美股详情

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2倍做空NVDA ETF-T-Rex

9.01

+0.02000.22%

盘后：9.010.00000.00%19:37 EDT

成交量：385.27万

成交额：3,425.60万

市值：2,279.08万

市盈率：-0.16

高：9.02

开：8.77

低：8.71

收：8.99

52周最高：23.00

52周最低：7.82

股本：252.95万

流通股本：252.95万

量比：0.76

换手率：152.31%

股息：0.04

股息率：0.49%

每股收益(TTM):-57.6000

净资产收益率：--

总资产收益率：--

市净率：0.26

市盈率(LYR):- -

数据加载中...

总览公司新闻公告

英伟达(NVDA.O)董事马克·史蒂文斯报告出售102万股英伟达普通股，交易时间为9月3日至9月4日，出售价格区间为每股

马克·史蒂文斯披露：9月3日至4日减持英伟达普通股102万股，交易价格区间每股227.25至234.04美元

美股收盘：三大股指收跌英特尔涨9%

美股走低市值排名前五的股票均跌超1%

英伟达股价跌超1%

英伟达转跌至1%

美股科技七巨头盘初涨跌不一，英伟达涨1.25%，苹果跌0.4%

每日经济新闻

OpenAI称，计划在今年年底前开始部署与博通开发的AI芯片Jalapeño，同时与英伟达、AMD及其他合作伙伴的加速器

SemiAnalysis：谷歌TPU杀入英伟达腹地，Ironwood每美元性能最高领先B200 50%

华尔街见闻

项立刚：美国AI算力投资存在现实隐患，大量算力基建可能面临价值落空

凤凰网港股

报告：英伟达 H100 租赁价格上涨近22%

黄仁勋：GPT-6 Astra 让AGI更近了

环球市场播报

实时行情-欧洲开盘前：重回正轨

随着人工智能热潮的兴起，韩国电力需求预计将激增，与此同时，该国正考虑扩大核能发展

老黄30亿美元押注穆拉蒂！钱转一圈最终购买英伟达的显卡

Mac遭OpenAI扫货，但苹果与英伟达并非零和博弈

黄仁勋转发 Ornn 数据，H100 租金一个月涨 22%

PCB超级周期，能确定了？

据彭博社报道，Anthropic放弃了对人工智能初创公司Decart的收购计划

早报｜韩国券商警告三星、SK 海力士内存库存不足 10 天；华尔街日报：前美国总统拜登之子拟推出 Meme 币 LAPTOP

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14:21","pubTimestamp":1788848512,"startTime":"0","endTime":"0","summary":"如果仅靠核能就增加25至30吉瓦的发电量，根据韩国自主设计机组的现行标准，这相当于约20座核反应堆的装机容量。作为亚洲第四大经济体，韩国目前拥有26座核反应堆，核能占该国电力需求的近三分之一。他表示，尽管韩国致力于扩大可再生能源的比例，但尽管存在安全风险，目前仍不得不依赖核能。韩国的其他能源包括煤炭，目前占其电力需求的29%，而天然气占27%。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4T4500EY: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":["09788","BK4141","LU0077335932.USD","SNVDAmain","LU1144417596.USD","LU1232071149.USD","LU1815333072.USD","LU2023251221.USD","IE00BJJMRX11.SGD","LU2552382132.HKD","LU0211327993.USD","IE00B7KXQ091.USD","LU1989772923.USD","BK4585","LU1791710400.SGD","BK4503","LU2394011477.USD","HK0000304805.HKD","WISE","SGXZ81514606.USD","LU1923622614.USD","LU2471134523.USD","NVII","LU1814569148.SGD","CHAT","LU0642271901.SGD","LU2272731600.USD","LU2242649171.HKD","LU1267930490.SGD","LU1720051017.SGD","AIFD","LU1244550577.SGD","LU2750360641.GBP","LU0345770308.USD","LU0203202063.USD","LU2286300806.USD","IE00B1XK9C88.USD","LU2491050154.USD","LU0788109477.HKD","LU0310799852.SGD","LU2361045086.USD","USD","LU2168564495.EUR","BK4579","IE0005OL40V9.USD","LU0786609619.USD","LU2347655156.SGD","LU2023250504.SGD","BK4550","LU2265009873.SGD","SGXZ51526630.SGD","LU0124676726.USD","NVDQ","LU1496350502.SGD","LFGY","LU2491050071.SGD","LU1803068979.SGD","LU0545039389.USD","LU1037948897.HKD","NVDD","LU2054465674.USD","LU0265550359.USD","LU2023250330.USD","LU2237443978.SGD","LU1935042991.SGD","LU0323239441.USD","IE000W1ABFV2.USD","NVDY","LU0882574139.USD","TRFK","LU0795875169.SGD","LU0174119429.USD","LU0348723411.USD","SG9999018857.SGD","LU0672654240.SGD","