美股詳情

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寇圖資本持倉

4,254.81

+80.571.93%

漲家數：38

跌家數：24

平家數：2

市盈率：- -

高：4,278.08

開：4,174.19

低：4,174.19

收：4,174.25

成交量：3.01億

成交額：386.16億

市值：13.63萬億

流通市值：12.62萬億

資料載入中...

總覽新聞資訊

小鵬機器人將於今年底正式進入規模量產階段

英偉達支持的Firmus與OpenAI簽署協議，獲取馬來西亞數據中心算力

小鵬機器人生產線正式啓用

有報道稱，英偉達(NVDA.US)H100訓練芯片租賃價格本月上漲了22%，達到每小時3.28美元。對此，英偉達CEO黃

特斯拉Model 3釀致命車禍：82歲老人身亡，FSD背鍋？

凤凰网科技

高盛大幅上調光模塊市場預測，2028年規模或達1485億美元；英特爾CPU據稱10月將再漲10%

兩部門：進一步規範汽車企業供應商賬期管理；理想汽車公布全系搭載自研電池計劃 | 汽車早參

每日经济新闻

美國家運輸安全委員會：衝出跑道的波音貨機黑匣子已找到

美監管機構調查特斯拉「賽博出租車」安全認證

经济参考报

美國國家運輸安全委員會：亞馬遜涉事貨機着陸時衝出跑道；該架航班從波多黎各飛來，是該機當日執行的第三趟飛行。飛機撞上一輛載

英偉達CEO黃仁勳位列英國國王主持的人工智能行業會議嘉賓名單。

美國聯邦貿易委員會聯合多州就秘密廣告附加費機制起訴亞馬遜。

美國國家運輸安全委員會（NTSB）將就邁阿密發生的亞馬遜Prime Air貨機致命空難發布最新進展

小鵬汽車二季度海外銷量突破2萬輛，全球銷售網絡持續拓展

广州日报新花城

大跌20%，國產算力被錯殺了

市場消息：環球戰略集團與京東貿易集團就共建數字平台簽署不具法律約束力的諒解備忘錄。

Model Y L「後輪塌陷」事件追蹤調查：懸架彈簧零件版本悄然「迭代」，特斯拉暫未回應是否召回

每日经济新闻

Astra橫空出世點燃AGI狂潮 RSI重塑AI訓練範式英偉達(NVDA.US)增長神話未完待續

今年SEMICON亮點：先進封裝向3D系統集成演進，CPO製造瓶頸在測試......

