美股详情

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AI应用概念股

6,738.88

-196.6621-2.84%

涨家数：8

跌家数：19

平家数：2

市盈率：- -

高：6,871.86

开：6,868.70

低：6,702.00

收：6,935.55

成交量：4.57亿

成交额：559.93亿

市值：5.17万亿

流通市值：4.94万亿

数据加载中...

周二关注股票：雀巢、诺和诺德、英伟达

币安推出 9 月 ETH 活期理财产品活动

金山云取得对等网络中数据交互相关专利

百果园集团盘中异动早盘大幅拉升5.59%

科技、媒体与电信综述：市场观察

中美科技霸权之争，就是半导体决战

比英伟达还火的Palantir，国内谁能对标？

全球股市综述：市场动态

测试设备需求持续增加！

台湾股市：放量收低跌破月线、由AI族群领跌，明日为24,000点整数关口保卫战

一个Bug改通宵！用AI写超50%代码，只有32%资深开发者敢这么干

雷军又签任命通知，目标非洲

中信建投 | 阿里巴巴资本开支创新高，持续推荐算力产业链

中信建投证券研究

俞浩，要像雷军一样造车

英伟达的巨大风险

半导体行业观察

电子行业周观点：AI景气度持续高涨海外链及国内链有望共振

挑战英伟达高端显卡地位？AMD 被曝研发 2.5D / 3.5D 芯粒封装

2亿美元之差，千亿美元蒸发！谁在“绑架”英伟达

每日经济新闻

秋季展望：股市涨势将扩大，现在该买什么

今夜，“沸腾”了！

中国基金报

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16:29","pubTimestamp":1756715359,"startTime":"0","endTime":"0","summary":"但Palantir的出现，则证明未必如此。8月，Palantir发布了一份惊艳的财报。Palantir的第二个关键词，是深入行业。Palantir和客户的绑定非常深，前20大客户平均每年花费7000万美元，客单价奇高，每增加一个客户都会对Palantir的财报产生巨大影响。最新财报显示，Palantir的调整后经营利润率高达46%,净利润率为33%，自由现金流利润率高达57%。除了应用理念，百度的客户结构甚至也和Palantir有些相似。虽然没有Palantir那么强的军方基因，但百度却拥有大量的国央企客户。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1756702201796909857","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":"lanjinger_stock","symbols":["LU0234572021.USD","NVD2.UK","LU1868836757.USD","GB00BDT5M118.USD","LU0320765059.SGD","LU1868837300.USD","3NVD.UK","LU2097344431.USD","LU0081259029.USD","IE00BMPRXN33.USD","LU0642271901.SGD","SG9999014575.USD","NVDY","LU0353189763.USD","BK4533","NVIW.SI","IE0034235303.USD","BK4608","SGXZ23171101.USD","LU0215105999.USD","LU2272731782.SGD","BK4598","LU1633808545.USD","NVDU","LU0080751232.USD","IE00BFSS8Q28.SGD","LU2125909593.SGD","2NVD.UK","NVDS.UK","LU0238689110.USD","LU0198837287.USD","LU1623119135.USD","NVDS","NVDX","LU0347712357.USD","SNVD.UK","LU1066051498.USD","NVDD","NVD","LU0276348264.USD","LU2290526834.HKD","NVD3.UK","PLTR","LU2413666699.HKD","LU0820561909.HKD","LU1934455277.USD","LU1923622291.USD","LU0823434740.USD"],"gpt_icon":1},{"id":"1113607292","title":"全球股市综述：市场动态","url":"https://stock-news.laohu8.com/highlight/detail?id=1113607292","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113607292?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 15:36","pubTimestamp":1756712174,"startTime":"0","endTime":"0","summary":"0734 GMT - 花茶品牌茶颜悦色可能在下半年继续面临同店销售压力，因为该公司试图避免价格战以维护其高端定位。他们将2025年和2026年调整后核心净利润预期分别下调11%和8%。美国股市接近历史高点，不过今日因劳动节休市。蓝思科技还可能从汽车制造商推动智能座舱电气化以及人形机器人等新兴设备日益普及中获益。分析师首次覆盖蓝思科技，给予增持评级，目标价32.00港元。股价上涨0.6%至27.26港元。","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":["LU0124676726.USD","IE00B7KXQ091.USD","LU2065170008.USD","LU2491049909.HKD","LU0820561818.USD","IE00BQXX3F31.USD","LU0170899867.USD","LU0187121727.USD","BK4534","BK4598","LU2322448791.USD","LU2592432038.USD","LU1935042215.USD","LU2244417387.USD","IE00BKDWB100.SGD","LU0528227936.USD","LU0787776722.HKD","LU2054465674.USD","SNVD.UK","LU2430703178.SGD","IE00BZ199S13.USD","LU0345769631.USD","IE00BMPRXN33.USD","SG9999015