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GraniteShares 2x Short NVDA Daily ETF

8.22

+0.29453.71%

成交量：1,845.94万

成交额：1.51亿

市值：1.30亿

市盈率：- -

高：8.37

开：8.29

低：8.03

收：7.93

52周最高：51.62

52周最低：6.51

股本：1,585.76万

流通股本：1,585.76万

量比：0.98

换手率：116.41%

股息：2.61

股息率：31.71%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

实时市场-标普500指数及其 50-DMA 的弹性

英伟达手握5000亿美元订单，黄仁勋释放”强劲但放缓“的AI增长信号

AI没有泡沫 NVIDIA将成科技行业救世主：3天后巨大利好

彼得・蒂尔旗下基金上季度清空英伟达全部持股

环球市场播报

传前台积电最年轻女主管跳槽英伟达，曾任职苹果高通等大厂

BUZZ--美国股票走势-Alphabet、量子计算、爵士制药公司

英伟达出手重构AI服务器供应链！传将直接供应L10系统，ODM厂商角色生变

电子半导体观察

Bitget 推出第 6 期美股交易活动，单人最高解锁 8000 美元等值 NVDA

Bitget推出第6期美股交易活动，单人最高解锁8,000美元等值NVDA

科技巨头开辟算力新战场，扎堆太空建AI数据中心

MGClouds蘑菇云

胜宏科技丢了英伟达的订单？股价惊魂一跳后，机构：后续还有大涨空间

决策分析：日本突遭两则消息冲击！延迟版9月非农本周出炉，英伟达成“试金石”

AI这一年，进入黄金年代还是泡沫时代

Ofweek维科网

“硅谷风投教父”清仓英伟达

AI“高烧”退了？华尔街高呼：这只是技术性调整！

图形-Take Five：清理积压工作

CoWoS 产能大幅上调！

面对中国AI对手，英伟达卡紧“产能”和“存储”的脖子

电子产品世界

微软和AWS：支持“限制英伟达芯片对华出口”

