8月25日，英伟达盘中下跌3.04%，报208.19美元/股，成交额196.37亿美元，为连续第七个交易日下跌，系该股自2022年9月以来首次出现此种走势。
消息面上，英伟达部分最大客户已被告知，由于存储芯片成本飙升，搭载其AI芯片的服务器价格将普遍上涨超过15%，涉及明年初交付的Vera Rubin和Grace Blackwell系统。涨价消息加剧了市场对AI基础设施扩张成本抬升的担忧，存储芯片及光通信板块同步走弱。与此同时，英伟达将于周三盘后公布第二季度财报，市场一致预期营收921.8亿美元、每股收益2.09美元，投资者在高预期与连续下跌之间保持观望态度。半导体板块整体承压，美光科技跌5.94%、英特尔跌2.99%、博通跌2.48%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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