美股详情

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1.5倍做空NVDA ETF-Tradr

26.30

-1.0437-3.82%

盘后：26.350.0537+0.20%19:56 EDT

成交量：35.11万

成交额：926.73万

市值：2,160.77万

市盈率：- -

高：27.22

开：27.22

低：26.00

收：27.34

52周最高：95.46

52周最低：25.13

股本：82.17万

流通股本：82.17万

量比：1.23

换手率：42.72%

股息：3.97

股息率：15.11%

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

英伟达(NVDA.US)逼近185美元关键关口估值处于“七巨头”低位

“AI牛市叙事”再获真金白银背书! Meta豪掷210亿美元携手CoreWeave(CRWV.US)抢跑英伟达Rubin时代

背景资料-从 OpenAI 到英伟达，随着需求激增，企业纷纷将数十亿资金投入人工智能基础设施

亚马逊首席执行官在年度信中披露人工智能收入，驳斥支出质疑

起亚推迟推出以软件为重点的汽车，并宣布大幅增加投资计划

205亿没谈拢，黄仁勋的“盟友”出手了

起亚汽车公司：计划2027年前实现高速公路自动驾驶，2029年初覆盖城市环境

东北证券：英伟达(NVDA.US)投资Marvell 交换芯片战略价值再提升

三星2027年盈利有望超英伟达

美伊停火促使投资者重新回流至最青睐的股票

环球市场播报

英伟达(NVDA)股票4月8日开盘上涨3.49%：释放什么信号？

TradingKey中文

博通卷入客户AI数据中心融资潮行业资金压力凸显

萤火虫航空航天公司获签合同将部署两架额外伊莱特拉飞行器执行蓝幽灵3号与4号任务

萤火虫宇航公司Ocula服务将于2026年末蓝幽灵二号任务期间在Elytra平台激活

阿里巴巴(BABA)涨逾7% 推出万张芯片人工智能集群加紧与美国科技竞赛

TrendForce集邦咨询：2026年Blackwell将占英伟达高端GPU出货量超7成

英伟达盘前涨超3%

每日经济新闻

博通 vs 英伟达，AI芯片买谁更赚钱？

TradingKey中文

Anthropic 与大科技公司合作推出人工智能网络安全项目

人工智能网络公司 Aria Networks 融资 1.25 亿美元

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Platforms供应人工智能算力基础设施的最新协议扩大至高达210亿美元，此举是在两家公司于9月达成的142亿美元云算力协议基础之上的新签署协议。最新动态消息公布之后，CoreWeave股价周四盘前一度大幅上涨超过8%。Meta股价盘前则上涨约2%。“AI牛市叙事”在地缘政治局势显著降温的背景下，势必再度掀起巨浪。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"bb7d7538152689ba12580bedc0176154","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426744.html","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":"stock_zhitongcaijing","symbols":["LU1989764664.SGD","SG9999015986.USD","LU2125909916.SGD","LU2089283258.USD","IE0004445239.USD","LU1992135399.USD","LU0985320562.USD","LU1633808545.USD","SG9999014906.USD","IE0009356076.USD","LU1674673428.USD","BK4614","HK0000914686.HKD","GOOG","LU1035775433.USD","IE000YTNTUN2.SGD","LU1861220033.SGD","LU1988902786.USD","LU1814569148.SGD","IE0034235295.USD","LU0642271901.SGD","IE0004091025.USD","IE00B19Z3B42.SGD","LU1852331112.SGD","IE00BDCRKT87.USD","LU2361044949.HKD","LU2168564495.EUR","HK0000304797.USD","BK4548","NVDY","AMZN","LU1674673691.USD","LU1691799644.USD","LU1242518931.SGD","SGXZ81514606.USD","LU2125154778.USD","IE0004445015.USD","IE00B4JS1V06.HKD","LU0234572021.USD","LU2746668461.USD","IE00BMPRXN33.USD","IE00BQXX3D17.EUR","NVDA","SG9999014567.USD","LU1868836757.USD","IE00B19Z9505.USD","LU2430703178.SGD","LU0354030438.USD","LU2931357623.SGD","LU0011850046.USD","LU0109391861.USD","LU0786609619.USD","LU1496350502.SGD","IE00BZ1G4Q59.USD","LU0820561909.HKD","LU1244550494.USD","SGXZ31699556.SGD","SG9999014559.SGD","LU2456880835.USD","LU2471134523.USD","LU0080751232.USD","LU0069063385.USD","LU1116320737.USD","LU0061474705.USD","SG9999014880.SGD","NVIW.SI","IE0034235303.USD","LU1316542783.SGD","LU0094547139.USD","LU1267930490.SGD","LU2491050154.USD","LU2111349929.HKD","MUU","LU1935043023.USD","LU1267930730.SGD","LU1366192091.USD","SG9999015358.SGD","LU0708995401.HKD","