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A |       受产业格局变化、供需关系调整等多重因素叠加影响,显卡价格大幅攀升。    A US civilian airliner had a relatively close encounter with what appeared to be some sort of flying pulsing lights in the sky over North Carolina.,Details of the encounter, which took place on August 12, were shared online by prolific blogger Scott C. Waring, who immediately branded it a UFO sighting.,In the eyewitness account featured on Waring’s blog, the anonymous pilot – the only details he provided about himself were his occupation as “an airline pilot with a major airline in the United States” and his past experience as a military pilot – said the encounter occurred as the plane was flying approximately over the city of Wilmington, while en route from St. Thomas in the US Virgin Islands to Dulles Airport in Virginia.,“At roughly 0055 ET I began seeing slow pulses of light in the sky directly in front of us (to our north). The pulses would last usually 8-10 seconds each and had gaps of darkness lasting anywhere from 10 seconds to over a minute,” the eyewitness account states. “They were slowly moving from left to right. The pulses would be gradual (start very dim and grow into a bright light about the brightness of Venus, and then fade away).”,The plane’s captain also noticed the light and he and the pilot engaged in a discussion about what they were looking at. The pilot also started filming and taking pictures at that point, with the video he recorded from the plane’s cockpit being featured in Waring’s blog post.,“We began seeing 2 lights at a time, often at different altitudes, but always moving generally from left to right when the pulse was at its peak. At one point we watched 2 lights flying in ‘formation,’ almost side by side,” the pilot recalled.,“For a brief time we saw 3 objects at one time. At no point did we see a strobe light or navigation lights on the objects,” he added. “The best way to describe what we saw is 2-3 aircraft circling in left hand turns with their landing lights on, which means that they were only clearly visible when the lights were facing towards us.”,While it wasn’t immediately clear what exactly the lights were, the pilot argued that they were not civilian aircraft, since few of those “can fly above 41,000 feet, and the objects were about 10 degrees above the horizon from our perspective.”,“I was not able to tell the distance of the object from our aircraft, but in the 35+ minutes we watched, they never seemed to get any closer even though we covered about 250 nautical miles in that time. For this reason I believe they were in either the upper atmosphere or in space,” the pilot explained.,He also argued that the lights did not look like a Starlink satellite “train,” and that they definitely were not military aircraft or flares.,Waring, however, exhibited little doubt about what the pilot saw, describing the video recorded by the latter as “amazing and rare footage of a real UFO.”,“This is 100 percent undeniable proof that UFOs are following jets and curious about those aboard them,” the blogger declared.。7月底以来,深圳华强北市场显卡经历一轮快速跳涨。记者走访发现,当前显卡售价虽趋稳定,但整体仍处高位,直接推高电脑整机采购成本,市场整机装机需求明显回落。  “7月24日显卡价格突然拉涨,27日后价格站稳新高后基本保持稳定。”欣嘉创电脑经营部店长王洁云告诉记者,本轮涨价时间节点清晰,涨价幅度大。以热门型号RTX 5060为例,涨价前市场价在2300元至2500元,目前一线品牌现货报价基本在3000元左右。  深圳市金领达电脑有限公司负责人吴畏从事企业批量装机业务多年,对各档位显卡价格变动情况十分熟悉:RTX 5060 Ti涨价前售价2800元,现为3500元,RTX 5070 Ti市场报价则从6000元左右攀升至8000元以上。  “本轮显卡价格快速上涨的核心原因,在于人工智能算力需求对上游供应链的‘虹吸效应’。”中国(深圳)综合开发研究院研究员陈颖仪表示,存储原厂出于利润考量,将产能向AI服务器所需的高带宽内存大幅倾斜,造成消费级显卡显存供应收紧、采购成本抬升。英伟达等上游厂商上调GPU(图形处理器)套件价格,成本沿着研发制造厂商、流通渠道、零售终端逐级传导。面对成本压力和供应不确定性影响,显卡品牌厂商减缓出货节奏,进一步加剧渠道现货紧缺、放大市场惜售情绪。在需求端,AI应用拓展重塑显卡使用场景,部分大显卡显存被用于轻量级AI运算,供需失衡进一步加剧。多重因素叠加共振,推动显卡价格快速走高,并带动整机装机成本上涨。

B |   记者在华强电子世界电脑配件区看到,相较耳机、潮流数码小件档口人头攒动的景象,装机配件区域的客流明显偏少。除了显卡价格上涨,主板、电源、显示器等电脑配件的报价也普遍走高。  面对高位行情,华强北商户普遍采取谨慎备货策略,规避价格下行带来的亏损风险。

C | 深圳本土显卡及主板品牌“七彩虹”授权经销商张志成坦言,显卡定价完全跟随上游行情波动,市场商户只能被动“高进高卖”,随着终端市场需求萎缩,产品走货量明显下滑。  “门店如今仅少量备货显卡,主要采取‘客户下单、即时向上游提货’的经营模式,不高位锁库存。”王洁云介绍,行情波动幅度大,一旦价格回落,单卡下跌三五百元就会亏掉全部利润,小微商户难以承担这类风险。  吴畏算了一笔账,2025年一套1万元配置的电脑,当前配齐至少要花1.2万元,涨价部分主要集中在显卡和内存。

D | 除台式机外,暑期热销游戏笔记本电脑同样涨价,品牌游戏笔记本电脑进货价每日上浮50元至100元。此前售价8000余元的华硕天选7、天选6 Pro游戏本,如今终端售价已突破1万元。“对比2025年8月、9月,目前店内整机装机量至少下降30%。”吴畏说。

E |   此轮涨价潮中,小批量采购电脑的中小企业受影响最大。

F | 吴畏介绍,许多客户暂缓采购新机,转而选购二手设备;有硬件置换需求的客户,更多转向“局部升级、维修复用”,仅更换老化内存、固态硬盘,原有主机则继续沿用。  据中国信通院数据,今年一季度国内AI算力需求同比增长417%,供需缺口持续扩大。

G | 这是否意味着显卡及电脑装机价格将持续上行?  “总体来看,本轮高价行情或将持续较长时间,年内价格大幅回落可能性不大。”陈颖仪分析,目前,上游成本压力尚未得到缓解,英伟达年内已数次向研发制造厂商提价,存储原厂将七成至九成先进产能倾斜至AI服务器所需的高带宽内存产品,消费级显存供给依旧偏紧。加之品牌厂商控量、渠道惜售,短期供需矛盾可能持续加剧。(记者 杨阳腾 刘 亮 刘雨斐)。

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