美股详情

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AI应用概念股

7,913.74

-92.1655-1.15%

涨家数：7

跌家数：19

平家数：- -

市盈率：- -

高：8,012.20

开：8,011.61

低：7,873.23

收：8,005.90

成交量：2.00亿

成交额：260.95亿

市值：6.13万亿

流通市值：5.90万亿

数据加载中...

总览新闻资讯

【美股盘前】霍尔木兹海峡风险推高油价，Salesforce领涨，存储芯片股承压，美光跌超2%

TradingKey中文

【券商聚焦】富国银行：美股软件板块分化日益加剧

美银将Salesforce评级双重上调至“买入”；股价上涨

每日特惠-并购

美银：将赛富时评级上调至“买入”

Salesforce(CRM.US)盘前涨近4%，美银全球研究将其评级从跑输大市提升至买入。

美银全球研究上调赛富时评级至买入，目标价大幅调升至285美元

《财富》未来增长潜力120强：11家中企入选英伟达、OpenAI、苹果上榜

阿斯达克财经

金山软件：预计第三季度分占亏损10亿元至12亿元

《图表新闻》美股涨势虽绚烂，然标普成分股今年至今仍有逾四成下跌

《路透晚报》

黄仁勋称中国AI模型“足够优秀”，看好开源推动AI效率提升

英伟达支持的Firmus取消50亿美元IPO，合作伙伴MAAS Group连续三日暴跌，股价创半年新低

环球市场播报

港股异动 | 金山软件(03888)午后涨近7% 首个办公大模型国家标准近日出炉 WPS联合牵头研制

SpaceX(SPCX.US) 狂借 400 亿购芯片，达利欧警告 AI 泡沫临界

Bitget UEX 日报｜沙特机场遇袭加剧中东风险；美股三大指数反弹；BTC回升至8.4万美元附近（2026年10月12日）

中国游戏开发商米哈游欲获得Nvidia高端芯片训练AI模型

英伟达盯上250亿美元AI独角兽

金斯瑞联手英伟达举办生命科学初创企业创投大赛

英伟达最强游戏显卡要没了？RTX 5090被曝停产

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 英伟达、OpenAI、苹果上榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2674875138","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674875138?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 17:33","pubTimestamp":1791797580,"startTime":"0","endTime":"0","summary":"《财富》联合波士顿咨询近日发布2026 Fortune Future 120，绕成长雄心、人才密度、成长文化三大维度，从全球3,500多家企业中筛选。美国科技巨头英伟达、OpenAI、苹果、特斯拉、Meta均上榜，中国共有11家企业入选，优必选位列中国企业第一。此外，摩尔线程、光库科技、壁仞科技、长川科技、商汤、地平线、小鹏汽车、字节跳动、科大讯飞及寒武纪也纷纷上榜。沽空资料截至 2026-10-12 16:25。) (美股为即时串流报价； 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17:01","pubTimestamp":1791795666,"startTime":"0","endTime":"0","summary":"据路透分析LSEG数据，内存芯片制造商SanDiskSNDK.O以及美光MU.O股价涨了两倍以上，而标普500指数成分股涨幅的中位数则不到4%。相较之下，标普500指数成分股中有200多家公司股价在2026年下跌，其中四分之一的公司股价跌幅超过11%。然而，由于科技板块规模庞大，其对标普500指数涨幅的贡献超过10个百分点，而能源板块的贡献则不到1个百分点。特斯拉今年股价下跌 15%，使标普500指数的涨幅减损了约0.3个百分点。","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:20261012:nL6T45Y030:1","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":["LU0211328371.USD","IE00BSNM7G36.USD","LU1435385759.SGD","HIBL","LU0170899867.USD","TTEQ","LU2237957902.USD","IE00BKDWB100.SGD","LU0256863902.USD","SGXZ81514606.USD","LU2271345857.HKD","LU1066051498.USD","LU1989764664.SGD","CMAG","LU1037948541.HKD","LU0795875086.SGD","VBK","LU0868494617.USD","LU0949170772.SGD","LU2461242641.AUD","BK4567","LU0006306889.USD","LU2213496289.HKD","09388","UPRO","GSLC","LU0708995401.HKD","SG9999015341.SGD","IE00BK4W5M84.HKD","LU1868836757.USD","LU0494093205.USD","SG9999014906.USD","IE00BJJMRX11.SGD","LU2125909759.SGD","SGXZ44715902.SGD","IE0004445239.USD","LU2065171402.SGD","LU2092937148.SGD","IE000KEQY171.SGD","LU0444971666.USD","LU0786609619.USD","LU1718418525.SGD","ITOT","LU1623119135.USD","LU2133065610.SGD","HIBS","LU0683600562.USD","LU0965509283.SGD","LU2125154778.USD","LU1934455194.USD","LU0029864427.USD","AGOX","GB00BDT5M118.USD","IE00BJJMRY28.SGD","LU1880398471.USD","LU0719512351.SGD","LU0077335932.USD","LU0048584097.USD","LU0985320562.USD","LU2347655073.USD","IE00BKPKM429.USD","LU0472753341.HKD","LU1571399168.USD","LU2108987350.USD","07788","LU0256863811.USD","LU0323591593.USD","LU0823434583.USD","LU2463028550.USD","LU1548497426.USD","LU0348723411.USD","LU0096362180.USD","LU0267386448.USD","LU2756315318.SGD","LU0154236417.USD","LU0096364046.USD","IE0001KFT4U8.USD","BK4585","IE00B1XK9C88.USD","CNEQ","LU0979878070.USD","JGRO","IE0005OL40V9.USD","LU1244550494.USD","LU2403377893.USD","LU2211815571.USD","HK0000532082.HKD","SPUU","LU1804176565.USD","USD","TTXU","LU0080751232.USD","LU2065169927.USD","IE00BZ199S13.USD","LU1232071149.USD","LU1880398554.USD","LU1064131342.USD","LU2456880835.USD","LU0316494557.USD","BK4548","SPYM","LU2471134879.HKD","LU1992135399.USD","AIFD","LU0957808578.USD","LU0724617625.USD","LU1035773651.USD","LU1670756490.USD","BK4598","LU0820561909.HKD","IE0004091025.USD","LU2381873111.SGD","LU1066053197.SGD","LU1674673691.USD","LU2294711713.HKD","SPHQ","LU0320765059.SGD","LU0345770308.USD","NULC","LU0882574139.USD","LU2322448791.USD","LU1551013342.USD","09788","ANV","BK4592","ETFT","IE00BK4W5L77.USD","SPYQ","LU0133085943.USD","IVE","LU1861215975.USD","LU1934455277.USD","LU1323610961.USD","LU0912757837.SGD","LU2750360997.AUD","LU0234572021.USD","IETC","LU0289960550.SGD","XDTE","MMAX","AIPI","LU1069347547.HKD","IE00B19Z8X17.USD","LU1084165304.USD","LU0079474960.USD","LU0158827948.USD","LU1989764748.USD","DMAX","LU0823414551.USD","LU1821325948.USD","IE00BQXX3D17.EUR","LU2168564065.EUR","LU1316542783.SGD","LU2247934214.USD","SMH","LU0943347566.SGD","SCHB","BK4543","LU1778281490.HKD","BK4579","LU0107464264.USD","LU1366192091.USD","LU2089284900.SGD","SHOC","LU2471134952.CNY","LU1642822529.SGD","BK4532","NVDL","LU2125154935.USD","IVV","LU2505996681.GBP","LU2023250504.SGD","LU2290526834.HKD","NVDG","LU0820561818.USD","LU2264538146.SGD","LU2168564222.USD","IE00BDCRKT87.USD","LU1951200564.SGD","LU2462591350.SGD","SG9999000418.SGD","LU0069063385.USD","LU1127390331.HKD","LU2272731782.SGD","LU0251132253.USD","LU0545039389.USD","BK4605","DBSC","IE00B5TLWC47.USD","LU0353189763.USD","SPHD","LU1861220033.SGD","ABFL","LU0557290698.USD","SG9999014914.USD","SG9999001424.SGD","LU2237443549.SGD","NVDO","IXN","ALLW","SPTE","BK4534","METV","LU1144417596.USD","IE00BJTD4V19.USD","LU2250418816.HKD","LU0323239441.USD","LU2089283258.USD","IE00B775SV38.USD","LU2237443465.HKD","LU1721