摩根士丹利：半导体景气周期远未结束，2027云资本开支或冲上1.3万亿美元

【摩根士丹利：半导体景气周期远未结束，2027云资本开支或冲上1.3万亿美元】8月1日消息，摩根士丹利于7月31日最新发布的大中华区半导体报告认为，AI半导体仍然处在高景气周期，而且这一轮行情正在从单纯的GPU需求，进一步扩散到先进制程、先进封装、内存、测试设备、ASIC以及中国AI芯片产业链。摩根士丹利直接给出一个非常激进的判断：2026年云端AI半导体市场规模可能达到4850亿美元，到2030年进一步扩大至约7530亿美元；与此同时，全球半导体市场到2030年有望达到1.5万亿美元，意味着AI半导体将贡献接近一半的市场规模。摩根士丹利通过自己的云资本开支跟踪模型预计，全球前14家上市云服务商2027年的云资本开支可能达到接近1.3万亿美元，而且这个数字还没有包含主权AI项目。(2026-08-01 18:09:18)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$182.09亿	-11.23%	86.7%	86.7%
2	HTX 火币huobi	$25.71亿	0.45%	68.6%	68.6%
3	Binance 币安网	$409.08亿	-8.31%	85.4%	85.4%
4	Coinbase Coinbase	$9.26亿	-15.14%	69.3%	69.3%
5	Bybit Bybit	$109.64亿	-6.6%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.51亿	-8.31%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.10亿	19.34%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.48亿	-8.78%	68.4%	68.4%
9	Upbit Upbit	$2.79亿	-21.33%	56.9%	56.9%
10	Bitget Bitget	$70.23亿	0.51%	71.1%	71.1%
11	Deribit Deribit	$4.49亿	5.37%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,100.67万	-18.47%	59.5%	59.5%
13	BiKing 币王	$221.75亿	-0.43%	31%	31%
14	MEXC MEXC	$111.22亿	1.28%	76.2%	76.2%
15	Bithumb Bithumb	$1.41亿	-9.26%	66.9%	66.9%
16	gate.io 大门	$106.15亿	-12.51%	55.2%	55.2%
17	BitTap 币泰	$11.50亿	-6.35%	26%	26%
18	Hyperliquid Hyperliquid	$16.57亿	26.74%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.07亿	-10.76%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,659.58万	-21.43%	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	$ 63079.2	$6.40万	$6.25万	$3.24亿	$1.26兆	-1.39%	-1.39%
2	ETH 以太坊	$ 1866.65	$1,890.41	$1,848.84	$1.31亿	$2,252.93亿	-1.08%	-1.08%
3	XRP 瑞波币	$ 1.0627	$1.07	$1.06	$1,526.15万	$647.37亿	-1.06%	-1.06%
4	BNB 币安币	$ 580.2	$595.60	$579.40	$1,094.97万	$791.16亿	-2.27%	-2.27%
5	USDC USD Coin	$ 1.0008	$1.00	$1.00	$3,305.10万	$707.71亿	0%	0%
6	SOL Solana	$ 72.86	$73.81	$72.56	$3,146.54万	$412.78亿	-1.12%	-1.12%
7	TRX 波场	$ 0.3278	$0.33	$0.33	$232.31万	$310.49亿	0.27%	0.27%
8	DOGE 狗狗币	$ 0.06984	$0.07	$0.07	$1,098.53万	$117.49亿	0.31%	0.31%
9	BCH 比特现金	$ 208.3	$212.49	$205.60	$11.34万	$41.61亿	0.16%	0.16%
10	HYPE Hyperliquid	$ 52.1	$55.53	$51.51	$1,615.00万	$176.80亿	-4.96%	-4.96%
11	ADA 艾达币	$ 0.17247	$0.17	$0.17	$799.65万	$62.01亿	1.13%	1.13%
12	WBTC Wrapped Bitcoin	$ 63169.7	$6.38万	$6.26万	$8,922.09	$81.44亿	-1.02%	-1.02%
13	LEO UNUS SED LEO	$ 9.746	$9.85	$9.64	$3,614.42	$89.83亿	0.1%	0.1%
14	LINK ChainLink	$ 8.097	$8.28	$8.03	$43.52万	$54.91亿	-2.11%	-2.11%
