美股詳情

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2倍做多NVDA ETF-GraniteShares

31.49

-0.5400-1.69%

盤後：31.47-0.0200-0.06%19:59 EDT

成交量：1,095.23萬

成交額：3.50億

市值：35.64億

市盈率：- -

高：33.01

開：31.66

低：30.86

收：32.03

52周最高：43.27

52周最低：21.54

股本：1.13億

流通股本：1.13億

量比：0.97

換手率：9.68%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞公告

「大空頭」繼續狙擊AI！Michael Burry擴大英偉達、美光空頭倉位，維持沽空特斯拉、Palantir

华尔街见闻

黃仁勳開通社交賬號，首條推文發了啥？（中英全文）

英偉達被「錯殺」了？估值跌至近五年低點，市場押注2027年後幾乎零增長

华尔街见闻

拿下5000億美元存儲大單後，黃仁勳：韓國進入黃金時代，芯片還有10倍擴張

名單翻倍！黃仁勳力挺開源AI，OpenAI、谷歌都來了

英偉達與首爾大學在韓國設立聯合AI研究中心

「大空頭」伯裏據悉加碼沽空美光和英偉達

英偉達「開放權重模型」公開信聯署方翻倍至 50 個，谷歌等加入

7月24日英偉達CEO黃仁勳在社交媒體平台上發布動態分享了一封題為《開放權重與美國AI領導力》的信函呼籲推動開放權重人工

黃仁勳：傑出的人才總會找到出色的答案中國註定會產出卓越的AI技術

谷歌、AMD、Cloudflare 等公司加入，簽署支持 AI 開源模型發展公開信組織增至 50 家

科技周報|買斷制單機3A遊戲《影之刃零》來了；韓國存儲龍頭股價回升

業界普遍認為，三星電子會長李在鎔與黃仁勳探討了在高性能存儲器及半導體代工領域的合作事宜。

卡帕西刪除Anthropic簡介，入職68天疑似已離職

黃仁勳：未來 10 年半導體產業規模或需擴大至當前 10 倍

據韓媒報道三星電子會長李在鎔、現代汽車集團會長鄭義宣以及Naver創始人兼董事長李海珍此前訪問了位於硅谷的英偉達總部並會

市場資訊：《大空頭》原型人物邁克爾・伯裏增持英偉達空頭頭寸。

9400億美金半導體聯盟落地！美韓簽訂超級合作框架，全球AI產業鏈迎來格局重寫

周末重磅！6萬億元利好曝光→

韓美科技巨頭齊聚舊金山，三星、海力士簽下9500億美元高額訂單

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发布个人入驻后的第一条推文，并未推介公司芯片与产品，而是直接附上题为《开放权重与美国在AI领域的领导地位》的联合公开信，为开放权重AI模型背书。","market":"us","thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-07-25/doc-iniizkwy9005597.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"黄仁勋开通社交账号，首条推文发了啥？ （中英全文）","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVDA","SG9999014575.USD","IE00BK4W5L77.USD","SG9999014898.SGD","BK4503","LU1236620834.HKD","METD","IE0034235295.USD","LU2125154935.USD","LU0347712357.USD","LU0390134368.USD","LU0553294199.USD","LU2125909593.SGD","LU1043141123.HKD","BK4077","HK0000914686.HKD","LU1242518931.SGD","LU1059921491.USD","LU0784384876.USD","LU0096364046.USD","LU1127390331.HKD","LU2999663052.SGD","BK4588","GXPC","LU0143551892.USD","LU0070217475.USD","MSFU","IE00BFXG0V08.USD","NVD3.UK","LU1861220033.SGD","BK4577","LU2750360641.GBP","LU1691799644.USD","IE00BJJMRY28.SGD","BK4525","BK4524","LU2381873111.SGD","LU2471134952.CNY","LU1868836591.USD","NVDB","BK4097","IE0009356076.USD","LU2430703095.HKD","XLK","WQTM","LU2089284900.SGD","LU2413666699.HKD","LU2097344357.USD","BK4554","NVYY","LU2506951792.HKD","LU0170899867.USD","LU1697837992.HKD","LU1400636491.USD","LU0154236417.USD","SG9999015978.USD","SG9999004303.SGD","IE0005OL40V9.USD","LU2361044949.HKD","LU2420271590.USD","BK4551","LU0211331839.USD","IE00BQXX3F31.USD","LU1989773731.SGD","NVDO","LU2360108059.USD","NVDQ","LU1778281490.HKD","LU1814569148.SGD","IE00BKPKM429.USD","LU0127658192.USD","LU0265550359.USD","LU2023250504.SGD","LU0080751232.USD","LU0823414551.USD","LU1232071149.USD","MSFW","LU1633808545.USD","LU0965509101.SGD","NVDW","SG9999018857.SGD","SKYY","