程序员的那些事

美银Q3持仓：微软、英伟达仍为前两大重仓股，大举买入标普500指数ETF看跌期权

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SPX 指数周五收于 6,734.11 点，50-DMA 现在应该在周一的 6,707 点附近。标普500指数周五收盘价较 10 月 28 日创纪录的 6890.89 点下跌 2.28%，较 10 月 29 日创纪录的 6920.34 点盘中高点下跌 2.69%。因此，如果 SPX 指数突破新高，或收于 50-DMA 下方，可能会引发更多的上涨动力。10 月 10 日的低点位于 6,550.78 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NVIDIA将成科技行业救世主：3天后巨大利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2584621688","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584621688?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 21:39","pubTimestamp":1763386748,"startTime":"0","endTime":"0","summary":"看空AI的力量很强，但看多AI的力量也同样不容小觑，双方谁能占上风就得看NVIDIA的表现了，这家靠着AI风口崛起为全球第一大市值公司的GPU巨头已经成为科技行业的救世主。原因很简单，NVIDIA三天后发布的Q3财报将验证AI是否到顶，如果业绩继续狂飙，那么科技行业还能靠着AI继续往上走，如果业绩不如预期，甚至暴雷，那么科技行业势必会有更深度的调整。","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=nesSN20251117214810a4a7d90e&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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正是这一泡沫推动英伟达成为全球市值最高的公司。","market":"fut","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://finance.sina.com.cn/stock/usstock/c/2025-11-17/doc-infxtqvy3437065.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVDD","LU0787776722.HKD","LU2054465674.USD","NVDX","LU0347712357.USD","LU2417539215.USD","IE00BD6J9T35.USD","NVDA","NVD","NVDU","NVD3.UK","LU1267930490.SGD","LU0348723411.USD","LU2403377893.USD","SNVD.UK","LU1815336760.USD","LU1242518931.SGD","LU1814569148.SGD","BK4550","LU0965509283.SGD","IE00BFSS8Q28.SGD","NVIW.SI","NVDS.UK","SG9999017495.SGD","LU1064131342.USD","LU1868836591.USD","LU2473716301.USD","2NVD.UK","BK4579","NVDY","SG9999014575.USD","LU0965509101.SGD","IE00BQXX3D17.EUR","IE00B3M56506.USD","LU2023250330.USD","BK4581","LU2265009873.SGD","HK0000320264.USD","NVD2.UK","LU0198837287.USD","3NVD.UK","LU1868836757.USD","SG9999014898.SGD","LU2756315318.SGD","BK4608","LU2242649171.HKD","LU2357125470.USD","NVDS","BK4605"],"gpt_icon":1},{"id":"2584625096","title":"传前台积电最年轻女主管跳槽英伟达，曾任职苹果高通等大厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2584625096","media":"爱集微","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584625096?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 21:09","pubTimestamp":1763384974,"startTime":"0","endTime":"0","summary":"有媒体11月17日报道，据传前台积电最年轻采购女主管跳槽英伟达（NVIDIA），明日就职。李文如曾担任台积电资材管理副总经理，当时李文如在ESG官网提及，供应商减碳成果和积极规划，将是台积电选择合作伙伴及采购决策的重要考量因素之一。今年7月13日，李文如正式辞任台积电职务，当初业界即传出可能赴英伟达任职，如今再度传出她将于明日到职负责企业客户部门担任主管，不过消息尚未获得英伟达证实。公开资料显示，李文如过往曾任职Google、苹果、高通等国际科技大厂，并于2024年8月从资材管理资深处长擢升为副总经理，当时是台积电最年轻的副总，也是经营团队中第3位女性副总。","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=nesSN20251117211036976eefcd&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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21:03","pubTimestamp":1763384627,"startTime":"0","endTime":"0","summary":"nL4N3WT0K3 ** Clearwater Analytics Holdings Inc CWAN.N:BUZZ - 因路透报导私募股权公司正在进行收购谈判而上涨 nL4N3WT0MA ** Quantum Computing Inc QUBT.O:BUZZ - 因第三季度收入飙升而上涨 nL6N3WT0GP ** Organon & Co OGN.N:BUZZ - 因美国 FDA 批准首个乳腺癌生物仿制药上市而上涨   nL4N3WT0P0 **Albemarle Corp ALB.N：** Sociedad Química y Minera de Chile SQM.N：** Sigma Lithium Corp SGML.O：** Lithium Americas Corp LAC.N：BUZZ - 锂公司因 2026 年需求增长预测而攀升 nL4N3WT0PX ** Jazz Pharmaceuticals Inc JAZZ.O:BUZZ - 癌症药物在后期研究中达到主要目标后跳涨 nL4N3WT0QN (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。","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:20251117:nL4T3WT0VL: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":["NVDX","QUBT","NVDS","LU1815333072.USD","LU2430703178.SGD","OGN","LU0690374615.EUR","LU0426412945.USD","LU1814569148.SGD","SG9999015952.SGD","LU0211327993.USD","LU2430703095.HKD","2NVD.UK","NVD3.UK","LU0061474960.USD","LU1267930573.SGD","3NVD.UK","LU2271345857.HKD","IE00BKVL7J92.USD","BK4576","CWAN","IE00B19Z9505.USD","IE00B5949003.HKD","NVD","LU0957791311.USD","JAZZ","GOOGL","LU0690374961.EUR","LU2264538146.SGD","NVDD","LU0314104364.USD","LU0170899867.USD","NVIW.SI","SNVD.UK","IE00BHPRN162.USD","NVDY","LU2087625088.SGD","LU0683600562.USD","SG9999014906.USD","ALB","LU0965509283.SGD","NVDS.UK","WPP.UK","NVD2.UK","NVDU","LU1548497426.USD","LU0006306889.USD"],"gpt_icon":1},{"id":"2584662507","title":"英伟达出手重构AI服务器供应链！传将直接供应L10系统，ODM厂商角色生变","url":"https://stock-news.laohu8.com/highlight/detail?id=2584662507","media":"电子半导体观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584662507?