美股詳情

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SaaS概念

2,980.62

+62.812.15%

漲家數：21

跌家數：6

平家數：1

市盈率：- -

高：2,993.70

開：2,919.93

低：2,919.93

收：2,917.82

成交量：2.24億

成交額：414.38億

市值：4.96萬億

流通市值：4.66萬億

資料載入中...

總覽新聞資訊

Space 速遞：孫宇晨深度解讀 B.AI 願景

BUZZ-美國軟件類股受人工智能恐慌情緒重創

應用軟件股走低 Snowflake跌超7% Anthropic Claude管理智能體衝擊應用軟件業務

美國股票-中東停戰疑雲重重、經濟數據令投資者惶恐不安，華爾街表現低迷

思愛普(SAP)股票4月9日盤中下跌4.66%：投資者必看的核心信息

TradingKey中文

草莽期，英雄不問出身

出貨量近2萬台、退貨率低於4% 萌友智能完成超千萬美元A輪融資將發力「寵物大腦」大模型

每日经济新闻

將同事「封裝」「煉化」，Skill到底在幹什麼？

OpenAI因監管和成本問題暫停英國數據中心項目

Windows還在，但坐在螢幕前的已經不是人了

B.AI 正式上線：破除 A2A 協作壁壘，以全景基建解鎖智能體經濟潛能

甲骨文(ORCL)推出面向財務、供應鏈、人力資源及客户關係的多款智能代理應用

ServiceNow突破AI輔助時代，為客户提供全產品線原生智能體驗

OpenAI收購內幕科技脱口秀

环球市场播报

Anthropic擱置Mythos，推出玻璃翼項目

环球市场播报

背景資料-從 OpenAI 到英偉達，隨着需求激增，企業紛紛將數十億資金投入人工智能基礎設施

廣州成立微短劇服務中心

甲骨文為其行業領先的金融犯罪與合規產品組合引入全新AI智能體驅動能力

帆船-SailGP 的 Los Gallos 號被馬德里競技隊投資者 Quantum Pacific 收購

NVIDIA首款筆記本N1 SoC主板實物曝光：配備128GB內存支持Windows

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SE(SAP)跌3.92%，Adobe(SDBE)跌超3%。消息面上，继大模型能力竞赛之后，Anthropic推出Claude管理智能体，试图将AI从“对话工具”彻底升级为“可持续运行的生产系统”。据介绍，Claude管理智能体是一套可组合的API套件，专用于大规模构建及部署云托管代理。该产品旨在解决企业部署智能体过程中最核心的痛点——复杂性与工程成本，将构建和部署智能体的效率提升10倍。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299003","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":["LU0342679015.USD","IE00B894F039.SGD","LU1633808545.USD","LU1116320901.HKD","LU0943347566.SGD","IE00BZ9MQY76.HKD","LU0157215616.USD","LU0820561818.USD","BK4613","LU0006306889.USD","LU1989764748.USD","BK4607","LU0689472784.USD","LU2028103732.USD","LU0823434583.USD","BK4559","LU1778281490.HKD","LU1712237335.SGD","LU0672654240.SGD","BK4567","LU0061474960.USD","LU1917777945.USD","LU0109392836.USD","LU2360032135.SGD","NOWL","SNOU","LU2106854487.HKD","BK4550","LU0472753341.HKD","BK4533","LU1923622614.USD","LU2286300806.USD","LU0057025933.USD","SG9999000418.SGD","BK4548","BK4551","LU2210150020.SGD","LU0069063385.USD","LU0348723411.USD","LU0868494617.USD","LU2236285917.USD","LU1823568750.SGD","LU1923623000.USD","LU2250418816.HKD","LU0511384066.AUD","LU1267930813.SGD","SGXZ81514606.USD","LU2360106780.USD","LU1261432733.SGD","LU1691799644.USD","ADBE","LU0234572021.USD","SG9999001424.SGD","SGXZ51526630.SGD","LU0314104364.USD","LU0957791311.USD","LU1720051017.SGD","LU0170899867.USD","LU0354030438.USD","LU2111349929.HKD","IE00B19Z9Z06.USD","LU1951198990.SGD","LU0354030511.USD","LU2381873111.SGD","LU1674673691.USD","LU2543165471.USD","LU1923622291.USD","BK4527","LU2264538146.SGD","LU1989772923.USD","LU0316494557.USD","LU2089284900.SGD","LU2237438978.USD","BK4534","LU0965509283.SGD","LU0889566641.SGD","LU2125154778.USD","IE00BQXX3D17.EUR","SNOY","IE00BMPRXN33.USD","LU0082616367.USD","LU2271345857.HKD","LU2458330169.SGD","LU1119994496.HKD","IE00BFXG0V08.USD","LU2125154935.USD","BK4023","LU0942090050.USD","NOW","LU1861220033.SGD","LU2089283258.USD","LU1323610961.USD","BK4581","LU0081259029.USD","LU2433249047.HKD","LU0198837287.USD","BK4566","LU0965509010.AUD","LU2360107168.USD","LU0056508442.USD","LU2023250504.SGD","LU2125909759.SGD","LU2125909593.SGD","LU0868494708.USD","BK4535","LU1551013342.USD","LU0234570918.USD","BK4532","BK4097","BK4588","LU1974910355.USD","LU0889565833.HKD","LU1153585028.USD","IE0009356076.USD","LU0289961442.SGD","LU1861215975.USD","LU0792757196.USD","IE00BMPRXR70.SGD","LU0557290698.USD","LU0353189763.USD","LU1989764664.SGD","LU0345774631.USD","LU1720051108.HKD","LU0158827781.USD","LU2063271972.USD","LU2210149790.SGD","LU2357305700.SGD","LU0708995401.HKD","BK4116","LU1235294995.USD","LU0820561909.HKD","LU0106261372.USD","LU1803068979.SGD","LU1548497426.USD","LU1951200564.SGD","LU0345774391.USD","IE00BQXX3C00.GBP","LU0158827948.USD","LU1674673428.USD","LU2125909916.SGD","BK4503","BK4592","LU1815333072.USD","LU1084165304.USD","SAP","LU2095319765.USD","LU1046421795.USD","LU2023251221.USD","IE00B5TLWC47.USD","LU2125909247.SGD","LU0861579265.USD","LU0965509101.SGD","LU0719512351.SGD","LU1366333091.USD","LU2087625088.SGD","LU1116320737.USD","LU0823434740.USD","BK4528","LU1988902786.USD","BK4543","LU0097036916.USD","LU1551013425.SGD","IE00BQXX3F31.USD","BK4585","LU0289739343.SGD","LU2317271919.USD","LU0320765059.SGD","LU1267930730.SGD","IE00BYQQ9H92.USD","IE00B19Z9P08.USD","LU0011850046.USD","SGXZ99366536.SGD","BK4608","LU2023250843.SGD","LU2458330243.SGD","LU1852331112.SGD","LU1064131342.USD","ADBG","SNOW","LU0265550359.USD","LU0265550946.USD","BK4554","BK4505","IE00B19Z9505.USD","LU2290526834.HKD","LU0353189680.USD","LU1989772840.SGD","LU0109391861.USD","LU1623119135.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626339971","title":"美國股票-中東停戰疑雲重重、經濟數據令投資者惶恐不安，華爾街表現低迷","url":"https://stock-news.laohu8.com/highlight/detail?id=2626339971","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626339971?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 22:28","pubTimestamp":1775744932,"startTime":"0","endTime":"0","summary":"美国股票-中东停战疑云重重、经济数据令投资者惶恐不安，华尔街表现低迷指数下跌：道指下跌 0.11%，标普 500 指数下跌 0.09%，纳斯达克指数下跌 0.21%2 月份 PCE 年率为 2.8%，符合预期应用数字公司因季度亏损扩大而下跌 第四季度销售额降幅较小，星座品牌跳涨开盘后更新Purvi Agarwal/Avinash  P. 路透4月9日 - 华尔街主要股指在上一交易日反弹后于周四走低，原因是对 为期两周的中东停火协议的疑虑  抑制了风险情绪，同时投资者对与预期相符的通胀数据进行了分析。","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:20260409:nL4T40S1AF: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":["BK4524","LU0095938881.EUR","LU0130102774.USD","LU0310799852.SGD","LU1815333072.USD","LU0265550359.USD","IE00BFSS8Q28.SGD","LU0094547139.USD","LU0203202063.USD","LU2168564065.EUR","BK4587","LU1951198990.SGD","LU1145028129.USD","LU2361044865.SGD","LU1803068623.USD","LU1066053197.SGD","BK4567","LU0648000940.SGD","LU1228905037.USD","GB00BDT5M118.USD","LU2264538146.SGD","LU1880398554.USD","LU0211327993.USD","IE0002270589.USD","BK4169","LU0289961442.SGD","LU1791710400.SGD","LU2097344357.USD","LU0080751232.USD","LU1989764664.SGD","BK4609","LU0124676726.USD","LU2360032135.SGD","IE00BHPRN162.USD","LU2746668974.SGD","IE0004445239.USD","LU0823421333.USD","LU0347712357.USD","LU2506952097.USD","IE00BYQQ9H92