美股详情

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虚拟现实

2,317.38

-19.3513-0.83%

涨家数：1

跌家数：5

平家数：- -

市盈率：- -

高：2,346.32

开：2,335.70

低：2,308.87

收：2,336.73

成交量：1.68亿

成交额：436.84亿

市值：8.33万亿

流通市值：7.91万亿

数据加载中...

总览新闻资讯

开源通信||台积电和谷歌表现亮眼，重视硅光链和谷歌链

新颖科技前沿

苹果拟推首款折叠屏iPhone

消息称苹果自研AI服务器芯片将在今年下半年量产明年用于数据中心

不到一年半，首个iOS第三方应用商店就凉了

跟AMD RDNA分手三星2nm芯片Exynos 2600用上自研GPU

云加速器部署节点份额NVIDIA占据近72%，AMD占比仅5.8%

海外AI 狂欢下的泡沫隐忧

谷歌Chrome将允许删除端侧AI模型

内存短缺或延续多年，AMD承诺稳控显卡价格，让普通消费者买得起

ITBEAR科技资讯

AMD高管回应内存短缺：全力保持GPU价格稳定

国际电子商情

重估NVIDIA：以“极致协同设计”定义AI工厂的新标准

智猩猩芯算

OpenAI的不归路——关于ChatGPT加入广告的五个冷思考

AI医疗，谷歌放大招！开源全球首个“AI全能医生”，告别算力焦虑，医院一键部署！

智通财经网

2025全球智能手机格局生变：苹果强势登顶，三星小米vivo各有表现

ITBEAR科技资讯

成本压力下的取舍：AMD 被曝将重点从 Radeon RX 9070 转向 9070 XT

【罚款】美科技巨头，或被罚款2600亿！

计算机：供需失衡驱动服务器CPU价格上涨

2nm时代来袭！高通骁龙8 Elite Gen6系列九月发布小米18系列首发搭载

ITBEAR科技资讯

内存涨价殃及显卡：AMD、Intel躺平 NVIDIA已不在意

中信建投：各厂商AI芯片向大功率不断迭代，推升单机柜功率迅速增长

中信建投证券研究

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狂欢下的泡沫隐忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2604192477","media":"经济网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604192477?lang=zh_cn&edition=fundamental","pubTime":"2026-01-18 12:03","pubTimestamp":1768709033,"startTime":"0","endTime":"0","summary":"自11月开始，对AI泡沫的担忧从议论纷纷演变为资本市场的真实波动。在“Mag7”中，除特斯拉外，其余6家公司2025年的资本支出均呈现显著攀升趋势。与此同时，近80%部署AI的企业暂时未能实现净利润的提升，引发市场对投资回报率的质疑。他表示，AI资源在3年内仍将处于供不应求状态。美联储主席鲍威尔表示，此轮AI投资与2000年互联网泡沫时的资本开支不同。","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=nesSN20260118120410a4380357&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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09:00","pubTimestamp":1768698031,"startTime":"0","endTime":"0","summary":"本文基于深度研究，审视NVIDIA如何通过极致协同设计改变“AI工厂”基础设施的投入产出逻辑，并分析这对Intel、AMD及超大规模云服务商带来的战略冲击。NVIDIA目前的护城河，正是建立在远超竞争对手的加速计算体量之上。目前，NVIDIA已经成为全球收入规模最大的网络公司。NVIDIA交付的不再是芯片，而是高度集成、旨在最大化Token输出效率的“AI工厂”。未能进入NVIDIA第一梯队供应名单的厂商，将在模型演进速率上遭遇“降维打击”。","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=nesSN2026011809112297a238e1&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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