EPISODE · Jun 2, 2026 · 10 MIN
AI+PC：英伟达重磅亮剑！AI PC 正式爆发，老牌 PC 行业迎来十年大变局
from AI解研说
台北电脑展重磅落地，黄仁勋发布 N1X 旗舰芯片，英伟达、联发科、微软、Arm 结成新铁三角，改写三十年 Wintel 垄断格局。曾经沦为夕阳产业的 PC，借端侧 AI 迎来史诗级复苏，单机可本地跑百亿参数大模型，戴尔、联想财报业绩暴涨、股价接连大涨。万亿换机市场徐徐开启，从上游芯片代工、零组件到终端整机全产业链迎来红利。本期拆解：N1X 凭什么撼动英特尔 AMD？端侧 AI 如何开辟 AI 第二大主线，整条产业链暗藏哪些投资机遇？
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