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AI应用概念股

6,671.73

+24.280.37%

涨家数：13

跌家数：15

平家数：- -

市盈率：- -

高：6,740.33

开：6,683.06

低：6,614.34

收：6,647.45

成交量：4.05亿

成交额：389.46亿

市值：5.24万亿

流通市值：5.01万亿

数据加载中...

总览新闻资讯

“龙虾热”席卷全球之际黄仁勋携开源模型炸场! 英伟达(NVDA.US)全栈野心托起“AI牛市叙事”

黄仁勋说对了！AI基建急缺电工：微软谷歌后，贝莱德砸1亿美元培训技工

华尔街见闻

段永平1200亿持仓曝光：减持苹果，暴增英伟达，押注AI核心赛道

预见独角兽

黄仁勋：OpenClaw是历史性发布之一英伟达内部已使用

离开Meta，杨立昆两个月融了70亿

中科曙光发布首个IB互联方案，对标英伟达RDMA

钛媒体快报

【热点】英伟达押注CoWoP，仅剩3家PCB厂商参与开发

英伟达CEO黄仁勋：人类历史上规模最大的基础设施建设即将到来

个体工商户别慌！季度预缴A表申报流程看过来~

黄仁勋，投了俄罗斯马云

ETF热潮与台积电走强助推台湾基金资产增36%至9,680亿美元

老黄入局吃龙虾！英伟达发布最强开源Agent推理模型

卷了3年大模型，黄仁勋一句话，戳破了全行业的泡沫

河南省政府新任免一批干部

大河财立方

李大霄：建议研究延长交易时间

英伟达将豪掷260亿美元开发AI大模型

Vision Pro将支持英伟达CloudXR 6.0，支持畅玩模拟类大作

AI的时代，英伟达怎么就比沃尔玛便宜了？

半导体产业价值大重估，连英伟达都失宠了？

AMD GDC揭晓FSR Diamond，硬刚英伟达DLSS 4.5

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15:44","pubTimestamp":1773301449,"startTime":"0","endTime":"0","summary":"持有苹果14年的段永平，深知其硬件生态、品牌忠诚度的核心竞争力，此次减持核心是两点：一是苹果估值高位，降低单一标的风险；二是腾挪现金流，布局AI等高成长赛道。结语：大道至简，价值永存段永平的1200亿持仓调整，是价值投资的时代升级：以苹果、伯克希尔为底仓守住价值根基，以英伟达等AI标的为进攻捕捉时代红利，以轻仓试水探索新机会。","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=nesSN20260312155624a6ba31e8&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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美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618902977","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618902977?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 13:18","pubTimestamp":1773292727,"startTime":"0","endTime":"0","summary":"更新 1-ETF热潮与台积电走强助推台湾基金资产增36%至9,680亿 美元增加了引文和第 2 段的细节Faith Hung/Roger Tung. 路透台北3月12日 - 台湾投资基金业协会主席最近在接受采访时说，台湾投资基金业管理的总资产预计将在未来三年内增长三分之一以上，达到30 万亿新台币。在采访中，尤说，投资基金产品的扩张反映了台湾股市.TWII的强劲表现，继2025年上涨25.7%之后，今年又上涨了16%。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:nL4T4000CL: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":["LU0965509101.SGD","LU1674673428.USD","LU1791710400.SGD","LU1988902786.USD","IE00BDRTCR15.USD","LU0965508806.USD","BK4598","NVIW.SI","IE000ITXATA3.USD","LU1244550494.USD","LU2063271972.USD","LU1244550221.USD","LU1316542783.SGD","SG9999014880.SGD","LU0957808578.USD","LU1989772923.USD","IE00BK4W5M84.HKD","LU0069063385.USD","LU1551013342.USD","LU0708995401.HKD","LU1914381329.SGD","LU0127658192.USD","LU2271345857.HKD","LU2471134523.USD","LU2552382058.USD","LU0238689110.USD","LU2381873111.SGD","LU1633808545.USD","LU1119994496.HKD","LU0323591593.USD","LU1720051017.SGD","LU2272731600.USD","LU2242650005.HKD","IE00B5949003.HKD","BK4567","LU0348723411.USD","LU1496350171.SGD","DIPS","LU0187121727.USD","LU2264538146.SGD","LU2360107168.USD","SG9999014575.USD","LU2236285917.USD","LU2237438978.USD","LU0724617625.USD","IE00B1XK9C88.USD","IE0009G5SDU7.USD","LU2458330169.SGD","LU2471134879.HKD","LU2360106780.USD","LU0640476718.USD","LU1037948897.HKD","IE00B1BXHZ80.USD","SGXZ81514606.USD","LU0289960550.SGD","LU2125909247