LU0072462426.USD","SG9999015952.SGD","THMR","BK4532","BK4081","IE00BDCRKT87.USD","LU0965509010.AUD","LU1261432733.SGD","NVDS","LU2326559502.SGD","LU0795875086.SGD","LU0143551892.USD","KEP","LU2462591277.SGD","LU1951198990.SGD","LU0719512351.SGD","IE00B775H168.HKD","LU2237957811.SGD","LU0444971666.USD","FAI","LU2097344431.USD","LU2487616109.SGD","IE00BD6J9T35.USD","LU2471134879.HKD","LU0157215616.USD","LU2458330243.SGD","BK4533","ABFL","FDTX","LU2237443549.SGD","IE00BDRTCR15.USD","LU0070217475.USD","LU2471134952.CNY","IE0009G5SDU7.USD","NVC","IE00BMPRXN33.USD","IE00BJTD4N35.SGD","LU1066051811.HKD","LU1979441026.SGD","LU0965508806.USD","IE000Q6AESB8.SGD","LU2420271590.USD","NVYY","LU1244550494.USD","LU1244550221.USD","LU2250418816.HKD","LU2954938101.SGD","LU0472753341.HKD","LU2637965513.SGD","LU0210533765.USD","LU1815336760.USD","LU2461242641.AUD","IE00BZ199S13.USD","IE00BMPRXQ63.HKD","LU0345768153.USD","LU0109392836.USD","LU2148611432.USD","BK4598","NVD3.UK","LU2264538146.SGD","IE00B4YYXB79.USD","LU0127658192.USD","SG9999015341.SGD","LU0979878070.USD","LU2244417387.USD","BK4581","LU2360107168.USD","LU2097344357.USD","SOXY","LU0823414478.USD","LU0107464264.USD","LU0738911758.USD","LU2089985449.USD","LU1917777945.USD","LU2403377893.USD","IE00BWXC8680.SGD","IE00BHPRN162.USD","LU2413666426.HKD","LU0187121727.USD","LU2357125470.USD","LU0823421416.USD","NVD","LU1623119135.USD","LU1951200564.SGD","LU2247934214.USD","LU1983260115.SGD","LU1935043023.USD","2NVD.UK","LU1116320901.HKD","LU2347655073.USD","LU0868494708.USD","LU2322448791.USD","LU2361044865.SGD","LU1548497426.USD","LU2065171402.SGD","BK4534","LU0170899867.USD","LU2168563687.JPY","HK0000320223.HKD","AIPI","LU2552382215.SGD","BK4529","LU2473716301.USD","SG9999017495.SGD","SG9999014914.USD","TTEQ","LU0238689110.USD","LU2063271972.USD","LU0345768740.USD","LU2168564065.EUR","LU0133085943.USD","LU0289961442.SGD","LU2089283258.USD","LU0708994859.HKD","LU1861127337.USD","LU0256863902.USD","IE000ITXATA3.USD","LU2092627202.USD","SG9999014906.USD","IE00B3S45H60.SGD","LU0256863811.USD","LU0964807845.USD","LU2361044949.HKD","LU2211815571.USD","NVDB","HK0000819398.USD","LU0823421333.USD","LU2125909247.SGD","LU0320765059.SGD","LU2065170008.USD","JGRO","LU1435385759.SGD","IE00B1BXHZ80.USD","LU1868837300.USD","HK0000306701.USD","LU0266013472.USD","HK0000306685.HKD","LU1989764748.USD","LU2433249047.HKD","IE00BFSS8Q28.SGD","LU1119994496.HKD","LU1732800096.USD","LU2756315318.SGD","ESLG","LU0912757837.SGD","LU1720051108.HKD","LU2125909916.SGD","LU2237443465.HKD","LU2125154778.USD","SGXZ99366536.SGD","SG9999015945.SGD","LU0345769128.USD","LU0395794307.EUR","LU0316494557.USD","LU1242518857.USD","LU0056508442.USD","TYLG","LU1366333091.USD","LU2456880835.USD","LU2417539215.USD","LU1629891620.HKD","LU0265550946.USD","NVDO","IE00BJJMRY28.SGD","CNEQ","METV","NVIW.SI","LU0081259029.USD","LU1691799644.USD","LU2028103732.USD","HK0000304797.USD","SG9999000418.SGD","ESUM","LU0154236417.USD","LU2125909593.SGD","LU0106261372.USD","NVDW","ROM","LU1084165304.U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Lab。