.USD","IE00B5TLWC47.USD","IE00B4JS1V06.HKD","IE000MB6IJN5.SGD","LU1084165304.USD","LU1917777945.USD","LU0823417653.USD","LU2463028550.USD","LU0210528500.USD","LU2420271590.USD","LU0871640123.AUD","IE00B3S45H60.SGD","LU1400636657.SGD","LU0957808578.USD","AMZU","LU2168564149.EUR","IE00BFSS7M15.SGD","LU2092937148.SGD","GB00B4LPDJ14.GBP","LU2552382132.HKD","LU1066051225.USD","LU0171293334.USD","LU1400636574.HKD","LU2764263039.SGD","LU1642822529.SGD","LU2360106780.USD","SG9999015945.SGD","IE000W1ABFV2.USD","LU1585245621.USD","LU1721428933.USD","LU0069063385.USD","LU0234570918.USD","SG9999018865.SGD","LU0061474705.USD","LU0965508806.USD","LU1037948897.HKD","LU1988902786.USD","LU0158827781.USD","LU0011850046.USD","IE00BQXX3D17.EUR","LU0545039389.USD","LU1069344957.HKD","LU2097344431.USD","LU0757359368.USD","LU2275660780.HKD","BK4576","LU0170899867.USD","LU0738911758.USD","LU1718418525.SGD","LU0106261372.USD","LU1645745479.HKD","LU1496350502.SGD","SG9999000418.SGD","LU2381873111.SGD","LU2347655156.SGD","BK4543","LU1236620750.USD","LU0820561909.HKD","LU2764263203.CNY","LU1244550221.USD","LU0316494557.USD","IE0004445015.USD","LU0138981039.USD","IE00BJTD4N35.SGD","SG9999014575.USD","LU0553294199.USD","IE000F7OJYX1.SGD","LU0708994859.HKD","LU2505996681.GBP","LU0823411888.USD","LU0444971666.USD","LU1989764748.USD","LU1582986359.USD","LU2756315318.SGD","LU1803068979.SGD","LU1989772923.USD","LU0965509010.AUD","LU2210150020.SGD","LU0072462426.USD","LU0784385170.HKD","SG9999001424.SGD","LU1814569148.SGD","LU2237957811.SGD","LU1935042991.SGD","LU0557290698.USD","LU0310800379.SGD","BK4585","LU2210149790.SGD","LU1244550577.SGD","LU0689472784.USD","LU0426417589.USD","LU1236620834.HKD","LU1935043023.USD","AMZZ","IE00BN8TJ469.HKD","IE00BDRTCR15.USD","BK4604","LU0949170426.SGD","LU1989773731.SGD","LU2023250504.SGD","IE0003U64NQ7.SGD","LU0198837287.USD","LU1670710588.SGD","LU2458330243.SGD","IE00B7KXQ091.USD","LU0353189763.USD","LU0757359954.USD","LU2125909593.SGD","BK4608","IE00BK4W5M84.HKD","APLX","LU1506573853.SGD","LU1670628061.USD","LU2237443382.USD","LU2242649171.HKD","LU0345770308.USD","LU1316542783.SGD","LU2092937221.SGD","LU2896262040.SGD","LU2065171402.SGD","LU1564329115.USD","LU0096362180.USD","LU2237443978.SGD","BK4581","LU0689626769.HKD","LU0690374615.EUR","LU1564329461.SGD","LU2087621335.USD","LU0511384066.AUD","LU1430594728.SGD","SGXZ81514606.USD","IE00BWXC8680.SGD","LU1032466523.USD","LU2413666699.HKD","LU0949170772.SGD","LU1564329032.USD","LU2430703095.HKD","LU1035773651.USD","LU1221951129.SGD","LU0861579265.USD","SG9999015341.SGD","LU1066051811.HKD","BK4566","BK4528","LU1674673428.USD","LU1496350171.SGD","LU2065170008.USD","LU1564329628.SGD","SG9999017495.SGD","LU2491049909.HKD","LU1032955483.USD","MSFX","LU1868836591.USD","LU1244550494.USD","IE0009G5SDU7.USD","LU2063271972.USD","IE0034235295.USD","LU1868836757.USD","LU0882574139.USD","LU1201861249.SGD","LU1334329650.SGD","BK4527","LU1804176565.USD","LU1582987324.SGD","IE00BK4W5L77.USD","LU2756315664