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AI应用概念股

6,573.52

-98.2173-1.47%

涨家数：7

跌家数：21

平家数：- -

市盈率：- -

高：6,640.17

开：6,611.01

低：6,546.46

收：6,671.73

成交量：4.07亿

成交额：444.86亿

市值：5.16万亿

流通市值：4.94万亿

数据加载中...

总览新闻资讯

路透社：字节跳动绕道马来西亚，获得了英伟达顶级AI芯片的使用权

人工智能学家

GTC2026前瞻：联想集团如何卡位AI"五层蛋糕"？

天风郭明𫓹：英伟达下一代Rubin平台启动新材测试，PCB升级周期将至

华尔街见闻

于英伟达 GTC 开幕前夕看涨，某巨鲸提前布局 140 万美元 NVDA 多单

努力实现“十五五”良好开局

吉利受邀参加英伟达2026 GTC大会，将围绕 “AI + 车” 进行成果分享

WSJ：字节通过海外合作部署英伟达高端芯片

三星据悉与英伟达合作加速研发下一代NAND闪存，高“设备”含量的科创半导体ETF近5天合计”吸金”2.21亿元

GTC 2026前夜：AI即基建，联想与英伟达三十年合作站上哪一层

老黄又要放大招了！Nvidia GTC 2026最全观看指南

重磅！英伟达入局内存研发

半导体创芯网

【券商聚焦】招银国际：美国软件NDR 关注客户端增量价值创造

推动海口“三农”工作高质量发展·评论之一 | 提升“产”的质量

AI内容供需旺盛，英伟达发力本地AI创作

21世纪经济报道

【热点】英伟达2026催化PCB需求龙头产能订单同步爆发

英伟达投资的Scintil Photonics开始与客户测试激光芯片

激光制造网Lase...

