美股详情

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AI应用概念股

6,578.05

-93.3042-1.40%

涨家数：5

跌家数：21

平家数：2

市盈率：- -

高：6,640.17

开：6,611.01

低：6,546.46

收：6,671.73

成交量：2.91亿

成交额：313.71亿

市值：5.17万亿

流通市值：4.94万亿

数据加载中...

总览新闻资讯

实时市场-散户交易者望而却步 - 摩根大通

一图速览第三场“部长通道”

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

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

中天策略:3月12日市场分析

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

冀时长图丨河北代表委员热议树立和践行正确政绩观

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

新股孖展统计 | 3月12日

【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

全国人大代表雷军：加快培育智能网联新能源汽车复合型人才夯实产业发展根基

期货日报网

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

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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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19:30","pubTimestamp":1773315000,"startTime":"0","endTime":"0","summary":"\"不懂不投，买股票就是买公司段永平又出手了。根据最新披露，2025年第四季度，他管理的基金一口气建仓了三家全新的AI公司。段永平的投资组合，AI的浓度瞬间拉满。三个“卖铲人”，三种活法段永平看上的这三家新公司，很有意思。从“看不懂”到“下重注”，段永平的AI进化论段永平投AI，不是一时兴起。结果一个季度后，全部清仓。段永平已经不再把AI仅仅看作一个投资赛道。在他看来，AI是工具，是能力的放大器。","market":"hk","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":"http://mp.weixin.qq.com/s?__biz=MjM5MzAzNzE0MQ==&mid=2651601552&idx=1&sn=ff354097450e808eafbf352456642136&chksm=bcc46745db74f06e1bbb95c1c0439e8907670074d539ce88c3567033b90a76f50a55db03a793&scene=0#rd","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":"weixin_highlight","symbols":["BK4612","LU2357125470.USD","LU0048584097.USD","LU1992135472.HKD","LU1674673691.USD","LU2896262040.SGD","LU0477156953.USD","LU0149725797.USD","LU2237957902.USD","IE00BSNM7G36.USD","IE00B775H168.HKD","IE00BFXG0V08.USD","NVD3.UK","LU0683600562.USD","LU0985320562.USD","LU0061474705.USD","LU1691799644.USD","BK4598","LU2471134879.HKD","LU2125909593.SGD","LU1037948897.HKD","LU1880398554.USD","LU2237443895.HKD","LU1585245621.USD","LU0345769128.USD","LU2506951792.HKD","LU1935042991.SGD","LU0965509283.SGD","LU1815336760.USD","LU0354030511.USD","LU0889565833.HKD","LU0882574139.USD","IE0004445239.USD","IE00BDCRKT87.USD","SG9999001077.SGD","LU0210533765.USD","IE00BKDWB100.SGD","BK4614","LU2458330169.SGD","BK4533","LU0472753341.HKD","GB00B4LPDJ14.GBP","LU0130518102.USD","LU0081259029.USD","IE0009G5SDU7.USD","BK4023","LU2430703095.HKD","BK4579","LU2491050154.USD","LU1791710400.SGD","LU2213496289.HKD","LU2294711713.HKD","LU1868837136.USD","BK4561","IE00BZ1G4Q59.USD","LU1267930813.SGD","LU2552382215.SGD","NVD2.UK","LU0308772762.SGD","LU0302445910.USD","LU2404859667.USD","IE00B3M56506.USD","LU1069347547.HKD","LU0077335932.USD","LU0823434583.USD","LU0957791311.USD","LU1232071149.USD","LU0203201768.USD","LU2433249047.HKD","SG9999015978.USD","LU0878866978.SGD","IE00BMPRXR70.SGD","LU0238689110.USD","IE0034235188.USD","LU1923622614.USD","LU2471134952.CNY","LU0672654240.SGD","LU0106261372.USD","LU2237443978.SGD","BK4602","LU0210536198.USD","LU0964807845.USD","SG9999001424.SGD","LU2077746001