.SGD","LU0097036916.USD","LU2506951875.HKD","BK4507","LU0211328371.USD","IE00B5949003.HKD","LU2213496289.HKD","LU2326559502.SGD","LU0472753341.HKD","LU0823434740.USD","LU1043141123.HKD","LU0786609619.USD","BK4577","LU0267386448.USD","LU0345770993.USD","LU1934455863.HKD","MSFD","SG9999015986.USD","LU0320765059.SGD","IE0004086264.USD","LU2471134879.HKD","LU2403377893.USD","IE0005OL40V9.USD","LU2720916845.USD","LU1670627923.USD","SG9999015978.USD","SGXZ23171101.USD","IE00BBT3K403.USD","LU0251132253.USD","BK4548","LU1633808545.USD","BK4122","IE00BMPRXN33.USD","LU1670711040.USD","LU1582986433.USD","LU2083900584.USD","LU1261432733.SGD","LU2106854487.HKD","SG9999014880.SGD","LU1201861165.SGD","LU0820562030.AUD","LU0823421416.USD","LU2089283258.USD","LU2237443622.USD","LU24524244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22:16","pubTimestamp":1775744192,"startTime":"0","endTime":"0","summary":"• SAP股价因市场对其人工智能驱动的基于消费的定价模式感到担忧而走低。\n• 新的定价模式从基于用户的计费转向基于使用量的计费。\n• 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100热门Skills吃掉了超过50%的总安装量。大厂已经在推动员工把自己的工作方法封装成Skills。Jing表示，当前Skills生态仍处于初始发展阶段，存在标准化程度不足、平台适配性差的问题，不同Agent平台的Sk","market":"us","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/1775695517076328654","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":["BK4528","BK4588","BK4587","IE00BZ9MQY76.HKD","LU0353189680.USD","AGIX","AIYY","LU1852331112.SGD","LU2290526834.HKD","LU2360107168.USD","LU0097036916.USD","CHAT","AI","BK4539","BK4585","AIPO","LU1861215975.USD","BK4613","LU1861220033.SGD","ARTY","APP","IE00B894F039.SGD","LU0056508442.USD","LU0353189763.USD","IE00B19Z9Z06.USD","BK4543","BK4023","IE00B19Z9P08.USD","LU2063271972.USD","LU2250418816.HKD","LU2360106780.USD","APPX","BK4551","BK4608","LU2087625088.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626813887","title":"OpenAI因監管和成本問題暫停英國數據中心項目","url":"https://stock-news.laohu8.com/highlight/detail?id=2626813887","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626813887?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 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正在暂停其在英国的主要数据中心项目，这对英国政府推动英国成为全球人工智能中心的努力造成了打击。","market":"hk","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:nL4T40S16O:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345774391.USD","LU1059921491.USD","LU1301847155.USD","LU2360108059.USD","LU2381873111.SGD","NVDB","LU2543165471.USD","LU2168564149.EUR","LU1697837992.HKD","LU0642271901.SGD","LU1153585028.USD","LU0138981039.USD","IE00B5TLWC47.USD","LU2326559502.SGD","LU0171293334.USD","BK4543","LU2456880835.USD","IE00BFSS7M15.SGD","SGXZ51526630.SGD","LU0302445910.USD","LU0006306889.USD","LU1670627923.USD","LU2063271972.USD","GB00B4LPDJ14.GBP","LU0708995401.HKD","LU2505996681.GBP","LU2092937148.SGD","MSFL","IE000KEQY171.SGD","BK4577","LU0788109477.HKD","LU2417539215.USD","LU0106261372.USD","HK0000914660.USD","IE00BLSP4239.USD","LU0170899867.USD","LU1674673691.USD","LU2420271590.USD","NVDS","SG9999017495.SGD","LU0661504455.SGD","