10 月 21 日消息，天风国际证券分析师郭明錤昨日发布英伟达 Blackwell GB200 芯片的产业链订单信息显示，目前微软是全球最大的 GB200 客户，今年第四季度订单量激增 3—4 倍，订单量超过其他所有云服务商的总和。

10月21日，半导体指数盘中走强，截至10:35，半导体材料ETF（562590）涨3.40%，权重股全线飘红，北方华创涨0.18%，中微公司涨2.34%，沪硅产业涨7.35%。近日，半导体投资升温，半导体材料ETF（562590）连续4日获资金净流 ...

消息面上，据天风国际证券分析师郭明錤发布最新报告指出，Blackwell芯片的产能扩张预计在今年第四季度初启动，届时第四季度的出货量将在15万到20万块之间，预计2025年第一季度出货量将显著增长200%到250%，达到50万到55万块。英伟达创始人兼CEO黄仁勋在此前的采访中表示，公司即将推出的Blackwell芯片已全面投产、需求“疯狂”。

消息面上，据天风国际证券分析师郭明錤发布最新报告指出，Blackwell GB200芯片预计将在2024年第四季度开始大规模出货。郭明錤表示，预计第四季度出货量将介于15万至20万块，并在2025年第一季度显著增长200%至250%，达到50万到55万块。

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