5月16日，英伟达概念股盘初集体上扬！Applied Digital涨近12%，CoreWeave涨超9%，NEBIUS涨超3%。
据英伟达向美国证券交易委员会（SEC）提交的13F报告显示，截至一季度末，一共持有6家公司，分别为：
数据中心营运商CoreWeave、芯片设计巨头Arm Holdings、数据中心营运商 Applied Digital、AI医疗公司Recursion Pharmaceuticals、数据中心营运商NEBIUS 、自动驾驶公司文远知行。
作为全球AI算力领域的领军者，英伟达的资本布局正成为科技产业发展的战略风向标。
市场相信，英伟达的投资决策基于对 AI 技术发展的深刻理解和前瞻判断，往往代表行业发展方向，且获得其投资的公司可能会享受技术支持、芯片供应和生态资源等多重优待。
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