联发科打造芯片、AI模型到系统整合的全面边缘AI生态

电子产品世界

英伟达云盟友Nscale据传IPO前洽购美国大型数据中心场地

Nscale拟收购美国智能与电力公司，包含场地所有权及相关许可与电力协议

字节跳动与奥拉尼云合作计划在马来西亚部署约500台英伟达Blackwell计算系统

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GTC 2026最全观看指南","url":"https://stock-news.laohu8.com/highlight/detail?id=2619163080","media":"洞见畏来","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619163080?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 13:42","pubTimestamp":1773380537,"startTime":"0","endTime":"0","summary":"AI的下半场，英伟达想通吃训练市场和推理市场，这次大会可能是关键转折点。GTC是英伟达的年度旗舰盛会，今年的会议从3月17日持续到19日。多方消息指出，英伟达可能会发布一款专门针对AI推理加速的新芯片。目前英伟达在训练市场占据主导地位，市场份额估计高达80%。去年年底有报道称，英伟达支付了20亿美元，向Groq购买了技术授权。Zacks Investment Research的高级股票策略师Kevin Cook表示，这次GTC大会可能会披露更多关于这笔交易的细节。","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=nesSN20260313141143954ba33d&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, 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Photonics开始与客户测试激光芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2619150645","media":"激光制造网Lase...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619150645?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 11:50","pubTimestamp":1773373802,"startTime":"0","endTime":"0","summary":"英伟达投资的法国初创公司Scintil Photonics宣布，已开始向客户提供激光芯片进行测试。正是由于这种供应状况，英伟达在3月初分别向两家最大的激光器制造商Lumentum和Coherent各投资20亿美元。Scintil公司去年的5800万美元融资轮中获得英伟达投资，该公司与以色列Tower Semiconductor合作，开发出一种将磷化铟激光器与光通信所需的其他一些元件封装到单个芯片中的方案。他表示，Scintil的目标是到2028年能够每月生产数十万颗芯片。","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=nesSN20260313123421a465ad59&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, 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Power）进行深入谈判。此次交易的核心资产包括该公司持有的数据中心场地所有权，以及与之配套的各类运营许可和长期电力采购协议。\n若收购顺利完成，Nscale将显著增强其在美国数据中心市场的资源掌控能力，特别是获得稳定的电力供应保障，这对高耗能的数据中心运营至关重要。行业观察人士指出，随着人工智能和云计算需求的爆发式增长，电力资源已成为数据中心运营商的核心竞争要素。","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":"1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2413666699.HKD","IE00B5949003.HKD","LU2089284900.SGD","LU0289960550.SGD","LU0072462426.USD","LU1323610961.USD","LU0158827948.USD","BK4598","LU0823414478.USD","LU1868837136.USD","LU2242649171.HKD","LU1868837300.USD","LU2077746001.SGD","LU2092627202.USD","LU2430703251.USD","LU2237957811.SGD","LU0353189763.USD","LU0417517546.SGD","LU2065169927.USD","IE00B775SV38.USD","LU0234570918.USD","SG9999004303.SGD","BK4532","LU1814569148.SGD","BK4605","LU2083900584.USD","IE00B19Z9505.USD","HK0000914660.USD","LU2244417387.USD","LU0820561909.HKD","LU2272731782.SGD","LU2360106780.USD","LU0345769631.USD","LU2860962120.EUR","LU2125909593.SGD","LU0345769128.USD","IE00BK4W5L77.USD","LU2294711713.HKD","IE00BDRTCR15.USD","BK4548","LU1804176565.USD","LU1496350171.SGD","LU1934455277.USD","LU0957808578.USD","LU2452424414.USD","LU0310799852.SGD","LU1951198990.SGD","BK4612","IE0003U64NQ7.SGD","SG9999015986.USD","GB00BDT5M118.USD","LU1868836757.USD","LU1066051225.USD","IE00BJJMRY28.SGD","IE00BQXX3D17.EUR","LU2168564495.EUR","IE0004445015.USD","LU0127658192.USD","LU0823414551.USD","LU2552382058.USD","IE00B19Z8X17.USD","LU0882574139.USD","LU1435385759.SGD","LU2322448957.HKD","LU0128525929.USD","NVDB","SGXZ51526630.SGD","LU2461242641.AUD","LU1839511570.USD","IE0034235295.USD","3NVD.UK","LU2111349929.HKD","LU0943347566.SGD","LU0210528500.USD","SGXZ31699556.SGD","LU0256863902.USD","LU0823421416.USD","LU1815333072.USD","LU1923622614.USD","LU0154236417.USD","NVDY","DIPS","LU0672654240.SGD","LU0390134368.USD","LU2360107168.USD","IE00BYXW3230.USD","LU2491050071.SGD","LU2106854487.HKD","LU0251132253.USD","LU0056508442.USD","IE00B3M56506.USD","LU1400636657.SGD","LU0080751232.USD","LU0267386448.USD","LU0109391861.USD","LU0348723411.USD","LU0316494557.USD","BK4549","BK4587","LU1