美股详情

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软银资本持仓

19,733.09

+44.120.22%

涨家数：8

跌家数：1

平家数：- -

市盈率：- -

高：19,808.35

开：19,497.88

低：19,178.16

收：19,688.97

成交量：2.89亿

成交额：401.06亿

市值：4.82万亿

流通市值：4.50万亿

数据加载中...

总览新闻资讯

Optiscaler 0.9.0-pre10 实现 AMD 光线重组替代英伟达技术

英伟达黄仁勋盛赞 OpenClaw：3 周普及程度超 Linux 30 年积累

众赢财富通：英伟达加码AI生态布局

公司CPO产品已经通过英伟达的认证？航天电器回应

传Meta自研AI芯片Q3量产超过1000核心

人形机器人新篇章! 德州仪器(TXN.US)携手英伟达(NVDA.US)融合AI与传感点燃“物理AI”革命

【山证通信】周跟踪（20260223-20260301）：英伟达业绩超预期，3月催化剂密集关注市场波动下的布局良机

山西证券研究所

美国考虑将AI芯片出口审批制度“全球化”

华尔街见闻

中信证券：建议关注NVIDIA产业链核心企业、通过投资战略布局LPU的企业

国产GPU三巨头2025增速远超英伟达，国产算力军团强势崛起

安防行业网

黄仁勋语出惊人：英伟达创造了现代游戏产业深受玩家爱戴

英伟达云盟友Together AI拟融资约10亿美元估值达75亿美元

美国商务部称新AI出口规则不会效仿拜登AI扩散政策指其越权且繁冗

Marvell 预测第一季度营收高于预期

美国拟推新规加强人工智能芯片出口管制 - 路透社披露文件显示

美国逾20万颗AI芯片出口或需投资本土数据中心或安全领域

美国拟对寻求AI芯片的国家实行四级分类制度路透社披露相关文件

五角大楼官员称 Anthropic 存在供应链风险

美国国防部官员：战争部已通知Anthropic被列为即时生效的供应链风险

科技板块轮动再度转向软件领域

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深受玩家爱戴","url":"https://stock-news.laohu8.com/highlight/detail?id=2617657483","media":"中华网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617657483?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 06:03","pubTimestamp":1772748182,"startTime":"0","endTime":"0","summary":"目前英伟达专注于企业级市场，如今市值已高达4.35万亿美元，成为全球市值最高的公司。按照黄仁勋的说法，是英伟达创造了现代电子游戏产业。黄仁勋将游戏行业的诸多发展归功于英伟达，并以Epic的虚幻引擎为例，称该引擎高度依赖英伟达技术。尽管英伟达自称是“全球最大游戏平台”，并且“深受玩家爱戴”、但就在不久前，该公司还宣称自己不再是一家‘游戏公司’，因为其大部分收入已来自企业级市场。","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=nesSN20260306060704a6a825cf&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拟融资约10亿美元 估值达75亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1198691319","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198691319?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 06:00","pubTimestamp":1772748054,"startTime":"0","endTime":"0","summary":"据知情人士透露，人工智能初创公司Together AI正与投资方进行深入谈判，计划以75亿美元估值筹集约10亿美元资金。值得注意的是，该公司与芯片巨头英伟达保持着紧密的云端合作伙伴关系。\n这轮融资若顺利完成，将标志着这家专注于开发开源大语言模型的企业获得资本市场高度认可。业内人士指出，此次融资规模显著高于此前市场预期，反映出投资者对AI基础设施领域前景的乐观态度。\n值得关注的是，Together AI的核心技术平台深度集成英伟达的GPU云计算服务，双方在模型训练优化领域已建立战略协同。此次融资或将进一步强化两家公司在AI算力生态系统的布局，为下一代大语言模型的研发提供强劲动力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B1XK9C88.USD","LU0882574139.USD","LU0683600562.USD","LU0689472784.USD","IE00B775SV38.USD","LU1145028129.USD","IE00B7KXQ091.USD","BK4605","LU2097344431.USD","LU2750360997.AUD","LU0234570918.USD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU2750360641.GBP","BK4529","LU2756315664.SGD","LU1923622291.USD","LU2322448791.USD","BK4592","LU0187121727.USD","LU2077746001.SGD","NVDB","LU2290526834.HKD","LU1623119135.USD","LU2456880835.USD","BK4551","SG9999002224.SGD","LU1633808545.USD","3NVD.UK","LU1267930573.SGD","LU1244550494.USD","IE00B5949003.HKD","IE00BHPRN162.USD","BK4549","HK0000914660.USD","IE00BFSS7M15.SGD","IE00BJTD4N35.SGD","LU2106854487.HKD","LU0889565833.HKD","LU2125154778.USD","LU0494093205.USD","LU1923623000.USD","2NVD.UK","LU2089283258.USD","LU1084165304.USD","IE00BZ1G4Q59.USD","LU0276348264.USD","LU2028103732.USD","IE00BFSS8Q28.SGD","IE00B19Z9505.USD","LU0170899867.USD","LU0347712357.USD","SG9999015358.SGD","LU1917777945.USD","NVD3.UK","LU2471134796.USD","LU2360032135.SGD","LU0225283273.USD","LU0256863902.USD","LU0444971666.USD","IE000ITXATA3.USD","LU0868494708.USD","LU1778281490.HKD","SG9999001424.SGD","SG9999000418.SGD","IE0034235303.USD","LU0353189763.USD","LU0354030438.USD","IE00B19Z8X17.USD","LU0011850046.USD","BK4554","NVDD","LU0823434583.USD","LU0345769631.USD","LU2403377893.USD","NVDW","IE00BMPRXQ63.HKD","BK4550","BK4534","LU1992135399.USD","LU1935043023.USD","LU2602419157.SGD","BK4587","LU0323591593.USD","LU2125909916.SGD","LU0820561909.HKD","LU0942090050.USD","LU0979878070.USD","NVDY","LU2237438978.USD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BJTD4V19.USD","IE00BDRTCR15.