美股详情

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软银资本持仓

19,648.38

-309.1934-1.55%

涨家数：1

跌家数：8

平家数：- -

市盈率：- -

高：19,839.24

开：19,758.72

低：19,516.68

收：19,957.58

成交量：2.38亿

成交额：315.00亿

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

美股半导体板块收跌 2.66%，链上 NVDA 及 MU 最大多头持仓短时转亏

实时市场-散户交易者望而却步 - 摩根大通

英伟达下场做AI大模型

英伟达GTC前瞻：聚焦Rubin落地、Feynman前瞻与基础设施重构

更正-Bumble股价大涨，投资者看好人工智能驱动的重启

英伟达瞄准智能体平台推介开源人工智能智能体框架“NemoClaw”

环球市场播报

英伟达大会前瞻：是AI泡沫破裂，还是算力霸权跃迁？

芯片市占率超80%还不够？英伟达砸260亿美元抢AI模型话语权

TradingKey中文

从“看不懂”到“下重注”，段永平投了3家AI新秀

阿尔法工场研究院

NVIDIA新对手来了！砺算三款LX专业卡亮相：本月就开售

两名英伟达高管加入AI投资机构Era

欧盟审查 AI 全产业链，英伟达、Meta 等科技巨头面临反垄断调查

Palantir与英伟达合作，携手推出主权人工智能操作系统参考架构。

5GW 豪赌与算力泡沫：英伟达能否逃过历史周期律？

美股研究社

【美股盘前】国际油价涨破100美元后回调；限制旗下一私募信贷基金赎回额度，大摩跌超2%；电车战略变动计提157亿美元损失，本田跌近8%；英伟达将投资260亿美元开发AI大模型