投前估值直接飙到至少400亿美元，拟募资50亿至60亿美元，而英伟达可能一家就包下约一半。这不是英伟达初投，而是持续加码。从120亿到400亿，穆拉蒂只用了14个月。2024年9月，穆拉蒂宣布从OpenAI离职。2025年7月，20亿美元种子轮到账。","market":"us","thumbnail":"https://images.bitpush.news/2026/09/special_cn-20260908-178883728757582749.jpg:黄-200x140.jpg","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/09/special_cn-20260908-178883728757582749.jpg:黄-200x140.jpg"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7680153","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7680153","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"bit_push_news","symbols":["LU2463028550.USD","LU1037948541.HKD","LU2462591350.SGD","LU0210533765.USD","LU0353189763.USD","THMR","NVDB","SG9999002232.USD","LU2097344431.USD","LU2065169927.USD","LU0316494557.USD","LU1145028129.USD","LU2471134879.HKD","LU1732799900.SGD","LU0061474960.USD","NVDA","LU1366333091.USD","LU1989764664.SGD","LU0323240290.USD","HK0000819398.USD","LU0057025933.USD","LU2357125470.USD","LU0029864427.USD","LU1116320901.HKD","TRFK","LU0096362180.USD","LU2272731600.USD","BK4543","LU0133085943.USD","IE00B19Z8X17.USD","LU0106261372.USD","LU0310799852.SGD","LU2756315664.SGD","NVDW","IE00BQXX3D17.EUR","LU0128525929.USD","LU0234572021.USD","DIPS","LU0943347566.SGD","LU1116320737.USD","3NVD.UK","IE00BMPRXR70.SGD","LU2054465674.USD","IE00B7KXQ091.USD","ANV","LU0795875086.SGD","LU0251132253.USD","LU0965508806.USD","LU2931357623.SGD","LU2279689827.SGD","IE00BK4W5L77.USD","LU0348723411.USD","LU1035773651.USD","IE00BJLML261.HKD","LU2148611432.USD","BK4550","LU0494093205.USD","IE00BZ1G4Q59.USD","LU1989772840.SGD","LU2326559502.SGD","IE0004445015.USD","LU1548497426.USD","LU2746668461.USD","LU0154236417.USD","SG9999015341.SGD","IE00B775SV38.USD","LU0069063385.USD","07788","LU2381873111.SGD","SPTE","LU1821325948.USD","LU0965509010.AUD","LU1066051498.USD","LU2999663052.SGD","LU0234570918.USD","LU0889565833.HKD","LU2360106780.USD","LU1066051225.USD","NVYY","LU2100268510.USD","LU0310800379.SGD","LU2506951792.HKD","SG9999014914.USD","FTEC","SGXZ23171101.USD","LU0390134368.USD","LU1066053197.SGD","LU0061475181.USD","HK0000306701.USD","IE00BMPRXQ63.HKD","SHOC","LU2750360997.AUD","LU0070217475.USD","LU2592432038.USD","LU2361045086.USD","LU0395794307.EUR","NVDX","LU1674673428.USD","SMHX","LU0823434583.USD","LU1791710582.SGD","LU2111349929.HKD","LU0466842654.USD","SG9999014575.USD","IE00BFSS8Q28.SGD","LU2191332357.HKD","LU1244550494.USD","IE00B4YYXB79.USD