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	$182.30亿	-11.39%	86.7%	86.7%
2	HTX 火币huobi	$25.91亿	0.44%	68.6%	68.6%
3	Binance 币安网	$405.70亿	-8.15%	85.4%	85.4%
4	Coinbase Coinbase	$9.26亿	-15.18%	69.3%	69.3%
5	Bybit Bybit	$110.10亿	-6.81%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.71亿	-8.14%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.09亿	18.6%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.60亿	-8.57%	68.4%	68.4%
9	Upbit Upbit	$2.82亿	-20.92%	56.9%	56.9%
10	Bitget Bitget	$71.02亿	0.49%	71.1%	71.1%
11	Deribit Deribit	$4.46亿	5.41%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,058.98万	-17.98%	59.5%	59.5%
13	BiKing 币王	$212.62亿	-0.42%	31%	31%
14	MEXC MEXC	$109.38亿	1.29%	76.2%	76.2%
15	Bithumb Bithumb	$1.44亿	-9.35%	66.9%	66.9%
16	gate.io 大门	$107.69亿	-12.48%	55.2%	55.2%
17	BitTap 币泰	$11.68亿	-6.57%	26%	26%
18	Hyperliquid Hyperliquid	$15.91亿	26.34%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.07亿	-10.82%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,711.43万	-21.35%	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	$ 77583.3	$7.77万	$7.63万	$5.31亿	$1.55兆	0.12%	0.12%
2	ETH 以太坊	$ 2252.46	$2,255.01	$2,219.52	$2.59亿	$2,718.57亿	0.76%	0.76%
3	XRP 瑞波币	$ 1.2554	$1.26	$1.23	$3,291.38万	$764.76亿	0.46%	0.46%
4	BNB 币安币	$ 706	$710.70	$695.70	$1,058.24万	$962.70亿	0.64%	0.64%
5	USDC USD Coin	$ 1.0009	$1.00	$1.00	$4,902.26万	$707.78亿	-0.01%	-0.01%
6	SOL Solana	$ 96.05	$97.03	$93.60	$8,533.19万	$544.17亿	0.9%	0.9%
7	TRX 波场	$ 0.3106	$0.34	$0.31	$4,638.20万	$294.19亿	-7.86%	-7.86%
8	DOGE 狗狗币	$ 0.0759	$0.08	$0.07	$1,340.74万	$127.68亿	0.03%	0.03%
9	BCH 比特现金	$ 287.21	$297.96	$284.44	$484.58万	$57.38亿	-1.7%	-1.7%
10	HYPE Hyperliquid	$ 87.86	$92.47	$86.31	$5,221.58万	$298.15亿	-4.52%	-4.52%
11	ADA 艾达币	$ 0.19402	$0.20	$0.19	$266.81万	$69.75亿	0.68%	0.68%
12	WBTC Wrapped Bitcoin	$ 77367	$7.76万	$7.64万	$2.32万	$99.74亿	0.4%	0.4%
13	LEO UNUS SED LEO	$ 9.409	$9.54	$9.30	$206.82	$86.72亿	0.95%	0.95%
14	LINK ChainLink	$ 11.642	$11.73	$11.07	$2,094.51万	$78.94亿	3.9%	3.9%
15	XLM 恒星币	$ 0.17058	$0.17	$0.17	$260.15万	$55.29亿	0.63%	0.63%
16	LTC 莱特币	$ 55.54	$56.05	$54.56	$354.69万	$42.61亿	-0.46%	-0.46%
17	HBAR Hedera Hashgraph	$ 0.07241	$0.07	$0.07	$133.92万	$30.99亿	1.15%	1.15%