每日经济新闻

更正-Bumble营收超预期股价大涨，得益于AI应用改版乐观情绪

软件公司反击 "人工智能会杀死它们 "的担忧

华尔街不敢算的AI经济账支撑英伟达万亿市值的买单人还能烧多久

硅基商业笔记

融资10亿元！前英伟达仿真负责人创业，全球首个具身数据独角兽诞生

机器人大讲堂

英伟达40亿美元投资怎么用：扩大InP产能，完善CPO生态

世界光通信之都

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- 摩根大通","url":"https://stock-news.laohu8.com/highlight/detail?id=2619158074","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619158074?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 00:05","pubTimestamp":1773331541,"startTime":"0","endTime":"0","summary":"实时市场-散户交易者望而却步 - 摩根大通美国主要股指下跌 ~1% 或更多；纳斯达克领跌，跌幅 ~1.3%标普500指数中工业类股表现最弱；能源类股涨幅居前欧元 STOXX 600 指数下跌 ~0.8%美元上涨，原油跳涨 ~9%；比特币和黄金下跌美国 10 年期国债收益率升至 ~4.25%. 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的命运持谨慎态度。","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:20260312:nL4T4001GE:1","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":["BK4135","IE00BLSP4239.USD","IE00B64PRP62.GBP","IE00BGHQF748.EUR","BK4077","LU0205194284.USD","MTCH","IE00B3QW5Z07.USD","BK4588","IE00BBT3K403.USD","IE00BLSP4452.SGD","IE0004445239.USD","LU0240878834.USD","BK4549","BX","BK4508","IE00BN8TJ469.HKD","LU0240877869.USD","LU0205193047.USD","BMBL","BK4585"],"gpt_icon":0},{"id":"2618132504","title":"英伟达瞄准智能体平台 推介开源人工智能智能体框架“NemoClaw”","url":"https://stock-news.laohu8.com/highlight/detail?id=2618132504","media":"环球市场播报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618132504?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 20:46","pubTimestamp":1773319560,"startTime":"0","endTime":"0","summary":"英伟达正在推介其开源人工智能智能体框架“NemoClaw”，与OpenClaw形成竞争。该框架在开发者大会前为企业合作伙伴提供安全和隐私工具。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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19:20","pubTimestamp":1773314459,"startTime":"0","endTime":"0","summary":"快科技3月12日消息，在今天的砺算科技产品发售会上，除了公布首款游戏卡将于6月18日开售外，砺算科技的三款专业卡也正式亮相。此次亮相的LX系列专业卡包括LX ULTRA 24GB、LX PRO 24GB、LX MAX 12GB三款产品，分别针对云计算/服务器、主流专业场景及轻量级应用需求，目标直指NVIDIA专业卡市场。在技术层面，该系列实现了从指令集到计算核心的完全自主设计，展现了极强的“渲推一体”能力。根据官方规划，LX系列专业卡将于3月17日开启企业用户预定。","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=nesSN20260312192536a6bac029&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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19:15","pubTimestamp":1773314136,"startTime":"0","endTime":"0","summary":"格隆汇3月12日｜英伟达两名高管已离开公司，加入一家代表全球最富裕家族投资人工智能的年轻金融公司。英伟达前全球人工智能计划主管Geoffrey Levene，以及北美云业务总监Max Cohen，均已加入总部位于纽约的投资公司Era。据知情人士透露，Era目前正在筹集2.5亿美元资金，该公司已获得1.4亿美元的超额认购资金。Era还计划与英伟达密切合作，后者曾协助该公司确定其最新基金的优先人工智能市场和投资策略。","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=nesSN20260312191631a6babb5e&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 全产业链，英伟达、Meta 等科技巨头面临反垄断调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2618136084","media":"IT之家","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618136084?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 19:11","pubTimestamp":1773313910,"startTime":"0","endTime":"0","summary":"特蕾莎 · 里韦拉对相关企业可能在人工智能市场“巩固企业权力”发出警告，其监管机构正对英伟达、Meta 等科技巨头涉嫌引发的风险展开调查。若欧盟未来正式启动反垄断调查，被指控违规的企业将面临要求整改商业模式并缴纳高额罚款的风险。欧盟委员会今年早些时候曾警告称，Meta 的行为“可能阻碍竞争对手进入或拓展快速增长的人工智能助手市场”。","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=nesSN2026031219121897af5b6b&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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18:16","pubTimestamp":1773310591,"startTime":"0","endTime":"0","summary":"①【三大期指齐跌】道指期货跌0.77%、标普500指数期货跌0.63%、纳指期货跌0.63%。②【限制旗下一私募信贷基金赎回额度，大摩跌超2%】当地时间3月11日，一份摩根士丹利文件显示,由于投资者在对私募贷款市场担忧加剧的情况下寻求撤出大量资金,该公司已限制一只私募信贷基金的赎回。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603123670267922.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603123670267922.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":"stock_eastmoney","symbols":["SG9999015986.USD","LU0106261372.USD","LU2413666426.HKD","LU1267930490.SGD","NVD2.UK","IE00B1XK9C88.USD","IE0004445239.USD","LU2746668461.USD","LU1935042991.SGD","LU2125909916.SGD","LU0957808578.USD","LU1244550221.USD","IE00B5949003.HKD","LU0061474705.USD","LU2602419157.SGD","LU1323610961.USD","SG9999015945.SGD","LU0210536198.USD","LU2272731865.HKD","LU2236285917.USD","LU0256863902.USD","LU1244550577.SGD","BK4548","IE00BJJMRX11.SGD","LU1803068979.SGD","LU2028103732.USD","HK0000320264.USD","LU0795875086.SGD","SGXZ99366536.SGD","SG9999014880.SGD","IE0034235295.USD","LU0234570918.USD","LU1232071149.USD","LU2471134796.USD","LU2286300806.USD","LU1934455277.USD","IE000ITXATA3.USD","LU1435385759.SGD","LU2491049909.HKD","LU0225283273