","LU0323591593.USD","LU0289960550.SGD","LU2211815571.USD","LU2552382215.SGD","HK0000304797.USD","LU1003077747.HKD","LU1267930730.SGD","LU2092937148.SGD","LU0708994859.HKD","IE00BJTD4V19.USD","LU1242518931.SGD","LU1868836757.USD","CNEQ","EFIV","LU2089985449.USD","LU1852331112.SGD","LU1923623000.USD","LU1791710400.SGD","LU0345768740.USD","LU2089283258.USD","HK0000532082.HKD","IE0009356076.USD","LU0274383776.USD","IE00BJJMRX11.SGD","LU2462157665.USD","ABFL","LU0354030438.USD","LU1267930573.SGD","LU0072462426.USD","LU0158827781.USD","LU2133065610.SGD","LU0861579265.USD","LU0823421333.USD","SGXZ51526630.SGD","NVDS","SNVD.UK","LU2028103732.USD","LU1069347547.HKD","LU0985320562.USD","LU0689626769.HKD","LU0347712357.USD","BK4551","SNVDAmain","SG9999017495.SGD","09788","HK0000320223.HKD","IE00B3SWFQ91.USD","IXN","BK4612","LU0157215616.USD","SG9999002224.SGD","LU2360032135.SGD","LU0689472784.USD","TEK","LU2065171402.SGD","BK4567","LU1721428933.USD","IETC","LU2077746001.SGD","LU0683600562.USD","FAI","LU2247934214.USD","LU1267930490.SGD","LU1127390331.HKD","ESLG","LU1242518857.USD","LU0882574139.USD","LU1992135399.USD","IE00BYXW3230.USD","LU2168564222.USD","LU2473716301.USD","LU2089284900.SGD","CMAG","LU2552382132.HKD","LU0175139822.USD","NVIW.SI","LU1839511570.USD","BK4592","LU2471134952.CNY","LU0211328371.USD","LU0820562030.AUD","LU1571399168.USD","LU2237443895.HKD","LU0082616367.USD","LU1804176565.USD","IE0004091025.USD","LU1974910355.USD","HK0000914686.HKD","LU2065170008.USD","LU0006306889.USD","LU1923622291.USD","LU1868837136.USD","IE00BHPRN162.USD","NVDL","BK4588","LU2361044865.SGD","LU0724617625.USD","LU2023250504.SGD","LU0109391861.USD","LU1069344957.HKD","LU1988902786.USD","LU1400636491.USD","LU2552382058.USD","AIPI","LU2125154935.USD","IE00B5949003.HKD","LU0444973449.USD","SG9999015978.USD","LU0080751232.USD","LU2286300806.USD","BK4598","LU1400636657.SGD","LU1979441026.SGD","LU1366192091.USD","LU2125909916.SGD","LU0061474705.USD","LU1280957306.USD","VT","NULC","LU1551013342.USD","LU2290526834.HKD","LU0823434740.USD","LU2087625088.SGD","LU0719512351.SGD","LU2433249047.HKD","BK4548","LU1868836914.USD","NVDG","LU0203201768.USD","NVC","SG9999000418.SGD","LU1935043452.HKD","LU0056508442.USD","LU0265550946.USD","LU0787776722.HKD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11:43","pubTimestamp":1788838986,"startTime":"0","endTime":"0","summary":"但8月31日，OpenAI疯狂采购十万台Mac专门用于强化学习的消息却引起了产业热议。一种论调开始出现：英伟达垄断AI训练算力的时代正在落幕，苹果正在抢走英伟达的生意。因此，苹果和英伟达之间，其实并不存在着“抢饭碗”的问题。OpenAI购买Mac用于强化训练苹果的策略，在业界也被形容为“卖出方向盘”。