9月2日，英伟达盘中上涨3.05%，报224.08美元/股，成交额89.47亿美元。
消息面上，多重利好集中释放。英伟达CEO黄仁勋在北卡罗来纳州G20科技活动上呼吁二十国集团成员加快AI应用以推动经济增长，敦促各国扩大数据中心等基础设施建设，并将AI比作水和电力等公用事业，称其为"伟大的均衡器"。同时，管理层在近期投资者会议上透露，FY28增长70%的目标并非上限，若供应不受限增速可超100%。此外，英伟达据悉正与AI开源平台Hugging Face进行深入谈判，拟以约140亿美元完成收购；Equinix亦宣布携手英伟达与Together AI推出分布式AI推理交换平台，预计于明年一季度上线。上述消息叠加此前35亿美元投资联发科及重启Rubin CPX项目等动态，持续强化市场对英伟达AI生态扩张的预期。
（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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