LU0354030511.USD","IE00BKVL7J92.USD","LU1951200564.SGD","BK4592","LU1815336760.USD","LU1127390331.HKD","LU0127658192.USD","IE00BJTD4N35.SGD","LU0345770308.USD","LU2089985449.USD","SG9999000418.SGD","LU0942090050.USD","LU1917777945.USD","LU1803068979.SGD","3NVD.UK","BK4612","IE00BJLML261.HKD","LU2168563687.JPY","BK4547","IE00BN29S564.USD","BK4503","BK4116","BK4512","BK4605","LU2247934214.USD","LU1699723380.USD","IE00B775H168.HKD","IE00BKDWB100.SGD","BK4551","BK4585","LU1791710582.SGD","LU2896262040.SGD","HK0000306701.USD","DIPS","NVDL","SG9999017495.SGD","LU0345768740.USD","LU2413666699.HKD","LU2023250504.SGD","LU1720051017.SGD","LU2756315318.SGD","LU0466842654.USD","LU1935042215.USD","LU0289739343.SGD","BK4581","LU1718418525.SGD","HK0000304805.HKD","NVD3.UK","LU1983260115.SGD","LU0256863811.USD","IE00B7SZLL34.SGD","LU2264538146.SGD","IE00BQXX3F31.USD","LU2023250330.USD","LU0211328371.USD","IE0004086264.USD","LU2083900584.USD","LU0823434583.USD","LU1116320901.HKD","LU1242518857.USD","LU2360107168.USD","LU2552382132.HKD","LU0256863902.USD","LU0203201768.USD","LU1267930573.SGD","SG9999014898.SGD","LU1202635105.USD","LU0943347566.SGD","LU2286300806.USD","LU2242650005.HKD","SG9999004303.SGD","IE00BJJMRX11.SGD","LU2125909593.SGD","NVII","MULL","LU0079474960.USD","LU0823414478.USD","LU1868837300.USD","LU0158827781.USD","LU2487616109.SGD","LU2552382058.USD","LU2360032135.SGD","BK4532","LU1992135472.HKD","LU0210536198.USD","LU2361044865.SGD","IE0003U64NQ7.SGD","LU2065171311.SGD","NVD2.UK","LU0265550946.USD","LU1645745479.HKD","LU2403377893.USD","IE00B3S45H60.SGD","LU0081259029.USD","LU0823421416.USD","LU2543165471.USD","LU0265550359.USD","LU1400636657.SGD","LU2452424414.USD","LU0289960550.SGD","SG9999015978.USD","LU1429558221.USD","IE00B1BXHZ80.USD","LU2065171402.SGD","LU0820561818.USD","LU1868836591.USD","LU0868494617.USD","LU0882574139.USD","LU0048584097.USD","IE00BWXC8680.SGD","SGXZ23171101.USD","ANV","LU0528227936.USD","LU2290526834.HKD","LU2458330169.SGD","LU2860962120.EUR","LU2471134796.USD","LU0225283273.USD","LU2506951792.HKD","LU2065170008.USD","LU0417517546.SGD","LU1868836914.USD","LU1868837136.USD","LU2272731865.HKD","SG9999015341.SGD","LU2125909759.SGD","LU0323591593.USD","LU0672654240.SGD","LU0964807845.USD","IE00BMPRXR70.SGD","LU1861215975.USD","NVDS","NVDG","LU2097344431.USD","LU1935043536.SGD","LU0128525929.USD","LU0494093205.USD","SG9999002224.SGD","LU1720051108.HKD","BK4587","LU2211815571.USD","IE00BD6J9T35.USD","IE00BYXW3230.USD","LU0124676726.USD","LU2272731600.USD","LU1642822529.SGD","SGXZ51526630.SGD","LU1861127337.USD","IE000ITXATA3.USD","IE00BFSS7M15.SGD","IE00B3SWFQ91.USD","LU0979878070.USD","LU2471134879.HKD","LU2552382215.SGD","LU0965509010.AUD","LU2322448957.HKD","IE00BFSS8Q28.SGD","LU0215105999.USD","LU2491049909.HKD","IE00BKPKM429.USD","BK4566","LU0154236417.USD","LU0308772762.SGD","LU1548497426.USD","CRWU","LU0353189763.USD","LU1069344957.HKD","NVDO","LU235712547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OpenAI 到英伟达，随着需求激增，企业纷纷将数十亿资金投入人工智能基础设施","url":"https://stock-news.laohu8.com/highlight/detail?id=2626186184","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626186184?