15	XLM 恒星币	$ 0.1708	$0.17	$0.17	$51.63万	$55.36亿	0.42%	0.42%
16	LTC 莱特币	$ 44.35	$45.32	$44.17	$260.63万	$34.02亿	-1.72%	-1.72%
17	HBAR Hedera Hashgraph	$ 0.06986	$0.07	$0.07	$36.57万	$29.90亿	2.53%	2.53%
18	ZEC 大零币	$ 464.79	$468.79	$452.36	$259.73万	$76.58亿	0.8%	0.8%
19	AVAX Avalanche	$ 6.339	$6.51	$6.33	$102.04万	$27.27亿	-2.17%	-2.17%
20	SHIB Shiba Inu	$ 0.000004919	$0.00	$0.00	$306.11万	$28.98亿	5.78%	5.78%
21	SUI Sui	$ 0.6832	$0.69	$0.68	$237.04万	$25.91亿	-1.08%	-1.08%
22	CRO Cronos	$ 0.05459	$0.06	$0.05	$4.29万	$21.07亿	-0.58%	-0.58%
23	WLFI worldlibertyfinancial-education	$ 0.05388	$0.06	$0.05	$12.45万	$14.41亿	-1.02%	-1.02%
24	UNI Uniswap	$ 4.065	$4.40	$4.06	$634.52万	$25.82亿	-7.27%	-7.27%
25	DOT 波卡币	$ 0.7636	$0.77	$0.74	$19.69万	$12.62亿	0.03%	0.03%
26	MNT Mantle	$ 0.3925	$0.40	$0.39	$3.87万	$12.77亿	-0.83%	-0.83%
27	PAXG PAX Gold	$ 4045.48	$4,058.74	$4,022.72	$108.44万	$15.41亿	-0.32%	-0.32%
28	ASTER Aster	$ 0.5994	$0.61	$0.60	$18.61万	$14.96亿	-0.36%	-0.36%
29	AAVE Aave	$ 91.58	$98.08	$90.39	$803.74万	$14.02亿	-6.62%	-6.62%
30	HTX HTX	$ 0.0000017775	$0.00	$0.00	$451.83	$17.77亿	-0.73%	-0.73%
31	TAO Bittensor	$ 194.73	$199.73	$190.20	$173.96万	$20.58亿	0.24%	0.24%
32	OKB OK币	$ 86.2	$86.50	$84.70	$19.59万	$18.10亿	1.06%	1.06%
33	PEPE Pepe	$ 0.000002753	$0.00	$0.00	$416.66万	$11.58亿	0.4%	0.4%
34	ETC 以太经典	$ 6.629	$6.74	$6.56	$13.74万	$10.28亿	-0.46%	-0.46%
35	NEAR NEAR Protocol	$ 1.661	$1.71	$1.64	$420.10万	$21.34亿	0.72%	0.72%
36	ICP Internet Computer(Dfinity)	$ 2.066	$2.09	$2.04	$12.75万	$11.28亿	0.04%	0.04%
37	PI Pi Network	$ 0.08607	$0.09	$0.08	$134.27万	$7.22亿	5.64%	5.64%
38	WLD Worldcoin	$ 0.3088	$0.31	$0.30	$433.25万	$8.36亿	0.48%	0.48%
39	ATOM 阿童木	$ 1.227	$1.25	$1.22	$5.84万	$5.97亿	-0.24%	-0.24%
40	FDUSD First Digital USD	$ 0.998	$1.00	$1.00	$2,659.51万	$9.81亿	0.01%	0.01%
41	ENA Ethena	$ 0.08098	$0.08	$0.08	$488.97万	$6.44亿	-1.43%	-1.43%
42	USDD USDD	$ 0.9985	$1.00	$1.00	$1.08万	$8.54亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02714	$0.03	$0.03	$31.97万	$7.35亿	-1.48%	-1.48%
44	QNT Quant	$ 62.51	$62.56	$59.78	$1.28万	$7.55亿	4.07%	4.07%
45	ALGO Algorand	$ 0.07985	$0.08	$0.08	$4.18万	$7.06亿	1.91%	1.91%
46	FLR Flare	$ 0.006253	$0.01	$0.01	$9.19万	$5.17亿	0.4%	0.4%
47	XDC XDC Network	$ 0.0265	$0.03	$0.03	$10.34万	$5.06亿	0.99%	0.99%
48	APT Aptos	$ 0.5559	$0.57	$0.55	$12.06万	$4.18亿	-1.36%	-1.36%

摩根士丹利：半导体景气周期远未结束，2027云资本开支或冲上1.3万亿美元

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