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	$181.92亿	-11.32%	86.7%	86.7%
2	HTX 火币huobi	$26.65亿	0.44%	68.6%	68.6%
3	Binance 币安网	$402.94亿	-8.23%	85.4%	85.4%
4	Coinbase Coinbase	$9.30亿	-15.05%	69.3%	69.3%
5	Bybit Bybit	$109.86亿	-6.63%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.75亿	-8.53%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.06亿	18.9%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.30亿	-8.6%	68.4%	68.4%
9	Upbit Upbit	$2.89亿	-21.45%	56.9%	56.9%
10	Bitget Bitget	$71.94亿	0.49%	71.1%	71.1%
11	Deribit Deribit	$4.52亿	5.28%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,093.22万	-18.25%	59.5%	59.5%
13	BiKing 币王	$216.16亿	-0.43%	31%	31%
14	MEXC MEXC	$110.11亿	1.28%	76.2%	76.2%
15	Bithumb Bithumb	$1.39亿	-9.45%	66.9%	66.9%
16	gate.io 大门	$105.79亿	-12.13%	55.2%	55.2%
17	BitTap 币泰	$11.98亿	-6.4%	26%	26%
18	Hyperliquid Hyperliquid	$16.36亿	27.31%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.10亿	-10.86%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,650.13万	-20.53%	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	$ 63078.9	$6.38万	$6.25万	$3.21亿	$1.26兆	-1.18%	-1.18%
2	ETH 以太坊	$ 1866.78	$1,890.41	$1,848.84	$1.30亿	$2,253.08亿	-0.91%	-0.91%
3	XRP 瑞波币	$ 1.0636	$1.07	$1.06	$1,497.31万	$647.92亿	-0.77%	-0.77%
4	BNB 币安币	$ 580.5	$595.60	$579.40	$1,114.67万	$791.57亿	-1.85%	-1.85%
5	USDC USD Coin	$ 1.0008	$1.00	$1.00	$3,305.99万	$707.71亿	0%	0%
6	SOL Solana	$ 72.9	$73.81	$72.56	$3,126.41万	$413.01亿	-0.87%	-0.87%
7	TRX 波场	$ 0.328	$0.33	$0.33	$232.89万	$310.68亿	0.33%	0.33%
8	DOGE 狗狗币	$ 0.06984	$0.07	$0.07	$1,090.93万	$117.49亿	0.34%	0.34%
9	BCH 比特现金	$ 208.24	$212.49	$205.60	$13.36万	$41.60亿	0.41%	0.41%
10	HYPE Hyperliquid	$ 52.01	$55.53	$51.51	$1,606.28万	$176.49亿	-5.26%	-5.26%
11	ADA 艾达币	$ 0.17336	$0.17	$0.17	$800.54万	$62.33亿	1.74%	1.74%
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	$ 8.1	$8.28	$8.03	$43.56万	$54.93亿	-1.96%	-1.96%
15	XLM 恒星币	$ 0.17085	$0.17	$0.17	$51.56万	$55.38亿	0.69%	0.69%
16	LTC 莱特币	$ 44.32	$45.32	$44.17	$257.80万	$34.00亿	-1.42%	-1.42%
17	HBAR Hedera Hashgraph	$ 0.06995	$0.07	$0.07	$36.57万	$29.93亿	2.65%	2.65%
18	ZEC 大零币	$ 464.34	$468.79	$452.36	$252.87万	$76.51亿	0.87%	0.87%
19	AVAX Avalanche	$ 6.33	$6.51	$6.33	$112.76万	$27.23亿	-2.01%	-2.01%
20	SHIB Shiba Inu	$ 0.00000496	$0.00	$0.00	$308.72万	$29.23亿	6.78%	6.78%
21	SUI Sui	$ 0.6845	$0.69	$0.68	$235.70万	$25.96亿	-0.47%	-0.47%
22	CRO Cronos	$ 0.05466	$0.06	$0.05	$4.35万	$21.10亿	-0.4%	-0.4%
23	WLFI worldlibertyfinancial-education	$ 0.05405	$0.06	$0.05	$12.02万	$14.45亿	-0.35%	-0.35%
24	UNI Uniswap	$ 4.065	$4.40	$4.06	$623.77万	$25.82亿	-6.85%	-6.85%
25	DOT 波卡币	$ 0.7663	$0.77	$0.74	$19.93万	$12.67亿	0.92%	0.92%
26	MNT Mantle	$ 0.3928	$0.40	$0.39	$3.85万	$12.78亿	-0.45%	-0.45%
27	PAXG PAX Gold	$ 4046.39	$4,057.63	$4,022.72	$108.06万	$15.41亿	-0.16%	-0.16%
28	ASTER Aster	$ 0.5989	$0.61	$0.60	$18.35万	$14.95亿	-0.19%	-0.19%
29	AAVE Aave	$ 91.39	$98.06	$90.39	$797.62万	$13.99亿	-6.18%	-6.18%
30	HTX HTX	$ 0.0000017775	$0.00	$0.00	$451.83	$17.77亿	-0.73%	-0.73%
31	TAO Bittensor	$ 194.84	$199.73	$190.20	$173.62万	$20.59亿	0.52%	0.52%
32	OKB OK币	$ 86.03	$86.50	$84.70	$19.53万	$18.07亿	0.86%	0.86%
33	PEPE Pepe	$ 0.000002756	$0.00	$0.00	$417.71万	$11.59亿	0.8%	0.8%
34	ETC 以太经典	$ 6.627	$6.74	$6.56	$13.86万	$10.27亿	-0.31%	-0.31%
35	NEAR NEAR Protocol	$ 1.661	$1.71	$1.64	$421.48万	$21.34亿	1.03%	1.03%
36	ICP Internet Computer(Dfinity)	$ 2.067	$2.09	$2.04	$13.47万	$11.29亿	0.29%	0.29%
37	PI Pi Network	$ 0.08707	$0.09	$0.08	$136.49万	$7.30亿	6.95%	6.95%
38	WLD Worldcoin	$ 0.3079	$0.31	$0.30	$441.66万	$8.33亿	0.45%	0.45%
39	ATOM 阿童木	$ 1.229	$1.25	$1.22	$5.17万	$5.98亿	-0.16%	-0.16%
40	FDUSD First Digital USD	$ 0.998	$1.00	$1.00	$2,660.86万	$9.81亿	0.01%	0.01%
41	ENA Ethena	$ 0.08127	$0.08	$0.08	$485.00万	$6.47亿	-0.45%	-0.45%
42	USDD USDD	$ 0.9985	$1.00	$1.00	$1.08万	$8.54亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02709	$0.03	$0.03	$32.41万	$7.34亿	-1.56%	-1.56%
44	QNT Quant	$ 62.91	$62.93	$59.78	$1.28万	$7.59亿	4.62%	4.62%
45	ALGO Algorand	$ 0.08001	$0.08	$0.08	$4.21万	$7.07亿	2.15%	2.15%
46	FLR Flare	$ 0.006227	$0.01	$0.01	$9.87万	$5.15亿	-0.03%	-0.03%
47	XDC XDC Network	$ 0.0265	$0.03	$0.03	$10.37万	$5.06亿	0.99%	0.99%
48	APT Aptos	$ 0.5587	$0.57	$0.55	$12.13万	$4.20亿	-0.48%	-0.48%

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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