数字币崩盘，显卡遭殃

华尔街见闻2022-07-01

成也挖矿，败也挖矿，这可能就是显卡被数字货币左右的一生。昔日数字货币交易盛行之时，显卡一卡难求。现在数字货币遭遇抛售潮，显卡也是“一损俱损”。今年以来，全球各地的显卡价格都在持续下降，整体来看基本已经恢复到“发行价”。根据统计机构3DCenter的数据，德国NVIDIA显卡平均溢价已经只剩2％，AMD则比原价平均低8％，这是长期以来首次出现的情况。媒体称，按照投行RW Baird & Co. ...

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yankai1200
2022-07-01
yankai1200
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href=https://wallstreetcn.com/articles/3663581><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>成也挖矿，败也挖矿，这可能就是显卡被数字货币左右的一生。昔日数字货币交易盛行之时，显卡一卡难求。现在数字货币遭遇抛售潮，显卡也是“一损俱损”。今年以来，全球各地的显卡价格都在持续下降，整体来看基本已经恢复到“发行价”。根据统计机构3DCenter的数据，德国NVIDIA显卡平均溢价已经只剩2％，AMD则比原价平均低8％，这是长期以来首次出现的情况。媒体称，按照投行RW Baird & Co. ...</p>\n\n<a 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Ferragu表示，一张标价为1499美元的英伟达显卡，在采矿高峰时期买家愿意为其支付双倍的价格。自2021年年初以来，“矿主们”购买了价值30亿美元的显卡，而它们现在“正在涌入二手市场”。英伟达预计，显卡销售将受到GPU需求降低的冲击。值得注意的是，他们此前一直试图通过算力限制来降低显卡的开采速度，以此阻止“矿主们”从游戏玩家那里争夺库存。多年来，英伟达一直苦苦挣扎于如何同数字货币行业打交道，虽然“矿主们”的需求有助于增加销量，但是变化莫测的市场行情让英伟达的业绩表现很难预测。回顾2018年底，当时英伟达曾经表示，由于数字货币市场受挫导致公司出现疲软的业绩预期。公司还警告称，收入将较华尔街预期下降数亿美元，英伟达股价也因此在短短两天内大跌20%。英伟达不希望这样的一幕再次重演，为此它降低了游戏显卡（GeForce品牌）的挖矿效率，同时还发布了一张专门为数字货币设计的显卡，这款由于缺乏连接显示器所需的硬件，所以不能用于游戏。英伟达首席财务官Colette Kress在上个月的公司季度电话会议上表示：以太坊网络现金率增长速度的放缓，可能反映了GPU上采矿活动的减少......我们预计未来（数字货币）贡献会减少。此外，英伟达首席执行官Jensen Huang还表示，游戏和数据中心客户的需求依然强劲，他们使用该公司的芯片为人工智能提供动力：游戏行业的潜在发展动力非常稳固。但同时Huang也警告称，英伟达正逐步告别从数字货币行业盈利的高光岁月。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":681355374,"gmtCreate":1656684483699,"gmtModify":1704865622857,"author":{"id":"161480253750039","authorId":"161480253750039","name":"yankai1200","avatar":"https://static.tigerbbs.com/b3025e9b6891bd1b59f94a9d730e9fe4","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":1,"crmLevelSwitch":0},"htmlText":"活该","listText":"活该","text":"活该","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681355374","repostId":2248640768,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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