美股详情

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软银资本持仓

19,640.31

+479.412.50%

涨家数：4

跌家数：5

平家数：- -

市盈率：- -

高：19,669.71

开：19,060.76

低：18,896.71

收：19,160.90

成交量：2.79亿

成交额：358.55亿

市值：4.79万亿

流通市值：4.48万亿

数据加载中...

总览新闻资讯

服务器CPU，颠覆前夜？

OpenAI的IPO愿景遭遇投资者质疑

环球市场播报

繼騰訊之後，京東推出OpenClaw遠程部署專項服務

英伟达芯片迭代里程碑（2023-2026）

通达信趋势财经

腾讯WorkBuddy与英伟达NemoClaw同日宣言：智能体“龙虎斗”背后的行业变局

鲲鹏人工智能创...

英伟达也养龙虾？抛出“尼莫之爪”，A股谁在接住边缘红利？

浪潮研讯所

德州仪器与英伟达合作推进人形机器人安全落地

2天市值蒸发4000多亿美金，英伟达为何跌跌不休？

汽车之家资讯

重磅！AI教父创业，英伟达三星抢投

半导体创芯网

英伟达拟重启RTX 3060 GPU生产，可对华出口：采用三星8nm工艺

美光出局？消息称英伟达 Vera Rubin 芯片仅采用三星和 SK 海力士 HBM4 技术

黄仁勋预告：将发布“世界前所未见”的全新芯片

21世纪经济报道

英伟达GTC大会即将召开，科创综指ETF易方达涨3.03%

CPU借AI热潮重获青睐，再度 “变酷”

电子产品世界

德国初创企业计划建立30兆瓦人工智能数据中心，促进主权控制

新闻摘要-《纽约时报》商业新闻--3 月 10 日

截击英伟达！OpenClaw狂吞Token，北大系芯片黑马剑指2000 Tokens/s

APPSO 独家｜杨立昆再联手谢赛宁，英伟达参投，新公司押注“LLM 之后”

存储成本上涨冲击行业：2026年全球智能手机产量或降至11.35亿部

PConline太平洋...