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 20:12","pubTimestamp":1775736741,"startTime":"0","endTime":"0","summary":"背景资料-从 OpenAI 到英伟达，随着需求激增，企业纷纷将数十亿资金投入人工智能基础设施新增 CoreWeave 与 Meta 的合作伙伴关系。英伟达与 OpenAI 英伟达将向 OpenAI 投资高达 1000 亿美元 ，并为其提供数据中心芯片，该交易将使芯片制造商获得 OpenAI 的财务股份。OpenAI 已经是英伟达的重要客户。该项目由美国总统**特朗普**于1月宣布，他表示这些公司将投资高达 5,000 亿美元，为人工智能基础设施提供资金。该公司还将与 **英伟达** 合作改进芯片和人工智能模型，以提高性能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260409:nL4S40S106:1","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":["LU2720916845.USD","LU1003077747.HKD","BK4529","LU2404859667.USD","LU0240877869.USD","LU0390134368.USD","IE00BJJMRY28.SGD","LU2098885051.SGD","LU0960925559.SGD","BK4097","LU1551013425.SGD","IE00BQXX3D17.EUR","GOOP","LU0109391861.USD","AMDW","LU2317271919.USD","TESL","NVDY","IE00BFMHRM44.USD","LU0158827948.USD","IE00BDRTCR15.USD","LU1066051811.HKD","LU1127390331.HKD","LU0203201768.USD","LU0234572021.USD","LU0274383776.USD","IE00BFSS7M15.SGD","LU1069344957.HKD","LU0965509283.SGD","LU2430703251.USD","LU2125154778.USD","LU0251142724.SGD","LU1923623000.USD","AMDL","LU0708995401.HKD","LU2357305700.SGD","BK4233","LU1988902786.USD","IE00BZ9MQY76.HKD","LU0011850046.USD","LU0444973449.USD","TSLW","LU2092627202.USD","LU1670711123.USD","AMZY","BK4574","BK4608","IE00B19Z4B17.USD","LU0731783394.SGD","LU0894486033.HKD","LU1059921491.USD","BK4507","BK4551","LU0320765646.SGD","LU1236620834.HKD","LU0310799852.SGD","IE00B19Z3B42.SGD","LU0048584097.USD","LU0107464264.USD","LU2242650005.HKD","BK4512","LU2506951792.HKD","TSL","AMZW","HK0000320264.USD","AVS","LU0234570918.USD","LU0289941410.SGD","LU0784383803.USD","LU1153585028.USD","LU2458330243.SGD","LU1691799644.USD","LU0276348264.USD","LU2087621335.USD","LU0320765059.SGD","LU1935042488.USD","TSLL","LU1814569148.SGD","LU0472753341.HKD","LU0348723411.USD","LU2420271590.USD","LU2473716301.USD","LU0097036916.USD","SG9999015986.USD","IE00BBT3K403.USD","ORCU","LU2543165471.USD","LU1712237335.SGD","LU0266013472.USD","LU1732799900.SGD","LU0476273544.USD","LU2592432038.USD","LU1934455194.USD","LU1992135472.HKD","IE00B64PRP62.GBP","LU1291159041.SGD","LU0757359368.USD","IE00B4YYXB79.USD","LU1228905037.USD","LU2279689827.SGD","LU0894485498.HKD","IE0003U64NQ7.SGD","LU2294711713.HKD","LU0289961442.SGD","NVII","ANV","IE00BMPRXN33.USD","AMDD","IE00B1BXHZ80.USD","LU2028103732.USD","LU2089284900.SGD","LU0823421333.USD","LU1720051108.HKD","AZYY","IE00BZ199S13.USD","SG9999014906.USD","LU2487616109.SGD","LU0708994859.HKD","LU2463028550.USD","IE000M9KFDE8.USD","BK4555","LU1804176565.USD","LU0868494708.USD","BK4575","LU2505996509.AUD","LU0820561818.USD","LU1670756490.USD","SG9999014898.SGD","LU0069063385.USD","NVD","LU2168564222.USD","