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2倍做多NVDA ETF-GraniteShares

31.49

-0.5400-1.69%

盘后：31.47-0.0200-0.06%19:59 EDT

成交量：1,095.23万

成交额：3.50亿

市值：35.64亿

市盈率：- -

高：33.01

开：31.66

低：30.86

收：32.03

52周最高：43.27

52周最低：21.54

股本：1.13亿

流通股本：1.13亿

量比：0.97

换手率：9.68%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻公告

“大空头”继续狙击AI！Michael Burry扩大英伟达、美光空头仓位，维持做空特斯拉、Palantir

华尔街见闻

黄仁勋开通社交账号，首条推文发了啥？（中英全文）

英伟达被“错杀”了？估值跌至近五年低点，市场押注2027年后几乎零增长

华尔街见闻

拿下5000亿美元存储大单后，黄仁勋：韩国进入黄金时代，芯片还有10倍扩张

名单翻倍！黄仁勋力挺开源AI，OpenAI、谷歌都来了

英伟达与首尔大学在韩国设立联合AI研究中心

“大空头”伯里据悉加码做空美光和英伟达

英伟达“开放权重模型”公开信联署方翻倍至 50 个，谷歌等加入

7月24日英伟达CEO黄仁勋在社交媒体平台上发布动态分享了一封题为《开放权重与美国AI领导力》的信函呼吁推动开放权重人工

黄仁勋：杰出的人才总会找到出色的答案中国注定会产出卓越的AI技术

谷歌、AMD、Cloudflare 等公司加入，签署支持 AI 开源模型发展公开信组织增至 50 家

科技周报|买断制单机3A游戏《影之刃零》来了；韩国存储龙头股价回升

业界普遍认为，三星电子会长李在镕与黄仁勋探讨了在高性能存储器及半导体代工领域的合作事宜。

卡帕西删除Anthropic简介，入职68天疑似已离职

黄仁勋：未来 10 年半导体产业规模或需扩大至当前 10 倍

据韩媒报道三星电子会长李在镕、现代汽车集团会长郑义宣以及Naver创始人兼董事长李海珍此前访问了位于硅谷的英伟达总部并会

市场资讯：《大空头》原型人物迈克尔・伯里增持英伟达空头头寸。

9400亿美金半导体联盟落地！美韩签订超级合作框架，全球AI产业链迎来格局重写

周末重磅！6万亿元利好曝光→

韩美科技巨头齐聚旧金山，三星、海力士签下9500亿美元高额订单

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发布个人入驻后的第一条推文，并未推介公司芯片与产品，而是直接附上题为《开放权重与美国在AI领域的领导地位》的联合公开信，为开放权重AI模型背书。","market":"us","thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-07-25/doc-iniizkwy9005597.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"黄仁勋开通社交账号，首条推文发了啥？ （中英全文）","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVDA","SG9999014575.USD","IE00BK4W5L77.USD","SG9999014898.SGD","BK4503","LU1236620834.HKD","METD","IE0034235295.USD","LU2125154935.USD","LU0347712357.USD","LU0390134368.USD","LU0553294199.USD","LU2125909593.SGD","LU1043141123.HKD","BK4077","HK0000914686.HKD","LU1242518931.SGD","LU1059921491.USD","LU0784384876.USD","LU0096364046.USD","LU1127390331.HKD","LU2999663052.SGD","BK4588","GXPC","LU0143551892.USD","LU0070217475.USD","MSFU","IE00BFXG0V08.USD","NVD3.UK","LU1861220033.SGD","BK4577","LU2750360641.GBP","LU1691799644.USD","IE00BJJMRY28.SGD","BK4525","BK4524","LU2381873111.SGD","LU2471134952.CNY","LU1868836591.USD","NVDB","BK4097","IE0009356076.USD","LU2430703095.HKD","XLK","WQTM","LU2089284900.SGD","LU2413666699.HKD","LU2097344357.USD","BK4554","NVYY","LU2506951792.HKD","LU0170899867.USD","LU1697837992.HKD","LU1400636491.USD","LU0154236417.USD","SG9999015978.USD","SG9999004303.SGD","IE0005OL40V9.USD","LU2361044949.HKD","LU2420271590.USD","BK4551","LU0211331839.USD","IE00BQXX3F31.USD","LU1989773731.SGD","NVDO","LU2360108059.USD","NVDQ","LU1778281490.HKD","LU1814569148.SGD","IE00BKPKM429.USD","LU0127658192.USD","LU0265550359.USD","LU2023250504.SGD","LU0080751232.USD","LU0823414551.USD","LU1232071149.USD","MSFW","LU1633808545.USD","LU0965509101.SGD","NVDW","SG9999018857.SGD","SKYY","LU1585245621