USD","SG9999015952.SGD","LU2191332357.HKD","LU2491049909.HKD","LU1670756490.USD","LU1066053197.SGD","IE00BMPRXR70.SGD","LU0157215616.USD","LU0238689110.USD","LU2462157665.USD","LU0094547139.USD","LU0724617625.USD","LU2023250504.SGD","LU0965509283.SGD","LU2326559502.SGD","LU2487616109.SGD","LU0719512351.SGD","LU0345768153.USD","LU0158827781.USD","LU0109391861.USD","NVD2.UK","LU0289961442.SGD","IE00BJJMRY28.SGD","LU2931357623.SGD","IE00B4JS1V06.HKD","LU1988902786.USD","ANV","BK4567","LU0528227936.USD","LU0211327993.USD","LU0823414478.USD","IE00BQXX3C00.GBP","LU1571399168.USD","LU2125909759.SGD","LU1839511570.USD","LU2111349929.HKD","NVD","LU1718418525.SGD","LU2237957902.USD","LU1242518931.SGD","SG9999014559.SGD","IE0009G5SDU7.USD","LU1242518857.USD","LU0672654240.SGD","LU1366333091.USD","IE0034235295.USD","IE00B3SWFQ91.USD","LU0072462426.USD","LU0096364046.USD","LU2360107168.USD","BK4503","IE00B4YYXB79.USD","LU0053666078.USD","LU0965509101.SGD","LU2065171402.SGD","SG9999014567.USD","LU1951198990.SGD","LU0266013472.USD","SGXZ31699556.SGD","LU2552382215.SGD","LU2087625088.SGD","BK4614","LU0964807845.USD","LU1983260115.SGD","LU0861579265.USD","LU1914381329.SGD","IE00BDCRKT87.USD","LU0957808578.USD","LU1934455277.USD","LU0109392836.USD","LU2458330169.SGD","SG9999015945.SGD","LU1815333072.USD","LU0823421416.USD","HK0000306685.HKD","LU2168564065.EUR","LU0316494557.USD","LU0210536198.USD","IE00BK4W5L77.USD","LU0820561818.USD","LU0267386448.USD","LU0417517546.SGD","LU2505996681.GBP","LU0787776722.HKD","LU0345769128.USD","LU0211328371.USD","IE00BK4W5M84.HKD","LU0557290698.USD","LU0061474705.USD","IE00BZ199S13.USD","LU2361044949.HKD","LU2237957811.SGD","BK4598","LU2860962120.EUR","LU2413666699.HKD","IE0003U64NQ7.SGD","LU1066051498.USD","LU2236285917.USD","LU0476273544.USD","LU0289739343.SGD","LU2461242641.AUD","NVDX","LU1232071149.USD","LU2491050071.SGD","LU0081259029.USD","SG9999014898.SGD","LU2092937148.SGD","IE0009356076.USD","SG9999015341.SGD","LU0868494617.USD","LU2452424414.USD","LU1989764748.USD","LU2552382058.USD","LU1127390331.HKD","LU0215105999.USD","LU1267930490.SGD","LU2023250330.USD","LU1935042215.USD","LU2265009873.SGD","LU2746668974.SGD","SGXZ99366536.SGD","LU0640476718.USD","LU0354030511.USD","LU0957791311.USD","LU2089284900.SGD","SG9999004303.SGD","SG9999014575.USD","LU2552382132.HKD","LU2054465674.USD","LU1721428933.USD","SG9999014542.SGD","LU0965509010.AUD","LU2168564495.EUR","LU1429558221.USD","BK4608","LU2286300806.USD","IE00B775H168.HKD","LU0965508806.USD","IE0001KFT4U8.USD","LU0029864427.USD","LU1712237335.SGD","LU2092627202.USD","LU2271345857.HKD","LU2242649171.HKD","SG9999015986.USD","LU0077335932.USD","SGXZ81514606.USD","GB00BDT5M118.USD","LU1116320901.HKD","SNVD.UK","LU0308772762.SGD","LU1244550221.USD","LU2322448957.HKD","IE00BKPKM429.USD","BK4532","LU0823434740.USD","BK4588","LU2249611893.SGD","LU044497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05:32","pubTimestamp":1772746328,"startTime":"0","endTime":"0","summary":"美国商务部近日明确表示，即将出台的人工智能出口管制新规将避免重复拜登政府时期推出的AI技术扩散限制条款。官方评价现有政策存在管辖范围过度扩张、行政负担过重等问题，并强调新框架将更注重精准监管与可行性平衡。\n此次表态反映出美国政府正试图在技术安全与产业竞争力之间寻求新平衡点。不同于此前被业界批评为“一刀切”的AI扩散规则，新规拟采用模块化监管思路，针对特定技术层级和应用场景实施差异化管控措施。\n分析人士指出，该政策转向可能缓解科技企业的合规压力，尤其对芯片设计、云计算服务等领域的出口业务产生积极影响。不过亦有专家提醒，如何界定关键AI技术的出口红线仍是未来规则制定需要解决的核心难题。