LU1244550494.USD","LU1242518931.SGD","LU2242650005.HKD","LU0289961442.SGD","LU1430594728.SGD","HK0000306685.HKD","LU2236285917.USD","LU1003077747.HKD","BK4534","LU1066053197.SGD","LU0861579265.USD","IE00B3S45H60.SGD","LU0476273544.USD","IE00BKVL7J92.USD","LU2322448791.USD","LU2473716301.USD","LU0823417653.USD","BK4097","LU0061474960.USD","LU1935042215.USD","LU0347712357.USD","LU1983260115.SGD","LU2097344357.USD","LU1564329461.SGD","LU1989772840.SGD","LU1043141123.HKD","LU1951200564.SGD","SG9999001077.SGD","LU2097829019.USD","LU1868836757.USD","LU0070217475.USD","LU0456855351.SGD","LU2602419157.SGD","LU2756315664.SGD","SG9999002232.USD","LU2458330169.SGD","BK4525","LU2413666426.HKD","LU2247934214.USD","LU1642822529.SGD","LU1236620750.USD","LU0823434583.USD","LU0985489474.SGD","NVDO","LU2041044095.USD","LU2065169927.USD","LU2237957811.SGD","LU0094547139.USD","LU0210533765.USD","LU1316542783.SGD","LU1914381329.SGD","LU1228905540.USD","LU2023250330.USD","LU2491049909.HKD","BK4566","LU2133065610.SGD","LU0187121727.USD","LU1989773731.SGD","LU0203202063.USD","LU0238689110.USD","LU1721428933.USD","LU0690374961.EUR","LU0823417737.USD","LU1732800096.USD","LU1804176565.USD","MSFU","LU1196500208.SGD","LU0345770993.USD","LU0289941410.SGD","LU0553294199.USD","LU0823421416.USD","LU2275660780.HKD","SG9999011175.SGD","HK0000304797.USD","LU1670711123.USD","LU1235295455.SGD","IE000YTNTUN2.SGD","LU0109391861.USD","LU0724617625.USD","LU2362541513.USD","LU0057025933.USD","LU0994945656.USD","LU0158827781.USD","LU2362541273.HKD","LU0757359954.USD","MSFW","LU0308772762.SGD","LU1548497426.USD","BK4529","LU1821325948.USD","LU1732799900.SGD","LU0251132253.USD","SNVD.UK","LU0353189680.USD","LU0353189763.USD","LU0234570918.USD","LU1839511570.USD","LU2764263203.CNY","SG9999000418.SGD","LU1221951046.USD","LU1989764748.USD","LU1267930730.SGD","BK4527","LU0672654240.SGD","LU0444971666.USD","LU2756315318.SGD","NVII","LU1201861249.SGD","LU2505996509.AUD","LU0345768153.USD","LU0433182093.SGD","LU0889565833.HKD","BK4535","IE00BFXG0V08.USD","IE00B1BXHZ80.USD","LU1202635105.USD","LU0942090050.USD","LU0310799852.SGD","LU1340139317.AUD","LU2552382215.SGD","LU0466842654.USD","LU2125909593.SGD","SG9999014559.SGD","LU1670710661.SGD","LU0314106906.USD","LU0784384876.USD","LU0198837287.USD","LU2461242641.AUD","LU0310800379.SGD","NVDX","LU1032955483.USD","LU2237957902.USD","LU2896262040.SGD","LU1037948541.HKD","LU0096364046.USD","LU1066051811.HKD","LU1084165304.USD","LU1935042991.SGD","LU2065171311.SGD","LU1069347547.HKD","HK0000306701.USD","LU2361044949.HKD","LU1935042488.USD","LU2552382058.USD","NVDA","IE00B5949003.HKD","LU2089985449.USD","LU1232071149.USD","SG9999002224.SGD","LU0757359368.USD","LU0960925559.SGD","LU0348723411.USD","LU1868836591.USD","LU0494093205.USD","LU2028103732.USD","BK4587","IE000ITXATA3.USD","LU0080751232.USD","LU0545562505.USD","SG9999014914.USD","LU1923622291.USD","NVDU","LU2054465674.USD","LU2264538146.SGD","HK0000914686.HKD","LU0289960550.SGD","LU1861127337.USD","LU0077335932.USD","LU1032466523.USD","BK4585","LU2290526834.HKD","LU2237443895.HKD","LU2265009873.SGD","LU1037948897.HKD","LU0943347566.SGD","LU0320765059.SGD","LU2298321311.HKD","IE00BLSP4452.SGD","LU2347655073.USD","LU1989764664.SGD","SG9999015358.SGD","LU0894485498.HKD","LU0823421333.USD","LU2089284900.SGD","IE00BJTD4V19.USD","LU0965509010.AUD","LU0648001328.SGD","LU1127390331.HKD","LU1496350502.SGD","LU0095938881.EUR","LU1435385759.SGD","LU1564329032.USD","BK4598","LU1815333072.USD","LU2237438978.USD","SGXZ99366536.SGD","LU2148611432.USD","SG9999014898.SGD","LU2191332357.HKD","LU1803068979.SGD","LU0683600562.USD","LU0323239441.USD","LU0128525929.USD","LU1712237335.SGD","LU0820562030.A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20:54","pubTimestamp":1775739240,"startTime":"0","endTime":"0","summary":"微软（MSFT）和其他合作伙伴正在“玻璃翼项目（Glasswing）”下测试Anthropic强大的Claude Mythos预览版，以大规模发现和修补零日漏洞，而该模型因被滥用的风险尚未发布。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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OpenAI 到英偉達，隨着需求激增，企業紛紛將數十億資金投入人工智能基礎設施","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_tw&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** 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Arm笔记本的相关计划。目前，NVIDIA还没有对这次工程主板曝光事件发表官方评论。若进展顺利，搭载N1芯片的Windows笔记本，有望在今年年底前上市。","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/8sBh8BvdtFB","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":"fenghuang_stock","symbols":["BK4592","LU1989763005.USD","LU2168564222.USD","LU1153585028.USD","LU0072461881.USD","LU2247934214.USD","LU2361044949.HKD","LU2210149790.SGD","LU2471134952.CNY","LU2065169927.USD","LU2505996681.GBP","LU1974910355.USD","LU2360106780.USD","LU2552382058.USD","LU1861127337.USD","SG9999014880.SGD","LU2097344431.USD","LU2458330243.SGD","LU0175139822.USD","LU2236285917.USD","LU0795875169.SGD","NVDA","LU1236620750.USD","LU2133065610.SGD","LU2362541273.HKD","LU0342679015.USD","LU1064131342.USD","LU1074936037.SGD","LU0345769631.USD","LU0823434583.USD","LU2750360997.AUD","BK4525","LU0784384876.USD","LU1035775433.USD","LU1221951046.USD","IE00BN29S564.USD","LU2237438978.USD","LU0238689110.USD","LU1823568750.SGD","SG9999015945.SGD","LU1261432733.SGD","IE00BD6J9T35.USD","LU1228905037.USD","LU2237443622.USD","BK4516","IE0034235295.USD","LU2250418816.HKD","LU1633808545.USD","LU1564329628.SGD","LU1280957306.USD","LU2092937221.SGD","BK4533","IE00B7KXQ091.USD","IE00BMPRXQ63.HKD","LU0557290698.USD","LU2360032135.SGD","LU2552382132.HKD","LU1496350171.SGD","LU2347655073.USD","LU1670756490.USD","IE00BFMHRM44.USD","LU1084165304.USD","LU2764263203.CNY","BK4504","LU1868836914.USD","LU0820562030.AUD","LU2063271972.USD","LU1400636657.SGD","IE00BKDWB100.SGD","LU2602419157.SGD","LU2275660780.HKD","LU1003077747.HKD","LU1127390331.HKD","LU1983260115.SGD","LU2764262908.HKD","LU1037948541.HKD","BK4528","LU1989772840.SGD","LU0072462426.USD","LU1989764748.USD","LU1571399168.USD","LU1202635105.USD","LU2430703178.SGD","LU0070217475.USD","