美股詳情

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軟銀資本持倉

19,844.87

+204.561.04%

漲家數：5

跌家數：4

平家數：- -

市盈率：- -

高：20,019.46

開：19,614.76

低：19,570.93

收：19,640.31

成交量：2.59億

成交額：359.19億

市值：4.84萬億

流通市值：4.53萬億

資料載入中...

總覽新聞資訊

SerDes，空前重要

這類存儲，成為新HBM

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智能车参考

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ITBEAR科技资讯

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英偉達GTC&OFC兩大科技大會，光通信板塊的機遇

英偉達股價漲幅擴大至2%

每日经济新闻

實時市場-中東戰爭可能打擊家居產品製造商的利潤 - TD Cowen

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英偉達黃仁勳新文：AI 的「五層蛋糕」

黃仁勳罕見發布長文：定義AI「五層架構」，預判將創造更多就業（附全文）

凤凰网科技

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09:58","pubTimestamp":1773194301,"startTime":"0","endTime":"0","summary":"人工智能半导体市场的竞争正从高带宽内存扩展到被称为Socamm2的服务器低功耗动态随机存取存储器模块。美光科技的最新举措与其在长期处于第三位后重振技术声誉的努力密切相关。美光科技是首家获得英伟达认证，成为Socamm1市场供应商的公司。然而，在向Socamm2标准的过渡过程中，它失去了领先地位。该公司的战略是将其在HBM市场的技术优势延续到Socamm领域。预计这三家公司都将在英伟达开发者大会GTC 2026上发布Socamm2内存产品。","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=nesSN20260311100248a6b6b51f&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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大元泵業、騰龍股份漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2618469999","media":"财闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618469999?lang=zh_tw&edition=fundamental","pubTime":"2026-03-11 09:54","pubTimestamp":1773194053,"startTime":"0","endTime":"0","summary":"3月11日，液冷服务器概念再度走强，大元泵业、腾龙股份涨停，中天科技、亨通光电、飞龙股份、英维克、川润股份、烽火通信跟涨。消息面上，2026年GTC大会，是英伟达公司于3月16日至19日在美国加州圣何塞举办的AI大会，大会主题聚焦于人工智能与新一代AI基础设施。市场规模方面，2026年中国液冷服务器市场规模有望达257亿元。","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=nesSN20260311095753a6b6b196&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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Ready驅動","url":"https://stock-news.laohu8.com/highlight/detail?id=2618960369","media":"DoNews","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618960369?lang=zh_tw&edition=fundamental","pubTime":"2026-03-11 07:27","pubTimestamp":1773185223,"startTime":"0","endTime":"0","summary":"2026年3月11日，英伟达正式推送Game Ready显卡驱动595.79版本。该版本主要优化《红色沙漠》《死亡搁浅2：冥滩之上》等新作，并修复多款游戏及系统级问题，包括《红色沙漠》启动崩溃、《生化危机：安魂曲》次表面散射光斑、《星际公民》客户端崩溃，以及超频电压限制、HDCP 1.x下DRM播放崩溃等。新版已通过WHQL认证。目前《Enshrouded》地形缺失、《明日方舟：终末地》卡顿等问题尚未解决。","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=nesSN20260311072815a45f8182&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, 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4.5：3月31日起支持RTX 50系顯卡","url":"https://stock-news.laohu8.com/highlight/detail?id=2618502952","media":"DoNews","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618502952?lang=zh_tw&edition=fundamental","pubTime":"2026-03-10 23:50","pubTimestamp":1773157803,"startTime":"0","endTime":"0","summary":"2026年3月10日晚，英伟达举办GeForce On玩家发布会，正式推出DLSS 4.5技术。新版本包含Super Resolution、动态多帧生成及六倍多帧生成等特性，显著提升4K路径追踪游戏帧率，最高可达35%。《007：初露锋芒》《INDUSTRIA 2》《战争雷霆》《燕云十六声》等游戏将原生支持。RTX 50系列用户自3月31日起可通过NVIDIA App Beta启用相关功能，需预先安装595.79 WHQL或更高版本Game Ready驱动。","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=nesSN2026031023531795473500&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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- TD Cowen","url":"https://stock-news.laohu8.com/highlight/detail?id=2618195435","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618195435?lang=zh_tw&edition=fundamental","pubTime":"2026-03-10 23:12","pubTimestamp":1773155574,"startTime":"0","endTime":"0","summary":"实时市场-中东战争可能打击家居产品制造商的利润 - TD Cowen华尔街指数扭转跌势，纳斯达克指数领涨，涨幅 ~0.6通信服务板块领涨，公用事业板块跌幅最大欧元 STOXX 600 指数上涨 2% 以上美元下跌；美国原油下滑 ~11%；比特币上涨 >3%，黄金上涨 >1%。您可以通过以下网址与我们分享您的观点 markets.research@thomsonreuters.com 中东战争可能打击家居产品制造商的利润 - TD cowen 道明证券表示，由于聚乙烯和石油相关成本的上涨威胁到利润率，家居和个人护理 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3060 GPU生產，可對華出口","url":"https://stock-news.laohu8.com/highlight/detail?id=2618957384","media":"芯探007","labels":["productRelease","dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618957384?lang=zh_tw&edition=fundamental","pubTime":"2026-03-10 22:26","pubTimestamp":1773152807,"startTime":"0","endTime":"0","summary":"英伟达决定重启RTX 3060显卡，很大程度上受到了美国针对销往中国的高性能AI芯片的出口管制政策影响。据报道，英伟达重启RTX 3060显卡，旨在维持其在中国的商业地位。2025年前三季度公司实现营收1545.48亿元，同比增长7.52%，归母净利润46.01亿元，同比大增39%。","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=nesSN2026031100300497ac4d28&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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