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU2403377893.USD","LU0006306889.USD","LU0985320562.USD","LU2242650005.HKD","IE00BMPRXN33.USD","LU0128525929.USD","LU2543165471.USD","LU1323610961.USD","LU0528227936.USD","BK4549","IE000KEQY171.SGD","IE00BKVL7J92.USD","BK4554","LU1232071149.USD","SG9999015341.SGD","LU2237957811.SGD","BK4141","LU2250418816.HKD","LU2552382058.USD","LU2089985449.USD","AMDU","LU1548497426.USD","LU2023250330.USD","LU0957791311.USD","LU2236285917.USD","BK4581","LU0061474960.USD","LU1435385759.SGD","LU2471134879.HKD","LU2242649171.HKD","LU2552382132.HKD","IE00BZ1G4Q59.USD","LU1069344957.HKD","3NVD.UK","LU0056508442.USD","LU1202635105.USD","LU0957808578.USD","IE00BDCRKT87.USD","LU0708995401.HKD","IE0034235303.USD","LU2360032135.SGD","BK4605","IE000W1ABFV2.USD","NVDS.UK","LU0238689110.USD","LU0786609619.USD","SG9999018865.SGD","LU2357305700.SGD","LU2028103732.USD","LU0072462426.USD","LU0080751232.USD","LU2360106780.USD","LU1934455194.USD","IE0004445239.USD","BK4587","LU0234572021.USD","LU0187121727.USD","NVD2.UK","IE00BKDWB100.SGD","LU2272731865.HKD","LU1316542783.SGD","LU1778281490.HKD","LU1983260115.SGD","LU0157215616.USD","LU1623119135.USD","SG9999018857.SGD","LU2244417387.USD","SG9999014914.USD","LU2456880835.USD","LU0124676726.USD","LU2452424414.USD","LU2413666699.HKD","LU2065171402.SGD","BK4551","LU0444971666.USD","NVDW","LU0106261372.USD","IE0009356076.USD","LU1934455863.HKD","LU0289739343.SGD","LU0251132253.USD","LU1917777945.USD","LU2506951792.HKD","SGXZ99366536.SGD","IE00B19Z8W00.USD","IE00BK4W5M84.HKD","IE0034235188.USD","LU0011850046.USD","SG9999014906.USD","LU0265550359.USD","HK0000914686.HKD","LU1868837136.USD","LU2461242641.AUD","LU0310799852.SGD","LU2271345857.HKD","LU1645745479.HKD","IE00B3M56506.USD","IE00B7KXQ091.USD","LU1861127337.USD","BK4527","LU2065169927.USD","LU2458330169.SGD","IE00BFSS7M15.SGD","IE00BJJMRY28.SGD","LU1718418525.SGD","LU1935042991.SGD","LU2168564222.USD","LU2083900584.USD","GB00BDT5M118.USD","LU2413666426.HKD","LU1951200564.SGD","IE00BKPKM429.USD","LU1868836914.USD","BK4567","LU2087621335.USD","LU1951198990.SGD","LU1244550577.SGD","LU0965508806.USD","LU1691799644.USD","LU1267930490.SGD","BK4503","NVII","SG9999002224.SGD","LU0823421333.USD","LU2168564065.EUR","LU0158827948.USD","LU0823414478.USD","LU1400636657.SGD","LU0820561909.HKD","LU2361045086.USD","LU0203201768.USD","LU0642271901.SGD","IE00B3SWFQ91.USD","LU2860962120.EUR","LU0472753341.HKD","LU0943347566.SGD","LU2097344431.USD","NVIW.SI","SG9999015358.SGD","LU0081259029.USD","LU2065171311.SGD","BK4543","LU1366192091.USD","LU1153585028.USD","IE00B1BXHZ80.USD","LU2931357623.SGD","LU1852331112.SGD","LU2487616109.SGD","BK4533","LU1066051225.USD","LU2168564495.EUR","LU1145028129.USD","LU2756315664.SGD","LU0274383776.USD","BK4592","LU0354030511.USD","LU1551013425.SGD","LU1037948541.HKD","LU0724617625.USD","LU0417517546.SGD","LU2249611893.SGD","NVDU","LU0820562030.AUD","LU2505996509.AUD","LU2458330243.SGD","LU0097036916.USD","LU2355687059.USD","LU1280957306.USD","LU0310800379.SGD","LU2491049909.HKD","IE0034235295.USD","AMDG","LU1720051017.SGD","LU0107464264.USD","LU0210528500.USD","LU1303367103.USD","LU2168563687.JPY","BK4612","IE00B1XK9C88.USD","LU1934455277.USD","NVD3.UK","IE00B4YYXB79.USD","IE000YTNTUN2.SGD","LU0210533765.USD","LU0345769128.USD","IE00BJJMRX11.SGD","LU0965509010.AUD","LU1992135472.HKD","LU1804176565.USD","IE00BDRTCR15.USD","LU2322448957.HKD","LU1551013342.USD","LU1791710400.SGD","LU0109391861.USD","LU2433249047.HKD","LU1868837300.USD","IE00BMPRXR70.SGD","LU1914381329.SGD","LU2360107168.USD","LU2106854487.HKD","LU1629891620.HKD","IE00BZ199S13.USD","LU0868494708.USD","LU1868836591.USD","IE00BQXX3C00.GBP","LU0175139822.USD","LU2505996681.GBP","LU2063271972.USD","LU2125154935.USD","IE00BQXX3F31.USD","2NVD.UK","LU0466842654.USD","NVDG","LU1992135399.USD","LU1880398471.USD","LU0868494617.USD","LU0289960550.SGD","LU2417539215.USD","LU1815336760.USD","NVDX","LU2092937148.SGD","LU2491050071.SGD","LU1244550494.USD","SGXZ51526630.SGD","LU0048584097.USD","LU1119994496.HKD","LU1935042215.USD","LU0320765059.SGD","IE0009G5SDU7.USD","LU2750360641.GBP","LU1989764748.USD","LU2430703178.SGD","HK0000320223.HKD","LU0215105999.USD","LU0053666078.USD","AMDL","LU1670756490.USD","BK4585","LU1400636491.USD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05:06","pubTimestamp":1772744779,"startTime":"0","endTime":"0","summary":"据一份内部文件显示，美国当局正考虑建立全新监管框架，旨在加强对人工智能芯片的出口管控力度。