.SGD","SGXZ31699556.SGD","SG9999002224.SGD","LU0640476718.USD","IE00BLSP4452.SGD","LU2264538146.SGD","LU2125909247.SGD","LU0868494617.USD","LU0323591593.USD","LU2168563687.JPY","BK4141","HK0000914686.HKD","LU0648001328.SGD","LU0787776722.HKD","LU0211331839.USD","SGXZ23171101.USD","SG9999015952.SGD","BK4605","LU0274383776.USD","LU2065169927.USD","SG9999014542.SGD","LU0215105999.USD","LU0011850046.USD","LU1043141396.HKD","LU2403377893.USD","BK4077","IE00B7KXQ091.USD","BK4538","IE00BQXX3C00.GBP","LU0476273544.USD","LU0417517546.SGD","IE00B19Z8X17.USD","LU1642822529.SGD","LU0314104364.USD","LU2413666699.HKD","LU2028103732.USD","LU1032955483.USD","LU2746668974.SGD","LU1934455194.USD","LU1935043536.SGD","SG9999002232.USD","NVDQ","LU1127390331.HKD","LU2362541273.HKD","LU1400636491.USD","NVDG","LU2592432038.USD","LU0056508442.USD","LU0094547139.USD","IE00BFMHRM44.USD","LU1712237335.SGD","LU2125154935.USD","LU2237443465.HKD","LU1303367103.USD","BK4573","LU0158827781.USD","LU0289739343.SGD","LU0265550359.USD","IE000W1ABFV2.USD","BK4527","LU2505996681.GBP","IE0004086264.USD","LU2265009873.SGD","LU0868494708.USD","LU0642271901.SGD","LU2471134796.USD","IE0009356076.USD","LU1242518931.SGD","LU1202635105.USD","BK4550","IE00B4YYXB79.USD","LU0097036916.USD","GB00BDT5M118.USD","IE00BD6J9T35.USD","IE00B3S45H60.SGD","LU0965509010.AUD","LU1221951046.USD","IE00BMPRXN33.USD","SG9999000418.SGD","LU2249611893.SGD","LU1934455277.USD","LU1989772840.SGD","LU2491049909.HKD","LU1551013425.SGD","LU0070217475.USD","LU2087625088.SGD","LU0198837287.USD","SG9999014880.SGD","LU1821325948.USD","LU1267930730.SGD","IE00BK4W5M84.HKD","LU0545039389.USD","LU0210528500.USD","LU2092627202.USD","LU0345768153.USD","BK4585","IE00BFSS7M15.SGD","IE00BZ199S13.USD","LU1934455863.HKD","LU2271345857.HKD","LU2357305700.SGD","LU2487616109.SGD","LU1301847155.USD","GGLL","LU2543165471.USD","LU2471134523.USD","LU2275660780.HKD","LU1496350171.SGD","BK4553","LU1242518857.USD","LU2750360997.AUD","LU1116320737.USD","LU2108987350.USD","IE00B7SZLL34.SGD","LU0234572021.USD","LU2750360641.GBP","LU1066051225.USD","LU1718418525.SGD","LU0124676726.USD","IE0003U64NQ7.SGD","LU0719512351.SGD","LU0312595415.SGD","LU1633808545.USD","LU2097829019.USD","LU2602419157.SGD","LU0861579265.USD","LU2420271590.USD","LU0994945656.USD","LU2097344357.USD","LU2430703178.SGD","LU2286300806.USD","LU2746668461.USD","SGXZ81514606.USD","LU0310800379.SGD","LU1074936037.SGD","BK4567","IE00B19Z3581.USD","IE00BLSP4239.USD","LU1116320901.HKD","LU2250418816.HKD","LU0456855351.SGD","NVDX","LU0784385840.USD","LU0251131958.USD","LU0310799852.SGD","IE00BKPKM429.USD","LU0444971666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19:02","pubTimestamp":1773313353,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，广合科技(01989)正在招股中。截至3月12日，富途证券、辉立证券等券商为广合科技借出97.04亿港元，超购逾29倍。