金吾财讯 | 英伟达（NVDA）盘中走高，截至发稿，最新报220.33美元，涨幅1.28%，成交额70.98亿美元。消息面上，英伟达与半导体设计大厂联发科周一共同宣布，双方将进一步扩大战略合作，联合开发涵盖云端基础设施、边缘计算以及智能汽车系统的下一代AI计算平台。作为此次深化合作的重要一环，英伟达将出资35亿美元认购联发科发行的可转换公司债券。根据合作协议，联发科将正式接入英伟达NVLink Fusion平台。此举为超大规模数据中心运营商、云服务提供商以及前沿大模型开发者提供了一条经预先验证的系统架构，便于其开发定制化加速处理器（XPU），并无缝融入采用英伟达NVLink技术连接的机架级AI工厂中。据悉，本次合作将英伟达在加速计算、图形处理、人工智能以及软件平台领域的领先优势，与联发科在定制芯片（ASIC）、高性能计算、低功耗片上系统（SoC）设计、先进封装与互连技术上的专业能力深度融合。此外，据市场追踪数据，木头姐于美东时间2026年8月28日（周五）买入英伟达243,707股股票。
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