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软银资本持仓

19,361.07

-287.3145-1.46%

涨家数：5

跌家数：3

平家数：1

市盈率：- -

高：19,954.43

开：19,836.39

低：19,327.93

收：19,648.38

成交量：2.30亿

成交额：309.95亿

市值：4.73万亿

流通市值：4.42万亿

数据加载中...

总览新闻资讯

Cerebras Systems与亚马逊达成协议，在亚马逊云上提供Cerebras人工智能芯片

英伟达(NVDA.US)GTC大会前瞻：AI霸主能否守住江山，市场紧盯“后训练时代”新战略

新易盛逆市大涨4%！英伟达GTC大会来临，算力板块有望燃爆？资金逢跌抢筹高“光”创业板人工智能ETF

外卖英雄投资者 Aspex 呼吁首席执行官加紧扭亏为盈，否则将面临下课

日本Telexistence入选AWS与NVIDIA实体AI加速计划

3月13日AI全球眼：日初创企业入选英伟达亚马逊物理 AI 计划；美企在东京推数字游民公寓；Adobe CEO 纳拉延将卸任

英伟达云服务合作伙伴Nscale拟在IPO前收购美国大型数据中心

环球市场播报

摩尔线程：在 FP8 技术研发上取得了系统性突破，全球与英伟达保持技术同步

一图看懂！黄仁勋的AI“五层蛋糕”架构

英伟达VLA智驾系统首秀获黄仁勋好评 2000TOPS算力展现第一梯队实力

太平洋科技

路透社：字节跳动绕道马来西亚，获得了英伟达顶级AI芯片的使用权

人工智能学家

GTC2026前瞻：联想集团如何卡位AI"五层蛋糕"？

字节跳动下了一步“合规棋”：借道东南亚，拿下36000颗英伟达最强AI芯片

天风郭明𫓹：英伟达下一代Rubin平台启动新材测试，PCB升级周期将至

华尔街见闻

于英伟达 GTC 开幕前夕看涨，某巨鲸提前布局 140 万美元 NVDA 多单

吉利受邀参加英伟达2026 GTC大会，将围绕 “AI + 车” 进行成果分享

新闻摘要-《华尔街日报》--3 月 13 日

WSJ：字节通过海外合作部署英伟达高端芯片

三星据悉与英伟达合作加速研发下一代NAND闪存，高“设备”含量的科创半导体ETF近5天合计”吸金”2.21亿元

GTC 2026前夜：AI即基建，联想与英伟达三十年合作站上哪一层

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19:34","pubTimestamp":1773401640,"startTime":"0","endTime":"0","summary":"周五，IDC算力租赁概念领跌AI赛道，创业板人工智能全天低迷，日线三连阴。其中，汉得信息跌超10%，奥飞数据、首都在线、东方国信、光环新网等多股跌超7%。但光模块CPO龙头逆市活跃，新易盛逆市大涨4%，中际旭创涨超1%。　　热门ETF方面，重仓光模块龙头的创业板人工智能ETF场内收跌1.84%日线三连阴，缩量成交4.62亿元，资金进场抢筹5200万份。　　展望后市，被誉为“AI界春晚”的英伟达GTC大会将于3月16日启幕。本次大会，哪些板块有望被点燃？","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":"https://finance.sina.com.cn/money/fund/etf/2026-03-13/doc-inhqvxre4055467.shtml","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":"sina","symbols":["LU2543165471.USD","LU2896262040.SGD","LU1989764664.SGD","IE00BYXW3230.USD","LU2326559502.SGD","LU0348723411.USD","LU2430703095.HKD","IE000YTNTUN2.SGD","LU2361045086.USD","LU0157215616.USD","LU1868837300.USD","LU2264538146.SGD","LU0689472784.USD","LU0820561818.USD","LU0868494617.USD","LU0957808578.USD","SG9999014559.SGD","LU1066051811.HKD","LU0048584097.USD","LU0353189680.USD","LU1242518857.USD","LU1066051225.USD","LU1623119135.USD","LU1951200564.SGD","BK4605","LU0823414551.USD","000688.SH","LU0079474960.USD","BK4612","LU1839511570.USD","IE00BJTD4V19.USD","LU1934455277.USD","LU0494093205.USD","IE00BQXX3F31.USD","LU0444971666.USD","LU2168564149.EUR","LU1084165304.USD","LU0069063385.USD","LU0672654240.SGD","LU2083900584.USD","LU2087625088.SGD","LU0265550946.USD","LU1069344957.HKD","LU0965509101.SGD","LU1366192091.USD","LU1868836757.USD","LU0211327993.USD","BK4532","LU0511384066.AUD","LU0889565833.HKD","IE00B3M56506.USD","LU1935042215.USD","IE00B1BXHZ80.USD","LU0053666078.USD","LU2211815571.USD","LU1116320901.HKD","LU2361044865.SGD","SGXZ49509284.SGD","LU2272731865.HKD","SG9999014575.USD","SG9999002232.USD","IE0034235188.USD","BK4598","LU0082616367.USD","LU1803068979.SGD","LU1721428933.USD","LU0965509010.AUD","LU1868836591.USD","LU0128525929.USD","LU2360106780.USD","LU0061474960.USD","LU2491049909.HKD","NVDA","LU0203202063.USD","SGXZ81