这项酝酿中的政策调整将针对包括英伟达、美国超微公司和英特尔在内的芯片制造商，可能对其海外业务产生深远影响。\n新规草案重点聚焦于人工智能专用芯片的跨境流通监管，反映出美国政府在高科技领域维护技术优势的战略意图。业内分析指出，若该框架正式落地，或将重塑全球人工智能芯片供应链格局。相关企业可能需要重新评估其国际市场的产品布局策略。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["LU1633808545.USD","LU1989772840.SGD","LU0964807845.USD","LU0080751232.USD","LU1202635105.USD","LU0077335932.USD","LU1645745479.HKD","BK4532","LU2420271590.USD","NVDG","LU2213496289.HKD","IE00B3SWFQ91.USD","DIPS","LU0965509101.SGD","LU2063271972.USD","LU2237957811.SGD","LU0640476718.USD","SG9999014542.SGD","LU1923622614.USD","LU2092937148.SGD","LU1778281490.HKD","LU2756315664.SGD","LU2168564495.EUR","IE00B19Z9505.USD","LU0070217475.USD","LU1066051498.USD","LU0444971666.USD","BK4550","LU2322448957.HKD","LU0267386448.USD","AMD","LU1267930730.SGD","LU2322448791.USD","IE00B3M56506.USD","LU0353189763.USD","LU1839511570.USD","HK0000306685.HKD","LU2471134523.USD","LU2244417387.USD","LU0061474705.USD","IE00BQXX3C00.GBP","3NVD.UK","IE00B4YYXB79.USD","LU1400636491.USD","LU0345770993.USD","IE00BYXW3230.USD","LU0320765059.SGD","BK4515","LU0056508442.USD","LU2360107168.USD","IE00B19Z8W00.USD","LU1868836914.USD","BK4529","IE00BMPRXR70.SGD","SG9999014880.SGD","LU0289960550.SGD","IE00B775H168.HKD","2NVD.UK","LU1914381329.SGD","IE00B3S45H60.SGD","LU1989764748.USD","LU0158827948.USD","LU0251132253.USD","LU2089985449.USD","LU0210536198.USD","LU2360032135.SGD","LU1988902786.USD","AMDG","LU1861215975.USD","LU2361045086.USD","LU0820561818.USD","LU1720051017.SGD","LU2097344431.USD","LU0345769631.USD","LU0128525929.USD","LU1721428933.USD","LU2430703178.SGD","LU1983260115.SGD","LU2756315318.SGD","LU0683600562.USD","BK4141","LU0266013472.USD","NVDU","LU1691799644.USD","LU1066053197.SGD","AMUU","LU2471134796.USD","LU0048584097.USD","LU0069063385.USD","LU2403377893.USD","LU1880398554.USD","LU2211815571.USD","LU2242649171.HKD","LU1069344957.HKD","LU0882574139.USD","IE00B19Z8X17.USD","LU0053666078.USD","BK4579","LU0511384066.AUD","LU2168564149.EUR","NVDW","LU1974910355.USD","IE00B7KXQ091.USD","HK0000306701.USD","NVDS","LU2860962120.EUR","NVD","BK4614","LU1551013342.USD","LU2148611432.USD","LU1064131342.USD","LU0079474960.USD","LU2326559502.SGD","LU1935042991.SGD","BK4598","IE000W1ABFV2.USD","SG9999002224.SGD","NVDX","LU0823434583.USD","LU0861579265.USD","LU0786609619.USD","IE00BZ199S13.USD","LU0354030511.USD","LU0979878070.USD","LU1935042488.USD","LU0345768740.USD","LU0494093205.USD","LU2290526834.HKD","LU1267930490.SGD","IE0004445239.USD","LU0096362180.USD","LU2092627202.USD","IE00BKDWB100.SGD","LU2065171402.SGD","IE00BFSS8Q28.SGD","LU0354030438.USD","LU2361044949.HKD","LU2413666699.HKD","LU1496350171.SGD","LU0234572021.USD","LU2456880835.USD","LU2272731600.USD","LU0472753341.HKD","LU0109391861.USD","LU2168563687.JPY","LU0868494708.USD","LU1868837136.USD","BK4592","LU2087621335.USD","LU1316542783.SGD","IE00BDRTCR15.USD","LU1366333091.USD","LU0106261372.USD","LU1623119135.USD","LU2491050071.SGD","LU2381873111.SGD","LU1934455194.USD","IE00BMPRXQ63.HKD","AMDY","LU2430703095.HKD","LU0820562030.AUD","IE0004091025.USD","IE000KEQY171.SGD","LU1670756490.USD","LU1935043023.USD","LU2271345857.HKD","LU2461242641.AUD","LU2452424414.USD","IE00BN29S564.USD","LU1852331112.SGD","LU0215105999.USD","LU1037948897.HKD","IE0034235295.USD","IE00B1BXHZ80.USD","LU0557290698.USD","BK4588","BK4573","LU1084165304.USD","LU0211328371.USD","SG9999014567.USD","LU1989772923.USD","LU1791710582.SGD","HK0000914686.HKD","LU1280957306.USD","LU0528227936.USD","BK4575","LU2023250330.USD","LU2896262040.SGD","LU0708995401.HKD","LU1267930573.SGD","LU1232071149.USD","NVD2.UK","IE00BJJMRX11.SGD","LU2357305700.SGD","LU0203202063.USD","LU2125154935.USD","LU0889565833.HKD","SG9999004303.SGD","LU0724617625.USD","NVDB","LU0823