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Rex NVDA Growth & Income ETF

27.54

+0.40001.47%

成交量：6.99万

成交额：192.55万

市值：7,711.20万

市盈率：- -

高：27.68

开：27.29

低：27.25

收：27.14

52周最高：34.58

52周最低：24.75

股本：280.00万

流通股本：277.00万

量比：1.05

换手率：2.52%

股息：9.79

股息率：35.54%

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

英伟达预测人工智能芯片需求将带来乐观的销售业绩，并畅谈长期前景

德意志银行上调英伟达目标价至220美元

英伟达财报发布：股价历史表现如何？平均涨幅揭晓

博时市场点评2月26日：指数小幅震荡，通信行业涨幅领先

加拿大股票-油价下跌致多伦多证交所期货下挫；投资者评估英伟达财报

“疯狂赚钱”同时“疯狂撒钱”，黄仁勋想做什么？

梅利乌斯研究上调英伟达目标价至380美元

劳斯莱斯提振英国富时 100 指数再创新高；英伟达业绩大增，科技股成为关注焦点

AI小二 | 黄仁勋定调“算力即收入”，英伟达Q4营收再创新高

【光大海外】英伟达：FY26Q4&FY27Q1指引业绩超市场预期，Agentic AI拐点已至

万字实录 | 黄仁勋把AI经济账算透了：没有计算，就赚不到钱

SISC半导体芯科技

全球市场-欧洲股市转趋低迷，全球股市再创新高

今日美伊核谈判来袭，市场过于掉以轻心？！英伟达兴奋感退潮，黄金稳守5100

伯恩斯坦上调英伟达目标价至300美元

黄仁勋的顶级催眠：万亿军火商没告诉你的三个真相

TechAstra星科技

深度求索拒绝英伟达/AMD，优先向国内芯片提供最新AI模型权限

维科网云计算观察

斯坦福博士创立Moonlake AI：用游戏开发训练世界模型获英伟达等投资布局未来

ITBEAR科技资讯

【美股盘前】Q4营收创历史新高，英伟达涨超1%；OpenAI计划使用亚马逊Trainium芯片；奈飞CEO将拜访白宫，讨论华纳兄弟收购案；中概股普跌

每日经济新闻

美股盘前三大指数小幅下跌，英伟达 (NVDA) 跌 1.34%

“寻芯记”英伟达业绩光环下的阴影：高端芯片缺席中国市场，H200入华仍存变数

华夏时报网

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19:31","pubTimestamp":1772105460,"startTime":"0","endTime":"0","summary":"　　今日沪深三大指数涨跌不一，成交量较昨日略有放大。申万一级行业中，通信涨幅领先。从逻辑上看，外部美元信用下降及美元指数走弱是直接推手；内部看我国经济基本面的韧性是核心支撑。二是对于拥有大量美元负债的行业，人民币升值将直接带来汇兑收益。三是对于进口依赖度高的行业，成本端压力将得到缓解，毛利率有望改善。","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://finance.sina.com.cn/money/fund/jjh/2026-02-26/doc-inhpcyye7218601.shtml","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":"sina","symbols":["LU2244417387.USD","IE000KEQY171.SGD","SG9999004303.SGD","LU2237438978.USD","LU2413666426.HKD","LU0786609619.USD","IE0034235188.USD","LU0238689110.USD","LU2023250504.SGD","LU2896262040.SGD","LU1923623000.USD","LU2420271590.USD","LU0289961442.SGD","LU0882574139.USD","LU0187121727.USD","IE00B19Z9505.USD","LU0267386448.USD","LU0345770308.USD","LU2430703178.SGD","SGXZ31699556.SGD","LU0965509101.SGD","LU2247934214.USD","LU1244550221.USD","LU2168563687.JPY","NVDU","LU1116320901.HKD","NVDD","GB00BDT5M118.USD","LU0157215616.USD","LU2092937148.SGD","LU2236285917.USD","LU1934455194.USD","LU2381873111.SGD","LU0979878070.USD","LU1674673428.USD","LU0198837287.USD","LU0266013472.USD","LU1861215975.USD","BK4141","LU0557290698.USD","LU2065171311.SGD","LU2552382132.HKD","SG9999015358.SGD","LU0175139822.USD","LU1037948897.HKD","LU1861220033.SGD","IE00BQXX3C00.GBP","NVDG","LU2265009873.SGD","LU0466842654.USD","BK4529","IE000ITXATA3.USD","LU1323610961.USD","LU0347712357.USD","LU2191332357.HKD","BK4598","LU0642271901.SGD","NVDQ","LU0964807845.USD","SG9999014575.USD","IE00BWXC8680.SGD","IE0003U64NQ7.SGD","LU1992135399.USD","LU1935042488.USD","LU2471134879.HKD","LU2294711713.HKD","IE00BQXX3F31.USD","LU2065169927.USD","LU2125909593.SGD","LU2756315664.SGD","LU1066051811.HKD","LU1718418525.SGD","LU2242650005.HKD","LU0724617625.USD","LU1914381329.SGD","LU0106261372.USD","LU1861127337.USD","LU2125909916.SGD","LU1232071149.USD","NVDS.UK","LU1035775433.USD","LU1571399168.USD","LU0006306889.USD","IE00B1BXHZ80.USD","LU0210536198.USD","HK0000306701.USD","LU1261432733.SGD","LU1435385759.SGD","LU1989772840.SGD","IE00BN29S564.USD","HK0000320264.USD","LU2089985449.USD","LU2087625088.SGD","IE00B19Z8W00.USD","LU2413666699.HKD","LU0097036916.USD","LU0310800379.SGD","NVDA","LU1974910355.USD","IE00BKVL7J92.USD","NVII","LU1691799644.USD","IE00B775H168.HKD","LU2250418816.HKD","LU0234572021.USD","LU0061474705.USD","LU2272731865.HKD","IE00BJJMRY28.SGD","LU2491050154.USD","LU2491049909.HKD","LU2471134952.CNY","LU0211328371.USD","IE00BK4W5M84.HKD","IE00BFSS8Q28.SGD","IE0009356076.USD","BK4579","LU0158827781.USD","LU0127658192.USD","2NVD.UK","LU2756315318.SGD","LU1868837136.USD","LU2077746001.SGD","LU2360107168.USD","LU0056508442.USD","LU2746668461.USD","LU0823414551.USD","BK4608","NVDW","IE00BJLML261.HKD","IE00B3SWFQ91.USD","LU0417517546.SGD","BK4612","LU1629891620.HKD","BK4527","LU1280957306.USD","LU1720051108.HKD","LU0476273544.USD","LU0107464264.USD","LU1366192091.USD","LU1069344957.HKD","LU2463028550.USD","IE0009G5SDU7.USD","UCmain","IE00B3M56506.USD","IE00BJTD4V19.USD","LU1551013425.SGD","IE00B4JS1V06.HKD","LU0124676726.USD","LU1084165304.USD","LU0029864427.USD","LU2322448791.USD","LU2242649171.HKD","LU2357125470.USD","LU0957791311.USD","LU0823434740.USD","BK4543","LU0011850046.USD","SNVD.UK","IE0034235295.USD","LU2111349929.HKD","IE0004086264.USD","LU2452424414.USD","LU2028103732.USD","IE00B1XK9C88.USD","NVD3.UK","IE0001KFT4U8.USD","LU1145028129.USD","NVD","LU0158827948.USD","SG9999002232.USD","LU0079474960.USD","LU1821325948.USD","IE000W1ABFV2.USD","LU0345769631.USD","LU2211815571.USD","LU0965509010.AUD","LU0053666078.USD","LU0868494708.USD","BK4614","LU0210528500.USD","SG9999002224.SGD","LU0820561909.HKD","LU0210533765.USD","LU0225283273.USD","LU0170899867.USD","LU2750360641.GBP","LU2473716301.USD","LU0061475181.USD","LU2272731600.USD","LU0345768153.USD","LU1917777945.USD","LU2746668974.SGD","SG9999015978.USD","LU2286300806.USD","LU1429558221.USD","LU2249611893.SGD","LU0942090050.USD","NVDS","IE0004091025.USD","LU2106854487.HKD","IE00BDRTCR15.USD","LU1852331112.SGD","LU1934455863.HKD","IE00B4YYXB79.USD","HK0000914686.HKD","LU1633808545.USD","LU2505996681.GBP","IE00BKDWB100.SGD","LU0354030438.USD","LU1804176565.USD","LU2552382215.SGD","IE00BD6J9T35.USD","LU0444971666.USD","LU1712237335.SGD","IE00B19Z8X17.USD","LU0276348264.USD","LU0289739343.SGD","IE00BMPRXN33.USD","LU2065171402.SGD","LU2097344357.USD","LU0444973449.USD","LU1989764664.SGD","LU2592432038.USD","LU2089284900.SGD","LU0081259029.USD","LU2063271972.USD","LU1116320737.USD","LU1814569148.SGD","LU0390134368.USD","DIPS","LU2083900584.USD","LU1267930490.SGD","LU0094547139.USD","LU1988902786.USD","LU2430703095.HKD","BK4549","LU0265550359.USD","LU1935042991.SGD","LU1496350502.SGD","LU1366333091.USD","BK453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CCLb.TO第四季度营收不及预期。","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:20260226:nL4T3ZM11A:1","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":["IE00B1XK9C88.USD","LU0882574139.USD","LU0683600562.USD","LU0689472784.USD","IE00B775SV38.USD","LU1145028129.USD","IE00B7KXQ091.USD","BK4605","LU2097344431.USD","LU0048573561.USD","LU2750360997.AUD","LU0234570918.USD