LU1301847155.USD","LU0138981039.USD","IE00BLSP4452.SGD","LU1242518857.USD","LU1116320901.HKD","IE00B775H168.HKD","LU1778281490.HKD","LU0353189680.USD","BK4609","LU2360106780.USD","TSLI","LU1400636491.USD","LU2347655073.USD","BK4504","IE0009G5SDU7.USD","LU2860962120.EUR","LU2092937221.SGD","BK4567","IE000BZT7R73.USD","NVDD","BK4122","LU0994945656.USD","LU1582986433.USD","LU2168564065.EUR","IE0031619046.USD","LU0689472784.USD","TSLT","LU1496350171.SGD","LU0528227936.USD","IE00BYQQ9H92.USD","LU1868836757.USD","LU2237957902.USD","LU2552382215.SGD","LU0792757196.USD","INTW","LU0128525929.USD","IE00B4JS1V06.HKD","SGXZ23171101.USD","LU0861579265.USD","LU0053666078.USD","LU1868837300.USD","LU0882574139.USD","IE00BQXX3F31.USD","LINT","IE000MB6IJN5.SGD","LU1642822529.SGD","TSLR","LU1894683264.USD","SG9999001077.SGD","LU2087625088.SGD","LU0128525689.USD","BK4543","BK4577","IE00BWXC8680.SGD","LU0496365809.HKD","IE00BGHQDM52.EUR","TSLP","LU2213496289.HKD","LU0976567544.SGD","LU1489326972.SGD","BK4503","SGXZ99366536.SGD","LU0203202063.USD","LU2237957811.SGD","LU0225283273.USD","IE00B19Z9Z06.USD","BK4020","LU0321505439.SGD","AMYY","LU0726765562.USD","LU1861220033.SGD","LU1992135399.USD","LU0171293334.USD","SG9999014542.SGD","AVGW","IE00BLSP4239.USD","IE00BVYPNQ40.USD","LU0240878834.USD","LU1201861165.SGD","LU2452424414.USD","LU2361045086.USD","LU0154236417.USD","LU2095319765.USD","LU2125909916.SGD","07766","AMZP","LU1037948897.HKD","LU0052756011.USD","LU0006306889.USD","LU2361044865.SGD","LU1868837136.USD","LU2250418816.HKD","LU0531971165.HKD","LU1221951129.SGD","LU2089283258.USD","AMDY","LU2249611893.SGD","HK0000304805.HKD","LU0130518102.USD","LU0048573561.USD","IE00BZ1G4Q59.USD","IE0009356076.USD","LU2413666699.HKD","BK4588","LU0308772762.SGD","LU0323240290.USD","LU2065170008.USD","LU0068578508.USD","LU1267930227.SGD","LU2264538146.SGD","LU0061474960.USD","AMZU","IE00BK4W5M84.HKD","LU1645745479.HKD","TEST","MSFO","TSDD","IE00B3PB1722.GBP","LU0329931090.USD","DIPS","LU2063271972.USD","BK4587","LU1334329650.SGD","HK0000306685.HKD","LU0786609619.USD","IE00BGHQF748.EUR","IE00B894F039.SGD","LU0077335932.USD","LU0985489474.SGD","TSII","LU0820562030.AUD","LU0949170426.SGD","AMUU","LU2322448791.USD","LU2506952097.USD","IE00BJTD4N35.SGD","MSFX","LU09578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17:46","pubTimestamp":1775727975,"startTime":"0","endTime":"0","summary":"更新 3-起亚推迟推出以软件为重点的汽车，并宣布大幅增加投资计划首辆 SDV 将于 2028 年投放市场，将为高速公路提供半自动驾驶技术将 2029 年之前的投资计划提高 30%将 2030 年电动汽车销售目标削减 20%重写并扩编Heekyong Yang/Hyunjoo Jin. 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12:55","pubTimestamp":1775710540,"startTime":"0","endTime":"0","summary":"起亚汽车公司近日公布了其自动驾驶技术路线图，明确表示将在2027年前推出适用于高速公路场景的自动驾驶功能，并计划于2029年初进一步拓展至城市道路环境。