英特尔首席执行官陈立武表示，此次合作将"补充英伟达在AI和加速计算方面的领导地位"。 9月18日，据英伟达官网消息，英伟达表示将向英特尔投资50亿美元，并宣布双方达成合作协议，计划 在人工智能基础设施和个人计算产品上展开联合开发。 受此消息提振，英特尔股价盘前直线飙升，一度大涨逾30%；英伟达股价盘前涨逾3%。 英伟达将投资50亿美元于英特尔，按每股23.28美元的价格购买英特尔股票。这一价格较英特尔9月17日 的收盘价24.90美元折让约6.5%。值得注意的是，按照英特尔最新市值计算，交易完成后，英伟达预计 持股英特尔逾4%，将成为英特尔重要股东之一。 根据合作协议，在数据中心领域，英特尔将为英伟达定制x86 CPU，英伟达将其集成到AI基础设施平台 中。消费市场方面，英特尔将制造集成英伟达RTX显卡的x86系统级芯片，为高性能PC提供动力。 公开资料显示，英伟达与英特尔渊源已久。两家公司早年曾合作开发集成图形解决方案。但随着AI热 潮兴起，竞争愈发激烈。英伟达凭借GPU在大模型训练中占据主导。2023年，时任英特尔CEO帕特 ...

Core Viewpoint - Nvidia's RTX 50 series, despite criticisms, has achieved unprecedented market dominance with a 92% market share, while AMD struggles with supply issues, leading to a significant disparity in sales [1][6]. Group 1: Market Performance - In Q1 2025, total sales of dedicated desktop GPUs reached 9.2 million units, showing over 8% year-on-year and quarter-on-quarter growth [1]. - Nvidia sold millions of RTX 50 series GPUs during January to March, while AMD's Radeon 9000 series shipped less than 750,000 units, resulting in Nvidia's market share soaring to a historic 92% [1]. - AMD's RX 9070 and 9070 XT reported "unprecedented" demand in March, indicating a supply challenge for the company [3]. Group 2: Competitive Landscape - AMD faces challenges in balancing supply between its Radeon GPUs and Ryzen 9000 CPUs, both of which are in high demand [4]. - Recent sales data from Germany indicated that AMD's GPU sales surpassed Nvidia's, suggesting potential growth if production can keep pace [4]. - Nvidia's recent GPU releases have not significantly improved performance compared to its previous RTX 40 Super series, yet its market position remains strong [4]. Group 3: Financial Insights - Nvidia's gaming revenue reached a record $3.8 billion, marking a 42% year-on-year and 48% quarter-on-quarter increase, the fastest growth rate in years for the gaming GPU sector [6]. - High-end consumer GPUs are increasingly being repurposed for small-scale AI computations, contributing to Nvidia's revenue growth [6]. Group 4: Product Developments - AMD's latest Radeon GPUs have finally caught up with Nvidia in ray tracing performance and image quality, with the Radeon 9070 XT outperforming its direct competitors [8]. - Upcoming quarterly reports are expected to reveal competition among mainstream GPUs, including RTX 5060 and RX 9060, as AMD works to increase production [8]. - Nvidia may reduce its consumer GPU output to refocus on its primary revenue driver: AI chips [8].