异动解读|2倍做多NVDA ETF-GraniteShares盘中上涨8.48%,英伟达财报超预期叠加光互连布局催化

行情直击
Jun 01

6月1日,2倍做多NVDA ETF-GraniteShares盘中上涨8.48%,报111.25美元/股,成交额6.17亿美元。

消息面上,英伟达此前发布2027财年第一季度财报,营收816亿美元,同比增长85%,超出市场预期;净利润583亿美元,同比增长211%;第二季度收入指引为910亿美元,同样高于市场预期。同时,英伟达在硅光子与共封装光学(CPO)领域密集投资,分别向Lumentum、Coherent投资约20亿美元,总投资额至少65亿美元,旨在构建下一代数据中心互连生态。新一代AI平台Rubin已进入全面生产阶段,预计下半年通过合作伙伴面市。作为英伟达2倍杠杆ETF,NVDL放大了标的股因业绩超预期及战略布局带来的上行动能。

(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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