Huang Jenxun's derailment collapsed! Graphics card too outrageous: 5060 for 4000, 5080 for 14000

Fast Technology reported on November 11 that the market impact of Huang Jenxun-related events continued to ferment, and Nvidia's share price fell sharply after the opening of the US stock market, ending the day down 5.53%.

Previously, many wholesalers of graphics cards in Shenzhen Huaqiang North, the core of domestic digital consumption, have reported that the market price of high-end consumer graphics cards has recently plunged collectively, and the spot price of the public version of RTX 5080 has directly fallen from a high of 18,000 yuan in the previous period to about 14,000 yuan, and the price difference of a single card has reached 4,000 yuan.

If you think that the 4,000 yuan reduction in the price of a single card is already full of preferential efforts, then you have not seen how exaggerated the premium is at the most ridiculous stage of the graphics card market in this round.

According to local merchants in Huaqiangbei, during the previous price boom, the RTX 5060 graphics card targeting the mid-range dessert grade was fired to a maximum of 4,200 yuan. The RTX 5060 Ti 8GB version has risen from the original offering price of 3,000 yuan to a range of 4,300 yuan to 4,400 yuan.

Even more exaggerated is the RTX 5060 Ti 16GB version for AI local computing needs, with an overall increase of 70% to 80%. When the market is at its craziest, almost one quote a day, many merchants dare to raise hundreds of yuan in the morning and afternoon.

At the peak of the graphics card price in late October, the spot price of the flagship RTX 5090 was generally concentrated in the range of 51,000 yuan to 55,000 yuan. Some merchants with tight supply even directly quoted a sky-high price of more than 55,000 yuan, while the official retail price of this model was only 15,000 yuan to 16,000 yuan. The actual market price was more than three times the official price.

After the price rushed to the off-spectrum range, the willingness of downstream buyers to take orders fell directly to the freezing point. The vast majority of consumers chose to wait and see with currency. Many users who originally planned to change to a new graphics card directly turned to the parity entry model, and even went to find a second-hand graphics card that was reliable in color. Everyone was waiting for the inflated premium bubble to burst before starting a new one.

The surge and plunge in the price of graphics cards in this round is essentially a short-term speculative bubble spawned by the previous AI hashrate. The Huang Jenxun incident triggered industry-wide uncertainty about Nvidia's subsequent shipping rhythm and production capacity allocation policies, which directly burst the bubble of channel merchants' collective stockpiling and speculation prices. The price of high-end graphics cards will have room for further exploration.

Source: MyDrivers (Fast Technology). Content is presented with source attribution. Read the original report.