这一部署计划标志着起亚在智能驾驶领域的实质性推进，旨在分阶段实现更高级别的自动化驾驶能力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2357125470.USD","LU1868836591.USD","NVD2.UK","HK0000306685.HKD","IE0001KFT4U8.USD","HK0000320223.HKD","LU0082616367.USD","LU0158827781.USD","LU0724617625.USD","LU2463028550.USD","LU2471134952.CNY","LU2491050071.SGD","SG9999000418.SGD","LU1116320901.HKD","LU0048584097.USD","LU1267930490.SGD","LU0175139822.USD","LU0128525929.USD","IE00BD6J9T35.USD","LU2065171402.SGD","LU2361044865.SGD","LU2552382058.USD","LU0683600562.USD","LU0320765059.SGD","LU2420271590.USD","LU2237957811.SGD","IE00BYXW3230.USD","LU2403377893.USD","LU2125909759.SGD","LU2756315318.SGD","LU1244550577.SGD","LU1623119135.USD","LU2065171311.SGD","LU1992135399.USD","LU1366333091.USD","LU1674673691.USD","LU2077746001.SGD","LU0308772762.SGD","SG9999015358.SGD","IE00B4JS1V06.HKD","IE00BDRTCR15.USD","LU0957791311.USD","IE00BQXX3D17.EUR","IE00BFSS8Q28.SGD","KIMTF","LU2168563687.JPY","LU0466842654.USD","NVDQ","LU2125909247.SGD","HK0000320264.USD","LU2247934214.USD","LU2089985449.USD","LU1935043536.SGD","IE00BN29S564.USD","LU1084165304.USD","LU1633808545.USD","LU0276348264.USD","LU0820561818.USD","LU2360106780.USD","LU0868494617.USD","HK0000914660.USD","LU2237438978.USD","SG9999018865.SGD","IE00BJLML261.HKD","LU2089283258.USD","LU0820561909.HKD","IE000KEQY171.SGD","SG9999002232.USD","LU2244417387.USD","LU2473716301.USD","LU1037948541.HKD","LU0882574139.USD","LU0080751232.USD","LU1267930730.SGD","LU0786609619.USD","SG9999014542.SGD","NVDO","SG9999015945.SGD","LU0557290698.USD","LU1814569148.SGD","LU1037948897.HKD","LU2264538146.SGD","SG9999002224.SGD","GB00BDT5M118.USD","SG9999018857.SGD","LU1267930573.SGD","LU0289961442.SGD","NVDU","IE00BDCRKT87.USD","LU0109391861.USD","LU0127658192.USD","SGXZ81514606.USD","NVDW","BK4614","LU0061474960.USD","LU2290526834.HKD","IE00BQXX3C00.GBP","LU2361045086.USD","LU2487616109.SGD","LU0444971666.USD","IE00B1XK9C88.USD","IE000ITXATA3.USD","LU0096364046.USD","LU2381873111.SGD","LU0198837287.USD","LU0170899867.USD","IE00BWXC8680.SGD","IE00BZ1G4Q59.USD","LU0787776722.HKD","LU2361044949.HKD","IE00BMPRXN33.USD","BK4608","LU1400636657.SGD","LU0238689110.USD","LU2168564065.EUR","LU1400636574.HKD","LU2028103732.USD","LU1496350502.SGD","LU1852331112.SGD","IE00BK4W5M84.HKD","LU1804176565.USD","LU0316494557.USD","LU1323610961.USD","LU1983260115.SGD","BK4612","LU2023250330.USD","BK4588","LU1791710582.SGD","LU1778281490.HKD","LU2092937148.SGD","LU0251132253.USD","LU0957808578.USD","LU0266013472.USD","IE0009356076.USD","LU0057025933.USD","LU0310800379.SGD","LU1066051225.USD","LU2236285917.USD","LU2250418816.HKD","LU2746668974.SGD","LU1548497426.USD","LU1642822529.SGD","LU0265550946.USD","LU1670756490.USD","LU1791710400.SGD","LU0210536198.USD","LU0225283273.USD","IE00B5949003.HKD","LU1861215975.USD","IE0004445015.USD","LU0256863811.USD","LU1066051811.HKD","LU1974910355.USD","SGXZ51526630.SGD","LU1242518931.SGD","LU2430703095.HKD","LU2097344431.USD","BK4141","LU0256863902.USD","BK4554","LU2087621335.USD","LU1691799644.USD","LU1242518857.USD","LU2023250504.SGD","LU1868837136.USD","LU2413666699.HKD","SG9