异动解读|2倍做多NVDA ETF盘中上涨8.68%,SpaceX独家采用英伟达AI架构叠加百亿美元算力订单

行情直击
Aug 05

8月5日,2倍做多NVDA ETF-GraniteShares盘中上涨8.68%,报35.35美元/股,成交额1.68亿美元。标的股英伟达同日涨超4.5%,股价创两个月新高,总市值报5.38万亿美元,连续5日上涨。

消息面上,马斯克宣布SpaceX将独家采用英伟达Vera Rubin架构,称其为"目前最好的AI计算机",并计划明年发射搭载Vera Rubin NVL72机架式系统的Starmind卫星,将AI算力延伸至近地轨道。同时,Anthropic与英伟达支持的云基础设施公司Volta Infra签署价值100亿美元、为期六年的算力采购协议,相关数据中心将配备英伟达最新一代Vera Rubin芯片。多重利好叠加推动英伟达走强,杠杆ETF放大涨幅。

(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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