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU2750360641.GBP","BK4529","LU2756315664.SGD","LU1923622291.USD","BK4538","LU2322448791.USD","BK4592","LU0187121727.USD","LU2077746001.SGD","NVDB","LU2290526834.HKD","LU1623119135.USD","LU2456880835.USD","LU0130517989.USD","BK4551","SG9999002224.SGD","LU1633808545.USD","3NVD.UK","LU1267930573.SGD","LU1244550494.USD","IE00B5949003.HKD","IE00BHPRN162.USD","BK4549","HK0000914660.USD","IE00BFSS7M15.SGD","IE00BJTD4N35.SGD","LU2106854487.HKD","BK4613","LU0889565833.HKD","LU2125154778.USD","LU0494093205.USD","LU1923623000.USD","2NVD.UK","LU2089283258.USD","LU1084165304.USD","BK4561","IE00BZ1G4Q59.USD","LU0276348264.USD","LU2028103732.USD","IE00BFSS8Q28.SGD","IE00B19Z9505.USD","LU0170899867.USD","LU0347712357.USD","SG9999015358.SGD","LU1046421795.USD","LU1917777945.USD","BK4528","NVD3.UK","LU2471134796.USD","LU2360032135.SGD","LU0225283273.USD","LU1201861249.SGD","LU0256863902.USD","BK4607","LU0444971666.USD","IE000ITXATA3.USD","LU0868494708.USD","LU1778281490.HKD","SG9999001424.SGD","SG9999000418.SGD","IE0034235303.USD","LU0353189763.USD","LU0354030438.USD","IE00B19Z8X17.USD","LU0011850046.USD","BK4554","NVDD","LU0823434583.USD","LU0345769631.USD","LU2403377893.USD","NVDW","IE00BMPRXQ63.HKD","BK4550","BK4534","LU1992135399.USD","LU1935043023.USD","LU2602419157.SGD","BK4587","LU0323591593.USD","LU2125909916.SGD","LU0820561909.HKD","LU0942090050.USD","LU0979878070.USD","NVDY","LU2237438978.USD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BJTD4V19.USD","IE00BDRTCR15.USD","SG9999015952.SGD","LU2191332357.HKD","LU2491049909.HKD","LU1066053197.SGD","IE00BMPRXR70.SGD","LU1235294995.USD","LU0130102774.USD","LU0157215616.USD","LU0238689110.USD","LU2462157665.USD","LU0094547139.USD","LU0724617625.USD","LU2023250504.SGD","LU0965509283.SGD","LU2326559502.SGD","LU2487616109.SGD","LU0719512351.SGD","LU0345768153.USD","LU0158827781.USD","LU0109391861.USD","NVD2.UK","LU0289961442.SGD","IE00BJJMRY28.SGD","LU2931357623.SGD","IE00B4JS1V06.HKD","LU1988902786.USD","ANV","BK4567","LU0528227936.USD","LU0211327993.USD","LU0823414478.USD","IE00BQXX3C00.GBP","LU1571399168.USD","LU2125909759.SGD","LU1839511570.USD","LU2111349929.HKD","NVD","LU1718418525.SGD","LU2237957902.USD","LU1242518931.SGD","SG9999014559.SGD","IE0009G5SDU7.USD","LU1242518857.USD","LU0672654240.SGD","LU1366333091.USD","IE0034235295.USD","BK4023","IE00B3SWFQ91.USD","LU0072462426.USD","LU0096364046.USD","LU2360107168.USD","BK4503","IE00B4YYXB79.USD","LU0053666078.USD","LU0965509101.SGD","LU2065171402.SGD","SG9999014567.USD","LU1951198990.SGD","LU0266013472.USD","SGXZ31699556.SGD","LU2552382215.SGD","LU2087625088.SGD","BK4614","LU0964807845.USD","LU1983260115.SGD","LU0861579265.USD","LU1914381329.SGD","IE00BDCRKT87.USD","LU0957808578.USD","LU1934455277.USD","LU0109392836.USD","LU2458330169.SGD","SG9999015945.SGD","LU1815333072.USD","LU0823421416.USD","HK0000306685.HKD","LU2168564065.EUR","LU0316494557.USD","LU0210536198.USD","IE00BK4W5L77.USD","LU0820561818.USD","LU0267386448.USD","LU0417517546.SGD","BK4535","LU0787776722.HKD","LU2505996681.GBP","LU0345769128.USD","LU0211328371.USD","IE00BK4W