999014567.USD","LU1116320737.USD","LU1815333072.USD","LU1989772923.USD","LU0079474960.USD","LU0476273544.USD","LU1935042488.USD","LU2430703178.SGD","BK4567","LU2108987350.USD","LU2272731600.USD","IE0004086264.USD","BK4527","LU2092627202.USD","LU1935042215.USD","IE00BKVL7J92.USD","BK4605","LU0528227936.USD","SG9999014906.USD","LU2860962120.EUR","IE00B19Z9505.USD","LU2168564149.EUR","LU2471134796.USD","BK4581","LU2491049909.HKD","LU1244550221.USD","LU0861579265.USD","LU1699723380.USD","LU0072462426.USD","BK4592","IE00BHPRN162.USD","LU1261432733.SGD","IE00B19Z8X17.USD","LU2505996509.AUD","LU1934455194.USD","IE00B3S45H60.SGD","LU1551013425.SGD","LU2111349929.HKD","LU1069344957.HKD","LU0823434583.USD","LU0889565833.HKD","IE00BKPKM429.USD","LU0203202063.USD","LU0354030438.USD","LU1202635105.USD","LU0494093205.USD","HK0000304805.HKD","LU0964807845.USD","BK4585","IE00BZ199S13.USD","LU0823434740.USD","LU0289739343.SGD","LU0823414551.USD","LU1839511570.USD","LU0353189680.USD","LU0345768153.USD","SG9999014575.USD","NVDL","IE0003U64NQ7.SGD","SG9999015986.USD","LU0347712357.USD","LU1119994496.HKD","LU2592432038.USD","LU0210528500.USD","IE00BJJMRX11.SGD","LU0203201768.USD","LU2065169927.USD","NVDS.UK","HK0000306701.USD","LU1861127337.USD","LU0472753341.HKD","LU2125154935.USD","SG9999014559.SGD","LU2458330243.SGD","LU0106261372.USD","LU1935042991.SGD","LU01093928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交换芯片战略价值再提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2626977065","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626977065?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 11:40","pubTimestamp":1775706043,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东北证券发布研报称，英伟达战略投资Marvell，再次印证了交换芯片在AI算力基建中的核心底座价值。东北证券主要观点如下：事件2026年3月31日，英伟达宣布向Marvell Technology战略投资20亿美元，双方将基于NVLink Fusion平台展开深度合作，允许Marvell定制芯片接入NVLink互联生态。Marvell 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10:45","pubTimestamp":1775702700,"startTime":"0","endTime":"0","summary":"韩国最大金融集团 KB Financial Group 旗下证券子公司 KB Securities 昨日发布报告，预估三星 2026 年营业利润将达 327 万亿韩元，2027 年达 488 万亿韩元，其盈利能力有望超越英伟达。三星 2026 年第一季度业绩表现强劲，预计营业利润达 57.2 万亿韩元，同比增长 700%，环比增长 184%。KB Securities 因此预估认为，在内存超级周期加持下，以及苹果公司 3 年长期独占协议，为三星提供了稳健的业务收入，预估三星 2027 年达 488 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00:37","pubTimestamp":1775666220,"startTime":"0","endTime":"0","summary":"周二晚间达成的新一轮美伊停火协议，推动投资者大举回流至他们最喜爱的板块之一：大型科技股。　　受停火消息提振，道琼斯工业平均指数午后大涨超 1000 点。　　其一，投资者从这些成长股撤出，转向与战争相关的石油板块及防务承包商等所谓价值标的。　　其二，油价飙升引发通胀担忧，投资者担心美联储今年将不再降息。　　摩根大通策略师米斯拉夫马特伊卡在周二最新报告中指出，这些股票相对于标普 500 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21:48","pubTimestamp":1775656107,"startTime":"0","endTime":"0","summary":"• 地缘政治局势缓和与科技股反弹提振了 NVIDIA 股价。\n• 强劲的财务表现、在 AI 领域的主导地位以及庞大的积压订单激发了乐观情绪。\n• 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却以178.1美元收盘，涨幅几乎为零。更糟糕的是，英伟达股价从历史高点已经跌了超过20%，正式进入“技术性熊市”。