421416.USD","IE00BK4W5L77.USD","LU1917777945.USD","LU0965508806.USD","LU0316494557.USD","SGXZ81514606.USD","LU2191332357.HKD","BK4533","LU2098885051.SGD","LU1303367103.USD","LU2097344357.USD","NVD3.UK","IE000ITXATA3.USD","LU1066051225.USD","SGXZ31699556.SGD","SG9999014559.SGD","BK4567","BK4551","LU0823414478.USD","LU2592432038.USD","SGXZ23171101.USD","LU0820561909.HKD","LU2028103732.USD","HK0000320223.HKD","SG9999014898.SGD","BK4554","LU2089283258.USD","LU0965509283.SGD","SNVD.UK","LU2462157665.USD","NVIW.SI","LU0082616367.USD","LU0107464264.USD","IE0003U64NQ7.SGD","SGXZ51526630.SGD","LU0210533765.USD","BK4535","BK4587","LU1935043536.SGD","LU1244550221.USD","LU2023250504.SGD","LU1951200564.SGD","LU1674673428.USD","SG9999017495.SGD","IE00BZ1G4Q59.USD","NVDY","LU2552382058.USD","LU2506951792.HKD","LU12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05:05","pubTimestamp":1772744708,"startTime":"0","endTime":"0","summary":"据一份内部文件显示，美国政府正在考虑建立新的监管框架，将寻求获取美国人工智能芯片的国家划分为四个等级。这一分级制度旨在对不同风险级别的国家实施差异化的出口管制措施。\n根据拟议方案，每个等级将对应不同的芯片获取权限与审查强度。该文件未明确具体国家的分类标准，但指出将综合考量国家安全、技术保护等多重因素。\n业内人士分析，此举可能进一步影响英伟达、美国超微公司等芯片制造商的海外市场布局。当前全球对高端AI芯片需求持续攀升，新规若落地或将重塑国际人工智能供应链格局。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BK4581","BK4141","BK4605","SG9999014575.USD","LU1923622291.USD","LU2087621335.USD","LU2125154778.USD","LU0276348264.USD","LU0985320562.USD","LU1267930730.SGD","LU1645745479.HKD","NVDQ","LU0353189763.USD","LU0057025933.USD","LU0820561909.HKD","IE000KEQY171.SGD","IE00B3SWFQ91.USD","LU2322448791.USD","LU2430703251.USD","LU1116320901.HKD","LU2458330243.SGD","LU1066053197.SGD","LU2750360997.AUD","SG9999000418.SGD","LU2286300806.USD","LU2931357623.SGD","LU1917777945.USD","NVD2.UK","BK4549","IE0009356076.USD","IE00BZ1G4Q59.USD","IE00BMPRXQ63.HKD","LU1699723380.USD","IE00BJTD4N35.SGD","LU0203201768.USD","LU2357305700.SGD","LU2242649171.HKD","IE00BK4W5L77.USD","BK4608","LU0957808578.USD","LU0106261372.USD","LINT","LU2065170008.USD","LU0321505439.SGD","LU0964807845.USD","LU1316542783.SGD","LU0107464264.USD","IE0004445239.USD","LU2211815571.USD","LU1861220033.SGD","LU1974910355.USD","LU0198837287.USD","LU2360106780.USD","LU0689626769.HKD","LU0096362180.USD","LU0029864427.USD","LU1992135472.HKD","LU0256863902.USD","LU0127658192.USD","LU2355687059.USD","LU1989764664.SGD","LU2089985449.USD","BK4532","IE00BDRTCR15.USD","LU0820561818.USD","LU2083900584.USD","04335","LU2272731600.USD","LU1861558580.USD","LU1633808545.USD","LU0347712357.USD","LU2471134952.CNY","LU0072462426.USD","LU1629891620.HKD","NVD","LU2089284900.SGD","LU2756315664.SGD","AMUU","LU1037948541.HKD","BK4512","LU1267930490.SGD","IE00B4YYXB79.USD","IE00BMPRXN33.USD","SG9999015945.SGD","DAMD","SG9999002224.SGD","LU1261432733.SGD","LU1429558221.USD","LU2491049909.HKD","LU1720051108.HKD","LU1880398471.USD","LU1861127337.USD","LU0494093205.USD","LU0724617625.USD","LU0158827948.USD","LU0234572021.USD","LU0256863811.USD","LU1244550577.SGD","LU1983260115.SGD","LU0354030438.USD","SGXZ81514606.USD","LU0689472784.USD","IE00BJJMRY28.SGD","LU2471134796.USD","LU2361045086.USD","LU1861559042.SGD","LU2087625088.SGD","LU0823434740.USD","IE00BFSS8Q28.SGD","LU1868836591.USD","IE00BJTD4V19.USD","LU2168564065.EUR","BK4503","SG9999015978.USD","IE00BQXX3D17.EUR","LU0061474960.USD","NVDS.UK","LU0823414551.USD","LU1202635105.USD","IE00B19Z8W00.USD","LU0345769631.USD","LU1951198990.SGD","LU0354030511.USD","LU0417517546.SGD","LU0289960550.SGD","HK0000914660.USD","LU0345768153.USD","LU0786609619.USD","LU1400636657.SGD","LU0096364046.USD","SG9999004303.SGD","LU0342679015.USD","AMDU","LU0056508442.USD","SG9999015952.SGD","LU1623119135.USD","LU2077746001.SGD","LU2361044865.SGD","LU2168563687.JPY","LU1084165304.USD","LU0289739343.SGD","SG9999014880.SGD","LU1064131342.USD","BK4554","SNVD.UK","LU1244550221.USD","LU0289961442.SGD","SGXZ23171101