5M84.HKD","LU0557290698.USD","LU0061474705.USD","IE00BZ199S13.USD","LU2361044949.HKD","LU2237957811.SGD","LU0648001328.SGD","BK4598","LU2860962120.EUR","LU2413666699.HKD","IE0003U64NQ7.SGD","LU1066051498.USD","LU2236285917.USD","LU0476273544.USD","LU0251142724.SGD","LU0289739343.SGD","LU2461242641.AUD","NVDX","LU1232071149.USD","LU2491050071.SGD","LU0081259029.USD","SG9999014898.SGD","LU2092937148.SGD","IE0009356076.USD","SG9999015341.SGD","LU0868494617.USD","LU2452424414.USD","LU1989764748.USD","LU2552382058.USD","LU1127390331.HKD","LU0215105999.USD","LU1267930490.SGD","LU2023250330.USD","LU1935042215.USD","LU2265009873.SGD","LU2746668974.SGD","SGXZ99366536.SGD","LU0640476718.USD","LU0354030511.USD","LU0957791311.USD","LU2089284900.SGD","SG9999004303.SGD","SG9999014575.USD","LU2552382132.HKD","LU2054465674.USD","LU1721428933.USD","SG9999014542.SGD","LU0742534661.SGD","LU0965509010.AUD","LU2168564495.EUR","LU1429558221.USD","BK4608","LU2286300806.USD","IE00B775H168.HKD","LU0965508806.USD","IE0001KFT4U8.USD","LU0029864427.USD","LU1712237335.SGD","LU2092627202.USD","LU2271345857.HKD","LU2242649171.HKD","SG9999015986.USD","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100 指数再创新高；英伟达业绩大增，科技股成为关注焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2614328010","media":"路透中文","labels":["dataReport","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614328010?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 19:05","pubTimestamp":1772103954,"startTime":"0","endTime":"0","summary":"劳斯莱斯提振英国富时 100 指数再创新高；英伟达业绩大增，科技股成为关注焦点有关路透对美国、英国和欧洲股市的实时博客，请单击 LIVE/ 或在新闻窗口中键入 LIVE/富时 100 指数上涨 0.1%，富时 250 指数持平劳斯莱斯因盈利强劲和目标上调而上涨消息人士称汇丰开始出售新加坡人寿保险部门斯塔尔默在曼彻斯特面临与改革派和绿党的激烈斗争。英国科技股.FTUB1010上涨0.8%。","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:20260226:nL4S3ZM10A:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0545562505.USD","LU0642271901.SGD","LU0345768153.USD","LU1280957306.USD","LU1935042991.SGD","LU2106854487.HKD","LU2168564495.EUR","IE00B4YYXB79.USD","LU0175139822.USD","LU0310800379.SGD","LU1242518857.USD","LU2505996681.GBP","LU1923622291.USD","NVDA","LU0516423174.USD","LU2293690082.USD","LU2125154935.USD","SG9999004303.SGD","HK0000914660.USD","LU0061474705.USD","LU1571399168.USD","LU0211327993.USD","LU1674673428.USD","BK4598","LU1868837136.USD","IE0004086264.USD","IE00BK4W5M84.HKD","LU2249611893.SGD","LU2471134879.HKD","IE00BKDWB100.SGD","IE00BMPRXN33.USD","LU0234570918.USD","LU0107464264.USD","LU0080751232.USD","LU0203201768.USD","LU1069344957.HKD","SG9999002232.USD","IE00BD6J9T35.USD","LU1935043023.USD","LU0708995401.HKD","LU2168564065.EUR","LU0526926950.USD","IE00BKPKM429.USD","LU1989764664.SGD","LU0029864427.USD","NVIW.SI","LU0516422440.USD","IE00B19Z8W00.USD","NVDY","IE00B4JS1V06.HKD","IE00BFSS7M15.SGD","LU2381873111.SGD","BK4581","LU2433249047.HKD","LU0831103253.SGD","LU2091194634.USD","LU0965509010.AUD","LU2430703251.USD","BK4550","LU2271345857.HKD","LU0158827781.USD","LU1989772840.SGD","LU0820561818.USD","LU2095319765.USD","LU2361045086.USD","LU2092937148.SGD","LU1066051811.HKD","IE000W1ABFV2.USD","LU0056508442.USD","LU2360107168.USD","LU2430703178.SGD","LU1023061473.USD","