\n一个问题浮出水面：AI芯片的投资逻辑，是否正在发生根本性转变？","market":"fut","thumbnail":"https://resource.tradingkey.com/uploads/20260408/AVGO0-a48154c2cd124d17a52dcf6c7d2edaa4.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260408/AVGO0-a48154c2cd124d17a52dcf6c7d2edaa4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/261759782-nvidia-broadcom-avgo-asic-tradingkey","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":["LU0225283273.USD","LU0724617625.USD","LU0912757837.SGD","BK4551","LU2063271972.USD","LU2896262040.SGD","IE00BK4W5L77.USD","IE00BGHQF631.EUR","LU2471134523.USD","LU1400636574.HKD","NVD2.UK","AVL","BK4614","IE00BKDWB100.SGD","LU1267930573.SGD","LU2505996681.GBP","IE00B3M56506.USD","SG9999002232.USD","LU1366333091.USD","IE00B3S45H60.SGD","BK4515","LU0154236417.USD","BK4532","LU0943347566.SGD","NVIW.SI","LU0070217475.USD","HK0000914660.USD","LU1935043536.SGD","LU0203201768.USD","LU2471134796.USD","BK4550","LU2106854487.HKD","IE000YTNTUN2.SGD","LU2041044095.USD","LU1629891620.HKD","LU1814569148.SGD","LU2125909593.SGD","LU2491049909.HKD","LU2552382132.HKD","BK4592","LU0868494617.USD","LU2168564222.USD","LU2272731782.SGD","LU1721428933.USD","LU1699723380.USD","LU2054465674.USD","LU1861220033.SGD","SG9999001440.SGD","LU1633808545.USD","LU2023250504.SGD","LU2168564495.EUR","LU2360106780.USD","LU0417517546.SGD","LU2456880835.USD","IE00BN8TJ469.HKD","LU0494093205.USD","AAPL","BK4587","IE00BMPRXN33.USD","LU2860962120.EUR","LU1066051811.HKD","LU2756315664.SGD","LU0289739343.SGD","LU2065170008.USD","LU2506951792.HKD","LU0348723411.USD","LU0964807845.USD","LU2097344357.USD","LU0053666078.USD","LU1267930730.SGD","LU2264538146.SGD","LU1232071149.USD","LU0823421416.USD","IE00BGHQDM52.EUR","HK0000320223.HKD","LU0238689110.USD","LU0979878070.USD","LU2463028550.USD","LU1815333072.USD","NVD","LU2111349929.HKD","LU2065169927.USD","IE00BMPRXQ63.HKD","LU0957808578.USD","LU0061474705.USD","LU1732799900.SGD","LU0719512351.SGD","LU1914381329.SGD","LU1084165304.USD","LU1645745479.HKD","LU2168564065.EUR","LU1951200564.SGD","SG9999014880.SGD","LU0511384066.AUD","LU0158827948.USD","SG9999015986.USD","LU0234570918.USD","LU1202635105.USD","LU2592432038.USD","NVDD","LU0158827781.USD","AVGX","LU1868836757.USD","IE0009G5SDU7.USD","LU2347655156.SGD","LU0957791311.USD","AMZN","LU2361044949.HKD","IE00BYXW3230.USD","IE00BMPRXR70.SGD","IE00B19Z9Z06.USD","IE00B19Z9P08.USD","LU2211815571.USD","LU2473716301.USD","IE00BQXX3D17.EUR","LU2360032135.SGD","LU1803068979.SGD","LU2290526834.HKD","LU2237443978.SGD","LU0820561818.USD","SNVD.UK","LU0882574139.USD","BK4585","LU0683600562.USD","LU1791710400.SGD","LU2279689827.SGD","NVDG","BK4533","LU0256863902.USD","LU2249611893.SGD","IE00B1BXHZ80.USD","LU0354030438.USD","LU0965508806.USD","LU1244550221.USD","LU2108987350.USD","LU0466842654.USD","LU1670627923.USD","LU2357125470.USD","LU2471134952.CNY","IE00BVYPNV92.GBP","LU1548497426.USD","LU2237443382.USD","LU0661504455.SGD","LU1674673428.USD","BK4612","LU2265009873.SGD","BK4549","BK4575","