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1413204.html","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":"stock_zhitongcaijing","symbols":["IE00B19Z9Z06.USD","IE00B19Z9P08.USD","LU2063271972.USD","LU2250418816.HKD","APPX","LU1861220033.SGD","LU2087625088.SGD","BK4608","IE00B894F039.SGD","BK4585","LU0097036916.USD","LU2290526834.HKD","BK1209","LU0353189763.USD","BK4588","01989","LU2360106780.USD","LU2360107168.USD","BK4539","LU1852331112.SGD","BK4613","LU0056508442.USD","BK4023","LU0353189680.USD","IE00BZ9MQY76.HKD","LU1861215975.USD"],"gpt_icon":0},{"id":"2618133614","title":"【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","url":"https://stock-news.laohu8.com/highlight/detail?id=2618133614","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618133614?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 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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\"人工智能会杀死它们 \"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 - 甲骨文公司ORCL.N的西西利亚是最新一位就人工智能工具能否大量自动执行人类任务，以及这是否会意味着其行业消亡展开讨论的软件首席执行官。此后，软件公司的首席执行官们利用财报后的电话会议进行了反击。","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:nL4S4000WT:1","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":["IE00B775H168.HKD","IE00BFSS8Q28.SGD","LU1046421795.USD","LU0124676726.USD","IE00B19Z8W00.USD","IE00B19Z9505.USD","LU0203202063.USD","LU1235294995.USD","NVD3.UK","LU0823421333.USD","LU0690374615.EUR","IE00BK4W5M84.HKD","IE0005OL40V9.USD","IE00B7KXQ091.USD","LU0545562505.USD","LU1670628061.USD","LU2089985449.USD","LU1430594728.SGD","SG9999015952.SGD","LU0048573561.USD","LU1267930490.SGD","LU1935042215.USD","LU0965509010.AUD","LU0878866978.SGD","LU0985489474.SGD","LU2764263203.CNY","LU0289941410.SGD","MSFD","LU2746668974.SGD","LU0894486033.HKD","SG9999011175.SGD","LU1983260115.SGD","LU0187121727.USD","LU0130102774.USD","LU0061475181.USD","LU1261432733.SGD","LU1861127337.USD","IE00BN0W2T93.GBP","LU0472753341.HKD","LU0894485498.HKD","LU2471134952.CNY","IE00B7SZLL34.SGD","HK0000320223.HKD","NVDW","LU1564329115.USD","LU1791710582.SGD","LU0444971666.USD","ANV","LU2237438978.USD","LU1059921491.USD","LU0868494617.USD","BK4538","LU2065171402.SGD","SGXZ99366536.SGD","LU1923623000.USD","LU1935042488.USD","LU1435385759.SGD","LU2720916845.USD","LU1506573853.SGD","LU1803068623.USD","SG9999002232.USD","BK4141","BK4576","LU2237443549.SGD","LU0072462426.USD","LU2087625088.SGD","MSFL","LU2430703178.SGD","LU2249611893.SGD","LU0106261372.USD","LU1429558221.USD","LU2272731782.SGD","SG9999014575.USD","LU0107464264.USD","LU2125154935.USD","LU2065169927.USD","LU0320765059.SGD","LU2237443382.USD","SG9999015358.SGD","LU1989764664.SGD","LU2092937221.SGD","IE00BJTD4V19.USD","IE00BMPRXQ63.HKD","LU1084165304.USD","LU2237957902.USD","SG9999018857.SGD","LU2764262908.HKD","NVDD","IE00B4JS1V06.HKD","LU2360107325.USD","LU0965508806.USD","LU2191332357.HKD","LU2506952170.USD","HK0000914686.HKD","LU1974910355.USD","LU0316494557.USD","LU0820561818.USD","NVDY","SG9999015986.USD","MSFY","LU2023250843.SGD","LU1868837136.USD","LU1236620750.USD","LU1935042991.SGD","LU1629891620.HKD","NOWL","LU0742534661.SGD","LU1585245621.USD","