美股详情

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软银资本持仓

19,160.90

-572.1934-2.90%

涨家数：4

跌家数：5

平家数：- -

市盈率：- -

高：19,652.50

开：19,371.37

低：19,058.51

收：19,733.09

成交量：2.81亿

成交额：371.23亿

市值：4.68万亿

流通市值：4.37万亿

数据加载中...

总览新闻资讯

内存供应紧张对英伟达是好消息？黄仁勋还真这么说

全球市场回调何时结束？“2020年代市场”会重演“1970年代”滞涨剧本吗？

华尔街见闻

黄仁勋：享受内存缺货带来的市场约束，认为供应受限反而推动用户购买最高端产品

OpenAI和英伟达，终究还是到了这一步｜AGI焦点

黄仁勋预测：所有软件都将智能体化

电子行业：SRAM在AI推理中拓展应用堆叠方案可助力容量扩充

东方证券股份有...

NVIDIA正享受“内存危机”：越是缺货大家越买最好的显卡

GMIF创新观察｜HBM4市场竞争格局分析：SK海力士先发量产布局与三星的良率瓶颈挑战

GMIF创新观察

黄仁勋：智能体AI成行业拐点，OpenClaw三周超越Linux

半导体产业价值大重估，连英伟达都失宠了？

半导体产业纵横

“星际之门”首个数据中心站点扩容遇阻，Meta 考虑入驻 Abilene

根据 2027 财年计划，Nvidia 为首席执行官黄仁勋设定了 400 万美元的目标现金奖金

英伟达公司 - 科莱特·M·克雷斯目标奖励机会设定为150万美元或2027财年基本工资的150% - 美国证券交易委员会文件披露

英伟达(NVDA)股票3月6日收盘下跌3.02%：释放什么信号？

TradingKey中文

费城半导体指数跌1.86% 半导体板块普遍下跌英特尔、美光科技跌逾2%

英伟达美股盘前跌超2%

每日经济新闻

半导体板块盘前集体走低！阿斯麦跌超5%，安森美半导体跌超3%

老虎资讯综合

英伟达近期做出调整，震惊华尔街

Fabrinet年会交流实录：英伟达光模块代工厂的AI增长蓝图

博通的野心：不做英伟达第二，但要做巨头们离不开的人

电子半导体观察

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15:16","pubTimestamp":1772867771,"startTime":"0","endTime":"0","summary":"全球市场回调终点信号初现但尚未完全到位：超卖资产触底、超买资产出售两个条件已满足，但油价、美元未反转，标普500未充分出清。2020年代基准情景倾向通胀性繁荣而非1970年代式滞涨，关键变量在于伊朗局势及油价走向。英伟达撤回千亿AI投资，或预示AI资本开支增速放缓。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766949","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/3766949","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":["IE0034235303.USD","IE00BWXC8680.SGD","LU0234572021.USD","LU0820562030.AUD","LU1720051017.SGD","LU2168564222.USD","LU2065171402.SGD","LU1821325948.USD","LU0265550946.USD","IE00BJJMRX11.SGD","LU2125909916.SGD","LU0942090050.USD","IE00BKPKM429.USD","LU2290526834.HKD","LU0203201768.USD","LU0289961442.SGD","IE0004445015.USD","LU2487616109.SGD","LU2191332357.HKD","LU0889565833.HKD","IE00B4JS1V06.HKD","LU2430703095.HKD","SGUmain","LU2244417387.USD","LU2430703178.SGD","LU0417517546.SGD","LU2211815571.USD","LU0823414478.USD","IE0005OL40V9.USD","LU1989764664.SGD","LU1989772840.SGD","LU1992135399.USD","LU0957791311.USD","3NVD.UK","LU0965509101.SGD","LU0640476718.USD","BK4533","LU0072462426.USD","LU2264538146.SGD","HK0000306685.HKD","LU1400636657.SGD","LU0354030438.USD","IE00BJLML261.HKD","LU1261432733.SGD","LU2746668461.USD","IE00BQXX3D17.EUR","BK4534","LU0211328371.USD","LU2083900584.USD","NVII","LU2750360997.AUD","LU0251132253.USD","LU0265550359.USD","LU1951198990.SGD","LU2111349929.HKD","IE00BMPRXR70.SGD","BK4548","LU2491050154.USD","LU0708994859.HKD","LU0345770993.USD","IE00B3M56506.USD","SG9999015986.USD","LU0211327993.USD","LU0096364046.USD","LU0323591593.USD","SG9999015358.SGD","LU2505996681.GBP","LU0466842654.USD","SG9999017495.SGD","LU2077746001.SGD","IE000W1ABFV2.USD","LU1400636491.USD","BK4567","HK0000914660.USD","IE0004086264.USD","LU1551013