LU2361045086.USD","LU1934455194.USD","SG9999011175.SGD","LU0079474960.USD","LU0203347892.USD","LU1923623000.USD","LU1267930490.SGD","HK0000304797.USD","LU1934455277.USD","SGXZ99366536.SGD","LU0082616367.USD","LU0942090050.USD","LU2125909759.SGD","LU0784384876.USD","LU0889565833.HKD","LU0949170772.SGD","LU0289960550.SGD","LU0289961442.SGD","LU1153585028.USD","LU2092937221.SGD","LU0726765562.USD","LU2357305700.SGD","LU0784383803.USD","LU0788109477.HKD","IE00BLSP4239.USD","BK4579","BK4503","IE0034235303.USD","IE00BBT3K403.USD","LU0274383776.USD","NVD3.UK","AVS","LU0106261372.USD","LU2750360641.GBP","HK0000320264.USD","LU2403377893.USD","LU2250418816.HKD","LU0265550359.USD","NVDS","LU2764263203.CNY","SG9999014559.SGD","LU0738911758.USD","LU2125154778.USD","LU0234572021.USD","LU2417539215.USD","LU2322448791.USD","BK4598","IE00B775H168.HKD","BK4529","LU1720051108.HKD","LU0011850046.USD","LU1429558221.USD","LU1670711123.USD","GOOG","LU0708994859.HKD","BK4566","LU2237957811.SGD","AVGG","HK0000304805.HKD","LU0198837287.USD","LU0823421333.USD","LU1551013425.SGD","LU2764263039.SGD","LU2491050071.SGD","BK4588","LU1064131342.USD","LU2602419157.SGD","LU0353189763.USD","LU1821325948.USD","LU1244550577.SGD","LU0267386448.USD","LU0965509010.AUD","LU1280957306.USD","IE00BFSS8Q28.SGD","IE0001KFT4U8.USD","LU0345770993.USD","LU1003077747.HKD","IE00B7KXQ091.USD","LU2247934214.USD","LU1989764748.USD","LU2413666426.HKD","LU2360108059.USD","LU0061474960.USD","LU2097344431.USD","IE00B4JS1V06.HKD","LU0310799852.SGD","LU0097036916.USD","LU0276348264.USD","LU1989772923.USD","LU0109392836.USD","NVDB","LU0347712357.USD","IE00B775SV38.USD","LU1145028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与大科技公司合作推出人工智能网络安全项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2625950036","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625950036?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 02:00","pubTimestamp":1775584834,"startTime":"0","endTime":"0","summary":"路透4月7日 - Anthropic周二宣布了一项与亚马逊AMZN.O、微软MSFT.O和苹果AAPL.O等大型科技公司合作的计划，让合作伙伴预览该人工智能初创公司开发的具有网络安全能力的先进模型。Anthropic表示，在其 \"Project Glasswing \"项目下，部分组织将获准使用该初创公司尚未发布的通用人工智能模型 \"Claude Mythos Preview\"，用于防御性网络安全工作。此前， 《财富》杂志上个月报导称，Anthropic正在测试Claude Mythos ，称其存在安全风险，还提供了高级功能，这导致Palo Alto Networks PANW.O和CrowdStrike 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Aria Networks 融资 1.25 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625937548","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625937548?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 19:31","pubTimestamp":1775561471,"startTime":"0","endTime":"0","summary":"人工智能网络公司 Aria Networks 融资 1.25 亿美元路透4月7日 - Aria Networks周二表示，该公司 已在其首轮融资中 筹集到1.25亿美元，这家初创公司正努力开发 其人工智能网络基础设施，以满足 人工智能 迅速普及过程中对容量的急剧需求 。Aria Networks成立于2025年，得到了Sutter Hill Ventures、Atreides Management、Valor Equity Partners和Eclipse Ventures的支持。总部位于帕洛阿尔托的 Aria 公司表示 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