428933.USD","TEK","RSPU","LU1992135472.HKD","GAMR","IE00B19Z9505.USD","LU1791710400.SGD","LU1815333072.USD","IE00BQXX3C00.GBP","LU1979441026.SGD","IE0004445015.USD","LU2148611432.USD","LU2473716301.USD","LU2433249047.HKD","LU2286300806.USD","LU2237438978.USD","SMAX","LU1720051017.SGD","LU1119994496.HKD","LU0345768153.USD","LU0127658192.USD","ACWI","IE00BQXX3F31.USD","USXF","SPY","LU2242650005.HKD","LU1803068623.USD","RSP","IE000ITXATA3.USD","LU0511384066.AUD","LU2430703095.HKD","LU0820562030.AUD","LU0661504455.SGD","SH","LU1732800096.USD","LU2357305700.SGD","LU2637965513.SGD","ESUM","LU2602419157.SGD","BK4588","LU2746668974.SGD","SPXS","LU0528227936.USD","LU2413666426.HKD","SPYV","XLK","SG9999018857.SGD","LU2077746001.SGD","NVDB","LU0128525929.USD","LU0823421416.USD","NVII","VGT","LU0310799852.SGD","LU0061474705.USD","SGXZ80539844.SGD","SPXU","BK4550","LU0109392836.USD","LU0354030438.USD","LU0965508806.USD","CHAT","SOXY","SCHX","CLSE","LU1868837136.USD","LU2279689827.SGD","IE00BMPRXR70.SGD","LU0061474960.USD","NVDY","LU1861127337.USD","LU1244550221.USD","NVDA","LU2087621335.USD","LU1868836914.USD","LU1720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Group连续三日暴跌，股价创半年新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2674570821","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674570821?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 14:16","pubTimestamp":1791785760,"startTime":"0","endTime":"0","summary":"Firmus取消50亿美元IPO，MAASGroup连续三日遭抛售Firmus上周五宣布，受市场波动和当前市场环境影响，公司决定撤回原定规模约50亿美元的IPO计划，转而寻求通过私人资本市场筹集资金。随着Firmus放弃50亿美元IPO、转向私人融资，其后续融资进展将成为影响MAAS 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| 金山软件(03888)午后涨近7% 首个办公大模型国家标准近日出炉 WPS联合牵头研制","url":"https://stock-news.laohu8.com/highlight/detail?id=2674829968","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674829968?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 13:46","pubTimestamp":1791783986,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，金山软件午后涨近7%。截至发稿，涨4.06%，报26.66港元，成交额2.67亿港元。这是中国首份面向办公大模型系统建设的国家标准化指导性技术文件。金山软件集团旗下金山办公与中国电子技术标准化研究院共同牵头了该指导性技术文件的研制工作。据悉，除牵头办公大模型标准外，金山软件集团旗下金山办公正在研制办公智能体接口类标准，是国内AI办公行业首个持有智能体身份码节点的厂商。","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://www.zhitongcaijing.com/content/detail/1505765.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03888","BK1104","BK4588","HK0001040168.HKD","KC","BK1517","GPTZ","BK1607","BK4116","BK4563","VXUS","DRGN","BK4608","WISE","LRNZ","BK4085","BK1531","BK4526","HK0001040143.USD","EPAI","BK4607","BK4585","BK1613","KCAI","WPS","BK1518","BK1589","BK1526","BK1586","KSFTF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674232018","title":"SpaceX(SPCX.US) 狂借 400 亿购芯片，达利欧警告 AI 泡沫临界","url":"https://stock-news.laohu8.com/highlight/detail?id=2674232018","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674232018?