.SGD","IE00BYXW3230.USD","LU0354030438.USD","LU2023251221.USD","LU0820561909.HKD","LU2125154778.USD","SGXZ51526630.SGD","SG9999015358.SGD","LU0345769128.USD","LU0342679015.USD","NVDG","LU2125909759.SGD","LU0823421416.USD","LU1496350502.SGD","NVII","SG9999018857.SGD","LU0787776722.HKD","LU2360032135.SGD","LU0472753341.HKD","LU2092627202.USD","SG9999002232.USD","LU1066053197.SGD","LU2294711713.HKD","LU2403377893.USD","NVDY","GB00BDT5M118.USD","LU0080751232.USD","LU0683600562.USD","LU0557290698.USD","LU0310800379.SGD","LU2417539215.USD","LU1868837136.USD","LU1116320901.HKD","LU1861215975.USD","LU2746668461.USD","LU0476273544.USD","IE0004086264.USD","LU0820561818.USD","LU2111349929.HKD","LU2237957811.SGD","LU0170899867.USD","LU0823414551.USD","LU0081259029.USD","LU2191332357.HKD","BK4533","LU2065171311.SGD","LU1267930573.SGD","LU2413666426.HKD","LU1868837300.USD","LU1642822529.SGD","IE00B4YYXB79.USD","2NVD.UK","LU1670756490.USD","ANV","IE00B3S45H60.SGD","LU1815333072.USD","BK4554","LU0251132253.USD","LU0158827781.USD","LU0011850046.USD","LU2213496289.HKD","IE00BJJMRY28.SGD","LU1861127337.USD","LU1629891620.HKD","LU1868836914.USD","IE0004445015.USD","BK4534","SG9999014559.SGD","SGXZ23171101.USD","LU0265550359.USD","LU2746668974.SGD","BK4503","LU1989764664.SGD","LU0417517546.SGD","LU2430703095.HKD","LU1261432733.SGD","LU0234572021.USD","LU2602419157.SGD","IE00B19Z8X17.USD","LU1989764748.USD","LU1280957306.USD","LU1400636491.USD","LU2592432038.USD","LU0006306889.USD","LU2357305700.SGD","LU2211815571.USD","LU2506951792.HKD","LU1934455194.USD","BK4588","LU0345768740.USD","LU1923622291.USD","LU1935042488.USD","LU2023250504.SGD","LU1868836591.USD","LU2471134952.CNY","LU2505996509.AUD","LU2244417387.USD","SG9999018865.SGD","LU1400636574.HKD","LU2461242641.AUD","LU0274383776.USD","LU0215105999.USD","IE00BJLML261.HKD","LU1699723380.USD","LU1935043023.USD","BK4585","LU2543165471.USD","IE000KEQY171.SGD","LU1366192091.USD","SG9999014567.USD","BK4548","IE00BN29S564.USD","NVDS.UK","SG9999002224.SGD","LU0308772762.SGD","LU1791710582.SGD","LU2452424414.USD","LU2023250330.USD","LU1935042991.SGD","BK4550","LU1718418525.SGD","IE0005OL40V9.USD","IE00BK4W5L77.USD","LU2077746001.SGD","NVDX","LU2097344431.USD","LU0061475181.USD","LU0345770993.USD","NVD3.UK","LU0061474960.USD","LU1267930730.SGD","LU0211328371.USD","LU0265550946.USD","LU1127390331.HKD","SG9999015945.SGD","LU2322448957.HKD","LU2065171402.SGD","LU1923623000.USD","LU2237957902.USD","LU0345768153.USD","IE00B775SV38.USD","IE0003U64NQ7.SGD","IE0004445239.USD","LU2361044865.SGD","LU0158827948.USD","LU0225283273.USD","LU2092937148.SGD","LU0029864427.USD","SG9999014914.USD","LU1868836757.USD","LU2322448791.USD","LU2430703251.USD","LU0861579265.USD","NVDS","LU1721428933.USD","IE00B7KXQ091.USD","IE00BQXX3F31.USD","LU0820562030.AUD","LU1645745479.HKD","LU0094547139.USD","LU1983260115.SGD","LU0072462426.USD","HK0000914686.HKD","LU2456880835.USD","LU0823421333.USD","LU1804176565.USD","LU0868494708.USD","NVDD","LU0788109477.HKD","LU0353189763.USD","HK0000914660.USD","IE00BMPRXR70.SGD","LU2290526834.HKD","LU1861220033.SGD","LU0320765059.SGD","IE00BDCRKT87.USD","IE00BMPRXQ63.HKD","LU2168564222.USD","LU2168563687.JPY","LU0979878070.USD","IE00BJJMRX11.SGD","LU2491050154.USD","LU1066051811.HKD","LU2087625088.SGD","LU2433249047.HKD","IE00BKPKM429.USD","LU0107464264.USD","LU0289739343.SGD","LU1116320737.USD","LU106605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11:15","pubTimestamp":1773285312,"startTime":"0","endTime":"0","summary":"作者|略大参考 刘然英伟达和沃尔玛，谁更接近AI概念？AI时代是属于科技企业的时代，但投资者在给估值时变得畏首畏尾、慎之又慎，生怕哪个新的AI技术把这门生意给颠覆了。在这种情绪面前，宇宙第一AI股——英伟达也没什么特权。这最终让这家AI第一股，在AI时代的估值还不如沃尔玛。不仅如此，目前大部分AI明星股的市值涨幅给股东的回报完全不成正比。","market":"hk","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/1773204273823844487","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":["IE000KEQY171.SGD","LU2602419157.SGD","LU2491050071.SGD","LU0276348264.USD","BK4597","SG9999014914.USD","LU2168563687.JPY","LU1066051498.USD","LU2543165471.USD","HK0000320264.USD","LU2168564222.USD","BK4579","LU2065171402.SGD","LU0109392836.USD","LU1585245621.USD","IE00B4JS1V06.HKD","LU1989764664.SGD","LU1989764748.USD","LU1868837136.USD","LU1069347547.HKD","LU0080751232.USD","LU2417539215.USD","LU0347712357.USD","IE0009G5SDU7.USD","LU1244550221.USD","LU2237957902.USD","BK4605","BK4608","LU0072462426.USD","LU1242518857.USD","LU0079474960.USD","LU2413666426.HKD","LU0029864427.USD","LU2592432038.USD","BK4504","LU2023251221.USD","SNVD.UK","LU2249611893.SGD","NVII","LU2108987350.USD","LU2471134523.USD","LU0511384066.AUD","LU0061474960.USD","LU2242650005.HKD","LU2430703178.SGD","IE00BD6J9T35.USD","LU0444973449.USD","BK4533","LU2420271590.USD","LU0787776722.HKD","IE000W1ABFV2.USD","IE0034235295.USD","LU0724617625.USD","LU0061474705.USD","LU2271345857.HKD","IE00BKPKM429.USD","LU0308772762.SGD","LU1064131342.USD","LU1814569148.SGD","LU0354030438.USD","LU2746668461.USD","IE00B1XK9C88.USD","IE00B4YYXB79.USD","LU0320765059.SGD","LU1803068979.SGD","LU1935042991.SGD","LU0786609619.USD","LU2168564495.EUR","LU1815336760.USD","SG9999000418.SGD","LU2089985449.USD","IE00BJJMRX11.SGD","LU0069063385.USD","LU1718418525.SGD","LU0823434583.USD","LU2357305700.SGD","LU0494093205.USD","LU1670756490.USD","LU1623119135.USD","NVDG","LU1914381329.SGD","LU0215105999.USD","2NVD.UK","LU0820561818.USD","LU2242649171.HKD","LU2290526834.HKD","LU0210533765.USD","IE00BJLML261.HKD","IE00B1BXHZ80.USD","LU2265009873.SGD","LU0011850046.USD","LU2125909759.SGD","BK4155","LU0124676726.USD","LU0354030511.USD","BK4529","LU2552382132.HKD","NVDA","LU0823421416.USD","LU0985320562.USD","LU0942090050.USD","NVIW.SI","LU1934455277.USD","LU0820562030.AUD","LU2357125470.USD","LU1267930730.SGD","LU1037948541.HKD","LU2286300806.USD","LU2065171311.SGD","LU2471134879.HKD","LU0289739343