514606.USD","IE00BDCRKT87.USD","LU1691799644.USD","LU0310799852.SGD","LU2750360997.AUD","LU0061475181.USD","IE0003U64NQ7.SGD","LU2602419157.SGD","IE00BK4W5L77.USD","LU1400636657.SGD","IE00B775SV38.USD","LU0957791311.USD","SGXZ99366536.SGD","LU1997245094.SGD","LU2357305700.SGD","LU2430703178.SGD","LU2552382058.USD","LU1066051498.USD","SNVD.UK","LU2357125470.USD","159363","LU0211328371.USD","NVDY","SG9999014914.USD","LU0276348264.USD","LU0345770993.USD","LU2381873111.SGD","LU2168564222.USD","LU0266013472.USD","LU0061474705.USD","LU0708995401.HKD","IE00BDRTCR15.USD","LU2236285917.USD","LU0096364046.USD","LU0081259029.USD","NVDG","LU2125154778.USD","LU2420271590.USD","LU0251132253.USD","LU0354030511.USD","LU2860962120.EUR","512510","SG9999014898.SGD","LU2065171311.SGD","LU0289961442.SGD","LU1778281490.HKD","LU1815333072.USD","LU2125909247.SGD","IE0004445239.USD","LU1712237335.SGD","LU2505996509.AUD","LU1861220033.SGD","HK0000306701.USD","LU1974910355.USD","LU0345768153.USD","LU1992135472.HKD","LU1242518931.SGD","BK0167","LU2456880835.USD","LU1267930573.SGD","BK4533","LU1267930730.SGD","300502","LU0289960550.SGD","LU2322448957.HKD","LU2413666699.HKD","IE0005OL40V9.USD","LU1989772923.USD","LU0354030438.USD","LU2272731600.USD","LU0080751232.USD","LU0203201768.USD","LU2476274720.SGD","LU1917777945.USD","000300.SH","BK0214","LU0320765059.SGD","LU0323591593.USD","SG9999014542.SGD","BK4527","IE00B19Z9505.USD","LU1571399168.USD","NVDQ","IE00B4YYXB79.USD","LU1119994496.HKD","LU1323610961.USD","LU0289739343.SGD","BK4548","IE00B19Z8X17.USD","LU0106261372.USD","LU2430703251.USD","LU1868837136.USD","IE0034235303.USD","LU2756315664.SGD","LU1720051017.SGD","BK4503","LU1280957306.USD","BK0148","LU2413666426.HKD","BK4141","BK4614","LU0979878070.USD","IE00BFSS7M15.SGD","LU0788109477.HKD","LU2471134523.USD","NVDS","SG9999018857.SGD","LU0444973449.USD","IE00B5949003.HKD","510880","399001","LU1718418525.SGD","LU1935042991.SGD","BK4534","LU0868494708.USD","LU2089284900.SGD","LU0215105999.USD","IE0004086264.USD","LU0787776722.HKD","SG9999014567.USD","LU0345768740.USD","LU0719512351.SGD","LU1153585028.USD","LU1989772840.SGD","LU1989764748.USD","SG9999014906.USD","LU1366333091.USD","LU1814569148.SGD","515890","BK4588","LU2237438978.USD","LU2361044949.HKD","SG9999015978.USD","NVII","NVDU","LU1923622614.USD","LU1961090484.USD","NVDS.UK","SG9999001424.SGD","LU0724617625.USD","HK0000320223.HKD","LU1914381329.SGD","LU2097344431.USD","LU0256863811.USD","LU1496350502.SGD","LU2125909593.SGD","LU2242649171.HKD","LU1645745479.HKD","IE000ITXATA3.USD","LU0158827781.USD","LU0234570918.USD","IE00BQXX3D17.EUR","LU1997244956.HKD","LU2237957902.USD","LU0029864427.USD","LU2495084118.USD","LU1935043536.SGD","LU1951198990.SGD","ANV","LU1720050803.USD","LU0310800379.SGD","LU1202635105.USD","LU2023250330.USD","LU2089283258.USD","NVDB","LU0964807845.USD","LU2265009873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Aspex 呼吁首席执行官加紧扭亏为盈，否则将面临下课","url":"https://stock-news.laohu8.com/highlight/detail?id=2619191836","media":"路透中文","labels":["executive","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619191836?