425.SGD","LU2125154778.USD","IE0004091025.USD","LU1267930730.SGD","LU0672654240.SGD","SG9999015945.SGD","LU0127658192.USD","LU2023250504.SGD","LU2491050071.SGD","BK4554","LU0198837287.USD","LU0077335932.USD","LU0354030511.USD","SG9999014567.USD","LU0079474960.USD","LU2294711713.HKD","LU0094547139.USD","IE00BJTD4N35.SGD","LU0157215616.USD","LU2237957811.SGD","LU0353189680.USD","LU0943347566.SGD","IE00B775H168.HKD","LU0096362180.USD","LU0964807845.USD","IE00B1XK9C88.USD","LU2413666426.HKD","IE00BDRTCR15.USD","LU0106261372.USD","BK4543","LU1496350171.SGD","BK4585","LU0345768153.USD","IE0009G5SDU7.USD","LU1119994496.HKD","LU0081259029.USD","LU1934455863.HKD","IE000KEQY171.SGD","LU1280957306.USD","LU1778281490.HKD","LU1400636574.HKD","LU2250418816.HKD","LU1037948897.HKD","NVDW","LU1721428933.USD","NVDB","LU0128525929.USD","LU1934455277.USD","LU0979878070.USD","LU0820561909.HKD","159934","LU2272731782.SGD","SG9999014542.SGD","LU2092937148.SGD","BK4532","NVD3.UK","IE00BDCRKT87.USD","BK4529","LU2237438978.USD","LU2097344357.USD","LU1852331112.SGD","LU1923623000.USD","LU2108987350.USD","LU1691799644.USD","SG9999018857.SGD","LU2471134879.HKD","LU0210528500.USD","SGXZ51526630.SGD","LU0820561818.USD","LU1116320737.USD","LU0154236417.USD","LU1066051498.USD","LU1791710582.SGD","LU2265009873.SGD","LU1935043536.SGD","LU0210536198.USD","LU0267386448.USD","LU2237957902.USD","LU2089284900.SGD","BK4551","LU1718418525.SGD","LU0215105999.USD","LU2360107168.USD","LU0308772762.SGD","SGXZ99366536.SGD","LU2931357623.SGD","LU1323610961.USD","LU0823421333.USD","LU0109392836.USD","LU0823434740.USD","LU2272731600.USD","LU1645745479.HKD","LU1670756490.USD","IE00BK4W5M84.HKD","LU0683600562.USD","NVDS","LU0175139822.USD","LU2452424414.USD","LU1145028129.USD","SNVD.UK","BK4605","SG9999014559.SGD","LU2247934214.USD","LU1366333091.USD","LU1935042991.SGD","IE00BYXW3230.USD","LU2506951792.HKD","BK4527","HK0000320264.USD","SG9999015341.SGD","LU2552382058.USD","IE00BQXX3C00.GBP","LU2360032135.SGD","SG9999014880.SGD","IE00BFSS8Q28.SGD","LU1934455194.USD","LU1064131342.USD","LU0957808578.USD","LU1548497426.USD","LU2750360641.GBP","LU1435385759.SGD","LU1153585028.USD","IE0034235295.USD","LU1815336760.USD","SG9999004303.SGD","LU0345768740.USD","LU1066053197.SGD","LU1242518857.USD","LU1429558221.USD","LU0011850046.USD","LU1720051108.HKD","LU0472753341.HKD","LU2543165471.USD","VGT","ANV","LU0053666078.USD","LU0511384066.AUD","LU1935042215.USD","BK4588","LU0345769631.USD","LU2552382132.HKD","BK4549","LU0187121727.USD","LU2028103732.USD","LU1988902786.USD","LU1804176565.USD","LU2381873111.SGD","LU1917777945.USD","IE00BMPRXQ63.HKD","SG9999000418.SGD","LU0320765059.SGD","LU0347712357.USD","LU0310799852.SGD","LU1868836591.USD","LU1699723380.USD","IE00BD6J9T35.USD","LU0965509283.SGD","BK4550","LU1992135472.HKD","2NVD.UK","LU1791710400.SGD","LU1803068979.SGD","IE00BJJMRY28.SGD","NVDY","LU221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堆叠方案可助力容量扩充","url":"https://stock-news.laohu8.com/highlight/detail?id=2617030652","media":"东方证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617030652?