.SGD","DIPS","LU2463028550.USD","NVDB","IE00BJTD4N35.SGD","LU2860962120.EUR","LU2125909593.SGD","BK4551","LU1244550494.USD","LU1244550577.SGD","LU1951198990.SGD","LU0957791311.USD","LU1804176565.USD","BK4532","LU1935042488.USD","IE0034235188.USD","LU0238689110.USD","LU0082616367.USD","LU0081259029.USD","LU0265550359.USD","LU2244417387.USD","LU0323591593.USD","LU2125909247.SGD","LU2430703251.USD","LU1989772923.USD","LU2456880835.USD","LU2272731782.SGD","IE00BYXW3230.USD","LU0211328371.USD","WMTI","LU1923622291.USD","LU2361044865.SGD","BK4612","LU2236285917.USD","IE00B3M56506.USD","LU1988902786.USD","LU1720051017.SGD","NVD2.UK","LU1035773651.USD","LU1674673691.USD","HK0000306685.HKD","LU1868836757.USD","LU2471134952.CNY","LU0203201768.USD","LU2250418816.HKD","IE00B775H168.HKD","LU1066053197.SGD","LU1496350502.SGD","LU2322448957.HKD","LU1852331112.SGD","LU2403377893.USD","LU2473716301.USD","LU0979878070.USD","SG9999014559.SGD","BK4554","LU1868836591.USD","BK4550","LU0965508806.USD","3NVD.UK","IE00BQXX3C00.GBP","LU1267930573.SGD","LU0198837287.USD","LU0965509101.SGD","LU1983260115.SGD","IE00BN29S564.USD","LU1400636657.SGD","LU1861127337.USD","IE00B5949003.HKD","LU0316494557.USD","LU1430594728.SGD","LU0345769128.USD","LU1974910355.USD","LU2083900584.USD","LU2430703095.HKD","LU0689472784.USD","SGXZ31699556.SGD","LU0225283273.USD","LU0957808578.USD","LU0154236417.USD","LU1551013425.SGD","LU2097344431.USD","LU2458330243.SGD","NVDY","LU2237957811.SGD","NVDQ","SG9999014898.SGD","LU2168564065.EUR","LU2168564149.EUR","LU0289960550.SGD","LU1934455863.HKD","SG9999014542.SGD","BK4534","LU2247934214.USD","NVDD","LU1868836914.USD","SG9999002232.USD","LU1003077747.HKD","LU1066051225.USD","LU1989772840.SGD","BK4598","IE00B19Z9505.USD","LU0390134368.USD","LU0661504455.SGD","LU1815333072.USD","BK4581","LU0127658192.USD","LU0203202063.USD","LU0672654240.SGD","LU0823421333.USD","HK0000914686.HKD","LU0345770993.USD","NVDX","IE00BHPRN162.USD","LU0553294199.USD","LU0882574139.USD","LU0149725797.USD","LU0965509283.SGD","LU0353189680.USD","LU1720051108.HKD","IE00BMPRXQ63.HKD","LU2452424414.USD","LU1992135399.USD","LU1069344957.HKD","LU0861579265.USD","LU1821325948.USD","LU2506951792.HKD","SG9999015978.USD","LU2097344357.USD","LU0061475181.USD","IE00B19Z8X17.USD","LU1066051811.HKD","IE0004091025.USD","LU0157215616.USD","LU2089284900.SGD","LU1127390331.HKD","LU0234572021.USD","IE0004445015.USD","LU1721428933.USD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11:02","pubTimestamp":1773284529,"startTime":"0","endTime":"0","summary":"连英伟达都不值得买了？AI芯片供应商英伟达在公布了强劲的季度财报后，其股价并未持续上涨。这为分析半导体产业链的内在价值提供了新的视角。新框架下，半导体产业的价值重估在HALO框架下，半导体产业内部正在发生价值分化。其中，半导体设备、核心材料与先进封装，作为支撑数字经济运行的物理基础，其“硬资产”价值正被市场重新评估。","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=nesSN202603121102129549a34a&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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