.USD","BK4504","BK4579","IE00B19Z8W00.USD","LU2065171402.SGD","LU2505996681.GBP","LU1280957306.USD","LU1145028129.USD","LU2097344357.USD","LU2357125470.USD","LU1974910355.USD","IE00B775H168.HKD","NVDU","LU2458330243.SGD","LU1923622614.USD","LU0820561909.HKD","LU2326559502.SGD","LU2592432038.USD","LU2452424414.USD","LU1935042215.USD","LU0348723411.USD","LU0238689110.USD","BK4529","IE00BWXC8680.SGD","LU0882574139.USD","LU1551013425.SGD","SG9999018865.SGD","LU1989764664.SGD","LU2750360997.AUD","LU1242518931.SGD","LU0276348264.USD","LU1935043536.SGD","LU0345768740.USD","LU2125154778.USD","LU2063271972.USD","LU1066053197.SGD","LU0971096721.USD","LU2860962120.EUR","LU2552382058.USD","LU0345769631.USD","LU0390134368.USD","LU2361044949.HKD","LU1674673428.USD","LU2462157665.USD","LU0170899867.USD","LU1261432733.SGD","LU1868836591.USD","NVD3.UK","IE0005OL40V9.USD","BK4533","DVN","IE00BJLML261.HKD","LU0203202063.USD","LU1917777945.USD","LU0472753341.HKD","LU0096362180.USD","LU0048584097.USD","LU1363072403.SGD","SG9999001424.SGD","LU0861579265.USD","LU1852331112.SGD","IE0034235188.USD","LU2746668974.SGD","LU0310800379.SGD","LU2931357623.SGD","LU0353189763.USD","BK4549","IE00BJJMRY28.SGD","LU0354030438.USD","LU2023251221.USD","BK4612","LU0061474960.USD","LU2249611893.SGD","LU2430703095.HKD","SG9999002232.USD","LU1074936037.SGD","IE000W1ABFV2.USD","NVDG","LU1732800096.USD","LU0964807845.USD","LU0943347566.SGD","IE00BJTD4N35.SGD","LU0345770308.USD","LU1934455863.HKD","LU2417539215.USD","LU2322448957.HKD","LU1400636491.USD","LU0494093205.USD","IE00BQXX3C00.GBP","LU2092937148.SGD","LU2023250504.SGD","LU1084165304.USD","LU0942090050.USD","LU1868837136.USD","LU1035775433.USD","LU1868836914.USD","LU0724617625.USD","LU2360032135.SGD","LU2360107168.USD","LU2237438978.USD","LU2361044865.SGD","LU0823414551.USD","LU0198837287.USD","LU2087621335.USD","LU2420271590.USD","LU0097036916.USD","IE0001KFT4U8.USD","IE00B4YYXB79.USD","BK4532","LU2237957902.USD","LU1992135472.HKD","IE00B4JS1V06.HKD","IE00BDCRKT87.USD","LU0708995401.HKD","IE0034235303.USD","LU0820561818.USD","LU2458330169.SGD","LU0957791311.USD","SG9999015952.SGD","IE00BD6J9T35.USD","LU0823421333.USD","LU1629891620.HKD","LU0107464264.USD","LU1989772840.SGD","BK4567","LU2089284900.SGD","IE000YTNTUN2.SGD","LU0077335932.USD","LU2168563687.JPY","MS","BK4551","NVDD","SNVD.UK","LU0080751232.USD","LU0347712357.USD","NVD","LU2097344431.USD","LU0823421416.USD","IE0004445015.USD","IE00BZ1G4Q59.USD","LU2756315664.SGD","LU2092627202.USD","LU0823434740.USD","2NVD.UK","LU0795875169.SGD","BK4608","LU0820562030.AUD","LU2413666699.HKD","LU2322448791.USD","LU2242649171.HKD","LU0444971666.USD","LU2168564149.EUR","IE000KEQY171.SGD","SG9999018857.SGD","BK4554","LU0979878070.USD","IE00B1BXHZ80.USD","LU0786609619.USD","LU0187121727.USD","BK4605","IE00BK4W5L77.USD","LU0965509010.AUD","LU2065170008.USD","NVDB","LU1244550494.USD","LU1718418525.SGD","BK4588","GB00BDT5M118.USD","LU2168564065.EUR","LU0109391861.USD","LU0823434583.USD","LU1778281490.HKD","LU2125909759.SGD","IE0004091025.USD","LU1989764748.USD","LU1720051017.SGD","LU2191332357.HKD","LU0094547139.USD","LU0823414478.USD","LU1861127337.USD","IE00B3SWFQ91.USD","LU0266013472.USD","LU1670756490.USD","LU1699723380.USD","LU1934455194.USD","BK4592","IE00BHPRN162.USD","LU1712237335.SGD","LU0308772762.SGD","LU2023250330.USD","BK4543","LU0310799852.SGD","BK4503","LU2265009873.SGD","LU1366192091.USD","BK4598","LU0342679015.USD","LU0868494708.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tps://ttm.financial/m/news/2618813878?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 18:16","pubTimestamp":1773310560,"startTime":"0","endTime":"0","summary":"更正-Bumble营收超预期股价大涨，得益于AI应用改版乐观情绪将标题和第1段中的收入分别从财报和业绩中更正过来。3月12日 - Bumble BMBL.O股价在周四的盘前交易中大涨25%，原因是其第四季度营收 强于预期，而且该公司对约会应用进行了以人工智能为重点的全面改革，旨在重新赢得年轻用户，这再次激起了投资者的乐观情绪。Bumble 公布的  第四季度营收为 2.242 亿美元，高于分析师预计的 2.213 亿美元，每付费用户平均营收跃升 7.9%，达到 22.20 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\"的担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2618138575","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618138575?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 18:03","pubTimestamp":1773309828,"startTime":"0","endTime":"0","summary":"软件公司反击 \"人工智能会杀死它们 \"的担忧专有数据被视为抵御人工智能威胁的关键因素Salesforce和甲骨文比Workday更有能力应对人工智能挑战Salesforce 在人工智能竞争中调整定价模式Workday 的数据是标准化的，更容易被人工智能复制Aditya Soni. 路透3月12日 - 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