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 14:37","pubTimestamp":1772865454,"startTime":"0","endTime":"0","summary":"我们认为，SRAM 架构在延迟要求低、访问速度要求更高的数据中存在较大的应用潜力, 有望在AI 推理中拓展应用。3D 堆叠方案助力SRAM 实现容量扩充，AMD 等头部厂商已有布局。基于此，部分投资者认为SRAM架构难以成为AI 芯片内存的主要方案。我们认为，SRAM 3D 堆叠方案可通过垂直堆叠存储单元的方法来提升密度以规避传统SRAM 容量受面积密度限制的问题，可能在未来拓展应用。SRAM 在AI 推理中拓展应用，堆叠方案助力容量扩充。","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=nesSN20260307143737a6aca545&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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大家越买最好的显卡","url":"https://stock-news.laohu8.com/highlight/detail?id=2617654062","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617654062?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 13:52","pubTimestamp":1772862771,"startTime":"0","endTime":"0","summary":"显卡也被内存缺货卡脖子了，然而这不意味着厂商就一定难受，实际上NVIDIA可能很享受当前的内存缺货带来的市场变局。他这番表态绝对让人眼前一亮，好家伙原来有实力的厂商是这样想的——危机自然也是一种机会，而NVIDIA现在的地位让他们反而成为危机中的赢家。这就能理解为何过去几年中，游戏卡市场上NVIDIA的份额越来越高了，而AMD反而大幅下滑。","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=nesSN2026030713591795443835&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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"title":"黄仁勋：智能体AI成行业拐点，OpenClaw三周超越Linux","url":"https://stock-news.laohu8.com/highlight/detail?id=2617654855","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617654855?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 11:13","pubTimestamp":1772853225,"startTime":"0","endTime":"0","summary":"黄仁勋提出AI“五层蛋糕”理论，强调应用层是回报率最高的核心层面，而OpenClaw作为AI智能体代表，成为最亮眼的案例。据黄仁勋介绍，智能体AI的核心价值在于可通过简单指令，完成需专业知识和大量时间的任务，大幅简化人类冗余工作，这也是OpenClaw走红的关键。黄仁勋表示，当前算力与令牌需求的失衡，将让Vera Rubin架构迎来巨大市场需求，持续推动AI产业向实用化升级。","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=nesSN2026030711144197a924b6&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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考虑入驻 Abilene","url":"https://stock-news.laohu8.com/highlight/detail?id=2617659631","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617659631?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 08:45","pubTimestamp":1772844315,"startTime":"0","endTime":"0","summary":"IT之家 3 月 7 日消息，据彭博社当地时间昨日报道，Stargate“星际之门”项目位于得克萨斯州 Abilene 的首个数据中心站点很可能止步于 1.2GW 规模，OpenAI 与 Oracle 甲骨文未能同建设方 Crusoe 就扩容至 2GW 达成一致，而 Meta 则可能会进驻这一场地。