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 20:30","pubTimestamp":1763382657,"startTime":"0","endTime":"0","summary":"有分析师在纬创第三季度财报电话会议上透露，从明年发布的Vera Rubin平台开始，英伟达考虑直接向合作伙伴提供L10级系统，旨在统一机架设计并大幅压缩产品上市周期。若这一调整落地，英伟达将向合作伙伴提供完全组装的L10级VR200计算托盘，其中已整合了计算硬件、冷却系统和接口。若英伟达确实开始直接供应L10计算托盘，合作伙伴的角色将主要转向机架级集成，而非完整的服务器设计。","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=nesSN20251117211744a6ff7d0b&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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推出第 6 期美股交易活动，单人最高解锁 8000 美元等值 NVDA","url":"https://stock-news.laohu8.com/highlight/detail?id=2584236406","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584236406?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 20:03","pubTimestamp":1763381011,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Bitget 推出第6 期美股交易活动，新老用户均可参与。活动期间，完成合约交易任务可获得幸运盲盒。盲盒奖池包含现金券、体验券等福利，中奖率为 100%。用户每日股票合约累计交易金额每达到一个指定档位，即可获得 1 积分。多个档位可累计获得积分，每日积分获取无上限。积分达到获奖条件的用户可共同解锁价值 80,000 美元等值 NVDA。\n\n此外，所有用户若累计合约买入金额排名前 500 名，可共同解锁 150,000 美元 NVDA，单人最高可得价值约 8,000 美元的 NVDA 奖励。详细规则已在 Bitget 官方平台发布，用户点击“立即加入”按钮完成报名，方可参与活动。活动时间为 11 月 17 日 21:30 至 11 月 22 日 04:00（UTC+8）。\n ","market":"other","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://www.chaincatcher.com/article/2220993","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":["2NVD.UK","BK4534","NVDS","LU0187121727.USD","LU2272731600.USD","LU0320765059.SGD","NVDX","LU2242649171.HKD","IE0001KFT4U8.USD","3NVD.UK","BK4533","NVD","NVDY","NVD3.UK","LU2602419157.SGD","NVDU","LU1244550577.SGD","LU1066051811.HKD","LU0347712357.USD","IE00B4JS1V06.HKD","LU0109392836.USD","NVD2.UK","SNVD.UK","LU0354030511.USD","LU0225283273.USD","SG9999015945.SGD","HK0000306685.HKD","NVDA","LU0820561818.USD","LU1852331112.SGD","LU2272731782.SGD","LU0274383776.USD","LU2125909759.SGD","LU0861579265.USD","NVDD","LU0689472784.USD","LU0170899867.USD","LU0267386448.USD","IE00B19Z8X17.USD","NVIW.SI","LU2125909916.SGD","LU1923622614.USD","SG9999015358.SGD","LU2491049909.HKD","LU0128525929.USD","NVDS.UK","LU1366333091.USD","SGXZ51526630.SGD","BK4605"],"gpt_icon":0},{"id":"2584089640","title":"Bitget推出第6期美股交易活动，单人最高解锁8,000美元等值NVDA","url":"https://stock-news.laohu8.com/highlight/detail?id=2584089640","media":"Odaily","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584089640?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 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04:00（UTC+8）。</p></div>","market":"fut","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://www.odaily.news/zh-CN/newsflash/457012","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":"odaily_live","symbols":["LU1868837136.USD","2NVD.UK","NVDD","NVDY","LU0683600562.USD","LU0170899867.USD","LU0672654240.SGD","LU0957791311.USD","3NVD.UK","LU2264538146.SGD","NVD3.UK","BK4608","LU1868836757.USD","NVDU","NVD2.UK","BK4527","SG9999015952.SGD","LU2756315664.SGD","NVDX","LU1242518857.USD","LU1267930573.SGD","LU1821325948.USD","LU2125909247.SGD","IE00B4JS1V06.HKD","BK4605","LU1868836591.USD","LU1435385759.SGD","LU0061474960.USD","LU1923623000.USD","NVDS","NVIW.SI","LU0494093205.USD","IE00BHPRN162.USD","SG9999014906.USD","LU1429558221.USD","NVDL","NVDA","LU1316542783.SGD","NVD","IE00BMPRXN33.USD","LU1935043023.USD","NVDS.UK","LU2087625088.SGD","LU1548497426.USD","LU1815333072.USD","LU1868836914.USD","SNVD.UK","LU0965509283.SGD","HK0000320223.HKD","LU1814569148.SGD"],"gpt_icon":0},{"id":"2584629642","title":"科技巨头开辟算力新战场，扎堆太空建AI数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2584629642","media":"MGClouds蘑菇云","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584629642?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 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17:44","pubTimestamp":1763372683,"startTime":"0","endTime":"0","summary":"多家知名机构参与定增认购作为国内PCB知名企业，胜宏科技此前正式凭借入围英伟达核心供应链名单股价大涨。凭借进入英伟达供应体系，胜宏科技股价一路走高。在此背景下，胜宏科技披露的一份定增方案吸引了众多知名机构。","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=nesSN20251117174452a6ff114d&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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17:36","pubTimestamp":1763372166,"startTime":"0","endTime":"0","summary":"FX168财经报社 讯 亚洲股市周一下跌，中日不断加剧的争端拖累东京股市，而投资者则关注本周即将公布的一系列补发数据以及企业财报。在亚洲市场，日本日经指数下跌0.2%，此前中国提醒本国公民避免前往日本，导致旅游和零售类股大幅下跌。