---
title: "英伟达的 Vera Rubin 机架将耗资 780 万美元，是 Blackwell 机架价格的两倍：以下是价格上涨的原因"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287277541.md"
description: "英伟达的维拉·鲁宾机架预计将花费 780 万美元，是黑威尔机架的两倍，这主要是由于内存组件价格的大幅上涨，预计将上涨 435%。尽管英伟达最近的财报令人失望，但生态系统内相关公司的股票却出现了上涨，内存股票上涨了 6-10%。GPU 的成本预计也将增加 57%"
datetime: "2026-05-21T22:02:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287277541.md)
  - [en](https://longbridge.com/en/news/287277541.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287277541.md)
---

# 英伟达的 Vera Rubin 机架将耗资 780 万美元，是 Blackwell 机架价格的两倍：以下是价格上涨的原因

Once again, Nvidia's earnings were a dud (the stock hasn't delivered an outsized T+1 move on an earnings print since May 22), with the stock closing down almost 2% and near session lows. Yet many of the "picks and shovels" companies that serve the Nvidia ecosystem soared (look no further than memory stocks which soared 6-10% today). That's because an analysis by Morgan Stanley analyst Howard Kao found that memory components inside the upcoming Vera Rubin rack will soar in price, led by a 435% surge in Memory components. But that's just one: while the GPU will see a 57% increase in cost, virtually every other component will rise by the same if not much higher amount.

Let's take a closer look.at Morgan Stanley's analysis, starting with a summary:

### 相关股票

- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [DRAM.US](https://longbridge.com/zh-CN/quote/DRAM.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [07788.HK](https://longbridge.com/zh-CN/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/zh-CN/quote/07388.HK.md)
- [NVDD.US](https://longbridge.com/zh-CN/quote/NVDD.US.md)
- [NVDQ.US](https://longbridge.com/zh-CN/quote/NVDQ.US.md)

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