OpenAI 基础设施主管 Sachin Katti 在彭博社原始报道发布后表示，OpenAI 确曾考虑扩建 Stargate Abilene，但最终选择将新增容量转移到其它数据中心园区。","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=nesSN20260307084756a455333b&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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2027 财年计划，Nvidia 为首席执行官黄仁勋设定了 400 万美元的目标现金奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=2617655845","media":"路透中文","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617655845?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 06:26","pubTimestamp":1772835992,"startTime":"0","endTime":"0","summary":"更新版 1-根据 2027 财年计划，Nvidia 为首席执行官黄仁勋设定了 400 万美元的目标现金奖金添加第 2-4 段中的背景信息。据周五提交的一份监管文件显示，Nvidia >已通过了一项新的2027财年可变薪酬计划，为首席执行官黄仁勋设定了400万美元的目标现金奖金。该计划于3月2日获得Nvidia薪酬委员会的批准，将高管现金奖金与截至2027年1月31日的财年内特定营收目标的实现情况挂钩。","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:20260306:nL4T3ZU22Y:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0882574139.USD","LU0345769128.USD","LU2092627202.USD","LU2357305700.SGD","LU0175139822.USD","IE00BQXX3D17.EUR","LU2065169927.USD","IE00BDRTCR15.USD","LU0957791311.USD","LU1951200564.SGD","NVD","LU2250418816.HKD","LU0353189680.USD","LU0353189763.USD","LU1267930490.SGD","BK4581","LU1992135472.HKD","LU0820561818.USD","IE00B3SWFQ91.USD","LU1571399168.USD","LU1917777945.USD","LU0345768153.USD","LU1066051811.HKD","LU2168564065.EUR","LU0965509101.SGD","LU2417539215.USD","LU1988902786.USD","LU0234572021.USD","BK4605","LU1935042488.USD","LU0109392836.USD","BK4587","LU0557290698.USD","LU0347712357.USD","LU1670756490.USD","LU0210536198.USD","LU0823421333.USD","LU1815333072.USD","DIPS","IE000KEQY171.SGD","LU0011850046.USD","LU2592432038.USD","SG9999014906.USD","LU0345770993.USD","LU0070217475.USD","LU2322448957.HKD","BK4550","LU2272731865.HKD","IE00BJTD4V19.USD","LU0823421416.USD","SG9999015986.USD","LU2125909759.SGD","LU0128525929.USD","IE00B1BXHZ80.USD","LU0238689110.USD","LU2242650005.HKD","LU2168563687.JPY","LU2168564149.EUR","IE00BZ1G4Q59.USD","LU2125909593.SGD","IE000YTNTUN2.SGD","LU1691799644.USD","HK0000914660.USD","NVDS","BK4533","LU0689626769.HKD","LU1400636574.HKD","IE0034235303.USD","IE00BJLML261.HKD","LU0310799852.SGD","LU0942090050.USD","LU2756315318.SGD","LU2491050071.SGD","LU2294711713.HKD","LU1069344957.HKD","LU0289960550.SGD","LU2506951792.HKD","NVDX","IE00B7KXQ091.USD","LU0256863902.USD","IE0004091025.USD","LU2756315664.SGD","LU2247934214.USD","SG9999014898.SGD","LU1037948541.HKD","HK0000320223.HKD","LU2097344431.USD","LU2896262040.SGD","LU0094547139.USD","LU1868836914.USD","ANV","IE00BMPRXN33.USD","LU1699723380.USD","LU0061474705.USD","HK0000306701.USD","LU2543165471.USD","LU2357125470.USD","LU1623119135.USD","LU1992135399.USD","BK4534","LU0265550946.USD","IE00BHPRN162.USD","LU2381873111.SGD","NVII","LU0053666078.USD","LU2552382058.USD","LU0820561909.HKD","NVDG","LU0006306889.USD","LU2063271972.USD","LU0072462426.USD","LU2456880835.USD","LU0210533765.USD","LU0097036916.USD","LU0310800379.SGD","LU0082