英伟达入局 AI智能体时代加速到来业绩高增长概念股揭晓

东方财富网

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17:09","pubTimestamp":1773133778,"startTime":"0","endTime":"0","summary":"OpenAI 距离上市至少还需要六个月，甚至可能更久。但据一位接到相关接洽的人士透露，随着该公司逐步推进首次公开募股，希望分一杯羹的投行正在联系公开市场投资者，了解他们对 OpenAI 上市后前景的看法。我们采访了 11 位投资者，其中大多数目前并未持有 OpenAI 股权。按 8500 亿美元计算，OpenAI 估值是其 2026 年预期营收的 28 倍。　　他称自己很可能不会投资上市后的 OpenAI，尤其是如果其 IPO 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15:11","pubTimestamp":1773126709,"startTime":"0","endTime":"0","summary":"2月26日凌晨，英伟达发布2026财年第四季度财报，数据惊艳全场：四季度营收681亿美元，同比增长73%。净利润430亿美元，同比飙升94%。仅仅两天时间，市值蒸发4463亿美元，相当于蒸发掉4个小米集团。还记得2025年Deepseek发布当天，英伟达的股价一天就跌了17%，市值蒸发了5890亿美元。英伟达为满足人工智能芯片需求，提前锁定大量不可撤销的供应链产能。一旦AI热潮消退，英伟达将面临灾难性的财务打击。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310151258a6b4931e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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3060 GPU生产，可对华出口：采用三星8nm工艺","url":"https://stock-news.laohu8.com/highlight/detail?id=2618532981","media":"爱集微","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618532981?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 14:57","pubTimestamp":1773125849,"startTime":"0","endTime":"0","summary":"三星电子代工部门预计将使用其8nm工艺重启RTX 3060的生产，该工艺与2021年该GPU首次亮相时所用的工艺相同。此前，英伟达已将新款RTX 40系列的主要生产转移到台积电。英伟达决定重启RTX 3060显卡，很大程度上受到了美国针对销往中国的高性能AI芯片的出口管制政策影响。据报道，英伟达重启RTX 3060显卡，旨在维持其在中国的商业地位。RTX 3060的出货量最初于2022年底英伟达推出RTX 40系列后出现下滑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031014595097abaf1d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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Vera Rubin 芯片仅采用三星和 SK 海力士 HBM4 技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2618698132","media":"IT之家","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618698132?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 14:51","pubTimestamp":1773125511,"startTime":"0","endTime":"0","summary":"半导体行业 8 日消息称，三星和 SK 海力士已经进入英伟达 Vera Rubin 的核心零部件供应商名单，并被暂定为 HBM4 供应商。业内预计，美光可能为 Rubin CPX 等 Rubin 系列中用于 AI 推理的中端加速器提供 HBM4。半导体行业透露，Vera Rubin 实物将在16 日的英伟达开发者大会 GTC 2026 上首次亮相，预计今年下半年发布。英伟达从去年开始就把 HBM4 视为 Vera Rubin 成功的关键。目前来看，竞争已经基本在三星和 SK 海力士之间展开。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310145216a6b4825d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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14:00","pubTimestamp":1773122435,"startTime":"0","endTime":"0","summary":"德国初创企业计划建立30兆瓦人工智能数据中心，促进主权控制数据中心最终可扩展至 120 兆瓦欧洲希望加强对关键技术基础设施的控制Hakan Ersen路透法兰克福3月10日 - 德国初创企业 Polarise 计划新建一个 30 兆瓦的人工智能数据中心，这将使德国国内运营的计算能力翻一番，因为欧洲各国正努力加强对关键技术基础设施的控制。Polarise 公司在德国和国外运营著 13 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以下是《纽约时报》商业版的热门新闻。路透没有核实这些新闻，也不保证其准确性。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260310:nL4S3ZY0E5:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061475181.USD","LU0823414478.USD","LU0203202063.USD","LU0006306889.USD","SG9999004303.SGD","LU2065170008.USD","LU2272731865.HKD","LU0154236417.USD","NVD","HK0000306685.HKD","LU0267386448.USD","LU0080751232.USD","LU2505996681.GBP","LU0788109477.HKD","LU1066051498.USD","SGXZ31699556.SGD","LU2461242641.AUD","LU2413666699.HKD","SG9999017495.SGD","LU0251132253.USD","NVD2.UK","LU0820561818.USD","LU0724617625.USD","HK0000320223.HKD","LU2417539215.USD","LU2249611893.SGD","IE00BYXW3230.USD","LU0106261372.USD","LU0238689110.USD","LU0124676726.USD","NVDW","LU2290526834.HKD","IE00B775H168.HKD","BK4567","IE00B3S45H60.SGD","LU2463028550.USD","LU2089284900.SGD","LU2272731600.USD","LU0345769631.USD","BK4579","NVDG","SG9999014880.SGD","LU0128525929.USD","LU2505996509.AUD","LU0072462426.USD","LU0345769128.USD","BK4527","LU0158827781.USD","LU2265009873.SGD","BK4554","LU0348723411.USD","IE00B3M56506.USD","BK4605","SG9999015952.SGD","LU2602419157.SGD","LU1261432733.SGD","LU0234570918.USD","LU1721428933.USD","IE00BZ199S13.USD","LU0265550359.USD","LU2860962120.EUR","LU1861215975.USD","LU1633808545.USD","IE00BKDWB100.SGD","LU2360106780.USD","IE00B5949003.HKD","IE000ITXATA3.USD","LU2552382215.SGD","LU0557290698.USD","LU1242518857.USD","LU1116320737.USD","BK4548","LU2750360997.AUD","IE0004445015.USD","IE00BD6J9T35.USD","LU2125154935.USD","LU2294711713.HKD","LU2931357623.SGD","LU0943347566.SGD","LU1935043536.SGD","LU1868836591.USD","LU0823414551.USD","LU1267930490.SGD","LU2592432038.USD","LU2487616109.SGD","LU2471134879.HKD","LU2746668461.USD","SG9999014542.SGD","LU1935042991.SGD","LU2491050071.SGD","IE00B19Z9505.USD","IE0001KFT4U8.USD","LU2322448791.USD","LU1323610961.USD","LU1839511570.USD","LU0157215616.USD","LU2430703178.SGD","IE00BQXX3C00.GBP","IE000KEQY171.SGD","IE00BHPRN162.USD","LU1861127337.USD","SGXZ81514606.USD","LU0820561909.HKD","LU1914381329.SGD","LU0347712357.USD","LU0787776722.HKD","LU0957791311.USD","LU0289960550.SGD","LU2543165471.USD","LU0823434583.USD","LU0889565833.HKD","LU1366192091.USD","SG9999018857.SGD","LU0310800379.SGD","GB00BDT5M118.USD","LU2473716301.USD","LU1852331112.SGD","BK4534","IE00BDCRKT87.USD","LU0786609619.USD","LU2211815571.USD","IE00BJTD4V19.USD","LU2242649171.HKD","LU2247934214.USD","LU1571399168.USD","LU1691799644.USD","NVDX","SG9999000418.SGD","HK0000320264.USD","IE00BJJMRX11.SGD","LU1551013425.SGD","BK4581","LU0345768153.USD","LU2361044949.HKD","LU1803068979.SGD","LU1778281490.HKD","LU1116320901.HKD","LU2125154778.USD","LU1674673428.USD","LU0210533765.USD","LU2271345857.HKD","LU2471134796.USD","LU1992135472.HKD","IE00BFSS8Q28.SGD","LU2552382132.HKD","LU1699723380.USD","LU0276348264.USD","LU1037948541.HKD","LU1989764748.USD","LU1983260115.SGD","BK4551","SG9999015945.SGD","LU0210536198.USD","LU2125909593.SGD","BK4543","LU0823421333.USD","SG9999001424.SGD","LU0187121727.USD","LU2471134952.CNY","LU1821325948.USD","LU2023250330.USD","LU0094547139.USD","IE00B775SV38.USD","HK0000306701.USD","LU1280957306.USD","BK4503","LU2456880835.USD","LU1935042215.USD","IE00BZ1G4Q59.USD","LU2237957811.SGD","NVDS","LU1623119135.USD","LU1496350502.SGD","LU2750360641.GBP","LU0719512351.SGD","LU1551013342.USD","IE000W1ABFV2.USD","LU2237957902.USD","LU2471134523.USD","BK4608","LU2125909759.SGD","NVII","LU1988902786.USD","LU0820562030.AUD","LU1868836914.USD","LU0077335932.USD","LU0882574139.USD","LU1868837300.USD","LU2360032135.SGD","LU2237438978.USD","LU0170899867.USD","IE00B19Z8W00.USD","LU1267930573.SGD","LU0029864427.USD","LU2462157665.USD","SG9999002224.SGD","LU1084165304.USD","NVDB","LU2083900584.USD","LU0225283273.USD","LU0081259029.USD","LU0353189763.USD","LU0942090050.USD","LU0957808578.USD","LU0390134368.USD","LU0234572021.USD","LU2381873111.SGD","LU2028103732.USD","LU1989772923.USD","LU2063271972.USD","LU0354030511.USD","LU1242518931.SGD","LU1145028129.USD","SG9999002