本周最受关注的美国数据将是周四公布的延迟版9月就业报告。","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":"https://www.fx168news.com/article/决策分析-966586","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":["LU0057025933.USD","LU2054465674.USD","LU2168564149.EUR","LU2552382215.SGD","518880","LU1551013425.SGD","NVDU","SGUmain","NVDS","IAU","LU0061474705.USD","159934","3NVD.UK","SGCmain","LU0211328371.USD","LU1551013342.USD","LU2272731600.USD","NVDX","LU2065171311.SGD","LU1127390331.HKD","LU0109392836.USD","LU1084165304.USD","SG9999015945.SGD","GDX","DUST","LU2023250330.USD","LU0882574139.USD","SNVD.UK","NVDS.UK","LU0256863902.USD","NVD2.UK","LU0265550946.USD","2NVD.UK","GCmain","MGCmain","LU2505996681.GBP","LU2272731782.SGD","LU2089985449.USD","NUGT","NVDD","NVD","LU2505996509.AUD","NVIW.SI","NVDA","LU1037948897.HKD","NVD3.UK","SImain","NVDY"],"gpt_icon":1},{"id":"2584454006","title":"AI这一年，进入黄金年代还是泡沫时代","url":"https://stock-news.laohu8.com/highlight/detail?id=2584454006","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584454006?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 17:16","pubTimestamp":1763371009,"startTime":"0","endTime":"0","summary":"与之相伴的是，AI是否有泡沫之争，一直不休。Michael Burry认为AI投资失去了理性，或重蹈1999年互联网泡沫破裂的覆辙。实际上，以桥水基金为代表的国际知名机构在2025年第三季度对一系列AI相关的股票进行了减持，从侧面证明了这种担忧。关于此，从AI成为2025年游戏开发的主角，就可见一斑。需要注意的是，AI带来的阵痛，在2025年也愈发明显。","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=nesSN2025111717180395099243&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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Five：清理积压工作","url":"https://stock-news.laohu8.com/highlight/detail?id=2584431586","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584431586?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 16:48","pubTimestamp":1763369296,"startTime":"0","endTime":"0","summary":"路透11月17日 - 清理大量积压的美国停摆数据的任务已经开始，全球最有价值公司Nvidia公布了其业绩，新的通胀数据将使欧洲各国央行保持警惕。1/清理积压在华盛顿史无前例的 43 天停摆期间，美国政府的数字统计人员开始清理未发布的积压数据 。这为美联储 12 月降息提供了支持。Markets are hoping the US data fog will clear soon https://reut.rs/48aEO3zThe road to $5 trillion https://reut.rs/3Lb2RXfThe yen's slide https://reut.rs/4r2G800Euro zone inflation and ECB interest rates https://reut.rs/47YXYcGChilean equities price in market-friendly shift ahead of Sunday election https://reut.rs/449xeno(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。","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:20251117:nL4S3WT0IV: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":["NVIW.SI","LU1992135399.USD","LU1951200564.SGD","NVDU","LU0072462426.USD","LU2168564149.EUR","SNVD.UK","NVDS","LU2491049909.HKD","NVD2.UK","LU0964807845.USD","BK4612","LU2931357623.SGD","BK4529","LU1935043536.SGD","NVDA","NVDD","IE00BMPRXN33.USD","NVDS.UK","LU2326559502.SGD","LU1791710582.SGD","LU2065170008.USD","LU0265550946.USD","LU0061474705.USD","LU0943347566.SGD","LU2506951792.HKD","LU0719512351.SGD","NVD3.UK","LU1935042488.USD","IE00BJJMRX11.SGD","LU0672654240.SGD","LU2089985449.USD","LU1066051811.HKD","LU1917777945.USD","LU1791710400.SGD","IE00BWXC8680.SGD","LU0057025933.USD","NVDY","BK4503","IE00BKPKM429.USD","SG9999018857.SGD","NVD","LU1721428933.USD","3NVD.UK","LU0289960550.SGD","LU0187121727.USD","2NVD.UK","BK4614","NVDX"],"gpt_icon":1},{"id":"2584462116","title":"CoWoS 产能大幅上调！","url":"https://stock-news.laohu8.com/highlight/detail?id=2584462116","media":"印科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584462116?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 16:46","pubTimestamp":1763369192,"startTime":"0","endTime":"0","summary":"台积电AP8 厂提前爬坡以及来自英伟达与ASIC客户的需求激增，JPM指出台积电再次加速扩充CoWoS产能，目前预计2026 年底每月产能将达到10.5万片。此外，台积电之外的CoWoS产能将自2026年下半年开始贡献，分别占2026/2027年总产能的9%/11%。在强劲需求带动下，台积电2026年CoWoS产出预计同比增长56%，但整体供应仍将结构性紧缺。自2029年起，CoPoS量产出货将逐步成为主流。本质上，CoPoS 是“面板化的 CoWoS”，将芯片排布在方形面板而非圆形晶圆上，从而显著提高产能效率。","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=nesSN20251117172930a4a750d3&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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16:30","pubTimestamp":1763368241,"startTime":"0","endTime":"0","summary":"统计数据显示，美银第三季度持仓总市值达1.47万亿美元，上一季度总市值为1.37万亿美元。美银在第三季度的持仓组合中新增了504只个股，增持了3704只个股。其中，美银的前十大持仓标的占总市值的17.03%。其中，SPDR标普500指数ETF看跌期权在三季度的持仓数量较上一季度大幅增加约142%。从持仓比例变化来看，前五大买入标的分别是：SPDR标普500指数ETF看跌期权、苹果、iShares 20+年以上美国国债ETF、iShares 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