616367.USD","SG9999018857.SGD","LU2089284900.SGD","NVDD","LU2413666699.HKD","LU1366333091.USD","IE0005OL40V9.USD","LU1934455863.HKD","LU2361044865.SGD","LU1720051108.HKD","LU0820562030.AUD","LU0957808578.USD","LU0210528500.USD","SGXZ31699556.SGD","LU0215105999.USD","NVDS.UK","LU1267930573.SGD","LU2264538146.SGD","LU2452424414.USD","LU2087621335.USD","LU1803068979.SGD","LU2125909247.SGD","LU0158827948.USD","LU0964807845.USD","LU2237438978.USD","LU1923622291.USD","LU0069063385.USD","LU1712237335.SGD","LU2413666426.HKD","IE00B1XK9C88.USD","LU2458330243.SGD","LU0348723411.USD","LU1804176565.USD","LU1323610961.USD","LU2272731782.SGD","SGXZ81514606.USD","IE0034235188.USD","LU0187121727.USD","SG9999014567.USD","LU1868836757.USD","LU0256863811.USD","LU1366192091.USD","LU2487616109.SGD","LU0316494557.USD","BK4551","IE00B3S45H60.SGD","LU0466842654.USD","LU2168564495.EUR","BK4527","LU2097344357.USD","LU0985320562.USD","LU2552382215.SGD","LU0708995401.HKD","LU1037948897.HKD","SG9999015978.USD","LU0079474960.USD","SG9999018865.SGD","LU2430703178.SGD","LU2125909916.SGD","LU2471134796.USD","IE00BZ199S13.USD","LU1551013425.SGD","LU1989772840.SGD","LU2403377893.USD","LU1974910355.USD","IE0004445239.USD","LU2322448791.USD","LU2242649171.HKD","LU1951198990.SGD","LU2473716301.USD","LU1119994496.HKD","LU1633808545.USD","LU0823434740.USD","LU2286300806.USD","IE00BMPRXR70.SGD","LU1935043536.SGD","LU2077746001.SGD","IE00BJJMRX11.SGD","LU0472753341.HKD","LU1400636657.SGD","LU1267930730.SGD","LU2236285917.USD","IE00B19Z8X17.USD","LU0266013472.USD","LU1861127337.USD","SG9999000418.SGD","BK4554","IE000W1ABFV2.USD","LU2471134523.USD","LU0476273544.USD","LU0345770308.USD","NVD2.UK","LU0965509283.SGD","LU2065171311.SGD","SG9999001424.SGD","SG9999014880.SGD","LU2931357623.SGD","HK0000914686.HKD","SG9999004303.SGD","LU0267386448.USD","LU0528227936.USD","LU1145028129.USD","LU2054465674.USD","LU1935042215.USD","IE00B5949003.HKD","IE00B775SV38.USD","LU1116320737.USD","LU0061475181.USD","LU1861220033.SGD","LU0788109477.HKD","LU2552382132.HKD","LU0127658192.USD","LU1435385759.SGD","LU2083900584.USD","LU2505996681.GBP","IE00BQXX3C00.GBP","LU2491049909.HKD","LU0203201768.USD","LU0683600562.USD","LU0965508806.USD","LU0211328371.USD","LU2092937148.SGD","LU1066051498.USD","BK4141","LU2213496289.HKD","LU2430703251.USD","HK0000320264.USD","LU026555035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- 科莱特·M·克雷斯目标奖励机会设定为150万美元或2027财年基本工资的150% - 美国证券交易委员会文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1130307337","media":"美股速递","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130307337?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 05:15","pubTimestamp":1772831747,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会最新披露的文件，英伟达公司已为其高管科莱特·M·克雷斯设定了一项目标奖励机会。