瑞银:全球AI领域资本支出2027年升至1.4万亿美元,九成增量来自内存涨价

【瑞银:全球AI领域资本支出2027年升至1.4万亿美元,九成增量来自内存涨价】金色财经报道,9月20日,据《科创板日报》报道,瑞银目前预计,2026年人工智能资本开支将接近1万亿美元,2027年进一步攀升至约1.4万亿美元,而这一增长背后的最主要原因是内存成本大幅上涨。瑞银估算,内存相关开支将从2025年的710亿美元飙升至今年的3670亿美元,2027年达到9230亿美元。其余AI相关成本预计在2026年为6310亿美元,2027年回落至5250亿美元。这意味着,今年内存成本上涨贡献了约60%的AI资本开支增量;而到2027年,随着其他零部件支出下滑,内存成本增幅甚至将超过AI资本开支的全部净增量。()
热门交易所
排名 # 交易平台 24H成交额 成交涨跌幅 活跃度 交易平台 活跃度
1 $188.55亿 -11.32% 86.7% 86.7%
2 $26.49亿 0.44% 68.6% 68.6%
3 $412.78亿 -8.09% 85.4% 85.4%
4 $9.28亿 -15.35% 69.3% 69.3%
5 $111.51亿 -6.79% 65.3% 65.3%
6 $12.26亿 -8.32% 53.3% 53.3%
7 $2.06亿 19.11% 65.3% 65.3%
8 $7.54亿 -8.75% 68.4% 68.4%
9 $2.76亿 -20.68% 56.9% 56.9%
10 $73.34亿 0.5% 71.1% 71.1%
11 $4.29亿 5.34% 36.2% 36.2%
12 $3,001.21万 -18.75% 59.5% 59.5%
13 $221.98亿 -0.42% 31% 31%
14 $109.67亿 1.32% 76.2% 76.2%
15 $1.39亿 -9.45% 66.9% 66.9%
16 $108.12亿 -12.39% 55.2% 55.2%
17 $11.95亿 -6.34% 26% 26%
18 $15.89亿 27.07% 46.9% 46.9%
19 $1.07亿 -10.5% 31.5% 31.5%
20 $1,707.68万 -21.5% 58.2% 58.2%
今日行情
排名 # 币种 最新价 24H最高 24H最低 24H量 流通市值 24H涨跌幅 币种 最新价 24H涨跌幅
1 $ 80364.4 $8.19万 $8.01万 $2.83亿 $1.61兆 -0.88% -0.88%
2 $ 2577.99 $2,668.81 $2,564.58 $2.76亿 $3,111.47亿 -1.78% -1.78%
3 $ 1.3812 $1.45 $1.37 $5,802.08万 $841.39亿 -2.03% -2.03%
4 $ 748.1 $773.70 $746.30 $1,243.57万 $1,020.11亿 -1.64% -1.64%
5 $ 1.0002 $1.00 $1.00 $2,682.86万 $707.29亿 0% 0%
6 $ 108.56 $112.49 $107.41 $8,409.47万 $615.04亿 -2.68% -2.68%
7 $ 0.3424 $0.34 $0.34 $221.38万 $324.31亿 1.33% 1.33%
8 $ 0.08493 $0.09 $0.08 $2,672.08万 $142.87亿 -1.86% -1.86%
9 $ 246.28 $257.22 $243.28 $282.96万 $49.20亿 0.36% 0.36%
10 $ 91.12 $93.40 $89.66 $2,243.72万 $309.21亿 -1.92% -1.92%
11 $ 0.21955 $0.23 $0.22 $1,222.51万 $78.93亿 -0.73% -0.73%
12 $ 80439.5 $8.17万 $8.04万 $306.52 $103.70亿 -1.13% -1.13%
13 $ 8.918 $8.96 $8.87 $2,489.62 $82.20亿 0.22% 0.22%
15 $ 0.19005 $0.20 $0.19 $404.41万 $61.60亿 -0.8% -0.8%
16 $ 56.85 $58.57 $56.53 $802.80万 $43.61亿 0.07% 0.07%
17 $ 0.08157 $0.08 $0.08 $158.68万 $34.91亿 4.22% 4.22%
18 $ 1446.2 $1,595.75 $1,436.46 $2,403.12万 $238.28亿 -7.52% -7.52%
19 $ 9.611 $10.82 $8.55 $1,681.76万 $41.35亿 12.34% 12.34%
20 $ 0.000005367 $0.00 $0.00 $69.53万 $31.62亿 -0.14% -0.14%
21 $ 0.8174 $0.89 $0.81 $1,719.00万 $31.00亿 1.2% 1.2%
22 $ 0.05826 $0.06 $0.06 $48.80万 $22.49亿 -1.2% -1.2%
23 $ 0.0579 $0.06 $0.06 $52.76万 $15.48亿 -0.68% -0.68%
24 $ 8.722 $9.49 $8.46 $2,195.49万 $55.40亿 -4.59% -4.59%
25 $ 1.0834 $1.14 $1.07 $276.01万 $17.91亿 -1.62% -1.62%
26 $ 0.5914 $0.65 $0.59 $42.80万 $19.24亿 -1.77% -1.77%
27 $ 4361.41 $4,368.07 $4,360.12 $24.77万 $16.61亿 -0.05% -0.05%
28 $ 0.7351 $0.77 $0.73 $490.85万 $18.34亿 -2.49% -2.49%
29 $ 136.97 $147.00 $135.85 $574.38万 $20.97亿 -3.67% -3.67%
30 $ 0.0000016896 $0.00 $0.00 $5,153.87 $16.90亿 -0.78% -0.78%
31 $ 252.09 $273.48 $250.96 $697.33万 $26.64亿 0.01% 0.01%
32 $ 115.26 $123.41 $114.40 $659.58万 $24.20亿 -0.97% -0.97%
33 $ 0.000003993 $0.00 $0.00 $1,160.91万 $16.80亿 6.73% 6.73%
34 $ 8.298 $8.79 $8.18 $85.92万 $12.87亿 1.44% 1.44%
35 $ 3.474 $3.75 $3.41 $3,141.19万 $44.63亿 -5.59% -5.59%
36 $ 2.789 $2.97 $2.74 $68.18万 $15.23亿 -2.2% -2.2%
37 $ 0.08471 $0.09 $0.08 $48.26万 $7.10亿 -0.08% -0.08%
38 $ 0.4234 $0.44 $0.41 $1,034.94万 $11.46亿 2.14% 2.14%
39 $ 1.69 $1.77 $1.68 $12.65万 $8.23亿 0% 0%
40 $ 0.9993 $1.00 $1.00 $520.21万 $9.83亿 -0.02% -0.02%
41 $ 0.19603 $0.22 $0.18 $1,441.58万 $15.60亿 9.03% 9.03%
42 $ 0.9982 $1.00 $1.00 $1.64万 $8.54亿 -0.01% -0.01%
43 $ 0.03871 $0.04 $0.04 $218.29万 $10.49亿 2.11% 2.11%
44 $ 64.02 $66.49 $63.50 $9.38万 $7.73亿 0.81% 0.81%
45 $ 0.1019 $0.11 $0.10 $143.03万 $9.01亿 6.2% 6.2%
46 $ 0.006458 $0.01 $0.01 $19.95万 $5.34亿 -2.1% -2.1%
47 $ 0.02791 $0.03 $0.03 $21.46万 $5.33亿 -1.44% -1.44%
48 $ 0.7236 $0.75 $0.70 $249.30万 $5.44亿 3.53% 3.53%

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