934455863.HKD","LU0310800379.SGD","LU0057025933.USD","BK4533","LU2065171311.SGD","BK4551","LU1623119135.USD","LU1066053197.SGD","IE00B775H168.HKD","LU2250418816.HKD","SG9999015341.SGD","SG9999018865.SGD","BK4554","BK4614","LU0466842654.USD","LU2552382132.HKD","LU1202635105.USD","LU0683600562.USD","LU2417539215.USD","LU1035775433.USD","LU2286300806.USD","BK4543","LU0079474960.USD","IE0009G5SDU7.USD","LU1720051017.SGD","LU1923623000.USD","SG9999014898.SGD","IE00B3SWFQ91.USD","LU0494093205.USD","IE00B1XK9C88.USD","LU0265550359.USD","ANV","LU0061475181.USD","LU0640476718.USD","SG9999018857.SGD","LU2433249047.HKD","LU1064131342.USD","LU2361044865.SGD","LU2931357623.SGD","LU1718418525.SGD","LU0094547139.USD","LU1935043023.USD","LU0097036916.USD","LU0345768740.USD","LU2213496289.HKD","NVDG","LU1861220033.SGD","SGXZ99366536.SGD","LU0211327993.USD","LU0708994859.HKD","IE00B7KXQ091.USD","IE00BKPKM429.USD","LU0096364046.USD","LU2602419157.SGD","BK4585","LU0011850046.USD","LU1400636574.HKD","IE00BWXC8680.SGD","LU1914381329.SGD","BK4550","SG9999014906.USD","HK0000320223.HKD","LU1720051108.HKD","LU0053666078.USD","BK4141","LU1244550577.SGD","LU0210536198.USD","LU1633808545.USD","LU1145028129.USD","LU0265550946.USD","LU2125154935.USD","IE00BFSS8Q28.SGD","LU0354030438.USD","SG9999014542.SGD","LU2249611893.SGD","IE00BZ1G4Q59.USD","LU1232071149.USD","SG9999014880.SGD","LU2272731600.USD","LU0820561818.USD","LU0444971666.USD","LU2420271590.USD","IE00BD6J9T35.USD","LU2237957902.USD","IE00BQXX3F31.USD","LU1951200564.SGD","LU0158827781.USD","LU2191332357.HKD","LU2242650005.HKD","LU0347712357.USD","LU0965509283.SGD","IE000YTNTUN2.SGD","LU0070217475.USD","LU1868836591.USD","LU0787776722.HKD","LU2108987350.USD","LU1267930730.SGD","LU2746668461.USD","LU2236285917.USD","LU1868836914.USD","LU1267930490.SGD","BK4534","LU2247934214.USD","LU1429558221.USD","LU0965509101.SGD","IE0004091025.USD","LU1261432733.SGD","LU2360032135.SGD","NVDW","SG9999014575.USD","LU2473716301.USD","LU0187121727.USD","LU0109392836.USD","LU1974910355.USD","LU2271345857.HKD","LU0979878070.USD","IE00B3S45H60.SGD","LU0276348264.USD","LU2065170008.USD","LU1778281490.HKD","LU0198837287.USD","LU2023250504.SGD","LU2463028550.USD","LU1803068979.SGD","LU1992135399.USD","IE00BMPRXQ63.HKD","LU1935042991.SGD","LU0786609619.USD","LU1989764664.SGD","LU2168564149.EUR","LU0719512351.SGD","IE00B4JS1V06.HKD","LU1127390331.HKD","NVDU","LU1629891620.HKD","BK4567","LU1571399168.USD","LU1791710582.SGD","SGXZ23171101.USD","LU1642822529.SGD","LU1989772923.USD","LU0689626769.HKD","BK4581","LU2750360997.AUD","IE00BJJMRX11.SGD","NVDS.UK","IE000ITXATA3.USD","LU1988902786.USD","SG9999000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11:20","pubTimestamp":1773372046,"startTime":"0","endTime":"0","summary":"据知情人士透露，字节跳动正与云服务提供商奥拉尼云展开合作，计划在马来西亚数据中心部署约500台英伟达Blackwell架构计算系统。这一战略布局将显著提升字节跳动在东南亚地区的人工智能计算能力。此次合作涉及的Blackwell系统是英伟达最新推出的高性能计算平台，专为处理复杂AI工作负载而设计。业内人士分析，该举措反映出字节跳动持续加码AI基础设施建设的决心。此次部署预计将为字节跳动在推荐算法、内容审核等核心业务领域提供强劲的算力支撑。","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":["LU1989764664.SGD","LU1720051017.SGD","NVDX","NVDD","HK0000306685.HKD","LU1551013342.USD","LU2473716301.USD","LU2357125470.USD","LU2360032135.SGD","LU2357305700.SGD","LU2403377893.USD","LU2746668974.SGD","SG9999004303.SGD","LU1951198990.SGD","IE00B5949003.HKD","IE00B3M56506.USD","LU1989772923.USD","IE00BJJMRX11.SGD","LU0320765059.SGD","LU2097344357.USD","LU2271345857.HKD","IE0034235188.USD","LU2602419157.SGD","LU0061474960.USD","LU1935042991.SGD","SG9999001424.SGD","LU0070217475.USD","LU0081259029.USD","LU0820561909.HKD","LU1084165304.USD","LU1935043023.USD","IE00B19Z9505.USD","LU0472753341.HKD","SGXZ99366536.SGD","LU1066051811.HKD","LU0348723411.USD","LU2456880835.USD","LU0342679015.USD","SG9999014906.USD","LU1037948541.HKD","LU0080751232.USD","LU0210528500.USD","LU0347712357.USD","LU1267930490.SGD","IE00BYXW3230.USD","LU0444971666.USD","LU2361045086.USD","LU0640476718.USD","IE00BZ199S13.USD","LU2191332357.HKD","LU1316542783.SGD","LU0107464264.USD","LU1691799644.USD","LU0048584097.USD","LU1868836914.USD","LU0274383776.USD","BK4605","LU0557290698.USD","GB00BDT5M118.USD","LU2361044949.HKD","LU2491050071.SGD","LU2237438978.USD","LU1119994496.HKD","LU2125909247.SGD","NVDS","LU2592432038.USD","LU2471134796.USD","LU0444973449.USD","BK4614","LU2505996681.GBP","LU1815333072.USD","NVDY","IE00BN29S564.USD","LU0251132253.USD","LU1935042488.USD","LU1400636657.SGD","LU2168564065.EUR","LU0820562030.AUD","LU2471134523.USD","SG9999002232.USD","LU0861579265.USD","LU0316494557.USD","LU0868494708.USD","LU0211327993.USD","LU0345770308.USD","LU1267930730.SGD","LU0096362180.USD","IE00BDRTCR15.USD","LU0354030511.USD","LU1718418525.SGD","LU0256863902.USD","LU0158827948.USD","LU2452424414.USD","LU1400636574.HKD","IE00BKVL7J92.USD","LU1242518931.SGD","LU2092627202.USD","LU0466842654.USD","2NVD.UK","LU0289961442.SGD","LU2054465674.USD","IE0034235303.USD","LU0719512351.SGD","LU0788109477.HKD","LU0417517546.SGD","LU0965509283.SGD","LU2381873111.SGD","SG9999015952.SGD","LU1974910355.USD","LU2326559502.SGD","IE0005OL40V9.USD","IE00B19Z8X17.USD","HK0000306701.USD","LU1852331112.SGD","LU1804176565.USD","LU2746668461.USD","SNVD.UK","LU2756315318.SGD","LU2505996509.AUD","LU1923623000.USD","LU2491049909.HKD","LU0211328371.USD","DIPS","LU2125909916.SGD","IE00B1XK9C88.USD","LU2242649171.HKD","LU0683600562.USD","LU2860962120.EUR","HK0000320223.HKD","BK4612","IE00BJTD4V19.USD","LU0198837287.USD","LU2097344431.USD","LU2461242641.AUD","HK0000320264.USD","LU2250418816.HKD","LU2463028550.USD","NVDL","LU0823434740.USD","LU2272731600.USD","BK4550","LU2083900584.USD","LU0672654240.SGD","LU1992135399.USD","LU0310800379.SGD","NVD2.UK","LU0823434583.USD","IE000ITXATA3.USD","LU0157215616.USD","LU1839511570.USD","LU0175139822.USD","LU2168563687.JPY","LU2244417387.USD","LU0029864427.USD","LU0345769128.USD","IE00BJLML261.HKD","LU0868494617.USD","LU0154236417.USD","LU2931357623.SGD","LU1861220033.SGD","LU1244550577.SGD","LU0097036916.USD","SG9999018865.SGD","LU1720051108.HKD","LU1674673691.USD","LU0823414478.USD","LU2413666699.HKD","BK4598","IE00BD6J9T35.USD","BK4532","NVDA","LU1127390331.HKD","IE0004445015.USD","SGXZ31699556.SGD","LU0957791311.USD","LU0708995401.HKD","BK4529","LU0965509010.AUD","LU0265550946.USD","NVD3.UK","LU2065171311.SGD","LU1934455277.USD","LU1914381329.SGD","LU1983260115.SGD","LU0124676726.USD","IE00B4YYXB79.USD","IE00B775H168.HKD","LU1712237335.SGD","LU0345768153.USD","LU1868837300.USD","LU0942090050.USD","LU1934455863.HKD","LU0061475181.USD","IE00B19Z8W00.USD","LU0345768740.USD","LU1821325948.USD","LU2065171402.SGD","SG9999018857.SGD","3NVD.UK","BK4592","IE0004091025.USD","LU0215105999.USD","LU0979878070.USD","LU1069344957.HKD","LU1642822529.SGD","LU2360107168.USD","LU0234572021.USD","LU1244550221.USD","LU1366192091.USD","LU2272731782.SGD","SG9999015945.SGD","LU1242518857.USD","LU2125909593.SGD","NVDS.UK","SGXZ81514606.USD","LU1435385759.SGD","LU2417539215.USD","LU1815336760.USD","LU2286300806.USD","LU2471134879.HKD","IE00B7KXQ091.USD","LU1064131342.USD","LU1674673428.USD","LU1551013425.SGD","LU1400636491.USD","LU1066053197.SGD","BK4548","IE0034235295.USD","LU2023251221.USD","LU0109392836.USD","LU0310799852.SGD","LU2506951792.HKD","LU2430703251.USD","LU0238689110.USD","BK4585","LU2065169927.USD","IE00BK4W5M84.HKD","LU0203201768.USD","BK4579","LU2433249047.HKD","LU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