LU2463028550.USD","LU0672654240.SGD","LU0476273544.USD","BK5011","LU2210150020.SGD","LU2213496289.HKD","BK4533","LU0689472784.USD","LU1815336760.USD","LU0210528500.USD","LU2063271972.USD","LU2506951958.HKD","LU2756315664.SGD","LU0289960550.SGD","LU0444973449.USD","LU2250418816.HKD","LU2125909247.SGD","NVDW","LU2083900584.USD","SG9999014542.SGD","LU2210149790.SGD","LU2272731865.HKD","LU2290526834.HKD","IE00B0JY6N72.USD","IE00BJJMRX11.SGD","LU2293690249.USD","LU0081259029.USD","LU1923622614.USD","LU1718418525.SGD","LU2023250504.SGD","LU0786609619.USD","LU0528227936.USD","LU1861220033.SGD","LU2361044865.SGD","BK4532","IE00B3S45H60.SGD","LU2458330243.SGD","NVD","IE00B19Z8X17.USD","LU0511384066.AUD","LU2756315318.SGD","LU1548497426.USD","LU1623119135.USD","IE0034235071.USD","IE00B5949003.HKD","LU0124676726.USD","LU2028103732.USD","LU2471134952.CNY","LU0943347566.SGD","NVDS","LU2242649171.HKD","IE00BKPKM643.USD","LU0823434740.USD","LU0823414551.USD","LU0965508806.USD","SGXZ31699556.SGD","LU0472753341.HKD","IE00B3M56506.USD","LU2471134796.USD","LU2322448791.USD","LU2487616109.SGD","LU0345769631.USD","SG9999014880.SGD","NVDX","LU0466842654.USD","LU1861127337.USD","BK4543","LU1228905037.USD","LU2430703095.HKD","LU0494093205.USD","IE0009G5SDU7.USD","LU0417516738.SGD","IE00BDCRKT87.USD","LU0234572021.USD","LU0289739343.SGD","IE0003U64NQ7.SGD","LU2357125470.USD","BK4608","BK4549","LU2286300806.USD","LU1721428933.USD","LU1429558221.USD","LU0353189680.USD","LU1015430645.USD","SG9999014898.SGD","LU0887340254.USD","LU1791710400.SGD","NVDU","LU2552382058.USD","LU0061474960.USD","LU1366333091.USD","LU2361044949.HKD","IE0034235303.USD","LU0516422366.SGD","LU2413666699.HKD","LU1037948541.HKD","IE00B7KXQ091.USD","3NVD.UK","LU0588546209.SGD","LU2491049909.HKD","LU2746668461.USD","BK4588","LU0006306889.USD","IE0004091025.USD","LU2125909593.SGD","LU2294711713.HKD","LU1935043536.SGD","LU0061475181.USD","LU1778281490.HKD","LU0965509101.SGD","LU0251132253.USD","IE00BQXX3C00.GBP","IE00BJLML261.HKD","LU2413666426.HKD","BK4585","IE00B775H168.HKD","IE0009356076.USD","IE00BK4W5L77.USD","LU0969580561.USD","LU0154236417.USD","LU1815333072.USD","LU1821325948.USD","BK4534","LU0211328371.USD","IE00BMPRXQ63.HKD","LU0345770308.USD","LU1720051017.SGD","NVDB","LU0345777147.USD","LU0898667661.SGD","LU1804176565.USD","LU1852331112.SGD","LU2491050154.USD","LU2461242641.AUD","LU0097036916.USD","LU0109392836.USD","LU0979878070.USD","LU0320765059.SGD","LU1934455194.USD","LU1951198990.SGD","LU2023251221.USD","LU0820561909.HKD","LU2506951792.HKD","LU1496350502.SGD","LU0011850046.USD","LU0708994859.HKD","LU0787776722.HKD","BK4551","LU0109391861.USD","LU1003076772.USD","LU0094547139.USD","IE000ITXATA3.USD","LU1803068979.SGD","LU0256863902.USD","LU1035775433.USD","LU0942090050.USD","BK4141","LU0683600562.USD","IE0004445239.USD","LU0689626769.HKD","IE0034235295.USD","LU2065170008.USD","LU1116320901.HKD","LU1691799644.USD","LU1244550494.USD","LU2065169927.USD","LU1989772923.USD","LU2896262040.SGD","HK0000320264.USD","LU0264606111.USD","BK4579","LU2237957902.USD","LU2491050071.SGD","LU0265550359.USD","LU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| 黄仁勋定调“算力即收入”，英伟达Q4营收再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2614043318","media":"朝阳永续","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614043318?