当数万台Mac进入OpenAI机房，这意味着AI已经跨过单纯大模型对话时代，正式迈向 AI智能体动手实操的新阶段。","market":"sh","thumbnail":"","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.lanjinger.com/d/1788523292585891785","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":"lanjinger_stock","symbols":["IE00BJTD4V19.USD","LU2505996681.GBP","IE00B3SWFQ91.USD","LU1074936037.SGD","07788","LU1261432733.SGD","LU2592432038.USD","LU3102509885.SGD","LU0719512351.SGD","LU1119994496.HKD","LU0106261372.USD","LU0708995401.HKD","LU2471134796.USD","NVDB","LU0256863902.USD","LU1003077747.HKD","LU2461242641.AUD","LU1720051108.HKD","IE00B1XK9C88.USD","LU2347655156.SGD","LU2023250330.USD","LU0345769128.USD","IE0004445015.USD","LU0868494617.USD","LU0689472784.USD","IE0009G5SDU7.USD","SPTE","LU1861215975.USD","BK4579","LU2458330169.SGD","LU1923622291.USD","IE00BJLML261.HKD","LU1804176565.USD","LU0553294199.USD","LU0795875086.SGD","IE0034235295.USD","LU2054465674.USD","USD","LU1803068979.SGD","LU0310799852.SGD","LU1934455863.HKD","LU1989771016.USD","LU0511384066.AUD","BK4567","IE00BN8TJ469.HKD","LU0784383803.USD","LU1814569148.SGD","LU2433249047.HKD","LU1934455277.USD","LU2456880835.USD","IE000Q6AESB8.SGD","BK4608","LU0642271901.SGD","LU2506951792.HKD","IE0034235303.USD","NULC","LU1116320737.USD","LU1623119135.USD","LU1323610961.USD","LU0234570918.USD","FDTX","LU0823417653.USD","LU1244550494.USD","IE00BD6J9T35.USD","LU1244550577.SGD","LU2092937148.SGD","LU0069063385.USD","LU1645745479.HKD","SGXZ31699556.SGD","IE000ITXATA3.USD","LU0314106906.USD","LU0323591593.USD","LU1551013425.SGD","LU0175139822.USD","IXN","LU1066051225.USD","LU2063271972.USD","LU0786609619.USD","CHAT","LU2860962120.EUR","LU0320765489.SGD","LU2272731865.HKD","IOSX","BK4529","LU0345770308.USD","IE000BZT7R73.USD","LU1989772840.SGD","LU2236285917.USD","BK4507","LU0094547139.USD","LU1718418525.SGD","LU1202635105.USD","LU0348723411.USD","LU2111349929.HKD","AIFD","LU2065171311.SGD","LU2430703095.HKD","SG9999014567.USD","IE00BBT3K403.USD","LU0070302665.USD","LU1974910355.USD","LU0310800379.SGD","IETC","LU0795875169.SGD","LU2999663052.SGD","IE00B19Z8X17.USD","LU0210533765.USD","LU1868836757.USD","LU2896262040.SGD","LU2065169927.USD","IE00B3S45H60.SGD","ILDR","LU2092627202.USD","HK0000320264.USD","LU2452424414.USD","SG9999014914.USD","LU0476273544.USD","LU0238689110.USD","LU0528227936.USD","LU0274383776.USD","LU2148611432.USD","LU2552382058.USD","BK4576","IE000W1ABFV2.USD","LU1674673691.USD","LU1935043536.SGD","LU1242518931.SGD","IE00BMPRXN33.USD","LU0157215616.USD","LU0081259029.USD","LU0072462426.USD","LU1066051811.HKD","LU1691799644.USD","TTEQ","APLY","LU1046421795.USD","SG9999002224.SGD","LU1066053197.SGD","SG9999014898.SGD","HK0000914660.USD","LU0943347566.SGD","BK4503","LU0823421333.USD","LU1732799900.SGD","NVDS.UK","AIPI","AAPE","LU0289961442.SGD","LU0823414478.USD","LU2272731600.USD","LU1366192091.USD","SG9999018857.SGD","GB00BDT5M118.USD","LU1153585028.USD","LU1839511570.USD","IE00BLSP4239.USD","LU0265550946