945.SGD","LU1037948541.HKD","LU2242650005.HKD","LU2750360641.GBP","IE00BK4W5L77.USD","LU0957791311.USD","LU1551013425.SGD","GB00BDT5M118.USD","IE00BJTD4N35.SGD","IE00BD6J9T35.USD","LU1712237335.SGD","LU0354030511.USD","LU2473716301.USD","IE00BDRTCR15.USD","LU0342679015.USD","BK4608","LU1778281490.HKD","LU2237438978.USD","LU2602419157.SGD","LU2462157665.USD","LU0965508806.USD","LU0310800379.SGD","IE00B775H168.HKD","LU1914381329.SGD","LU0320765059.SGD","LU1721428933.USD","LU0276348264.USD","LU1814569148.SGD","LU0072462426.USD","LU0353189680.USD","LU2746668974.SGD","LU0158827948.USD","LU1267930730.SGD","IE00BDCRKT87.USD","IE00B4JS1V06.HKD","LU0210533765.USD","LU2023251221.USD","LU1917777945.USD","NVDY","LU2249611893.SGD","NVDA","LU1868836591.USD","LU0708994859.HKD","LU2491050154.USD","LU0234572021.USD","BK4548","LU0868494617.USD","LU1066051498.USD","LU2413666699.HKD","LU2168564495.EUR","LU1699723380.USD","SG9999014567.USD","BK4585","LU0823434583.USD","LU0029864427.USD","LU1623119135.USD","IE00BQXX3C00.GBP","BTC.USD.CC","LU1084165304.USD","LU1551013342.USD","BK4549","SG9999002224.SGD","LU0070217475.USD","IE0004445015.USD","NVD2.UK","LU1035775433.USD","LU2357305700.SGD","LU1242518857.USD","LU2294711713.HKD","LU2191332357.HKD","LU2290526834.HKD","LU0965509101.SGD","LU0006306889.USD","LU2552382215.SGD","IE00BKVL7J92.USD","LU0109392836.USD","LU0345770308.USD","LU0347712357.USD","LU2491050071.SGD","BK4141","LU2077746001.SGD","LU2125909759.SGD","LU0203201768.USD","LU0823414551.USD","LU0061475181.USD","LU2471134796.USD","3NVD.UK","LU2242649171.HKD","SGXZ99366536.SGD","LU2237957811.SGD","LU1868836757.USD","LU1868837300.USD","IE00BK4W5M84.HKD","IE00BFSS8Q28.SGD","LU0210528500.USD","LU0788109477.HKD","LU1923622291.USD","NVDU","LU0345769128.USD","LU1571399168.USD","LU1244550494.USD","BK4605","IE00BMPRXR70.SGD","LU0096362180.USD","LU1244550221.USD","IE00BKPKM429.USD","LU2452424414.USD","IE00BQXX3D17.EUR","LU2756315318.SGD","LU0107464264.USD","LU1720051108.HKD","LU0077335932.USD","IE0034235295.USD","LU0965509283.SGD","LU2360032135.SGD","LU2125909593.SGD","NVDS","BK4581","LU0057025933.USD","LU2430703251.USD","LU0889565833.HKD","IE00B5949003.HKD","HK0000306701.USD","LU1066051225.USD","LU0048584097.USD","LU1951198990.SGD","IE00BFSS7M15.SGD","SGXZ81514606.USD","LU0238689110.USD","LU2063271972.USD","LU1839511570.USD","BK4567","BK4588","LU1989764664.SGD","LU0082616367.USD","BK4503","LU0256863811.USD","LU0265550359.USD","LU1037948897.HKD","LU0203202063.USD","BK4532","SG9999014559.SGD","SG9999015358.SGD","BK4533","LU1119994496.HKD","LU0053666078.USD","LU1718418525.SGD","SG9999015952.SGD","LU2750360997.AUD","LU1923623000.USD","LU2272731865.HKD","LU1868837136.USD","LU2087621335.USD","LU0056508442.USD","LU2237957902.USD","LU1935043023.USD","LU1934455277.USD","LU0265550946.USD","LU2931357623.SGD","LU2065171311.SGD","LU2552382058.USD","LU1989764748.USD","LU1791710400.SGD","LU0289739343.SGD","NVDD","LU1127390331.HKD","SG9999015986.USD","LU2028103732.USD","