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 11:37","pubTimestamp":1791776247,"startTime":"0","endTime":"0","summary":"据 Woofun AI 消息，SpaceX 寻求 400 亿美元新债务以采购英伟达芯片，这一融资动作与瑞·达利欧关于人工智能泡沫临近破裂的警告在时间上形成强烈共振。此次融资计划包含 100 亿美元银行贷款及 300 亿美元债券，旨在支撑其自 2 月收购 xAI 以来已超越火箭与 Starlink 业务收入的 AI 支出。此前 SpaceX 在 6 月首次股市募资中筹集近 860 亿美元，随后又发行 250 亿美元债券。周五 SpaceX 股价为 162.57 美元，较 52 周高点低约 28%。行业横向对比显示，Anthropic 未来计算投入计划达 5180 亿美元，OpenAI 则为 6650 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Information报导，一位知情人士透露，总部位于上海的中国电子游戏开发商米哈游目前正设法获取Nvidia先进的Blackwell芯片，以训练更具竞争力的模型，与中国头部人工智能企业的做法类似。米哈游计划在未来三年内投资高达1,000亿元人民币用于AI研发。米哈游曾推出过《原神》等热门游戏，目前正在开发自己的大语言模型，目标是在几年内成为中国顶尖的实验室。","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:20261012:nL6T45Y034:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0096364046.USD","LU1066051225.USD","LU0738911758.USD","LU2237443895.HKD","LU2089283258.USD","LU0795875169.SGD","LU2462591350.SGD","BK4588","LU0124676726.USD","LU0390134368.USD","IE00BQXX3F31.USD","USXF","LU1951200564.SGD","IE00BYXW3230.USD","LU2403377893.USD","LU2592432038.USD","LU0868494708.USD","LU1244550577.SGD","LU1935043452.HKD","HK0000306701.USD","LU2326559502.SGD","LU0965508806.USD","SGXZ80539844.SGD","LU1242518857.USD","LU0276348264.USD","IXN","LU1066051811.HKD","VT","NVDA","LU0882574139.USD","2NVD.UK","LU2999663052.SGD","TRFK","IE000ITXATA3.USD","LU2213496289.HKD","IE00BKPKM429.USD","LU1642822529.SGD","LU2462591277.SGD","LU1280957306.USD","LU1778281490.HKD","SHOC","LU2077746001.SGD","LU0912757837.SGD","LU2420271590.USD","NVD","HK0000819398.USD","BK4567","XLK","GB00BDT5M118.USD","LU2125909916.SGD","LU2125909593.SGD","LU0472753341.HKD","LU2111349929.HKD","LU0861579265.USD","LU1435385759.SGD","LU0094547139.USD","AIFD","ARTY","SGXZ99366536.SGD","LU1791710400.SGD","LU0823434583.USD","LU2463028550.USD","LU2473716301.USD","SG9999015952.SGD","LU0395794307.EUR","LU1917777945.USD","IE00BMPRXR70.SGD","USD","SG9999015978.USD","LU0345770308.USD","LU2361045086.USD","IE00BWXC8680.SGD","SG9999014567.USD","LU0256863902.USD","LU0072462426.USD","BK4608","LU0234572021.USD","LU2249611893.SGD","THMR","LU0553294199.USD","SMH","SG9999002232.USD","LU0823414551.USD","IE00BZ1G4Q59.USD","LU2272731865.HKD","LU0011850046.USD","HK0000914660.USD","LU0082616367.USD","LU2250418816.HKD","LU1720051017.SGD","LU1674673428.USD","LU1732799900.SGD","SG9999002224.SGD","LU2286300806.USD","AIPI","LU1914381329.SGD","NVDX","IE0004086264.USD","LU1144417596.USD","LU2505996681.GBP","LU1316542783.SGD","LU0109392836.USD","