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美股
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本页面由Tiger Trade Technology Pte. Ltd.提供服务
软银资本持仓
19,844.87
+204.56
1.04%
涨家数：
5
跌家数：
4
平家数：
- -
市盈率：
- -
高：
20,019.46
开：
19,614.76
低：
19,570.93
收：
19,640.31
成交量：
2.59亿
成交额：
359.19亿
市值：
4.84万亿
流通市值：
4.53万亿
数据加载中...
总览
新闻资讯
文件称，AMD首席执行官将在韩国会见三星董事长李在镕，聚焦AI内存芯片
路透中文
·
3小时前
从“龙虾派对”到“五层蛋糕”：黄仁勋想怎样挖掘AI金矿？
21世纪经济报道
·
3小时前
段sir也投AI了
投中网
·
3小时前
刚刚，杨立昆融资70亿！黄仁勋投了
智东西
·
3小时前
黄仁勋砸千亿兆瓦算力，押注下一个“Open AI”
AI前线
·
3小时前
微软CEO强调永远投资游戏领域，这也是成就英伟达的起点
超能网
·
4小时前
NVIDIA布局光学技术：CPO渗透率或升 未来算力基础设施更倚重光学
ITBEAR科技资讯
·
6小时前
英伟达GTC大会将至，黄仁勋或携整合LPU技术新推理芯片亮相
ITBEAR科技资讯
·
6小时前
黄仁勋罕见发文：AI是这个重塑世界的重要力量，是电力、互联网一样的基础设施
华尔街见闻
·
6小时前
研报 | 英伟达算力架构为Scale-Up光互连发展铺路，预估CPO于AI数据中心渗透率将逐年提升
全球半导体观察
·
7小时前
英伟达杀入 AI Agent 战场，一个万亿美元生态正在成形
美股研究社
·
7小时前
英伟达CEO黄仁勋：未来几年传统的软件和APP形态或将消失 AI智能体极可能成为主流
南方财经网
·
9小时前
估值翻倍冲刺75亿美元：英伟达新云盟友Together AI再赢新一轮融资
每日硅谷
·
9小时前
NVIDIA黄仁勋一句话再度带火内存：三星美光等股价飙升
快科技
·
9小时前
Seeds | 英伟达前仿真负责人创业，刚融了10亿
盖世汽车
·
9小时前
四利好引爆算力！英伟达大会或催化哪些股
腾讯自选股综合
·
10小时前
英伟达CloudXR 6.0将登陆visionOS，支持畅玩《iRacing》和《X-Plane》
映维网Nweon
·
10小时前
半导体产业价值大重估，连英伟达都失宠了？
蓝鲸财经
·
10小时前
SerDes，空前重要
格隆汇
·
11小时前
这类存储，成为新HBM
半导体行业观察
·
11小时前
更多
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17:45","pubTimestamp":1773222350,"startTime":"0","endTime":"0","summary":"智东西作者 | 陈骏达编辑 | 心缘智东西3月10日报道，今天，图灵奖得主、前Meta首席科学家杨立昆联合创办的世界模型创企AMI Labs官宣融资10.3亿美元的种子轮融资，并宣布公司将“正式启动”。另据TechCrunch报道，这笔融资对AMI Labs的投前估值为35亿美元 ，投后估值暂未披露。AMI Labs于今年1月正式成立，总部位于巴黎。就在2月19日，李飞飞的空间智能创企World Labs也宣布完成一笔10亿美元的融资，投后估值达50亿美元。","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=nesSN20260311175515a460ee5b&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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未来算力基础设施更倚重光学","url":"https://stock-news.laohu8.com/highlight/detail?id=2618911838","media":"ITBEAR科技资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618911838?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 15:13","pubTimestamp":1773213209,"startTime":"0","endTime":"0","summary":"在数据中心技术演进的关键节点，NVIDIA正通过多维度布局推动光学互连技术突破。NVIDIA在光学技术领域的布局呈现系统性特征。供应链层面的战略动作印证了NVIDIA的深度布局意图。这笔总计40亿美元的投资覆盖从激光发射到光信号调制的全产业链环节，标志着NVIDIA正从单纯的芯片供应商向算力基础设施综合解决方案提供商转型。","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=nesSN2026031115384595483c3d&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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| 英伟达算力架构为Scale-Up光互连发展铺路，预估CPO于AI数据中心渗透率将逐年提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2618915038","media":"全球半导体观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618915038?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 14:28","pubTimestamp":1773210494,"startTime":"0","endTime":"0","summary":"TrendForce集邦咨询预估，CPO在AI数据中心光通信模块的渗透率将逐年成长，有机会于2030年达35%。据TrendForce集邦咨询估计，2026年用于AI数据中心的光通信模块中，CPO渗透率仅约0.5%。在数据传输带宽不断提高的情况下，TrendForce集邦咨询预估至2030年左右，硅光CPO于AI数据中心的渗透率有机会达到35%水平。","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=nesSN2026031114543997ad38e4&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, 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AI Agent 战场，一个万亿美元生态正在成形","url":"https://stock-news.laohu8.com/highlight/detail?id=2618491535","media":"美股研究社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618491535?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 14:03","pubTimestamp":1773208980,"startTime":"0","endTime":"0","summary":"当英伟达开始做 AI 智能体平台，这意味着一件事：AI 的竞争，正在从“算力战争”进入“操作系统战争”。但 AI 产业正在进入新的阶段。换句话说，英伟达试图让 AI Agent 直接嵌入企业软件生态，而不是让企业软件去适配 AI。但如果英伟达能够掌握 AI Agent 平台层，它就可以完成一次战略升级：从卖算力，变成控制 AI 基础设施生态。英伟达的举动表明，AI 的下半场不再是单纯的算力堆砌，而是生态的整合与落地。","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=nesSN20260311140711a6b736b3&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, 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6.0将登陆visionOS，支持畅玩《iRacing》和《X-Plane》","url":"https://stock-news.laohu8.com/highlight/detail?id=2618699103","media":"映维网Nweon","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618699103?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 10:47","pubTimestamp":1773197264,"startTime":"0","endTime":"0","summary":"支持畅玩《iRacing》和《X-Plane》英伟达在GDC大会宣布，今年春季发布的visionOS 26.4系统有望包含对英伟达XR串流平台CloudXR 6.0的支持，从而允许用户在Apple Vision Pro畅玩《X-Plane 12》和《iRacing》等模拟器大作。值得一提的是，英伟达同时宣布，自3月19日起，GeForce NOW将支持包括Apple Vision Pro和Meta Quest在内的XR设备实现高达90 FPS的游戏帧率。尽管一直有人在Vision Pro的subreddit分区讨论测试这项新功能的beta版，但这是英伟达首次官方正式公布这一消息。","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=nesSN20260311105523a45ffa17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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