.USD","LU2271345857.HKD","LU0964807845.USD","MACW.SI","LU0784384876.USD","LU1400636657.SGD","LU1069347547.HKD","LU1989764748.USD","TEK","IE00BK4W5L77.USD","LU0053666078.USD","LU0472753341.HKD","SMHX","BK4501","LU1935043452.HKD","IE00B775SV38.USD","LU1791710400.SGD","LU2954938101.SGD","IE00BKPKM429.USD","AAPL","LU2462157665.USD","LU0323239441.USD","LU1366333091.USD","LU1983260115.SGD","SG9999014906.USD","LU0466842654.USD","LU2213496289.HKD","LU2487616109.SGD","LU0444971666.USD","BK4612","LU1923622614.USD","LU2471134952.CNY","USXF","LU2100268510.USD","LU0109391861.USD","LU0417517546.SGD","LU0950375773.USD","BK4571","LU0342679015.USD","LU2506951875.HKD","LU1989772923.USD","BK4533","IE00BDRTCR15.USD","LU1712237335.SGD","NVD2.UK","LU0128525929.USD","LU0949170426.SGD","LU1267930573.SGD","LU1435385759.SGD","LU0070217475.USD","THMR","LU2430703251.USD","LU0149725797.USD","IE00BDCRKT87.USD","LU2168564222.USD","NVDA","LU2381873111.SGD","IE00BYXW3230.USD","LU1935042991.SGD","SHOC","IE00B1BXHZ80.USD","LU0316494557.USD","LU2265009873.SGD","LU2360107168.USD","LU2089284900.SGD","LU0072461881.USD","SG9999014880.SGD","LU0965509101.SGD","LU0820562030.AUD","HK0000304797.USD","IE00B7KXQ091.USD","LU0203201768.USD","LU1127390331.HKD","IE00BJJMRX11.SGD","SG9999014559.SGD","LU2237438978.USD","BK4574","LU1720051017.SGD","LU2106854487.HKD","LU0323240290.USD","LU2326559502.SGD","IE00BZ1G4Q59.USD","BK4598","LU1914381329.SGD","LU0097036916.USD","09388","LU0738911758.USD","LU0210528500.USD","CNEQ","LU0056508442.USD","LU1506573853.SGD","LU0661504455.SGD","LU0823414551.USD","LU0788109477.HKD","HK0000306685.HKD","LU0289739343.SGD","LU0456855351.SGD","LU0820561909.HKD","ABFL","LU1642822529.SGD","IE00B5TLWC47.USD","LU0557290698.USD","LU2211815571.USD","SG9999014542.SGD","LU0354030438.USD","LU2417539215.USD","LU1235294995.USD","METV"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Ornn 数据，H100 租金一个月涨 22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665341150","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665341150?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 11:23","pubTimestamp":1788837822,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，英伟达 CEO 黄仁勋转发算力市场 Ornn 的数据。Ornn 称，H100 已是推出多年的训练 GPU，但过去一个月租金上涨 22%，最新达到每块每小时 3.28 美元。黄仁勋借此强调，英伟达算力可以持续出租赚钱，是一种能产生收入的资产。Ornn 的 H100 指数根据实际租赁成交价格计算。其 9 月 7 日的日结算价为每小时 3.17 美元，随后展示的最新价格进一步升至 3.28 美元。英伟达在最新财报会上称，GPU 可以在不同客户和工作负载之间重新部署。 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11:15","pubTimestamp":1788837340,"startTime":"0","endTime":"0","summary":"PCB是其中反应较快的环节。9月2日开幕的SEMICON Taiwan上，臻鼎展示了最高34层AI服务器板，以及800G、1.6T、XPO和NPO光模块产品。前者扩大PCB需求总量，后者提高高端板占比，两者共同构成当前增长的主要来源。沪电股份上半年数据通信PCB收入113.30亿元，同比增长73.46％；32层及以上PCB产品收入增长190.83％。