LU1585245621.USD","LU0302445910.USD","BK4614","LU1720051017.SGD","LU0310800379.SGD","IE00B775H168.HKD","SG9999002232.USD","LU2360107168.USD","LU2065170008.USD","LU1992135472.HKD","IE00BFSS8Q28.SGD","IE00B4YYXB79.USD","IE00BJTD4N35.SGD","RSPC","BK4585","LU0861579265.USD","LU1564329115.USD","LU1868837136.USD","LU0957808578.USD","LU1815333072.USD","ROM","HK0000304805.HKD","LU2106854487.HKD","LU1228905037.USD","LU0162691827.USD","LU2317271919.USD","IE00B5949003.HKD","LU0276348264.USD","DIPS","LU0894486033.HKD","CLSE","LU1046421795.USD","LU0345769631.USD","HK0000320264.USD","TTXU","LU0433182093.SGD","FAI","LU0096362180.USD","GAMR","LU1435385759.SGD","LU0345768153.USD","IE000MB6IJN5.SGD","LU0820561909.HKD","LU2347655073.USD","LU1861559042.SGD","LU1674673428.USD","LU0072462426.USD","LU1989772840.SGD","LU0942090050.USD","LU1571399168.USD","LU2286300806.USD","LU0133085943.USD","TDIV","LU2413666426.HKD","LU2756315664.SGD","LU0061474705.USD","LU0980610538.SGD","LU2244417387.USD","LU1188199696.SGD","SGXZ51526630.SGD","LU2491049909.HKD","LU2237438978.USD","LU2361044865.SGD","LU2092627202.USD","SMHX","LU2077746001.SGD","LU1868836914.USD","LU2506952097.USD","IE00BJJMRX11.SGD","HK0000532082.HKD","LU2720916845.USD","LU0985320562.USD","LU1035773651.USD","LU1894683264.USD","LU2191332357.HKD","LU1035775433.USD","IE00B19Z8X17.USD","ANV","LU2089985449.USD","METU","HK0000819398.USD","LU1861127337.USD","LU0690374961.EUR","LU0757359368.USD","SG9999014906.USD","LU2125154778.USD","LU1069347547.HKD","CHPX","LU2054465674.USD","LU2236285917.USD","LU0823414478.USD","SG9999000418.SGD","LU0348723411.USD","LU2360106780.USD","LU1400636574.HKD","LU0289961442.SGD","LU0648001328.SGD","LU0661504455.SGD","LU0171293334.USD","LU0823417653.USD","LU2452424414.USD","LU2250418816.HKD","LU2602419157.SGD","AGOX","LU1267930490.SGD","IE00BD6J9T35.USD","LU0683600562.USD","BK4581","BK4516","BK4612","LU1642822529.SGD","LU1868836757.USD","TTEQ","ILDR","LU2637965513.SGD","BK4543","LU1674673691.USD","BK4567","BK4605","LU0234572021.USD","LU1645745479.HKD","LU2242650005.HKD","LU1119994496.HKD","NVDS","IGV","IE000F7OJYX1.SGD","LU2047632596.USD","LU0964807845.USD","LU0889565833.HKD","LU1974910355.USD","LU2097829019.USD","BK4527","LU0823434740.USD","LU0965508806.USD","LU0354030438.USD","LU1340139317.AUD","LU1670628061.USD","LU1670710588.SGD","LU2543165471.USD","SHOC","LU0215105999.USD","LU0792757196.USD","LU0689472784.USD","LU0211328371.USD","LU0784385840.USD","ABFL","LU0048584097.USD","SPTE","LU2242649171.HKD","LU2756315318.SGD","LU0320765059.SGD","LU0354030511.USD","LU1430594728.SGD","LU0345768740.USD","LU1145028129.USD","LU0011850046.USD","IBM","LU0203347892.USD","LU0795875086.SGD","IE000W1ABFV2.USD","LU0417517546.SGD","LU1718418525.SGD","LU1564329461.SGD","VOX","LU0069063385.USD","LU2168564222.USD","LU1301847155.USD","LU2462591277.SGD","XLC","NULC","LU2097344431.USD","IE00BK4W5M84.HKD","LU0225283273.USD","IE00BLSP4239.USD","IE00B775SV38.USD","LU1670756490.USD","SG9999015358.SGD","LU0208291251.USD","TYLG","IE00B5TLWC47.