LU0957808578.USD","LU2430703095.HKD","LU2860962120.EUR","LU2896262040.SGD","SG9999000418.SGD","IE00B3M56506.USD","LU0158827781.USD","LU2023250330.USD","IE00BYXW3230.USD","LU0234570918.USD","LU2487616109.SGD","LU2756315664.SGD","SG9999014575.USD","LU2360107168.USD","LU1988902786.USD","BK4529","LU1366192091.USD","IE0034235188.USD","LU0719512351.SGD","LU0494093205.USD","HK0000306685.HKD","SG9999002232.USD","NVIW.SI","LU0345770993.USD","IE00BHPRN162.USD","LU0211328371.USD","LU1629891620.HKD","LU0354030438.USD","SG9999015341.SGD","BK4550","LU0079474960.USD","HK0000320223.HKD","IE00B1XK9C88.USD","LU2381873111.SGD","LU2097344431.USD","2NVD.UK","LU0211327993.USD","BK4543","LU2125154935.USD","LU2471134523.USD","IE00BWXC8680.SGD","LU1934455863.HKD","LU1951200564.SGD","LU1145028129.USD","LU1064131342.USD","LU0466842654.USD","LU0557290698.USD","LU2456880835.USD","LU0127658192.USD","LU1267930573.SGD","LU2247934214.USD","LU2433249047.HKD","LU0823434740.USD","LU1548497426.USD","LU0786609619.USD","LU2168563687.JPY","NVDS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15:06","pubTimestamp":1756710415,"startTime":"0","endTime":"0","summary":"在测试产业方面，旺硅与颖威同样受到青睐。高盛分析，随着芯片设计日趋复杂，先进测试需求持续增加，对两家公司而言是不可挡的结构性成长趋势。预测到2027年，旺硅与颖威在探针卡、插座市场的全球市占率将分别提升至11%与14%。尽管英伟达最新展望未大幅超越市场预期，短期股价承压，但公司已规划新一代中国降规芯片B30A，并向美国政府提交出口许可申请，最快将于9月送样客户测试，效能预估约为H20的2.5倍，有望带动市值回升。","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=nesSN20250901151727a708c813&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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14:34","pubTimestamp":1756708485,"startTime":"0","endTime":"0","summary":"路透台北9月1日 - 台湾股市周一收跌。分析师称，因上周五芯片制造商MarvellMRVL.O财报出炉后股价暴跌，且Nvidia也收低逾3%，引发市场担忧AI芯片前景，拖累AI族群全面受挫，指数终场跌破月线关口，明日为24,000点整数关口保卫战。台股加权指数.TWII收跌0.67%报24,071.73点；今日成交初值.TTOV.TW为5,090.75亿台币，上日修正后为4,783.48亿。且上日戴尔、Nvidia和其他AI相关股票也均出现下跌，纳斯达克指数收挫1.15%，费城半导体指数也下滑逾3%。分析师预估，明日台股指数区间在23,800-24,150点。","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:20250901:nL4S3UO02J: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":["LU2097344357.USD","LU0094547139.USD","LU0511384066.AUD","IE00BFSS7M15.SGD","LU1868836914.USD","LU1951200564.SGD","LU2750360641.GBP","NVD2.UK","LU0308772762.SGD","LU0124676726.USD","NVDY","LU0251132253.USD","LU0310800379.SGD","LU0861579265.USD","NVIW.SI","BK4608","NDAQ","LU2125154778.USD","NVDU","LU0354030438.USD","LU0689626769.HKD","LU2505996509.AUD","LU1861127337.USD","NVDD","LU2552382058.USD","SNVD.UK","IE00BHPRN162.USD","LU2168563687.JPY","LU2237438978.USD","LU2746668974.SGD","BK0188","NVDS.UK","2NVD.UK","NVDS","601211","LU1366333091.USD","3NVD.UK","LU0868494617.USD","LU0965509010.AUD","LU2125154935.USD","NVD","NVD3.UK","LU1366192091.USD","NVDA","SG9999014559.SGD","LU1803068979.SGD","NVDX","SG9999000418.SGD","LU2237957902.USD"],"gpt_icon":1},{"id":"2564902918","title":"一个Bug改通宵！用AI写超50%代码，只有32%资深开发者敢这么干","url":"https://stock-news.laohu8.com/highlight/detail?id=2564902918","media":"新智元","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564902918?