黑石总裁JonGray：对AI基础设施赛道信心十足算力需求远超供给

【黑石总裁JonGray：对AI基础设施赛道信心十足算力需求远超供给】金色财经报道，11月3日，黑石总裁兼首席运营官JonGray在香港出席国际金融领袖投资峰会时称，黑石所投企业过去一年AI模型相关支出大增20倍，驱动企业持续加码AI的核心原因，是内容创作、客户交互、代码编写等AI应用已经落地并产生实实在在的财务收益。JonGray表示，他对AI基础设施赛道信心充足，底层逻辑来自基础供需规律，当前算力需求十分旺盛。他对比90年代末电信热潮指出，当年行业模式是先搭建供给、等待需求跟进；而当下AI市场完全反过来，需求大幅跑赢供给，这令他对AI发展别具信心。(2026-11-03 15:39:41)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$179.39亿	-11.21%	86.7%	86.7%
2	HTX 火币huobi	$26.59亿	0.44%	68.6%	68.6%
3	Binance 币安网	$408.80亿	-8.13%	85.4%	85.4%
4	Coinbase Coinbase	$9.01亿	-15.08%	69.3%	69.3%
5	Bybit Bybit	$109.40亿	-6.77%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.22亿	-8.37%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.06亿	19.02%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.46亿	-8.88%	68.4%	68.4%
9	Upbit Upbit	$2.84亿	-21.29%	56.9%	56.9%
10	Bitget Bitget	$73.91亿	0.51%	71.1%	71.1%
11	Deribit Deribit	$4.37亿	5.39%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$2,985.13万	-18.85%	59.5%	59.5%
13	BiKing 币王	$217.59亿	-0.43%	31%	31%
14	MEXC MEXC	$108.14亿	1.3%	76.2%	76.2%
15	Bithumb Bithumb	$1.45亿	-9.36%	66.9%	66.9%
16	gate.io 大门	$105.41亿	-12.53%	55.2%	55.2%
17	BitTap 币泰	$11.64亿	-6.37%	26%	26%
18	Hyperliquid Hyperliquid	$16.38亿	26.42%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.11亿	-10.51%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,639.04万	-20.79%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 76931.4	$7.83万	$7.64万	$7.44亿	$1.54兆	-1.44%	-1.44%
2	ETH 以太坊	$ 2265.46	$2,303.93	$2,237.38	$2.97亿	$2,734.26亿	-1.02%	-1.02%
3	XRP 瑞波币	$ 1.2556	$1.26	$1.24	$4,187.88万	$764.88亿	0.4%	0.4%
4	BNB 币安币	$ 696.3	$709.20	$691.70	$1,182.90万	$949.47亿	-1.72%	-1.72%
5	USDC USD Coin	$ 1.00131	$1.00	$1.00	$5,952.03万	$708.07亿	0.03%	0.03%
6	SOL Solana	$ 92.19	$94.95	$90.87	$1.00亿	$522.30亿	-2.25%	-2.25%
7	TRX 波场	$ 0.3225	$0.32	$0.32	$777.14万	$305.47亿	1.99%	1.99%
8	DOGE 狗狗币	$ 0.07406	$0.08	$0.07	$1,694.80万	$124.59亿	-1.59%	-1.59%
9	BCH 比特现金	$ 277.02	$280.29	$272.87	$241.21万	$55.34亿	-0.07%	-0.07%
10	HYPE Hyperliquid	$ 84.15	$86.61	$82.64	$3,036.89万	$285.56亿	-2.17%	-2.17%
11	ADA 艾达币	$ 0.18755	$0.19	$0.19	$399.86万	$67.43亿	-1.7%	-1.7%
12	WBTC Wrapped Bitcoin	$ 76579.4	$7.78万	$7.64万	$2.36万	$98.72亿	-1.62%	-1.62%
13	LEO UNUS SED LEO	$ 9.321	$9.40	$9.32	$224.81	$85.91亿	-0.82%	-0.82%
14	LINK ChainLink	$ 11.133	$11.43	$11.00	$1,529.31万	$75.49亿	-1.19%	-1.19%