.USD","IE00BKPKM429.USD","LU0006306889.USD","LU2089283258.USD","LU0109392836.USD","NVDD","LU2063271972.USD","LU1821325948.USD","IE00BQXX3C00.GBP","LU0321505868.SGD","LU0109391861.USD","LU0082616367.USD","LU1400636491.USD","LU0011850046.USD","LU2023250330.USD","LU0048584097.USD","LU1868837136.USD","BK4579","LU0708994859.HKD","LU2125909759.SGD","LU1868836914.USD","IE000M9KFDE8.USD","AMDW","LU0642271901.SGD","LU1934455277.USD","LU0158827781.USD","LU1037948897.HKD","LU0708995401.HKD","LU0345769128.USD","LU0823421416.USD","LU1914381329.SGD","LU0265550946.USD","NVDL","SG9999015341.SGD","SG9999015986.USD","LU0225283273.USD","LU0310800379.SGD","SG9999014559.SGD","LU2360032135.SGD","LU2098885051.SGD","LU0557290698.USD","LU2108987350.USD","LU2065171311.SGD","LU1674673691.USD","IE0034235303.USD","LU2237957902.USD","LU0053666078.USD","LU1323610961.USD","LU2746668461.USD","LU1066051225.USD","LU0957791311.USD","LU2106854487.HKD","LU2456880835.USD","LU1400636574.HKD","LU0210528500.USD","IE00B775H168.HKD","LU1571399168.USD","LU1923622614.USD","ANV","AMDD","LU0788109477.HKD","LU1852331112.SGD","LU1868836757.USD","IE00BWXC8680.SGD","SGXZ31699556.SGD","LU1280957306.USD","LU1880398554.USD","IE00BKDWB100.SGD","LU1935042991.SGD","BK4529","LU0444971666.USD","LU1934455194.USD","LU1066051811.HKD","NVD3.UK","IE00B7KXQ091.USD","LU2462157665.USD","LU2272731865.HKD","BK4598","LU2381873111.SGD","LU1069344957.HKD","LU0466842654.USD","LU2023251221.USD","LU2244417387.USD","LU0472753341.HKD","LU1951200564.SGD","LU1803068979.SGD","AMDG","LU2896262040.SGD","3NVD.UK","LU2413666426.HKD","LU2092937148.SGD","LU0267386448.USD","LU2552382215.SGD","LU2417539215.USD","LU0444973449.USD","IE000W1ABFV2.USD","LU1935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Anthropic 存在供应链风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2617739995","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617739995?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 04:12","pubTimestamp":1772741532,"startTime":"0","endTime":"0","summary":"五角大楼官员称 Anthropic 存在供应链风险路透3月5日 - 据五角大楼一位官员称，美国国防部周四通知人工智能实验室 Anthropic (link)，该实验室存在供应链风险，即刻生效。(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:20260305:nL4T3ZT207:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BK4W5L77.USD","LU1815336760.USD","LU0957808578.USD","LU2543165471.USD","BK4538","IE0001KFT4U8.USD","LU1989764748.USD","NVD3.UK","LU2108987350.USD","LU0210528500.USD","LU0648001328.SGD","LU1074936037.SGD","NVDY","NVDQ","IE0034235303.USD","LU0965509010.AUD","LU0128525929.USD","LU2237957902.USD","IE0004091025.USD","LU2317271919.USD","LU2552382132.HKD","LU0079474960.USD","LU0823414478.USD","BK4141","LU2028103732.USD","LU0823414551.USD","SG9999014906.USD","LU1691799644.USD","LU2746668974.SGD","LU2462157665.USD","LU0061475181.USD","SG9999015341.SGD","LU2213496289.HKD","LU2023250330.USD","LU0107464264.USD","LU2272731865.HKD","BK4566","LU0823421416.USD","BK4533","IE0002270589.USD","SGXZ99366536.SGD","LU1880398554.USD","LU2458330169.SGD","BK4567","LU0048584097.USD","LU0320765059.SGD","LU2860962120.EUR","LU2168564065.EUR","SG9999001424.SGD","LU0127658192.USD","SG9999014559.SGD","SG9999004303.SGD","LU2491050154.USD","LU0345770308.USD","LU1623119135.USD","HK0000306701.USD","LU2750360641.GBP","LU1868837300.USD","LU2322448957.HKD","LU1116320737.USD","IE00BZ199S13.USD","LU2125909759.SGD","IE00B1XK9C88.USD","LU2087621335.USD","LU2764262908.HKD","LU1066053197.SGD","LU2237957811.SGD","IE00B775H168.HKD","LU0345774631.USD","LU2417539215.USD","LU2471134523.USD","LU1119994496.HKD","IE000YTNTUN2.SGD","LU1992135399.USD","LU1202635105.USD","IE00BMPRXN33.USD","LU0868494617.USD","LU1548497426.USD","LU2362541513.USD","LU0225283273.USD","LU2750360997.AUD","LU0234572021.USD","LU2491049909.HKD","BK4527","LU0345768740.USD","LU1861127337.USD","IE00B19Z3B42.SGD","HK0000914686.HKD","LU2125