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	$187.35亿	-11.23%	86.7%	86.7%
2	HTX 火币huobi	$26.95亿	0.44%	68.6%	68.6%
3	Binance 币安网	$394.57亿	-8.36%	85.4%	85.4%
4	Coinbase Coinbase	$8.95亿	-15.34%	69.3%	69.3%
5	Bybit Bybit	$107.97亿	-6.68%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.28亿	-8.29%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.07亿	19.4%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.60亿	-8.86%	68.4%	68.4%
9	Upbit Upbit	$2.84亿	-21.13%	56.9%	56.9%
10	Bitget Bitget	$72.74亿	0.49%	71.1%	71.1%
11	Deribit Deribit	$4.36亿	5.33%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$2,987.22万	-18.38%	59.5%	59.5%
13	BiKing 币王	$220.77亿	-0.43%	31%	31%
14	MEXC MEXC	$109.65亿	1.28%	76.2%	76.2%
15	Bithumb Bithumb	$1.39亿	-9.41%	66.9%	66.9%
16	gate.io 大门	$105.87亿	-12.31%	55.2%	55.2%
17	BitTap 币泰	$11.78亿	-6.42%	26%	26%
18	Hyperliquid Hyperliquid	$16.24亿	27.24%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.09亿	-10.65%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,645.40万	-21.48%	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	$ 64590.5	$6.50万	$6.39万	$3.36亿	$1.29兆	0.77%	0.77%
2	ETH 以太坊	$ 1899.81	$1,927.72	$1,855.78	$1.86亿	$2,292.95亿	1.64%	1.64%
3	XRP 瑞波币	$ 1.0469	$1.07	$1.04	$2,498.14万	$637.74亿	-1.44%	-1.44%
4	BNB 币安币	$ 592.9	$603.80	$591.80	$1,131.18万	$808.48亿	-0.75%	-0.75%
5	USDC USD Coin	$ 1.0008	$1.00	$1.00	$2,469.91万	$707.71亿	0%	0%
6	SOL Solana	$ 73.25	$74.82	$73.18	$4,253.15万	$414.99亿	-0.86%	-0.86%
7	TRX 波场	$ 0.3275	$0.33	$0.33	$302.20万	$310.20亿	-0.45%	-0.45%
8	DOGE 狗狗币	$ 0.06896	$0.07	$0.07	$868.63万	$116.01亿	-1.14%	-1.14%
9	BCH 比特现金	$ 211.54	$217.36	$211.38	$17.50万	$42.26亿	-0.77%	-0.77%
10	HYPE Hyperliquid	$ 55.48	$58.00	$55.39	$1,015.29万	$188.27亿	-3.34%	-3.34%
11	ADA 艾达币	$ 0.18888	$0.20	$0.19	$886.76万	$67.90亿	-3.14%	-3.14%
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	$ 8.093	$8.26	$8.07	$31.38万	$54.88亿	-0.91%	-0.91%
15	XLM 恒星币	$ 0.16028	$0.17	$0.16	$78.37万	$51.95亿	-3.63%	-3.63%
16	LTC 莱特币	$ 44.86	$45.46	$44.75	$57.08万	$34.41亿	0.11%	0.11%
17	HBAR Hedera Hashgraph	$ 0.06838	$0.07	$0.07	$19.50万	$29.26亿	-1.44%	-1.44%
18	ZEC 大零币	$ 494.88	$525.59	$494.88	$689.50万	$81.54亿	-3.87%	-3.87%
19	AVAX Avalanche	$ 6.394	$6.72	$6.36	$52.58万	$27.51亿	-4.16%	-4.16%
20	SHIB Shiba Inu	$ 0.000004729	$0.00	$0.00	$73.83万	$27.87亿	-3.5%	-3.5%
21	SUI Sui	$ 0.6738	$0.70	$0.67	$371.86万	$25.55亿	-2.6%	-2.6%
22	CRO Cronos	$ 0.05364	$0.05	$0.05	$5.88万	$20.70亿	-0.96%	-0.96%
23	WLFI worldlibertyfinancial-education	$ 0.05303	$0.05	$0.05	$28.90万	$14.18亿	-1.95%	-1.95%
24	UNI Uniswap	$ 4.001	$4.20	$3.95	$784.57万	$25.41亿	0.55%	0.55%
25	DOT 波卡币	$ 0.8225	$0.86	$0.82	$27.37万	$13.60亿	-3.32%	-3.32%
26	MNT Mantle	$ 0.4044	$0.41	$0.40	$7.21万	$13.15亿	0.47%	0.47%
27	PAXG PAX Gold	$ 4267.11	$4,297.59	$4,155.69	$260.25万	$16.25亿	2.68%	2.68%
28	ASTER Aster	$ 0.6013	$0.61	$0.60	$8.60万	$15.01亿	-0.72%	-0.72%
29	AAVE Aave	$ 87.68	$92.21	$87.42	$535.29万	$13.43亿	-3.96%	-3.96%
30	HTX HTX	$ 0.000001799	$0.00	$0.00	$274.01	$17.99亿	0.25%	0.25%
31	TAO Bittensor	$ 193.04	$199.00	$192.91	$188.75万	$20.40亿	-1.91%	-1.91%
32	OKB OK币	$ 85.82	$86.42	$85.30	$11.79万	$18.02亿	-0.12%	-0.12%
33	PEPE Pepe	$ 0.000002783	$0.00	$0.00	$422.76万	$11.71亿	-3.16%	-3.16%
34	ETC 以太经典	$ 6.339	$6.57	$6.31	$18.11万	$9.83亿	-2.46%	-2.46%
35	NEAR NEAR Protocol	$ 1.682	$1.73	$1.68	$295.41万	$21.61亿	-1.23%	-1.23%
36	ICP Internet Computer(Dfinity)	$ 2.076	$2.11	$2.08	$16.30万	$11.34亿	-1.09%	-1.09%
37	PI Pi Network	$ 0.09123	$0.10	$0.09	$203.13万	$7.65亿	3.51%	3.51%
38	WLD Worldcoin	$ 0.3031	$0.32	$0.30	$614.14万	$8.20亿	-5.39%	-5.39%
39	ATOM 阿童木	$ 1.332	$1.37	$1.33	$7.67万	$6.48亿	-1.33%	-1.33%
40	FDUSD First Digital USD	$ 0.9981	$1.00	$1.00	$1,006.61万	$9.81亿	0.01%	0.01%
41	ENA Ethena	$ 0.09084	$0.09	$0.09	$447.48万	$7.23亿	-1.16%	-1.16%
42	USDD USDD	$ 0.9989	$1.00	$1.00	$4.94万	$8.54亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02596	$0.03	$0.03	$44.51万	$7.03亿	-0.34%	-0.34%
44	QNT Quant	$ 59.29	$60.34	$59.22	$2.37万	$7.16亿	-1.08%	-1.08%
45	ALGO Algorand	$ 0.08695	$0.09	$0.09	$5.41万	$7.69亿	-2.71%	-2.71%
46	FLR Flare	$ 0.005981	$0.01	$0.01	$9.13万	$4.94亿	-0.77%	-0.77%
47	XDC XDC Network	$ 0.02674	$0.03	$0.03	$2.99万	$5.10亿	-0.03%	-0.03%
48	APT Aptos	$ 0.588	$0.61	$0.58	$20.21万	$4.42亿	0.8%	0.8%

广发香港：看好GPU/CPU/光模块，谨慎看待存储芯片

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