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 19:25","pubTimestamp":1773401155,"startTime":"0","endTime":"0","summary":"更新 3-外卖英雄投资者 Aspex 呼吁首席执行官加紧扭亏为盈，否则将面临下课香港投资者威胁要推动领导层更迭 Aspex 质疑 Delivery Hero 对某些业务的所有权Aspex 表示，需要更加关注股东价值第 7-9 段增加了首席执行官评论，第 10 段增加了竞争对手详情，第 15-17 段增加了背景和股份情况Christoph Steitz/Alexander Hübner. Aspex 拒绝对这封日期为 3 月 12 日的信件发表评论。Aspex 补充说，出售个别国家部门或少数股权不会 \"构成可信和可接受的 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AI 计划；美企在东京推数字游民公寓；Adobe CEO 纳拉延将卸任","url":"https://stock-news.laohu8.com/highlight/detail?id=2619198143","media":"赛迪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619198143?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 17:01","pubTimestamp":1773392477,"startTime":"0","endTime":"0","summary":"英伟达亚马逊联合甄选，日本初创企业跻身物理 AI 联合培养计划东京消息，日本工业机器人研发企业 Telexistence 成功入选由英伟达、亚马逊等美国知名科技企业联合发起的 “物理 AI fellowship” 项目。其任内曾推动 Adobe 收购设计软件公司 Figma，后因遭遇监管阻力，收购计划被迫终止，Adobe 为此向 Figma 支付了 10 亿美元分手费。目前 Adobe 已启动新任 CEO 的遴选工作，预计整个选拔过程将耗时数月。","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=nesSN2026031317025997b0f1cb&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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16:44","pubTimestamp":1773391440,"startTime":"0","endTime":"0","summary":"　　据知情人士透露，以及《信息》查阅的融资文件显示，由英伟达大力支持、客户包括 OpenAI 与微软的新兴云服务商 Nscale，正就收购美国一处大型 AI 数据中心用地展开谈判。　　去年营收规模尚小的 Nscale，在文件中向投资者表示，收购该数据中心园区将使其近期营收预期增长两倍。Nscale 与 AIP 的谈判仍在进行中，双方未必能达成最终协议。　　Nscale 收购该地块的交易，有望提升其 IPO 前景。Nscale 投资方 8090 Industries 向潜在投资者透露，公司或于 9 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FP8 技术研发上取得了系统性突破，全球与英伟达保持技术同步","url":"https://stock-news.laohu8.com/highlight/detail?id=2619620561","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619620561?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 16:37","pubTimestamp":1773391039,"startTime":"0","endTime":"0","summary":"IT之家 3 月 13 日消息，摩尔线程今日在互动平台表示，公司在 FP8 技术研发上取得了系统性突破，是国内少数掌握该项技术的 GPU 厂商，在全球与英伟达保持技术同步。经过持续技术攻关，公司形成了从芯片设计到应用部署的 FP8 完整技术栈。摩尔线程还表示，MUSA 架构支持FP64、FP32、TF32、FP16、BF16、FP8 和 INT8等多种计算精度，具备高度的灵活性和扩展性。","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=nesSN20260313163836a46642d8&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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Ultra及Feynman平台的正交背板与交换刀片主板，预计2027下半年量产。本次M10测试范围扩展至三家供应商，新增两家中国厂商，供应链韧性有望得到改善。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3767427","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3767427","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168564495.EUR","LU2294711713.HKD","LU0965508806.USD","LU0345768740.USD","LU1935042991.SGD","LU1037948541.HKD","LU1551013425.SGD","LU0082616367.USD","LU2471134879.HKD","BK4543","LU0965509101.SGD","IE00BYXW3230.USD","2NVD.UK","LU0210536198.USD","LU2065170008.USD","LU1721428933.USD","SG9999017495.SGD","LU0128525929.USD","HK0000914