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英伟达
143.96
+1.33
0.93%
盘后:
143.77
-0.1900
-0.13%
19:59 EDT
成交量:
1.56亿
成交额:
223.04亿
市值:
3.51万亿
市盈率:
46.43
高:
144.29
开:
142.69
低:
141.53
收:
142.63
数据加载中...
总览
公司
新闻资讯
公告
中国市场等担忧缓解 英伟达市值两个月反弹1万亿美元
凤凰网科技
·
06-03
还是NVIDIA更胜一筹!RTX 5060 Ti抢先RX 9070系列进入Steam统计榜单
快科技
·
06-03
通信设备Ⅲ:英伟达FY26Q1财报强劲 算力需求仍被低估
长江证券股份有...
·
06-03
【天风海外|全球AI跟踪】英伟达NVL72机柜加速出货,DeepSeek成全球第二大AI实验室
风研海外
·
06-03
【光大海外】英伟达——FY26Q1营收超市场预期,Blackwell出货动能强劲
EBoversea
·
06-03
英伟达联合团队推出Fast-dLLM框架,大幅提升扩散模型推理速度
DoNews
·
06-03
AI推理成为新增长引擎,5G通信ETF蓄力回调,近5日净流入5287万元
每日经济新闻
·
06-03
赛道Hyper | 英伟达携手联发科入局电竞本市场
华尔街见闻
·
06-03
期权大单 | APLD暴涨48%,期权量激增6.8倍!Meta、Tempus AI短期看涨合约爆量狂飙
期权女巫
·
06-03
估值432亿的全球龙头,英伟达投了
投中网
·
06-03
【每周海外精选】韩国启动1.6万亿韩元AI GPU支持项目、英伟达因对华芯片出口限制面临数十亿美元损失
通信世界网
·
06-03
1.4nm,贵的吓人!
半导体行业观察
·
06-03
【中信建投通信】英伟达财报平稳落地,运营商4月收入增速提升
CSC研究通信团队
·
06-03
机构投资人也FOMO,美对冲基金正快速买入股票
美股投资客
·
06-03
消息称英伟达首款面向消费者AI超级计算机DGX Spark下月前推出 起售价约4000美元
IT之家
·
06-03
【华西计算机】英伟达业绩指引强劲,坚定看好算力主线
华西研究
·
06-03
信达晨会(2025/06/03)固收:信用债专题报告 | 电子:英伟达FY26Q1业绩点评
信达证券研究
·
06-03
英伟达一季报亮眼但受出口管制拖累
长江商报
·
06-03
Form 144 | NVIDIA董事 Mark Stevens拟减持400万股,总价约5.5亿美元
老虎公告助手
·
06-03
美股收盘:三大股指小幅上涨 AMD涨超3%
美港电讯
·
06-03
更多
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北京时间6月3日,据彭博社报道,英伟达公司市值在两个月内实现了1万亿美元的大幅反弹。投资者认为,英伟达这轮涨势仍有进一步上升的空间,市场对该公司的担忧正逐步被乐观情绪取代。英伟达股价较4月低点大反弹但是,自4月触及低点以来,英伟达股价已反弹逾45%,市值跃升至3.4万亿美元,距离全球市值最高公司微软仅一步之遥。中国市场在第一季度占英伟达营收的13%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1ef86e352d1ebd0a67d26edf13be19c8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8jtEDWfdjfa","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":"fenghuang_stock","symbols":["LU0079474960.USD","NVIW.SI","LU1244550577.SGD","LU0029864427.USD","LU0965509101.SGD","LU2097344357.USD","YINN","IE00BK4W5L77.USD","3NVD.UK","LU0345769128.USD","LU0187121727.USD","NVD3.UK","LU0354030511.USD","LU0868494617.USD","IE0009356076.USD","IE00B5949003.HKD","IE00BK4W5M84.HKD","LU1923622291.USD","LU2087621335.USD","LU2756315318.SGD","GB00BDT5M118.USD","SG9999001424.SGD","NVDA","LU0061475181.USD","NVDS.UK","IE0004086264.USD","LU2592432038.USD","NVDY","SG9999015358.SGD","LU2065169927.USD","LU1116320737.USD","LU0820562030.AUD","NVD2.UK","LU1261432733.SGD","NVDX","NVDL","SNVD.UK","LU1935042488.USD","LU1066051498.USD","LU2458330243.SGD","2NVD.UK","NVDS","LU0942090050.USD","LU2168563687.JPY","LU1429558221.USD","LU0096362180.USD","LU0154236417.USD","NVD","NVDD","NVDU"],"gpt_icon":0},{"id":"2540643771","title":"还是NVIDIA更胜一筹!RTX 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算力需求仍被低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2540736727","media":"长江证券股份有...","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540736727?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 18:32","pubTimestamp":1748946742,"startTime":"0","endTime":"0","summary":"事件描述英伟达发布2026 财年第一季度报告,FY26Q1 实现营业收入440.6 亿美元,同比+69.2%,环比+12.0%;实现归母净利润187.8 亿美元,同比+26.2%。事件评论英伟达FY26Q1 财报表现良好,数据中心/游戏业务高增。英伟达指引FY26Q2 营收达到约450 亿美元(±2%),其中H20 收入损失约80 亿美元。但公司指出,Blackwell 芯片占公司FY26Q1 数据中心营收已达到70%,对公司营收的拉动显著。主权AI 投资预期回升,推理侧Token 用量爆发,AI 需求潜力充足,海外算力链信心持续增强。","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=nesSN20250603183233950ccb3a&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250603183233950ccb3a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["NVDA"],"gpt_icon":1},{"id":"2540749777","title":"【天风海外|全球AI跟踪】英伟达NVL72机柜加速出货,DeepSeek成全球第二大AI实验室","url":"https://stock-news.laohu8.com/highlight/detail?id=2540749777","media":"风研海外","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540749777?