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	$180.95亿	-11.12%	86.7%	86.7%
2	HTX 火币huobi	$26.57亿	0.43%	68.6%	68.6%
3	Binance 币安网	$397.52亿	-8.33%	85.4%	85.4%
4	Coinbase Coinbase	$9.22亿	-15.32%	69.3%	69.3%
5	Bybit Bybit	$111.22亿	-6.81%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.63亿	-8.34%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.01亿	19.13%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.32亿	-8.85%	68.4%	68.4%
9	Upbit Upbit	$2.78亿	-21.67%	56.9%	56.9%
10	Bitget Bitget	$73.66亿	0.5%	71.1%	71.1%
11	Deribit Deribit	$4.36亿	5.53%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$2,990.49万	-18.1%	59.5%	59.5%
13	BiKing 币王	$220.47亿	-0.42%	31%	31%
14	MEXC MEXC	$108.25亿	1.26%	76.2%	76.2%
15	Bithumb Bithumb	$1.40亿	-9.7%	66.9%	66.9%
16	gate.io 大门	$105.46亿	-12.46%	55.2%	55.2%
17	BitTap 币泰	$11.96亿	-6.46%	26%	26%
18	Hyperliquid Hyperliquid	$16.16亿	26.68%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.07亿	-10.29%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,665.62万	-21.21%	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	$ 64665.8	$6.50万	$6.39万	$3.38亿	$1.29兆	0.74%	0.74%
2	ETH 以太坊	$ 1905.02	$1,927.72	$1,855.78	$1.87亿	$2,299.24亿	1.71%	1.71%
3	XRP 瑞波币	$ 1.0464	$1.07	$1.04	$2,514.07万	$637.44亿	-1.53%	-1.53%
4	BNB 币安币	$ 594.3	$603.80	$591.80	$1,128.10万	$810.39亿	-0.48%	-0.48%
5	USDC USD Coin	$ 1.001	$1.00	$1.00	$2,530.60万	$707.86亿	0.01%	0.01%
6	SOL Solana	$ 73.38	$74.82	$73.18	$4,271.59万	$415.73亿	-0.87%	-0.87%
7	TRX 波场	$ 0.3275	$0.33	$0.33	$304.83万	$310.20亿	-0.3%	-0.3%
8	DOGE 狗狗币	$ 0.06906	$0.07	$0.07	$867.33万	$116.18亿	-1.1%	-1.1%
9	BCH 比特现金	$ 212.29	$217.36	$211.49	$21.25万	$42.41亿	-0.3%	-0.3%
10	HYPE Hyperliquid	$ 55.71	$58.00	$55.48	$1,012.75万	$189.05亿	-2.62%	-2.62%
11	ADA 艾达币	$ 0.18986	$0.20	$0.19	$889.07万	$68.26亿	-2.64%	-2.64%
12	WBTC Wrapped Bitcoin	$ 64600.9	$6.49万	$6.43万	$1,281.62	$83.28亿	0.26%	0.26%
13	LEO UNUS SED LEO	$ 9.741	$9.80	$9.72	$173.99	$89.78亿	-0.1%	-0.1%
14	LINK ChainLink	$ 8.103	$8.26	$8.07	$31.52万	$54.95亿	-0.78%	-0.78%
15	XLM 恒星币	$ 0.1602	$0.17	$0.16	$77.73万	$51.93亿	-3.44%	-3.44%
16	LTC 莱特币	$ 44.97	$45.46	$44.75	$58.43万	$34.50亿	0.04%	0.04%
17	HBAR Hedera Hashgraph	$ 0.06847	$0.07	$0.07	$19.65万	$29.30亿	-1.15%	-1.15%
