智通财经APP获悉，南方两倍做多英伟达(07788)涨超3%，截至发稿，涨3.26%，报180.5港元，成交额68.02万港元。
消息面上，根据周一提交的监管文件，英伟达(NVDA.US)已同意通过私募方式购买SB Energy新发行的N类无投票权股票，此次交易的每股认购价格相当于SB Energy最终IPO发行价的90%，即较IPO价格折让10%。交易完成后，作为全球最大的人工智能芯片制造商，英伟达对SB Energy的累计投资将达到30亿美元。
英伟达此次在SB Energy上市前进一步投入15亿美元，也凸显出其对AI数据中心基础设施需求持续增长的押注。对于英伟达而言，扩大对数据中心基础设施企业的投资还具有明显的产业协同意义。随着AI模型训练和推理需求持续增加，更多数据中心投入运营意味着对GPU及相关AI计算设备的潜在需求进一步扩大。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.