.USD","LU0302445910.USD","BK4614","LU1720051017.SGD","LU0310800379.SGD","IE00B775H168.HKD","SG9999002232.USD","LU2360107168.USD","LU2065170008.USD","LU1992135472.HKD","IE00BFSS8Q28.SGD","IE00B4YYXB79.USD","IE00BJTD4N35.SGD","RSPC","BK4585","LU0861579265.USD","LU1564329115.USD","LU1868837136.USD","LU0957808578.USD","LU1815333072.USD","ROM","HK0000304805.HKD","LU2106854487.HKD","LU1228905037.USD","LU0162691827.USD","LU2317271919.USD","IE00B5949003.HKD","LU0276348264.USD","DIPS","LU0894486033.HKD","CLSE","LU1046421795.USD","LU0345769631.USD","HK0000320264.USD","TTXU","LU0433182093.SGD","FAI","LU0096362180.USD","GAMR","LU1435385759.SGD","LU0345768153.USD","IE000MB6IJN5.SGD","LU0820561909.HKD","LU2347655073.USD","LU1861559042.SGD","LU1674673428.USD","LU0072462426.USD","LU1989772840.SGD","LU0942090050.USD","LU1571399168.USD","LU2286300806.USD","LU0133085943.USD","TDIV","LU2413666426.HKD","LU2756315664.SGD","LU0061474705.USD","LU0980610538.SGD","LU2244417387.USD","LU1188199696.SGD","SGXZ51526630.SGD","LU2491049909.HKD","LU2237438978.USD","LU2361044865.SGD","LU2092627202.USD","SMHX","LU2077746001.SGD","LU1868836914.USD","LU2506952097.USD","IE00BJJMRX11.SGD","HK0000532082.HKD","LU2720916845.USD","LU0985320562.USD","LU1035773651.USD","LU1894683264.USD","LU2191332357.HKD","LU1035775433.USD","IE00B19Z8X17.USD","ANV","LU2089985449.USD","METU","HK0000819398.USD","LU1861127337.USD","LU0690374961.EUR","LU0757359368.USD","SG9999014906.USD","LU2125154778.USD","LU1069347547.HKD","CHPX","LU2054465674.USD","LU2236285917.USD","LU0823414478.USD","SG9999000418.SGD","LU0348723411.USD","LU2360106780.USD","LU1400636574.HKD","LU0289961442.SGD","LU0648001328.SGD","LU0661504455.SGD","LU0171293334.USD","LU0823417653.USD","LU2452424414.USD","LU2250418816.HKD","LU2602419157.SGD","AGOX","LU1267930490.SGD","IE00BD6J9T35.USD","LU0683600562.USD","BK4581","BK4516","BK4612","LU1642822529.SGD","LU1868836757.USD","TTEQ","ILDR","LU2637965513.SGD","BK4543","LU1674673691.USD","BK4567","BK4605","LU0234572021.USD","LU1645745479.HKD","LU2242650005.HKD","LU1119994496.HKD","NVDS","IGV","IE000F7OJYX1.SGD","LU2047632596.USD","LU0964807845.USD","LU0889565833.HKD","LU1974910355.USD","LU2097829019.USD","BK4527","LU0823434740.USD","LU0965508806.USD","LU0354030438.USD","LU1340139317.AUD","LU1670628061.USD","LU1670710588.SGD","LU2543165471.USD","SHOC","LU0215105999.USD","LU0792757196.USD","LU0689472784.USD","LU0211328371.USD","LU0784385840.USD","ABFL","LU0048584097.USD","SPTE","LU2242649171.HKD","LU2756315318.SGD","LU0320765059.SGD","LU0354030511.USD","LU1430594728.SGD","LU0345768740.USD","LU1145028129.USD","LU0011850046.USD","IBM","LU0203347892.USD","LU0795875086.SGD","IE000W1ABFV2.USD","LU0417517546.SGD","LU1718418525.SGD","LU1564329461.SGD","VOX","LU0069063385.USD","LU2168564222.USD","LU1301847155.USD","LU2462591277.SGD","XLC","NULC","LU2097344431.USD","IE00BK4W5M84.HKD","LU0225283273.USD","IE00BLSP4239.USD","IE00B775SV38.USD","LU1670756490.USD","SG9999015358.SGD","LU0208291251.USD","TYLG","IE00B5TLWC47.