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 12:46","pubTimestamp":1748926019,"startTime":"0","endTime":"0","summary":"天风海外团队正文英伟达NVL72机柜加速出货,DeepSeek成全球第二大AI实验室重点公司财报AI进展:英伟达:数据中心剔除H20影响则增长强劲,超大云NVL72柜单周接近1000个。英伟达财报超预期,CSP机柜部署提速验证AI推理需求高增。正文全球AI动态汇总天风证券海外团队成员介绍文章来源文中报告节选自天风证券研究所已公开发布研究报告:《全球AI周报:英伟达NVL72机柜单加速出货,DeepSeek成全球第二大AI实验室》具体报告内容及相关风险提示等详见完整版报告。","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=nesSN20250603125210a497aa34&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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5060和5060Ti,起售价为299美元。FY26Q1受到关税不确定性影响,AI工作站需求强劲,公司预计FY26Q2收入将恢复环比增长。5月29日收盘价139.19美元对应FY2026/FY2027 30x/23x PE,考虑到AI算力需求旺盛,Blackwell出货动能强劲,有望带动英伟达业绩持续高速增长,维持“买入”评级。","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=nesSN20250603115153a6f7f8d7&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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11:36","pubTimestamp":1748921762,"startTime":"0","endTime":"0","summary":"近日,英伟达与麻省理工学院、香港大学合作推出Fast-dLLM框架,旨在解决扩散模型在实际应用中的效率瓶颈。尽管扩散模型采用双向注意力机制具备理论优势,但其高昂的计算成本和多词元同步解码时的质量下降问题,限制了其广泛应用。Fast-dLLM通过引入块状近似KV缓存机制和置信度感知并行解码策略,显著优化性能。这项研究有效平衡了速度与质量,为扩散模型在语言生成任务中的实际应用开辟了新路径。","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=nesSN20250603113812976f4026&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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11:23","pubTimestamp":1748921011,"startTime":"0","endTime":"0","summary":"截至11点11分,聚焦AI算力+消费电子终端的5G通信ETF跌0.29%,持仓股深南电路、移远通信、领益智造、光库科技等领涨。近期,AI算力龙头英伟达公布了2026财年第一季度财报,营收达441亿美元,同比增长69%,净利润达187.75亿美元。正如黄仁勋所言,“AI推理正迅速成为主流AI工作负载。”资金关注相关方向补涨机会,近5个交易日,5G通信ETF获得资金净流入超5287万元。相关ETF全称:华夏中证5G通信主题ETF,场外联接。","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=nesSN20250603112431976f3c63&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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此外,多张于本周五到期的看涨期权暴涨。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0070302665.USD","BK4592","IE00B19Z8X17.USD","IE00BK4W5M84.HKD","IE00BJLML261.HKD","BK4611","TEM","IE00BJJMRY28.SGD","IE00BMPRXR70.SGD","APLD","META","IE00BQXX3D17.EUR","LU0097036916.USD","BK4613","LU0061474960.USD","NVDA","LU0096362180.USD","IE00BMPRXN33.USD","LU0011850046.USD","LU0130102774.USD","TSLA","IE00BK4W5L77.USD"],"gpt_icon":1},{"id":"2540748228","title":"估值432亿的全球龙头,英伟达投了","url":"https://stock-news.laohu8.com/highlight/detail?id=2540748228","media":"投中网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540748228?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 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月表现结束了当月交易。高盛报告指出,对冲基金连续第三周买入欧洲股票,且买入速度为三个月来最快。数据显示,上周全球对冲基金买入的欧洲股票板块包括非必需消费品、金融、医疗保健和通信公司。高盛表示,对冲基金主要买入个股,但也在股票指数上进行了一些多头交易。","market":"us","thumbnail":"https://community-static.tradeup.com/news/6a9341ac59b94c2337e4c44cb07a7414","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/6a9341ac59b94c2337e4c44cb07a7414"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/ng99GCT4lU2EganzjrGW_w","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1614225591852","symbols":["NVDA",".IXIC","TSLA"],"gpt_icon":1},{"id":"2540112577","title":"消息称英伟达首款面向消费者AI超级计算机DGX Spark下月前推出 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