909593.SGD","SGXZ31699556.SGD","LU1153585028.USD","IE00B5TLWC47.USD","LU2322448791.USD","LU1316542783.SGD","LU2764263039.SGD","LU1066051811.HKD","LU1064131342.USD","LU1914381329.SGD","LU2106854487.HKD","IE00B7KXQ091.USD","IE00BQXX3F31.USD","LU1989772840.SGD","LU2272731782.SGD","LU1267930490.SGD","LU2471134952.CNY","SG9999017495.SGD","LU0342679015.USD","LU1974910355.USD","LU0094547139.USD","LU0708995401.HKD","BK4543","IE00BYQQ9H92.USD","LU0823411888.USD","LU0314104364.USD","IE00B19Z3581.USD","LU1267930573.SGD","IE00BDCRKT87.USD","LU0323591593.USD","SG9999014575.USD","LU2275660780.HKD","LU2420271590.USD","LU1645745479.HKD","LU0011850046.USD","LU2242650005.HKD","LU0348723411.USD","BK4605","LU2458330243.SGD","LU0724617625.USD","LU1989772923.USD","LU2294711713.HKD","LU0648000940.SGD","LU2244417387.USD","BK4122","LU0979878070.USD","SG9999015978.USD","LU0265550946.USD","LU1127390331.HKD","SG9999002224.SGD","IE00B3S45H60.SGD","LU0158827948.USD","BK4587","LU0354030511.USD","AMZU","LU1934455863.HKD","LU1923622291.USD","LU2089985449.USD","IE00BMPRXQ63.HKD","LU0096364046.USD","AMZZ","BK4604","IE00B4YYXB79.USD","IE00BHPRN162.USD","LU0251132253.USD","LU0957791311.USD","LU1633808545.USD","LU1046421795.USD","LU1670756490.USD","LU2756315318.SGD","IE0009G5SDU7.USD","LU2452424414.USD","IE00B7SZLL34.SGD","SG9999014880.SGD","LU1803068979.SGD","IE00B19Z8W00.USD","HK0000306685.HKD","LU2746668461.USD","BK4550","LU0786609619.USD","SGXZ23171101.USD","LU1861558580.USD","LU1883839398.USD","LU0072461881.USD","LU0106261372.USD","LU2083900584.USD","LU2433249047.HKD","LU0149725797.USD","SG9999001077.SGD","LU0472753341.HKD","LU2290526834.HKD","HK0000320223.HKD","LU2552382058.USD","LU0211327993.USD","LU0787776722.HKD","LU1852331112.SGD","LU0203201768.USD","LU2931357623.SGD","IE00BFXG0V08.USD","IE00B3SWFQ91.USD","SG9999018857.SGD","LU0158827781.USD","LU1815333072.USD","LU1720051108.HKD","LU2211817866.USD","LU2456880835.USD","SG9999014567.USD","LU2168564222.USD","SG9999015358.SGD","LU1400636657.SGD","LU0157215616.USD","LU0511384066.AUD","IE00BMPRXR70.SGD","LU0823434583.USD","SG9999014898.SGD","LU2602419157.SGD","LU1551013342.USD","SG9999014542.SGD","NVDX","LU1642822529.SGD","LU2168564495.EUR","LU2065171311.SGD","LU1699723380.USD","LU1242518857.USD","LU0097036916.USD","LU1244550221.USD","LU0070302665.USD","LU0316494557.USD","LU1280957306.USD","LU0820562030.AUD","LU1496350171.SGD","LU1934455277.USD","LU2357305700.SGD","LU0312595415.SGD","LU0267386448.USD","IE00BFSS7M15.SGD","LU1084165304.USD","LU1261432733.SGD","LU2413666426.HKD","IE00BKDWB100.SGD","IE0004445239.USD","DIPS","LU0640476718.USD","GB00BDT5M118.USD","LU0070217475.USD","LU0234570918.USD","LU2463028550.USD","IE000ITXATA3.USD","HK0000320264.USD","LU2461242641.AUD","NVIW.SI","LU1400636574.HKD","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03:24","pubTimestamp":1772738655,"startTime":"0","endTime":"0","summary":"本周市场风向突变，此前持续受压的软件类股重获资金青睐，而半导体板块则出现回调。跟踪软件股的iShares ETF本周涨幅约达6.5%，同期追踪半导体制造商的ETF跌幅约5.7%，二者表现差距突破12个百分点。软件板块在2026年初表现疲软，主因投资者担忧人工智能技术可能侵蚀传统软件需求。不过本周的反弹尚未扭转整体趋势。台积电和阿斯麦年初至今涨幅显著，而软件ETF年内累计跌幅仍超过17%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU0345774631.USD","LU0642271901.SGD","LU0345768153.USD","LU1280957306.USD","LU1935042991.SGD","LU2106854487.HKD","LU2168564495.EUR","IE00B4YYXB79.USD","LU0175139822.USD","LU0310800379.SGD","LU1242518857.USD","LU2505996681.GBP","LU1923622291.USD","LU2125154935.USD","BK4607","SG9999004303.SGD","HK0000914660.USD","LU0061474705.USD","LU1571399168.USD","LU0211327993.USD","LU1674673428.USD","BK4598","LU1868837136.USD","IE0004086264.USD","IE00BK4W5M84.HKD","LU2249611893.SGD","LU2471134879.HKD","IE00BKDWB100.SGD","IE00BMPRXN33.USD","LU0234570918.USD","LU0107464264.USD","LU0080751232.USD","LU0203201768.USD","LU1069344957.HKD","SG9999002232.USD","IE00BD6J9T35.USD","LU1935043023.USD","IE00B894