LU0466842654.USD","LU1778281490.HKD","LU0314104364.USD","IE00BDRTCR15.USD","LU0957808578.USD","LU1334329650.SGD","GB00B4LPDJ14.GBP","GB00B4QBRK32.GBP","LU0198837287.USD","BK4503","LU1670711040.USD","IE00BDCRKT87.USD","LU0553294199.USD","LU0079474960.USD","LU2381873111.SGD","IE0004091025.USD","LU0081259029.USD","LU1069347547.HKD","LU1935043536.SGD","LU0719512351.SGD","LU1236620834.HKD","LU2746668461.USD","LU1400636491.USD","LU2505996509.AUD","BK4543","LU2083900584.USD","LU1951200564.SGD","IE00BMPRXN33.USD","LU1935042488.USD","LU0690374961.EUR","LU2298321311.HKD","LU0210528500.USD","LU0310799852.SGD","LU0348723411.USD","LU0528227936.USD","LU0950375773.USD","LU0056508442.USD","LU0353189680.USD","LU0124676726.USD","LU0784383803.USD","LU0109391861.USD","LU2168564149.EUR","LU0476273544.USD","LU2360107325.USD","LU2125909593.SGD","LU0426417589.USD","LU0894485498.HKD","IE00BYQQ9H92.USD","LU0251132253.USD","LU1935043023.USD","LU2433249047.HKD","LU1235294995.USD","LU0345770308.USD","IE000W1ABFV2.USD","LU2213496289.HKD","LU1732800096.USD","LU0096364046.USD","LU0354030438.USD","LU0545039389.USD","BK4576","LU0689626769.HKD","LU1221951129.SGD","LU0820561818.USD","LU1989773731.SGD","LU0879622024.SGD","LU2326559502.SGD","LU2506952097.USD","LU1548497426.USD","LU2237957902.USD","LU2041044095.USD","LU1435385759.SGD","GB00BDT5M118.USD","LU1923623000.USD","LU0347712357.USD","IE0004445239.USD","LU0289739343.SGD","LU1697837992.HKD","LU2552382215.SGD","SG9999015358.SGD","IE00BKVL7J92.USD","LU2471134796.USD","LU2462157665.USD","LU1803068979.SGD","LU2298322129.HKD","LU0234570918.USD","SGXZ23171101.USD","BK4605","LU0417517546.SGD","LU1868836591.USD","LU2237443549.SGD","LU0985320562.USD","MSFD","LU2168564065.EUR","IE00BJTD4V19.USD","LU0225283273.USD","LU2413666426.HKD","SGXZ51526630.SGD","LU1032955483.USD","LU0069063385.USD","HK0000914686.HKD","LU1732799900.SGD","LU1267930730.SGD","LU1645745479.HKD","LU0965508806.USD","LU2506952170.USD","SG9999014542.SGD","BK4579","LU1066051498.USD","LU0266013472.USD","IE00BJJMRY28.SGD","LU2360108059.USD","LU0061474705.USD","LU0106261372.USD","LU2097344357.USD","LU2106854487.HKD","LU2403377893.USD","SG9999002232.USD","LU1145028129.USD","LU2361045086.USD","LU0345774631.USD","LU0726765562.USD","LU2420271590.USD","LU2028103732.USD","BK4581","LU2487616109.SGD","LU0210533765.USD","LU0138981039.USD","LU0265550946.USD","IE00BZ199S13.USD","LU2756315664.SGD","LU1582987324.SGD","IE00BWXC8680.SGD","IE00B3SWFQ91.USD","LU0203201768.USD","LU2456880835.USD","LU2210150020.SGD","LU0267386448.USD","LU1854104046.USD","LU2065171402.SGD","LU2860962120.EUR","LU0312595415.SGD","LU1046421795.USD","LU1642822529.SGD","IE00BLSP4239.USD","LU0310800379.SGD","IE00B4JS1V06.HKD","LU1366333091.USD","LU1868837300.USD","LU1069344957.HKD","LU2237957811.SGD","LU0256863811.USD","LU0787776722.HKD","BK4566","LU1116320901.HKD","LU2491049909.HKD","LU1267930573.SGD","LU0724618433.USD","IE0034235303.USD","LU0256863902.USD","L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