美银：AI代理推高服务器CPU空间，资金正从科技单股撤离

美银：AI代理推高服务器CPU空间，资金正从科技单股撤离

2026-07-23 11:23

ChainThink 消息，7 月 23 日，据美银研究最新报告，随着英伟达推出 Vera CPU 架构，并与 AMD 在下一代 AI 服务器平台上更直接竞争，服务器 CPU 潜在市场规模有望在 2030 年达到 1700 亿美元，约为当前水平的四倍。

美银维持对英伟达“买入”评级和 350 美元目标价，并认为竞争重点已从单颗芯片性能转向 AI 代理工作负载的衡量方式，包括更快完成单个代理任务，或在同一机架内承载更多代理。

报告发布时，AI 股处于快速换手阶段。费城半导体指数此前较高点回落逾 20%，进入技术性熊市区间；随后芯片股反弹。周二，美股在美光和英伟达带动下走高，纳指上涨 1.3%；

周三，油价上涨和美债收益率走高压制风险偏好，标普 500 小幅下跌 0.1%，纳指回落 0.6%。美银客户资金流报告显示，客户已连续第三周净买入美国股票，但买盘主要来自散户和 ETF。

上周客户买入 34 亿美元股票 ETF，同时卖出 31 亿美元单只股票；

科技股三周来首次出现资金流出，通信服务连续第三周流出，资金转向消费可选、金融和能源，小盘及微盘股四周滚动平均流入创美银追踪以来新高。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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