异动解读|2倍做多NVDA ETF盘中下跌8.07%,英伟达因反垄断担忧暂停AI云融资计划

行情直击
Aug 29

8月28日,2倍做多NVDA ETF-GraniteShares盘中下跌8.07%,报34.08美元,成交额5.86亿美元。

消息面上,据报道英伟达已暂停其AI算力合作伙伴计划中的部分收益分成交易。该计划推出不足两个月,原本旨在向AI云服务商提供信用支持以换取营收分成,但部分英伟达员工向客户表达了对反垄断审查的担忧。报道指出,英伟达在该计划中要求客户仅能将算力转租给经其审批的客户,并抽取超过门槛部分营收的50%,这一模式引发了对其干预客户业务深度的争议。英伟达发言人回应称该模式仍在正常运作,正根据市场需求持续优化。此前一日英伟达因Q2业绩大超预期而大涨逾7%,本次回调叠加融资模式争议与"买预期卖事实"效应,NVDL作为两倍杠杆ETF同步放大跌幅。

(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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