当前位置：首页>行业研报>【研报254】2026年半导体行业研报:终端承压与华为昇腾 950PR算力卡的机遇

【研报254】2026年半导体行业研报:终端承压与华为昇腾 950PR算力卡的机遇

  • 2026-04-03 07:46:46
【研报254】2026年半导体行业研报:终端承压与华为昇腾 950PR算力卡的机遇

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摘要：本研报分析了半导体行业的两大核心动态，为行业从业者与投资者提供核心参考。一是AI需求带动存储等芯片涨价，价格已传导至终端，OPPO、vivo等手机品牌调价，家电、汽车等领域也承压，行业资源向头部品牌集中；二是华为发布新一代昇腾950PR算力加速卡，性能对标并超越英伟达H20，同时梳理了行业核心标的，清晰呈现行业趋势与投资机遇。

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  1. CONNECT:[ UseTime:0.004081s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
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  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000359s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000319s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000654s ]
  6. SELECT * FROM `set` [ RunTime:0.000278s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000697s ]
  8. SELECT * FROM `article` WHERE `id` = 458691 LIMIT 1 [ RunTime:0.000473s ]
  9. UPDATE `article` SET `lasttime` = 1775187913 WHERE `id` = 458691 [ RunTime:0.007946s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000318s ]
  11. SELECT * FROM `article` WHERE `id` < 458691 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000459s ]
  12. SELECT * FROM `article` WHERE `id` > 458691 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000423s ]
  13. SELECT * FROM `article` WHERE `id` < 458691 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001145s ]
  14. SELECT * FROM `article` WHERE `id` < 458691 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001999s ]
  15. SELECT * FROM `article` WHERE `id` < 458691 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001238s ]
0.131700s