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50 个，谷歌等加入","url":"https://stock-news.laohu8.com/highlight/detail?id=2654050076","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654050076?lang=zh_cn&edition=fundamental","pubTime":"2026-07-26 11:32","pubTimestamp":1785036736,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，英伟达 CEO 黄仁勋在社交媒体平台上发布动态，分享了一封题为《开放权重与美国 AI 领导力》的信函，呼吁推动开放权重人工智能模型发展。黄仁勋最初发布的信中包含 25 个联署签名。如今，这封信的联署方已增加到 50 家，数量翻了一番。\n\nOpenAI 是新增的 25 家机构之一，其他新增机构还包括谷歌、AMD、思科、Cloudflare、GitHub、Block 和 Ollama。不过，Anthropic 和亚马逊始终未出现在任何版本的名单中，而这两家公司的缺席正是该名单中最值得关注的细节。 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10:31","pubTimestamp":1785033107,"startTime":"0","endTime":"0","summary":"无论卡帕西还是Anthropic，都还没有对此作出正式回应。截至目前，几家头部模型公司里，Anthropic仍然缺席。卡帕西删除简介和Anthropic没有签署公开信之间，目前并没有任何被证实的因果关系。置身A内的68天5月19日，卡帕西正式宣布加入Anthropic，担任技术员工，进入Nick Joseph领导的预训练团队。“卡帕西叛逃Anthropic”的叙事迅速传开，他的官宣帖子目前已经获得超过2770万次浏览。更有意思的是，早在卡帕西宣布加入Anthropic时，就有网友信誓旦旦地预言：“他会在6个月内离开。”","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://tech.ifeng.com/c/8v4OATfDDN8","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["NVD","NVDS.UK","EPAI","AAPL","ESLG","NVD2.UK","THMR","AGIX","ARTY","GAMR","LFGY","VTHR","NVD3.UK","NVDO","NVDD","MSFT","SNVD.UK","NVDQ","AIPO","NVDS","MAGY","VT","NVDG","FDTX","TEK","ANV","SOCL","SPTE","ABFL","ILDR","NVDA","LRNZ","VGT","3NVD.UK","TDIV","NVDL","NULC","CHAT","BULZ","EFIV","NVDB","QTOC","ROM","JGRO","GPTZ","OGIG","WISE","YMAG","ESUM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654504640","title":"黄仁勋：未来 10 年半导体产业规模或需扩大至当前 10 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2654504640","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654504640?lang=zh_cn&edition=fundamental","pubTime":"2026-07-26 10:04","pubTimestamp":1785031460,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，英伟达 CEO 黄仁勋在接受彭博社播客采访时表示，韩国正处于“黄金时代”，其半导体及工业能力能够帮助全球建设 AI 基础设施。英伟达已与 SK 集团达成多项合作，双方未来在存储采购、AI 超级计算机及数据中心建设等领域的业务往来规模将超过 5000 亿美元。英伟达将连续多年向 SK 海力士采购大量存储芯片，并与其共同推进从 HBM2、HBM3、HBM3E、HBM4、HBM4E 到后续产品的技术路线。\n\n与此同时，SK 电讯计划在近期将 AI 云基础设施扩建至最高 2 吉瓦，英伟达将向其出售超级计算机。双方合作既包括英伟达采购存储，也包括 SK 集团采购 AI 基础设施。\n\n黄仁勋认为，随着 AI 智能体和机器人开始大规模使用计算机，芯片需求将不再只由人类用户驱动。未来约 10 年，全球半导体产业规模可能需要扩大至当前的 10 倍。当前 HBM 等存储、土地、电力及数据中心建设资源均处于紧张状态，行业每年或有能力实现翻倍，但更快扩张将十分困难。整个行业或有能力每年将供应规模翻倍，但土地、电力和厂房无法像消费电子设备一样快速扩张，因此 AI 基础设施建设可能在未来 10 年持续以受限速度推进。\n\n谈及中美 AI 竞争，黄仁勋表示，两国都拥有优秀的 AI 研究人员，虽然资源、条件和限制不同，但都会持续推动 AI 技术进步。中国每年培养的 AI 研究人员数量可能超过全球其他地区总和，美国仍需继续学习、合作并保持竞争。 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