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 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朱源哲2025Q2阿里云业务营收333.98亿元，同比增长26%，AI相关收入继续保持三位数增长，外部商业化收入中AI贡献已超过20%；资本开支为386亿元，同比增长220%，环比上季增长57.1%，创下单季历史新高。2025年第二季度，阿里巴巴的资本开支为386亿元，同比增长220%，环比上季增长57.1%，创下单季历史新高。英伟达发布最新财季业绩，需求持续强劲，H20影响了公司收入。","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=nesSN20250901120300a4ac6f68&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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09:15","pubTimestamp":1756689323,"startTime":"0","endTime":"0","summary":"尽管英伟达飙升的收入持续引人关注，但其对少数客户的严重依赖既带来了机遇，也带来了不确定性。英伟达通常会按季度披露其主要客户。然而，这些最新数据引发了一场新的讨论：英伟达的增长轨迹是否严重依赖于一小部分庞大的买家，尤其是大型云服务提供商。英伟达将直接客户定义为购买其芯片用于制造完整系统或电路板的公司。随着人工智能市场的扩张，英伟达预测其基础设施投资将大幅增长。","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=nesSN20250901092216a4ac16b8&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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被曝研发 2.5D / 3.5D 芯粒封装","url":"https://stock-news.laohu8.com/highlight/detail?id=2563001890","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2563001890?lang=zh_cn&edition=fundamental","pubTime":"2025-08-30 11:28","pubTimestamp":1756524507,"startTime":"0","endTime":"0","summary":"IT之家 8 月 30 日消息，科技媒体 Tom's Hardware 昨日发布博文，报道称 AMD 资深研究员、SoC 首席架构师 Laks Pappu 在其 LinkedIn 资料中透露，AMD 正研发新一代基于 2.5D / 3.5D 芯粒封装及单芯片架构的 GPU，意味着该公司有望在下一代产品中重返高性能 GPU 竞争。Laks Pappu 在个人介绍中提到，其工作包括“打造下一代具竞争力的 2.5D / 3.5D 芯粒封装及单芯片图形 SoC，基于多种封装技术”。虽然 AMD 并未公开具体发布时间或型号，但该媒体认为这释放了 AMD 公司未来可能重返高性能 GPU 竞争的信号。","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=nesSN202508301129069506f58f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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10:30","pubTimestamp":1756521000,"startTime":"0","endTime":"0","summary":"　　当英伟达的“非完美”财报，被华尔街的“完美主义”审视时，会发生什么？　　美东时间周三盘后，“全球市值第一股”英伟达交出一份漂亮的业绩答卷，一个仅有2亿美元的微小“瑕疵”，却瞬间刺破了市场极度敏感的神经。其股价在盘后一度跌超5%，并在接下来的两个交易日市值共计蒸发逾1800亿美元。　　究其原因，是英伟达在2026财年第二季度录得的411亿美元数据中心业务收入，略低于市场预期的413亿美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-08-30/doc-infntrkn1819258.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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09:35","pubTimestamp":1756517732,"startTime":"0","endTime":"0","summary":"医疗保健、金融、工业和小盘股成为众多投资者的购物清单。但\"七巨头\"不在其中。由于对贸易政策变化和特朗普总统\"解放日\"关税公告的担忧，标普500指数在2月中旬至4月初期间暴跌19%。但这一蓝筹股指数，连同道琼斯工业指数和纳斯达克综合指数，已强势反弹至接近历史高位。标普500指数今年迄今上涨10%，由大型科技股英伟达、微软、Meta Platforms、Broadcom和Palantir 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00:23","pubTimestamp":1756484639,"startTime":"0","endTime":"0","summary":"中概股“沸腾”，阿里巴巴暴涨！中概股大涨，纳指大跌。中概股大涨8月29日晚间，美股最大的亮点，就是中概股大涨。这一场大涨，由阿里巴巴引发，其股价暴涨超11%！纳指大跌与中概股形成鲜明对比的是，美股整体下跌，以科技股为主的纳指跌超1%。“PCE数据还可以，但有一点财报压力，也可能是创下历史新高后的部分获利了结。”短期预期上升至4.8%，长期预期升至3.5%，均高于7月的水平。今晚，国际金价又涨了。","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=nesSN20250830003343a4a84911&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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