这组数据说明，当前PCB增长的核心来自AI服务器和高速交换机，而不是所有下游市场同步复苏。","market":"sh","thumbnail":"","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.lanjinger.com/d/1788664011234510440","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":"lanjinger_stock","symbols":["NVD","SMCC","AIS","LUMA","HPEL","AIPO","07788","SMYY","SMCZ","AVS","07388","AAOZ","AVGX","EPAI","NVDD","NVDL","NVII","SMCL","SMCY","ANV","NVDW","NVDB","AVGW","NVDX","NVDY","AAOX","AAOG","DIPS","NVDG","NVDU","AVGC","XSEM","AVGU","NVDO","AIVC","NVC","AVL","LYTE","NVDS","NVDQ","AVGG","NVYY","SMCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665861349","title":"据彭博社报道，Anthropic放弃了对人工智能初创公司Decart的收购计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2665861349","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665861349?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 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AI和Anthropic在非工作时间未立即回应置评请求。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4S450054:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061474960.USD","LU2083900584.USD","LU1814569148.SGD","LU1267930730.SGD","HK0000304797.USD","IE00BZ199S13.USD","BK4503","IE00B1BXHZ80.USD","LU2360106780.USD","LU1815333072.USD","SG9999014575.USD","LU2125909759.SGD","LU2381873111.SGD","LU2168564149.EUR","LU2211815571.USD","LU2272731865.HKD","LU0353189680.USD","LU1267930490.SGD","LU1323610961.USD","LU0345769128.USD","LU1803068979.SGD","LU1988902786.USD","LU2047632596.USD","LU2430703251.USD","LU2602419157.SGD","LU0234570918.USD","LU1633808545.USD","LU1804176565.USD","LU2552382215.SGD","LU2168563687.JPY","LU2461242641.AUD","LU2108987350.USD","IE0001KFT4U8.USD","IE00B3S45H60.SGD","LU0345770993.USD","LU0494093205.USD","LU1935043452.HKD","IE00BMPRXQ63.HKD","LU2750360997.AUD","LU0689626769.HKD","LU0823421333.USD","LU1923622614.USD","LU1868837300.USD","NVIW.SI","LU0057025933.USD","LU0347712357.USD","AIPI","LU1035773651.USD","LU0097036916.USD","LU2430703095.HKD","NVDY","BK4592","HK0000532082.HKD","NVDO","07788","LU1674673691.USD","SHOC","BK4605","ANV","IE00B19Z9505.USD","ILDR","BK4550","LU1145028129.USD","LU1861220033.SGD","LU0256863902.USD","LU2168564495.EUR","LU0174119429.USD","LU2491050154.USD","LU0070217475.USD","IE0004445239.USD","LU0965509283.SGD","LU2471134796.USD","LU0823414478.USD","LU1435385759.SGD","LU1979441026.SGD","IE0004091025.USD","LU2462591277.SGD","LU2505996681.GBP","LU0080751232.USD","LU0310800379.SGD","LU0726765562.USD","LU1244550494.USD","LU2896262040.SGD","LU0985320562.USD","LU2637965513.SGD","LU2403377893.USD","LU0072462426.USD","IE00B3M56506.USD","NVDD","LU2148611432.USD","LU0225283273.USD","LU1119994496.HKD","BK4614","LU1712237335.SGD","LU2087625088.SGD","SGXZ31699556.SGD","LU0210536198.USD","NVDS.UK","BK4588","LU1992135399.USD","LU2290526834.HKD","SOXY","LU1989764748.USD","IE00B775SV38.USD","LU0157215616.USD","IE00BDRTCR15.USD","IE00BYXW3230.USD","LU1992135472.HKD","LU2237443465.HKD","LU2322448791.USD","LU1791710400.SGD","NVII","3NVD.UK","LU2237957811.SGD","SG9999014898.SGD","07388","LU0708995401.HKD","LU1116320901.HKD","BK4534","LU2506951792.HKD","EFIV","LU2092937148.SGD","LU0444971666.USD","LU2294711713.HKD","SGXZ81514606.USD","LU0310799852.SGD","LU2092627202.USD","LU1721428933.USD","BK4543","WISE","CLSE","LU0069063385.USD","LU2125909593.SGD","NULC","NVDW","LU0138981039.USD","LU0316494557.USD","LU0320765059.SGD","LU1232071149.USD","NVDX","CHAT","LU0788109477.HKD","LU1720051017.SGD","TEK","LU2357305700.SGD","USD","LU0511384066.AUD","IE00BJTD4N35.SGD","LU0187121727.USD","LU0823434583.USD","LU2111349929.HKD","SG9999015358.SGD","LU0345769631.USD","SG9999014559.SGD","LU2360107168.USD","LU2394011477.USD","LU1861215975.USD","LU0096362180.USD","LU0158827781.USD","SG9999014880.SGD","LU2271345857.HKD","LU0128525929.USD","IETC","IE00B4YYXB79.USD","LU1144417596.USD","LU2106854487.HKD","IE000Q6AESB8.SGD","LU0342679015.USD","BK4587","THMR","VT","LU0390134368.USD","IE0004445015.USD","IE00B19Z8W00.USD","NVDQ","LU0345768740.USD","BK4554","LU2756315318.SGD","LU2999663052.SGD","LU0979878070.USD","LU1951200564.SGD","LU2264538146.SGD","SPTE","IE00B3SWFQ91.USD","LU2244417387.USD","LU0348723411.USD","SG9999014542.SGD","SG9999018857.SGD","LU1242518931.SGD","LU0528227936.USD","LU0724617625.USD","BK4579","LU1261432733.SGD","LU0957808578.USD","LU0889565833.HKD","LU0957791311.USD","LU2191332357.HKD","SG9999017495.SGD","LU1923622291.USD","LU0082616367.USD","LU0251132253.USD","LU2125909247.SGD","LU2168564065.EUR","LU0124676726.USD","GB00BDT5M118.USD","LU0077335932.USD","HK0000914686.HKD","LU2452424414.USD","SG9999015341.SGD","LU0642271901.SGD","SG9999015978.USD","LU2456880835.USD","IE00BQXX3D17.EUR","LU1400636491.USD","LU0289739343.SGD","LU0708994859.HKD","LU2931357623.SGD","LU0006306889.USD","LU1935042488.USD","SG9999001424.SGD","VGT","GAMR","LU0175139822.USD","LU0557290698.USD","IE00BKDWB100.SGD","LU0107464264.USD","LU2326559502.SGD","LU0882574139.USD","CHPX","LU2237438978.USD","IE00BFSS8Q28.SGD","LU0823414551.USD","LU0289961442.SGD","LU2413666699.HKD","BK4527","LU0795875169.SGD","LU0265550359.USD","ESUM","LU2505996509.AUD","LU2237443382.USD","BK4533","SNVD.UK","IE00BQXX3C00.GBP","LU2417539215.USD","LU2249611893.SGD","LU1670756490.USD","LU2322448957.HKD","LU0965509101.SGD","LU1989772923.USD","LU1242518857.USD","LU2860962120.EUR","LU1951198990.SGD","LU1400636657.SGD","IE00BJJMRY28.SGD","LU2023250504.SGD","LU1852331112.SGD","LU0029864427.USD","LU0354030511.USD","LU2413666426.HKD","LU1037948897.HKD","LU2028103732.USD","LU2592432038.USD","LU149635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