232.USD","LU1119994496.HKD","LU2452424414.USD","IE0004445239.USD","LU2746668974.SGD","LU0476273544.USD","LU1037948897.HKD","LU1645745479.HKD","LU2023251221.USD","LU0158827948.USD","BK4108","NVDD","IE00BK4W5M84.HKD","IE0034235303.USD","LU0861579265.USD","LU2403377893.USD","BK4529","LU1935043023.USD","SG9999014567.USD","BK4587","LU1435385759.SGD","LU0203201768.USD","LU2491050154.USD","NVDS.UK","LU2087621335.USD","LU2089283258.USD","LU2191332357.HKD","SG9999014575.USD","IE00BFSS7M15.SGD","LU0061474960.USD","SG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独家｜杨立昆再联手谢赛宁，英伟达参投，新公司押注“LLM 之后”","url":"https://stock-news.laohu8.com/highlight/detail?id=2618837639","media":"爱范儿","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618837639?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 12:54","pubTimestamp":1773118480,"startTime":"0","endTime":"0","summary":"3 月 10 日，APPSO 中文独家获悉，世界模型研究所/创业公司 AMI 已完成 10.3 亿美元融资，投前估值 35 亿美元。根据 APPSO 获得的一份融资纪要，AMI 本轮融资将用于支持长期科研、全球范围招聘工作，以及世界模型方向上的可靠产品。杨立昆担任公司董事长，CEO 另有其人。LLM 的“反对者”，得到了 10 亿美元APPSO 获悉，AMI 本轮融资得到了多个极为重要的投资方支持。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310125932a45d6a20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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12:31","pubTimestamp":1773117071,"startTime":"0","endTime":"0","summary":"3月10日消息，2026年全球智能手机行业正面临新的成本压力。根据TrendForce发布的预测数据，2025年全球智能手机市场仍保持小幅增长。不过进入2026年后，随着内存及存储芯片价格持续上涨，整机成本明显提升，预计全年手机生产规模将降至约11.35亿部，同比减少约10%。机构预计，在极端情况下全球智能手机产量降幅或超过15%，全年产能可能下探至约10.61亿部。数据显示，2025年Apple与Samsung Electronics全年手机产量均接近2.4亿部，并列全球第一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310124824a6b443cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI智能体时代加速到来 业绩高增长概念股揭晓","url":"https://stock-news.laohu8.com/highlight/detail?id=2618987894","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618987894?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 12:10","pubTimestamp":1773115830,"startTime":"0","endTime":"0","summary":"模型迭代正在加速智能体的时代到来，未来将深刻影响办公、开发、内容等全场景AI应用生态。汇绿生态2年最大涨幅超13倍今日（3月10日）早盘，A股科技题材大幅反弹，CPO、PCB、光通信、先进封装、铜缆高速连接等涨幅领先。CPO概念表现最突出，概念股迅捷兴录得“20cm”的涨停板；汇绿生态（001267）收获“10cm”的涨停板，该股最新股价为45.68元/股，创下历史新高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202603103667269215.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"east_money_stock","symbols":["LU2272731865.HKD","BK4503","LU0198837287.USD","IE00BJLML261.HKD","LU2023250504.SGD","LU1989772923.USD","BK4581","LU2168564149.EUR","LU2357305700.SGD","LU0234572021.USD","LU0861579265.USD","LU2125909593.SGD","LU1202635105.USD","LU2125154778.USD","LU2756315664.SGD","LU0868494708.USD","BK4549","NVDY","IE00BKDWB100.SGD","LU1116320737.USD","IE00B3M56506.USD","IE000ITXATA3.USD","SNVD.UK","IE000W1ABFV2.USD","LU1435385759.SGD","SG9999015341.SGD","LU1642822529.SGD","LU1691799644.USD","LU1323610961.USD","LU0823421416.USD","LU0642271901.SGD","LU1366192091.USD","LU2244417387.USD","IE0001KFT4U8.USD","IE00B3S45H60.SGD","LU1861220033.SGD","LU2242649171.HKD","HK0000306701.USD","BK4605","LU1551013425.SGD","LU0265550359.USD","LU0274383776.USD","LU0289739343.SGD","LU0640476718.USD","LU2506951792.HKD","LU0109391861.USD","SG9999014559.SGD","LU1989764664.SGD","BK4543","LU1868837300.USD","LU1791710582.SGD","LU0069063385.USD","LU1814569148.SGD","LU1064131342.USD","LU0124676726.USD","LU0234570918.USD","LU1069344957