F039.SGD","LU0708995401.HKD","LU2168564065.EUR","IE00BKPKM429.USD","LU1989764664.SGD","LU0029864427.USD","NVIW.SI","IE00B19Z8W00.USD","NVDY","IE00B4JS1V06.HKD","IE00BFSS7M15.SGD","LU2381873111.SGD","BK4581","LU2433249047.HKD","LU0965509010.AUD","LU2430703251.USD","BK4550","LU2271345857.HKD","LU0158827781.USD","LU1989772840.SGD","LU0820561818.USD","LU2095319765.USD","LU2361045086.USD","LU2092937148.SGD","LU1066051811.HKD","IE000W1ABFV2.USD","LU0056508442.USD","LU2360107168.USD","LU2430703178.SGD","LU2463028550.USD","LU0672654240.SGD","BK4505","LU0476273544.USD","LU2210150020.SGD","LU2213496289.HKD","BK4533","LU0689472784.USD","LU1815336760.USD","LU0210528500.USD","LU1043141396.HKD","LU2063271972.USD","LU2756315664.SGD","LU0289960550.SGD","LU0444973449.USD","LU2250418816.HKD","LU2125909247.SGD","NVDW","LU1235294995.USD","LU2083900584.USD","SG9999014542.SGD","LU2210149790.SGD","LU2272731865.HKD","LU2290526834.HKD","IE00BJJMRX11.SGD","LU0081259029.USD","LU1923622614.USD","LU1718418525.SGD","LU2023250504.SGD","LU0786609619.USD","LU0528227936.USD","LU1861220033.SGD","LU2361044865.SGD","BK4532","IE00B3S45H60.SGD","LU2458330243.SGD","NVD","IE00B19Z8X17.USD","LU0511384066.AUD","LU2756315318.SGD","LU1548497426.USD","LU0251131958.USD","LU1623119135.USD","DIPS","LU1645745479.HKD","IE00B5949003.HKD","LU0124676726.USD","IE00B19Z9P08.USD","LU2028103732.USD","LU2471134952.CNY","LU0943347566.SGD","NVDS","LU2242649171.HKD","LU0823434740.USD","LU0823414551.USD","LU0965508806.USD","NOWL","LU0472753341.HKD","IE00B3M56506.USD","SGXZ31699556.SGD","LU2471134796.USD","LU2322448791.USD","LU2487616109.SGD","LU0345769631.USD","SG9999014880.SGD","NVDX","LU0466842654.USD","LU1861127337.USD","BK4543","LU2430703095.HKD","LU0494093205.USD","IE0009G5SDU7.USD","IE00BDCRKT87.USD","LU0234572021.USD","LU0289739343.SGD","IE0003U64NQ7.SGD","LU2357125470.USD","BK4608","BK4549","LU2286300806.USD","LU1721428933.USD","LU1429558221.USD","LU0353189680.USD","LU1400636574.HKD","SG9999014898.SGD","LU1791710400.SGD","NVDU","LU2552382058.USD","LU0061474960.USD","LU1366333091.USD","LU2361044949.HKD","IE0034235303.USD","LU2413666699.HKD","LU1037948541.HKD","IE00B7KXQ091.USD","3NVD.UK","LU2491049909.HKD","LU2746668461.USD","BK4588","LU0006306889.USD","LU0251142724.SGD","IE0004091025.USD","LU2125909593.SGD","LU2294711713.HKD","LU1935043536.SGD","LU0061475181.USD","LU1778281490.HKD","LU0965509101.SGD","LU0251132253.USD","IE00BQXX3C00.GBP","IE00B19Z9Z06.USD","IE00BJLML261.HKD","LU2413666426.HKD","BK4585","IE00B775H168.HKD","IE0009356076.USD","IE00BK4W5L77.USD","LU1121112475.USD","LU0154236417.USD","LU0792757196.USD","CRMG","LU2023250843.SGD","LU1815333072.USD","LU1821325948.USD","BK4534","LU0211328371.USD","LU0949170772.SGD","IE00BMPRXQ63.HKD","LU0345770308.USD","LU0426412945.USD","LU1720051017.SGD","NVDB","LU1804176565.USD","LU1852331112.SGD","LU2491050154.USD","LU2461242641.AUD","LU0097036916.USD","LU0109392836.USD","LU0979878070.USD","LU0320765059.SGD","LU1934455194.USD","LU1951198990.SGD","LU2023251221.USD","LU0820561909.HKD","LU2506951792.HKD","LU1496350502.SGD","LU0011850046.USD","LU0708994859.HKD","LU0787776722.HKD","BK4551","BK4023","LU0109391861.USD","LU0094547139.USD","IE000ITXATA3.USD","LU1803068979.SGD","LU1400636657.SGD","LU0256863902.USD","LU1035775433.USD","LU0942090050.USD","BK4141","LU0683600562.USD","IE0004445239.USD","LU0689626769.HKD","IE0034235295.USD","LU1670756490.USD","LU1236620750.USD","LU2065170008.USD","LU1116320901.HKD","LU1691799644.USD","LU1244550494.USD","LU2065169927.USD","LU1989772923.USD","LU2896262040.SGD","HK0000320264.USD","BK4579","LU2237957902.USD","LU2491050071.SGD","LU0265550359.USD","LU2089283258.USD","IE0001KFT4U8.USD","BK4528","LU0724617625.USD","BK4612","IE0034235188.USD","LU2089985449.USD","LU0274383776.USD","LU08234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