18	ZEC 大零币	$ 502.33	$525.59	$500.76	$684.21万	$82.77亿	-3.08%	-3.08%
19	AVAX Avalanche	$ 6.408	$6.72	$6.36	$49.99万	$27.57亿	-3.95%	-3.95%
20	SHIB Shiba Inu	$ 0.000004747	$0.00	$0.00	$78.01万	$27.97亿	-3.2%	-3.2%
21	SUI Sui	$ 0.6736	$0.70	$0.67	$366.93万	$25.54亿	-2.72%	-2.72%
22	CRO Cronos	$ 0.05357	$0.05	$0.05	$5.09万	$20.68亿	-1.27%	-1.27%
23	WLFI worldlibertyfinancial-education	$ 0.05316	$0.05	$0.05	$29.45万	$14.21亿	-1.68%	-1.68%
24	UNI Uniswap	$ 4.009	$4.20	$3.93	$808.13万	$25.46亿	1.88%	1.88%
25	DOT 波卡币	$ 0.8251	$0.86	$0.82	$26.88万	$13.64亿	-2.81%	-2.81%
26	MNT Mantle	$ 0.4039	$0.41	$0.40	$7.21万	$13.14亿	0.52%	0.52%
27	PAXG PAX Gold	$ 4264.08	$4,297.59	$4,148.00	$256.23万	$16.24亿	2.74%	2.74%
28	ASTER Aster	$ 0.6041	$0.61	$0.60	$8.48万	$15.08亿	-0.23%	-0.23%
29	AAVE Aave	$ 87.97	$92.21	$87.42	$540.55万	$13.47亿	-3.57%	-3.57%
30	HTX HTX	$ 0.000001799	$0.00	$0.00	$274.01	$17.99亿	0.25%	0.25%
31	TAO Bittensor	$ 193.82	$199.00	$192.91	$198.46万	$20.48亿	-1.71%	-1.71%
32	OKB OK币	$ 85.8	$86.42	$85.30	$11.79万	$18.02亿	-0.12%	-0.12%
33	PEPE Pepe	$ 0.000002784	$0.00	$0.00	$424.04万	$11.71亿	-3.43%	-3.43%
34	ETC 以太经典	$ 6.342	$6.57	$6.34	$17.47万	$9.83亿	-2.28%	-2.28%
35	NEAR NEAR Protocol	$ 1.695	$1.73	$1.68	$297.17万	$21.77亿	-0.7%	-0.7%
36	ICP Internet Computer(Dfinity)	$ 2.081	$2.11	$2.08	$16.03万	$11.37亿	-0.81%	-0.81%
37	PI Pi Network	$ 0.09161	$0.10	$0.09	$203.19万	$7.68亿	3.96%	3.96%
38	WLD Worldcoin	$ 0.3061	$0.32	$0.30	$613.12万	$8.28亿	-4.28%	-4.28%
39	ATOM 阿童木	$ 1.335	$1.37	$1.33	$7.30万	$6.50亿	-1.47%	-1.47%
40	FDUSD First Digital USD	$ 0.9981	$1.00	$1.00	$989.88万	$9.81亿	0.01%	0.01%
41	ENA Ethena	$ 0.09128	$0.09	$0.09	$443.85万	$7.26亿	-0.22%	-0.22%
42	USDD USDD	$ 0.9986	$1.00	$1.00	$4.98万	$8.54亿	-0.05%	-0.05%
43	KAS Kaspa	$ 0.02601	$0.03	$0.03	$49.20万	$7.05亿	-0.15%	-0.15%
44	QNT Quant	$ 59.33	$60.34	$59.23	$2.29万	$7.16亿	-1.11%	-1.11%
45	ALGO Algorand	$ 0.08695	$0.09	$0.09	$5.49万	$7.69亿	-3.48%	-3.48%
46	FLR Flare	$ 0.005978	$0.01	$0.01	$9.29万	$4.94亿	-0.91%	-0.91%
47	XDC XDC Network	$ 0.02677	$0.03	$0.03	$3.07万	$5.11亿	-0.11%	-0.11%
48	APT Aptos	$ 0.5905	$0.61	$0.58	$20.99万	$4.44亿	1.09%	1.09%

广发香港：看好GPU/CPU/光模块，谨慎看待存储芯片

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