LU1069344957.HKD","LU1489326972.SGD","LU0162691827.USD","LU2210150020.SGD","LU2413666699.HKD","NVDU","LU2404859667.USD","LU1196500208.SGD","LU1821325948.USD","BK4577","LU2491050154.USD","LU0726765562.USD","LU0994945656.USD","LU2125909916.SGD","IE00BDCRKT87.USD","LU2430703251.USD","IE00B19Z9P08.USD","LU0640476718.USD","LU0889566641.SGD","LU0348723411.USD","LU0784384876.USD","SG9999018865.SGD","LU0823434740.USD","IE0001KFT4U8.USD","LU1202635105.USD","LU0096362180.USD","3NVD.UK","LU2092937148.SGD","LU0072461881.USD","LU1145028129.USD","BK4612","LU2756315664.SGD","IE00BLSP4239.USD","LU0353189763.USD","LU2463028550.USD","LU1852331112.SGD","LU0476273544.USD","IE0004091025.USD","LU2602419157.SGD","LU1043141123.HKD","LU2089283258.USD","IE00BN0W2V16.EUR","LU2362540622.SGD","LU1201861249.SGD","LU1670627923.USD","LU0095938881.EUR","BK4503","LU0070217475.USD","LU1242518931.SGD","IE0004445239.USD","LU2381873111.SGD","LU0312595415.SGD","LU0426412945.USD","LU2237443465.HKD","LU1400636657.SGD","LU1037948541.HKD","LU1989772840.SGD","LU1582987597.SGD","ORCS","LU2168564222.USD","IE00BKVL7J92.USD","LU1861214812.USD","LU2089284900.SGD","LU0289739343.SGD","LU1066053197.SGD","LU0823414478.USD","LU1934455194.USD","LU2237443622.USD","LU2403377893.USD","LU1815336760.USD","LU2111349929.HKD","LU0323239441.USD","LU1564329461.SGD","LU1003077747.HKD","LU0345770308.USD","LU1670711123.USD","LU0210533765.USD","LU0069063385.USD","LU0251131958.USD","LU0949170772.SGD","LU0912757837.SGD","BK4528","BK4605","LU2247934214.USD","LU0672654240.SGD","LU1854103824.USD","LU0170899867.USD","LU0823414551.USD","IE00BQXX3F31.USD","LU0082616367.USD","LU0494093205.USD","LU0211327993.USD","LU0792757196.USD","LU1923622614.USD","LU1074936037.SGD","LU2477742899.HKD","LU2506951875.HKD","LU2552382215.SGD","LU1670710588.SGD","LU0080751232.USD","LU0267386448.USD","IE00B3S45H60.SGD","BK4539","LU0158827781.USD","LU1582986359.USD","LU0251132253.USD","DIPS","LU0466842654.USD","LU2133065610.SGD","LU2063271972.USD","LU1116320737.USD","LU2404859741.USD","LU1571399168.USD","SG9999001424.SGD","LU2125909593.SGD","LU1935043023.USD","LU2347655073.USD","LU1670756490.USD","LU0965509101.SGD","LU0390134368.USD","LU2430703095.HKD","BK4533","LU0265550946.USD","IE00B19Z3581.USD","LU1244550494.USD","LU2552382132.HKD","LU0289960550.SGD","LU2097344431.USD","LU1035775433.USD","LU2860962120.EUR","LU0308772762.SGD","IE00BSNM7G36.USD","LU0985320562.USD","LU1823568750.SGD","LU0957791311.USD","LU0689472784.USD","GB00B4QBRK32.GBP","LU051138406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18:00","pubTimestamp":1773309617,"startTime":"0","endTime":"0","summary":"然而，在这个由极度乐观情绪主导的市场中，存在一个鲜少被真正量化的财务黑洞：支撑英伟达庞大市值的下游买家，究竟还能承受多久的现金流失血。此外推理成本的坍塌正在进一步恶化这笔经济账。英伟达的万亿市值建立在一个脆弱的假设之上，即下游买单人的资产负债表可无限期为无法产生对等回报的AI基础设施持续输血。2026年，注定将成为这笔AI经济账迎来清算周期的起点。","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=nesSN2026031218270497af4b52&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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