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 19:04","pubTimestamp":1772103889,"startTime":"0","endTime":"0","summary":"在整个2026财年，英伟达全年总营收达2159亿美元，同比增幅达到65%。黄仁勋表示，英伟达通过全栈协同设计，在能效比上建立了显著优势。小结黄仁勋通过这次电话会议，向市场清晰传递了英伟达的叙事：AI已从投入期进入产出期，算力是直接驱动营收的核心生产资产。","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=nesSN20260226192608a722400b&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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| 黄仁勋把AI经济账算透了：没有计算，就赚不到钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2614504332","media":"SISC半导体芯科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614504332?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 18:50","pubTimestamp":1772103050,"startTime":"0","endTime":"0","summary":"财报会上，黄仁勋指出，业界已经迎来了智能体的拐点。进入以太网交换市场仅两年，英伟达正迅速确立其全球领先地位。此外，黄仁勋还在会上展望了“太空计算”的图景。以下为英伟达财报会议实录首先是黄仁勋开场演讲：本季度，我们显著深化并扩展了与领先前沿模型制造商的合作伙伴关系。本季度，我们还宣布与Anthropic建立合作伙伴关系，并向其投资100亿美元。在这个AI新世界里，计算就是收入。没有计算，就生不成token；没有token，就赚不到钱。","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=nesSN2026022619141297a726da&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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26 18:39","pubTimestamp":1772102350,"startTime":"0","endTime":"0","summary":"FX168财经报社 讯 在英伟达最新的销售指引未能令投资者满意、以及在美伊即将展开高风险核谈判之际交易员纷纷降低仓位的背景下，周四全球股市涨势开始停滞。泛欧STOXX 600指数基本持平，报633.34点，徘徊在纪录高位附近。英伟达周三预计第一财季营收将高于市场预期；其股价在法兰克福交易中上涨1.1%，反映出投资者反应相对温和。尽管隔夜英伟达财报带来提振，亚洲股市整体仍涨跌互现。","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/英伟达-997801","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":["NVDQ","NVDU","NVDG","MGCmain","IE00B19Z8W00.USD","159934","NVDS.UK","NVDY","NVD","NUGT","NVD2.UK","HK0000306701.USD","QOmain","GDX","NVDW","NVII","NVIW.SI","IAU","LU2361044949.HKD","NVDD","NVDB","SNVD.UK","2NVD.UK","518880","DIPS","GLDM","XME","159831","SGUmain","PALL","SGOL","LU0444973449.USD","BK4535","NVDA","GLL","3NVD.UK","NVDS","ANV","GCmain","DGP","GDXJ","NVD3.UK","NVDX","DUST","SGCmain","1OZmain"],"gpt_icon":1},{"id":"2614012199","title":"伯恩斯坦上调英伟达目标价至300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614012199","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614012199?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 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AI：用游戏开发训练世界模型 获英伟达等投资布局未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2614010022","media":"ITBEAR科技资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614010022?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 18:29","pubTimestamp":1772101771,"startTime":"0","endTime":"0","summary":"旧金山初创公司Moonlake AI近日宣布，其“世界建模智能体”已进入公开测试阶段。区别于传统游戏生成工具，Moonlake的野心不止于简化开发流程。创始人Fan-Yun Sun与Sharon Lee明确表示，该项目旨在通过游戏开发过程训练具备“世界运行规律”理解能力的AI模型。Moonlake对“世界模型”的定义显著区别于行业主流。而Moonlake认为，世界状态不能被压缩为像素集合。Moonlake的长期目标超越工具开发。","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=nesSN20260226190217a7222bd4&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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