660.USD","SGXZ99366536.SGD","LU1674673428.USD","BK4554","BK4211","IE0005OL40V9.USD","LU2505996681.GBP","LU1642822529.SGD","SG9999015358.SGD","BK4548","LU2360032135.SGD","LU1989772923.USD","BK4503","SG9999015978.USD","IE00BN29S564.USD","LU0345769631.USD","LU0289739343.SGD","LU0096362180.USD","LU0198837287.USD","IE00B19Z8X17.USD","LU1935043023.USD","BK4532","LU0210533765.USD","LU0466842654.USD","LU2065171311.SGD","LU1366192091.USD","LU1127390331.HKD","LU2023250504.SGD","LU2213496289.HKD","LU0979878070.USD","IE0034235303.USD","LU0267386448.USD","LU2326559502.SGD","LU0476273544.USD","SG9999014914.USD","LU2111349929.HKD","SGXZ31699556.SGD","LU2272731782.SGD","LU2491050071.SGD","BK4605","LU1803068979.SGD","NVDG","LU2896262040.SGD","IE000KEQY171.SGD","IE00B5949003.HKD","LU2023250330.USD","LU1934455277.USD","LU0348723411.USD","LU2452424414.USD","LU0265550946.USD","LU0266013472.USD","LU2242650005.HKD","LU1035775433.USD","NVDX","LU2458330243.SGD","LU2092937148.SGD","LU2125909247.SGD","LU1037948897.HKD","IE0001KFT4U8.USD","LU0820561818.USD","LU0823434583.USD","HK0000306701.USD","LU0345770993.USD","HK0000320223.HKD","LU1435385759.SGD","IE0009356076.USD","LU0354030511.USD","LU0353189763.USD","LU0528227936.USD","IE00BZ199S13.USD","LU2272731600.USD","NVDY","LU1720051108.HKD","NVDD","LU0689626769.HKD","LU0788109477.HKD","LU1645745479.HKD","NVDB","LU1791710582.SGD","LU2250418816.HKD","LU2065171402.SGD","SG9999014575.USD","LU0882574139.USD","LU2065169927.USD","IE0004086264.USD","IE00BJLML261.HKD","LU0256863811.USD","LU0048584097.USD","LU2089283258.USD","LU2272731865.HKD","LU2361045086.USD","LU2168564065.EUR","IE00BMPRXR70.SGD","LU0957808578.USD","SG9999015341.SGD","LU2361044865.SGD","LU1720051017.SGD","LU2211815571.USD","LU0061474705.USD","LU0127658192.USD","BK4592","LU0494093205.USD","LU2092627202.USD","IE00BD6J9T35.USD","IE00BFSS8Q28.SGD","LU1923622614.USD","LU0211327993.USD","LU0345770308.USD","LU0511384066.AUD","LU0642271901.SGD","LU1923622291.USD","LU1983260115.SGD","LU2750360997.AUD","LU0203202063.USD","LU1064131342.USD","LU0187121727.USD","BK4551","LU0276348264.USD","LU2242649171.HKD","BK4585","LU0274383776.USD","LU2471134952.CNY","IE00B4YYXB79.USD","LU2417539215.USD","LU1267930490.SGD","BK4587","LU1366333091.USD","SG9999014898.SGD","LU0724617625.USD","LU2125154778.USD","IE00B3SWFQ91.USD","LU2125909916.SGD","LU1868837136.USD","LU2087621335.USD","LU2471134523.USD","IE00BK4W5L77.USD","LU2191332357.HKD","LU1935043536.SGD","LU1400636657.SGD","LU0719512351.SGD","LU2264538146.SGD","LU1821325948.USD","IE00BHPRN162.USD","LU0323591593.USD","LU1815333072.USD","LU0251132253.USD","LU1988902786.USD","LU1791710400.SGD","LU1951200564.SGD","LU1992135472.HKD","NVII","IE00BJTD4V19.USD","3NVD.UK","LU0964807845.USD","LU2168564222.USD","LU0006306889.USD","LU0077335932.USD","LU0320765059.SGD","LU0316494557.USD","BK4581","SG9999014559.SGD","LU1989772840.SGD","LU2023251221.USD","LU0225283273.USD","LU2487616109.SGD","LU2746668974.SGD","SGXZ51526630