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50 個，谷歌等加入","url":"https://stock-news.laohu8.com/highlight/detail?id=2654050076","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654050076?lang=zh_tw&edition=fundamental","pubTime":"2026-07-26 11:32","pubTimestamp":1785036736,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，英伟达 CEO 黄仁勋在社交媒体平台上发布动态，分享了一封题为《开放权重与美国 AI 领导力》的信函，呼吁推动开放权重人工智能模型发展。黄仁勋最初发布的信中包含 25 个联署签名。如今，这封信的联署方已增加到 50 家，数量翻了一番。\n\nOpenAI 是新增的 25 家机构之一，其他新增机构还包括谷歌、AMD、思科、Cloudflare、GitHub、Block 和 Ollama。不过，Anthropic 和亚马逊始终未出现在任何版本的名单中，而这两家公司的缺席正是该名单中最值得关注的细节。 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10:31","pubTimestamp":1785033107,"startTime":"0","endTime":"0","summary":"无论卡帕西还是Anthropic，都还没有对此作出正式回应。截至目前，几家头部模型公司里，Anthropic仍然缺席。卡帕西删除简介和Anthropic没有签署公开信之间，目前并没有任何被证实的因果关系。置身A内的68天5月19日，卡帕西正式宣布加入Anthropic，担任技术员工，进入Nick Joseph领导的预训练团队。“卡帕西叛逃Anthropic”的叙事迅速传开，他的官宣帖子目前已经获得超过2770万次浏览。更有意思的是，早在卡帕西宣布加入Anthropic时，就有网友信誓旦旦地预言：“他会在6个月内离开。”","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/8v4OATfDDN8","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["NVD","NVDS.UK","EPAI","AAPL","ESLG","NVD2.UK","THMR","AGIX","ARTY","GAMR","LFGY","VTHR","NVD3.UK","NVDO","NVDD","MSFT","SNVD.UK","NVDQ","AIPO","NVDS","MAGY","VT","NVDG","FDTX","TEK","ANV","SOCL","SPTE","ABFL","ILDR","NVDA","LRNZ","VGT","3NVD.UK","TDIV","NVDL","NULC","CHAT","BULZ","EFIV","NVDB","QTOC","ROM","JGRO","GPTZ","OGIG","WISE","YMAG","ESUM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654504640","title":"黃仁勳：未來 10 年半導體產業規模或需擴大至當前 10 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2654504640","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654504640?lang=zh_tw&edition=fundamental","pubTime":"2026-07-26 10:04","pubTimestamp":1785031460,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，英伟达 CEO 黄仁勋在接受彭博社播客采访时表示，韩国正处于“黄金时代”，其半导体及工业能力能够帮助全球建设 AI 基础设施。英伟达已与 SK 集团达成多项合作，双方未来在存储采购、AI 超级计算机及数据中心建设等领域的业务往来规模将超过 5000 亿美元。英伟达将连续多年向 SK 海力士采购大量存储芯片，并与其共同推进从 HBM2、HBM3、HBM3E、HBM4、HBM4E 到后续产品的技术路线。\n\n与此同时，SK 电讯计划在近期将 AI 云基础设施扩建至最高 2 吉瓦，英伟达将向其出售超级计算机。双方合作既包括英伟达采购存储，也包括 SK 集团采购 AI 基础设施。\n\n黄仁勋认为，随着 AI 智能体和机器人开始大规模使用计算机，芯片需求将不再只由人类用户驱动。未来约 10 年，全球半导体产业规模可能需要扩大至当前的 10 倍。当前 HBM 等存储、土地、电力及数据中心建设资源均处于紧张状态，行业每年或有能力实现翻倍，但更快扩张将十分困难。整个行业或有能力每年将供应规模翻倍，但土地、电力和厂房无法像消费电子设备一样快速扩张，因此 AI 基础设施建设可能在未来 10 年持续以受限速度推进。\n\n谈及中美 AI 竞争，黄仁勋表示，两国都拥有优秀的 AI 研究人员，虽然资源、条件和限制不同，但都会持续推动 AI 技术进步。中国每年培养的 AI 研究人员数量可能超过全球其他地区总和，美国仍需继续学习、合作并保持竞争。 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