LU0187121727.USD","BK4534","CLSE","HK0000306685.HKD","LU2552382058.USD","LU2063271972.USD","IE00BQXX3C00.GBP","BK4592","LU1803068979.SGD","LU2133065610.SGD","LU0345768153.USD","LU0787776722.HKD","LU0107464264.USD","LU0943347566.SGD","LU0170899867.USD","SGXZ81514606.USD","ANV","LU0323591593.USD","LU2097344431.USD","GAMR","IE00BJJMRX11.SGD","LU2092937148.SGD","LU0061474960.USD","LU0109391861.USD","BK4581","LU0823414478.USD","LU1267930730.SGD","IE00BMPRXN33.USD","LU2065169927.USD","IE00BFSS8Q28.SGD","LU2505996509.AUD","LU3102509885.SGD","LU0234570918.USD","BK4551","IE00B7KXQ091.USD","SG9999015986.USD","IE00BQXX3D17.EUR","NVDB","LU0323239441.USD","IE000Q6AESB8.SGD","LU1003077747.HKD","LU2023250330.USD","LU1035773651.USD","LU0345768740.USD","LU0070217475.USD","CHPX","LU1974910355.USD","LU2023251221.USD","LU0158827781.USD","LU0210528500.USD","LU1267930573.SGD","LU2237957811.SGD","LU0965509101.SGD","LU1670756490.USD","FDTX","IE00B19Z8W00.USD","BK4550","LU0154236417.USD","HK0000304797.USD","LU0786609619.USD","LU2237438978.USD","VGT","LU0310799852.SGD","NVDD","LU0672654240.SGD","09788","LU2087621335.USD","SG9999014906.USD","TTXU","LU1116320737.USD","LU1244550494.USD","ABFL","LU1037948541.HKD","BK4527","LU2237957902.USD","TTEQ","LU2106854487.HKD","SNPE","TEK","LU2413666426.HKD","LU1116320901.HKD","LU0965509283.SGD","LU2750360641.GBP","LU1718418525.SGD","LU1868836914.USD","LU2236285917.USD","LU2461242641.AUD","LU2471134796.USD","SPTE","LU2417539215.USD","LU2242650005.HKD","LU0788109477.HKD","LU1153585028.USD","LU2357305700.SGD","LU2322448957.HKD","JGRO","BK4585","IE00BFSS7M15.SGD","SNVDAmain","IE0034235303.USD","LU0823434740.USD","LU2065171402.SGD","LU2430703251.USD","LU1623119135.USD","IE00BJLML261.HKD","NULC","LU2089985449.USD","IE000W1ABFV2.USD","NVDQ","SNVD.UK","LU0174119429.USD","IE000YTNTUN2.SGD","LU2237443549.SGD","SG9999000418.SGD","ROM","LU2458330243.SGD","LU0080751232.USD","SOXQ","IE0009356076.USD","LU2931357623.SGD","LU1400636491.USD","LU2506951792.HKD","SGXZ51526630.SGD","LU2294711713.HKD","LU1935042215.USD","LU1923623000.USD","LU2100268510.USD","LU2860962120.EUR","LU2360106780.USD","SG9999014559.SGD","SGXZ31699556.SGD","BK4548","LU0308772762.SGD","LU2244417387.USD","LU0820562030.AUD","LU1066053197.SGD","LU0056508442.USD","IE0004445015.USD","LU0215105999.USD","LU0345769631.USD","LU1791710582.SGD","LU0642271901.SGD","LU2264538146.SGD","LU0127658192.USD","IE00B3M56506.USD","LU0138981039.USD","LU1064131342.USD","IE00B1XK9C88.USD","LU1202635105.USD","SG9999004303.SGD","SG9999014542.SGD","SOXX","NVDG","IE0005OL40V9.USD","LU0053666078.USD","CHAT","LU2211815571.USD","I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