15	XLM 恒星币	$ 0.16193	$0.17	$0.16	$462.81万	$52.49亿	-3.23%	-3.23%
16	LTC 莱特币	$ 53.83	$55.34	$53.51	$480.62万	$41.30亿	-2.25%	-2.25%
17	HBAR Hedera Hashgraph	$ 0.06966	$0.07	$0.07	$47.48万	$29.81亿	-2.08%	-2.08%
18	ZEC 大零币	$ 1141.43	$1,277.71	$1,121.06	$3,132.21万	$188.07亿	-8.78%	-8.78%
19	AVAX Avalanche	$ 8.446	$8.65	$8.28	$343.18万	$36.34亿	-1.45%	-1.45%
20	SHIB Shiba Inu	$ 0.000004563	$0.00	$0.00	$24.30万	$26.89亿	-1.57%	-1.57%
21	SUI Sui	$ 0.8706	$0.89	$0.86	$1,069.71万	$33.01亿	-1.97%	-1.97%
22	CRO Cronos	$ 0.05005	$0.05	$0.05	$17.11万	$19.32亿	-1.82%	-1.82%
23	WLFI worldlibertyfinancial-education	$ 0.05094	$0.05	$0.05	$38.46万	$13.62亿	2.04%	2.04%
24	UNI Uniswap	$ 7.097	$7.35	$6.81	$1,265.17万	$45.08亿	-1.3%	-1.3%
25	DOT 波卡币	$ 0.9332	$0.96	$0.93	$59.89万	$15.43亿	-2.07%	-2.07%
26	MNT Mantle	$ 0.4703	$0.48	$0.47	$37.24万	$15.30亿	-0.63%	-0.63%
27	PAXG PAX Gold	$ 3915.65	$3,974.68	$3,905.00	$228.45万	$14.91亿	0.08%	0.08%
28	ASTER Aster	$ 0.696	$0.70	$0.69	$144.22万	$17.37亿	-0.22%	-0.22%
29	AAVE Aave	$ 128.09	$132.99	$123.89	$981.68万	$19.61亿	-2.85%	-2.85%
30	HTX HTX	$ 0.0000015607	$0.00	$0.00	$4,139.26	$15.61亿	1.29%	1.29%
31	TAO Bittensor	$ 222.13	$231.45	$220.03	$168.96万	$23.47亿	-3.22%	-3.22%
32	OKB OK币	$ 108.08	$112.98	$107.20	$45.12万	$22.70亿	-4.2%	-4.2%
33	PEPE Pepe	$ 0.000004706	$0.00	$0.00	$1,125.87万	$19.80亿	-2.74%	-2.74%
34	ETC 以太经典	$ 6.967	$7.08	$6.89	$19.69万	$10.80亿	-1.06%	-1.06%
35	NEAR NEAR Protocol	$ 3.816	$4.16	$3.75	$4,031.20万	$49.02亿	-7.42%	-7.42%
36	ICP Internet Computer(Dfinity)	$ 2.457	$2.54	$2.41	$49.69万	$13.42亿	-2.15%	-2.15%
37	PI Pi Network	$ 0.07602	$0.08	$0.08	$50.56万	$6.37亿	-2.06%	-2.06%
38	WLD Worldcoin	$ 0.3685	$0.39	$0.36	$892.01万	$9.97亿	-3.81%	-3.81%
39	ATOM 阿童木	$ 1.422	$1.47	$1.40	$67.87万	$6.92亿	-2.6%	-2.6%
40	FDUSD First Digital USD	$ 0.9974	$1.00	$1.00	$54.85万	$9.81亿	-0.03%	-0.03%
41	ENA Ethena	$ 0.16941	$0.18	$0.17	$768.97万	$13.48亿	-5.23%	-5.23%
42	USDD USDD	$ 0.9975	$1.00	$0.99	$5.14万	$8.53亿	-0.05%	-0.05%
43	KAS Kaspa	$ 0.03002	$0.03	$0.03	$91.64万	$8.13亿	-7.45%	-7.45%
44	QNT Quant	$ 194.54	$205.92	$189.42	$85.26万	$23.49亿	-1.53%	-1.53%
45	ALGO Algorand	$ 0.0913	$0.09	$0.09	$9.04万	$8.07亿	-1.76%	-1.76%
46	FLR Flare	$ 0.005992	$0.01	$0.01	$4.10万	$4.95亿	-1.39%	-1.39%
47	XDC XDC Network	$ 0.03138	$0.03	$0.03	$34.16万	$5.99亿	0.6%	0.6%
48	APT Aptos	$ 0.612	$0.64	$0.61	$28.66万	$4.60亿	-2.09%	-2.09%

黑石总裁JonGray：对AI基础设施赛道信心十足 算力需求远超供给

快讯

黑石总裁JonGray：对AI基础设施赛道信心十足算力需求远超供给