该奖励计划金额高达150万美元，或者相当于其2027财年基本工资的150%，以较高者为准。奖励机会与公司长期业绩目标挂钩，体现了英伟达在人工智能和计算技术领域保持领先地位的战略部署。英伟达近年来在GPU市场的强势表现，为实施此类激励计划提供了坚实的业绩基础。","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":"executive","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","LU2065170008.USD","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","LU1989764664.SGD","LU2089985449.USD","BK4532","IE00BDRTCR15.USD","LU0820561818.USD","LU2083900584.USD","LU2272731600.USD","LU1633808545.USD","LU0347712357.USD","LU2471134952.CNY","LU0072462426.USD","LU1629891620.HKD","NVD","LU2089284900.SGD","LU2756315664.SGD","LU1037948541.HKD","LU1267930490.SGD","IE00B4YYXB79.USD","IE00BMPRXN33.USD","SG9999015945.SGD","SG9999002224.SGD","LU1261432733.SGD","LU1429558221.USD","LU2491049909.HKD","LU1720051108.HKD","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","LU2087625088.SGD","LU0823434740.USD","IE00BFSS8Q28.SGD","LU1868836591.USD","IE00BJTD4V19.USD","LU2168564065.EUR","BK4503","SG9999015978.USD","IE00BQXX3D17.EUR","LU0061474960.USD","NVDS.UK","LU0823414551.USD","IE00B19Z8W00.USD","LU0345769631.USD","LU1202635105.USD","LU1951198990.SGD","LU0354030511.USD","LU0417517546.SGD","LU0289960550.SGD","HK0000914660.USD","LU0345768153.USD","LU0786609619.USD","LU1400636657.SGD","LU0096364046.USD","SG9999004303.SGD","LU0342679015.USD","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","LU0109391861.USD","LU0082616367.USD","LU1400636491.USD","LU0011850046.USD","LU2023250330.USD","LU0048584097.USD","LU1868837136.USD","BK4579","LU0708994859.HKD","LU2125909759.SGD","LU1868836914.USD","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","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","LU0788109477.HKD","LU1852331112.SGD","LU1868836757.USD","IE00BWXC8680.SGD","SGXZ31699556.SGD","LU1280957306.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","LU2896262040.SGD","3NVD.UK","LU2413666426.HKD","LU2092937148.SGD","LU0267386448.USD","LU2552382215.SGD","LU2417539215.USD","LU0444973449.USD","IE000W1ABFV2.USD","LU1935042488.USD","LU2111349929.HKD","IE00B775SV38.USD","LU0476273544.USD","LU1989772923.USD","IE00BYXW3230.USD","SG9999014898.SGD","HK0000320264.USD","IE0004445015.USD","LU2413666699.HKD","IE000ITXATA3.USD","LU2326559502.SGD","LU2168564495.EUR","LU2125909247.SGD","LU2552382058.USD","LU2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20:31","pubTimestamp":1772800277,"startTime":"0","endTime":"0","summary":"如果把视线拉高，博通这些订单的体量，已悄然逼近行业霸主英伟达——后者上周刚披露，向OpenAI销售的芯片算力达到5吉瓦。博通的财报已经尝到甜头。截至2月1日的第一季度，AI相关营收翻倍至84亿美元，背后是定制加速器和网络解决方案的双轮驱动。但至少在这个财报季，博通用自己的数字证明了一件事：在AI这场长跑里，定制芯片不是可有可无的备胎，而是巨头们迟早要做的必答题。","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=nesSN20260306225301954397c0&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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