18	ZEC 大零币	$ 1286.36	$1,297.79	$1,208.05	$2,874.94万	$211.94亿	3.94%	3.94%
19	AVAX Avalanche	$ 8.557	$8.65	$8.33	$955.75万	$36.82亿	1.82%	1.82%
20	SHIB Shiba Inu	$ 0.000004721	$0.00	$0.00	$100.71万	$27.82亿	-0.31%	-0.31%
21	SUI Sui	$ 0.9036	$0.91	$0.88	$1,024.75万	$34.27亿	1.08%	1.08%
22	CRO Cronos	$ 0.05173	$0.05	$0.05	$13.63万	$19.97亿	1.07%	1.07%
23	WLFI worldlibertyfinancial-education	$ 0.0505	$0.05	$0.05	$48.67万	$13.50亿	-0.68%	-0.68%
24	UNI Uniswap	$ 7.011	$7.23	$6.84	$1,835.48万	$44.53亿	0%	0%
25	DOT 波卡币	$ 0.9571	$0.98	$0.95	$102.40万	$15.82亿	-0.12%	-0.12%
26	MNT Mantle	$ 0.4768	$0.48	$0.47	$8.39万	$15.51亿	1.23%	1.23%
27	PAXG PAX Gold	$ 3895.88	$3,913.71	$3,890.20	$37.44万	$14.84亿	-0.44%	-0.44%
28	ASTER Aster	$ 0.7056	$0.71	$0.67	$211.74万	$17.61亿	4.37%	4.37%
29	AAVE Aave	$ 135.63	$136.50	$124.67	$964.31万	$20.77亿	6.83%	6.83%
30	HTX HTX	$ 0.0000015617	$0.00	$0.00	$1.34万	$15.62亿	-4.11%	-4.11%
31	TAO Bittensor	$ 238.12	$239.95	$228.93	$177.55万	$25.16亿	1.03%	1.03%
32	OKB OK币	$ 110.73	$112.43	$109.31	$17.54万	$23.25亿	-1.06%	-1.06%
33	PEPE Pepe	$ 0.000004968	$0.00	$0.00	$4,599.47万	$20.90亿	-3.1%	-3.1%
34	ETC 以太经典	$ 7.135	$7.25	$7.06	$16.18万	$11.06亿	-0.65%	-0.65%
35	NEAR NEAR Protocol	$ 4.513	$4.52	$4.23	$4,334.10万	$57.97亿	4.44%	4.44%
36	ICP Internet Computer(Dfinity)	$ 2.527	$2.55	$2.47	$111.64万	$13.80亿	1.24%	1.24%
37	PI Pi Network	$ 0.07866	$0.08	$0.08	$51.09万	$6.59亿	0.56%	0.56%
38	WLD Worldcoin	$ 0.4016	$0.42	$0.39	$1,108.36万	$10.87亿	-2.68%	-2.68%
39	ATOM 阿童木	$ 1.516	$1.57	$1.49	$33.33万	$7.38亿	-0.26%	-0.26%
40	FDUSD First Digital USD	$ 0.9984	$1.00	$1.00	$200.04万	$9.82亿	-0.03%	-0.03%
41	ENA Ethena	$ 0.19328	$0.20	$0.18	$2,366.55万	$15.38亿	1.2%	1.2%
42	USDD USDD	$ 0.9984	$1.00	$1.00	$3,131.31	$8.54亿	0.06%	0.06%
43	KAS Kaspa	$ 0.03311	$0.03	$0.03	$131.03万	$8.97亿	1.16%	1.16%
44	QNT Quant	$ 201.47	$203.50	$186.32	$129.76万	$24.32亿	4.05%	4.05%
45	ALGO Algorand	$ 0.09621	$0.10	$0.09	$6.93万	$8.50亿	0.79%	0.79%
46	FLR Flare	$ 0.006017	$0.01	$0.01	$6.23万	$4.97亿	0.6%	0.6%
47	XDC XDC Network	$ 0.03149	$0.03	$0.03	$22.18万	$6.01亿	-0.75%	-0.75%
48	APT Aptos	$ 0.6415	$0.66	$0.62	$129.05万	$4.82亿	1.61%	1.61%

广发香港：看好GPU/CPU/光模块，谨慎看待存储芯片

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