.SGD","LU2463028550.USD","LU1934455863.HKD","LU0124676726.USD","LU1699723380.USD","LU0079474960.USD","LU0175139822.USD","LU0211328371.USD","LU0158827948.USD","LU1242518931.SGD","LU0203201768.USD","BK4550","LU2237957902.USD","LU0683600562.USD","LU1629891620.HKD","LU2433249047.HKD","LU1718418525.SGD","IE00B775SV38.USD","LU2430703178.SGD","LU1992135399.USD","IE0004445239.USD","LU0861579265.USD","LU1496350171.SGD","LU0353189680.USD","LU0345768153.USD","IE00BZ1G4Q59.USD","LU2602419157.SGD","IE00B3M56506.USD","LU1066051811.HKD","LU2860962120.EUR","LU0070217475.USD","LU2265009873.SGD","LU1232071149.USD","LU1400636574.HKD","LU1429558221.USD","LU2360106780.USD","LU0823434740.USD","LU0347712357.USD","LU2458330169.SGD","LU2750360641.GBP","HK0000306685.HKD","NVDU","LU1923623000.USD","LU0096364046.USD","LU2089284900.SGD","BK4608","LU1084165304.USD","SG9999002224.SGD","LU2413666699.HKD","IE00BJTD4N35.SGD","LU0107464264.USD","LU0310800379.SGD","LU2491049909.HKD","IE000W1ABFV2.USD","LU0820562030.AUD","LU0965509283.SGD","SG9999014906.USD","LU1691799644.USD","LU0310799852.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GTC大会，将围绕 “AI + 车” 进行成果分享","url":"https://stock-news.laohu8.com/highlight/detail?id=2619437165","media":"环球网","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619437165?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 14:23","pubTimestamp":1773382997,"startTime":"0","endTime":"0","summary":"据悉，吉利汽车集团CTO李传海将受邀出席英伟达2026GTC大会，并于3月18日围绕AI+智能汽车作主题分享。吉利与NVIDIA的合作已久，吉利旗下的极氪 9X、极氪 900 等旗舰车型已率先搭载NVIDIA旗舰级智驾芯片。此次李传海出席英伟达2026GTC大会，意味着双方或有机会拓展现有合作，有望在智能辅助驾驶、AI座舱、具身智能、芯片供应协同及生态共建等方面展开全面协作，携手定义下一代智能出行技术底座。","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=nesSN20260313142322a6bcc0a2&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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以下是《华尔街日报》的热门新闻。路透未对这些报道进行核实，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":"us","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:20260313:nL4S4010HL:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PZZA","ANV","LU1803068979.SGD","IE00B775H168.HKD","NVD3.UK","LU1127390331.HKD","SG9999017495.SGD","LU1037948897.HKD","NVDS","NVDS.UK","NVII","QAN.AU","SG9999014906.USD","HK0000306701.USD","LU1035775433.USD","SYK","LU1804176565.USD","LULG","3NVD.UK","IE0004445239.USD","SNVD.UK","NVDU","LU2417539215.USD","DIPS","NVIW.SI","NVD","LU0128525929.USD","LU2462157665.USD","LU0345769128.USD","LU2023251221.USD","BK4566","NVD2.UK","NVDX","NVDW","NVDB","NVDD","LULU","NVDQ","NVDY","LU0006306889.USD","LU0323591593.USD","LU2237957811.SGD","SG9999015952.SGD","2NVD.UK","LU0345768153.USD","BK4549","LU0158827948.USD","NVDG"],"gpt_icon":1},{"id":"2619166167","title":"WSJ：字节通过海外合作部署英伟达高端芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2619166167","media":"明亮公司","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619166167?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 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