.HKD","2NVD.UK","LU2491050154.USD","NVDU","LU1983260115.SGD","LU2322448957.HKD","LU2452424414.USD","LU1244550577.SGD","LU2108987350.USD","LU0683600562.USD","LU0820562030.AUD","LU1923622614.USD","LU2433249047.HKD","LU1119994496.HKD","BK4554","LU1629891620.HKD","LU1674673428.USD","LU0957791311.USD","LU2125909916.SGD","DIPS","SG9999000418.SGD","LU0210528500.USD","HK0000306685.HKD","LU0786609619.USD","LU1935043536.SGD","LU0310800379.SGD","LU1917777945.USD","LU0128525929.USD","NVIW.SI","IE00B1XK9C88.USD","LU1815333072.USD","LU1935042215.USD","LU0211327993.USD","LU1400636574.HKD","LU1923623000.USD","IE000KEQY171.SGD","IE00B7KXQ091.USD","LU0127658192.USD","LU1242518857.USD","IE0004086264.USD","SGXZ31699556.SGD","ANV","SG9999014880.SGD","BK4592","LU2236285917.USD","NVDA","BK4587","LU2417539215.USD","IE0005OL40V9.USD","LU0823414478.USD","LU1674673691.USD","SGXZ51526630.SGD","LU0342679015.USD","IE00BJJMRX11.SGD","LU2087625088.SGD","LU0310799852.SGD","SG9999015358.SGD","LU2552382215.SGD","LU1935043023.USD","LU0265550946.USD","LU0072462426.USD","BK4598","LU0080751232.USD","LU1267930730.SGD","SG9999014575.USD","LU1923622291.USD","LU1551013342.USD","SG9999015952.SGD","IE00B775H168.HKD","LU2092937148.SGD","BK4141","IE00BQXX3F31.USD","SG9999001424.SGD","LU0187121727.USD","LU2271345857.HKD","LU0097036916.USD","LU0965509283.SGD","LU1633808545.USD","LU2089985449.USD","LU0354030511.USD","LU1868836757.USD","LU0965509010.AUD","LU2242650005.HKD","LU0107464264.USD","LU2326559502.SGD","SG9999015986.USD","LU0868494617.USD","LU1645745479.HKD","LU0345769128.USD","LU2265009873.SGD","LU1974910355.USD","LU0472753341.HKD","LU1815336760.USD","IE0003U64NQ7.SGD","LU0096364046.USD","LU2462157665.USD","LU1035775433.USD","BK4579","LU0061474705.USD","LU0175139822.USD","BK4529","LU1127390331.HKD","LU2063271972.USD","IE00BQXX3C00.GBP","IE00BQXX3D17.EUR","LU2065171402.SGD","BK4588","LU2381873111.SGD","LU1066053197.SGD","LU2360032135.SGD","LU2294711713.HKD","IE00BYXW3230.USD","LU0210533765.USD","LU1935042991.SGD","LU0210536198.USD","LU2430703251.USD","IE00BJJMRY28.SGD","LU2247934214.USD","IE00B3SWFQ91.USD","IE00BJTD4V19.USD","LU0417517546.SGD","LU1244550494.USD","LU1868837136.USD","BK4614","LU1037948541.HKD","LU2471134952.CNY","LU2023250330.USD","LU0215105999.USD","LU2487616109.SGD","LU2746668461.USD","IE0009G5SDU7.USD","IE00BMPRXN33.USD","IE00B4YYXB79.USD","LU1868836591.USD","LU0029864427.USD","LU2413666426.HKD","LU2552382132.HKD","NVD","LU1914381329.SGD","IE00BFSS8Q28.SGD","LU2456880835.USD","LU1400636657.SGD","BK4532","LU1821325948.USD","LU0251132253.USD","NVDG","SG9999015978.USD","IE0009356076.USD","LU1548497426.USD","LU1934455863.HKD","HK0000914686.HKD","LU2097344431.USD","LU0353189763.USD","LU1316542783.SGD","NVD2.UK","SG9999002224.SGD","LU0964807845.USD","IE0034235295.USD","LU2756315318.SGD","SG9999018865.SGD","LU2896262040.SGD","LU2458330169.SGD","LU0942090050.USD","LU2420271590.USD","LU0348723411.USD","LU0308772762.SGD","LU1066051225.USD","LU1145028129.USD","SG9999014542.SGD","IE00BK4W5L77.USD","LU2077746001.SGD","LU2403377893.USD","LU2463028550.USD","LU0061474960.USD","NVDD","LU0323591593.USD","LU2360107168.USD","LU2168563687.JPY","LU1153585028.USD","LU0109392836.USD","LU1496350171.SGD","LU0672654240.SGD","NVDW","LU1951200564.SGD","IE0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