华尔街见闻

個護品牌不只要賣爆，關鍵是怎麼賣得久

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21:43","pubTimestamp":1788788580,"startTime":"0","endTime":"0","summary":"然而，寒武纪不受影响，反而上涨了1.9%。4家国产GPU厂商的2026年中报业绩已经完成了披露。2025年中国加速卡市场仍由英伟达占据55%的绝对主导份额，国产厂商整体占比偏低且格局分散。若2026年英伟达市场份额跌落至8%，将有超40个百分点的市场空间集中释放，为国产算力产业带来的替代窗口期。短期来看，国产算力的估值会因解禁等因素受到压制；但长期来看，GPU厂商仍会因业绩增长，出现估值修复。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2026-09-07/doc-iniqznpn9502713.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0345770308.USD","LU1035775433.USD","IE00BJLML261.HKD","HK0000304797.USD","SG9999015952.SGD","LU1935042488.USD","LU2592432038.USD","SG9999015986.USD","LU0640476718.USD","LU2063271972.USD","LU0661504455.SGD","LU0342679015.USD","LU1935043023.USD","LU0170899867.USD","IE0004445239.USD","LU2100268510.USD","LU0048584097.USD","LU0106261372.USD","LU0203202063.USD","LU0211327993.USD","BK4550","LU2125909247.SGD","LU0528227936.USD","LU2381873111.SGD","BK4549","IE00B19Z8X17.USD","LU2125154935.USD","LU1623119135.USD","LU1935042991.SGD","LU0308772762.SGD","BK4533","LU1066051811.HKD","LU1917777945.USD","BK4581","LU2491050071.SGD","LU2168564149.EUR","LU2394011477.USD","LU0557290698.USD","LU1548497426.USD","IE00BMPRXR70.SGD","LFGY","LU2089283258.USD","NVIW.SI","LU0417517546.SGD","LU0353189763.USD","LU1923622614.USD","LU2237443895.HKD","IE00BN29S564.USD","NULC","SGXZ90724238.SGD","NVDQ","SG9999001051.SGD","IE00BQXX3F31.USD","LU2756315664.SGD","LU1069347547.HKD","AGOX","HK0000819398.USD","IE0009G5SDU7.USD","LU0143551892.USD","ESLG","LU2778985437.USD","LU1868836914.USD","LU2361044865.SGD","LU1803068979.SGD","LU1642822529.SGD","LU2106854487.HKD","LU0672654240.SGD","LU2552382215.SGD","LU2552382058.USD","LU2092627202.USD","LU0238689110.USD","LU1861220033.SGD","SG9999014914.USD","LU1084165304.USD","LU0128525929.USD","LU2133065610.SGD","LU1400636657.SGD","688256","BK4605","LU2461242641.AUD","TTXU","LU0061475181.USD","LU0820562030.AUD","LU1804176565.USD","LU0823421416.USD","LU0231483743.USD","IETC","LU2168563687.JPY","LU2322448957.HKD","LU0267386448.USD","LU2543165471.USD","LU0708995401.HKD","LU1868836591.USD","LU2931357623.SGD","LU2326559502.SGD","LU1674673691.USD","NVC","DIPS","IE00BK4W5L77.USD","LU2242650005.HKD","IE0034235295.USD","NVDA","SG9999014559.SGD","LU0964807845.USD","SNPE","LU0786609619.USD","LU0175139822.USD","IE000YTNTUN2.SGD","LU2417539215.USD","LU1989764664.SGD","LU1366333091.USD","HK0000306701.USD","LU2471134952.CNY","SG9999018857.SGD","LU0965508806.USD","LU1496350171.SGD","IE0009356076.USD","SG9999002950.SGD","LU1400636491.USD","SOXX","IE00BKVL7J92.USD","IE00BZ1G4Q59.USD","AIFD","IE00B1XK9C88.USD","NVYY","LU0256863811.USD","LU0823434740.USD","IE00B1BXHZ80.USD","SOXY","IE0004091025.USD","LU1868837300.USD","NVD3.UK","LU1316542783.SGD","LU0979878070.USD","HK0000914686.HKD","LU0545039389.USD","LU1066051498.USD","BK4141","LU2271345857.HKD","LU0889565833.HKD","LU0354030438.USD","LU0965509101.SGD","IE0003U64NQ7.SGD","IE00BJJMRX11.SGD","LU0719512351.SGD","LU2077746001.SGD","LU2279689827.SGD","LU2458330243.SGD","USD","LU0053666078.USD","LU0820561909.HKD","LU2357125470.USD","IE0004086264.USD","LU0823414551.USD","LU1914381329.SGD","LU0345768153.USD","BK4588","IE00BKPKM429.USD","BK4598","SMHX","LU1852331112.SGD","09903","NVDX","IE00B5949003.HKD","FDTX","LU0276348264.USD","LU0553294199.USD","09788","IE00B19Z8W00.USD","ROM","LU1720051108.HKD","LU1037948897.HKD","SGXZ51526630.SGD","IXN","IE00BJJMRY28.SGD","LU0320765059.SGD","LU2462591350.SGD","LU1633808545.USD","LU2413666699.HKD","SG9999004303.SGD","LU1720051017.SGD","LU2125909593.SGD","IE00BD6J9T35.USD","LU2023250330.USD","BK0231","LU0912757837.SGD","LU2087625088.SGD","LU0029864427.USD","LU2237438978.USD","LU0006306889.USD","LU2244417387.USD","LU2491050154.USD","LU1244550494.USD","ESUM","GAMR","CHPX","LU2089985449.USD","BK4567","LU0353189680.USD","NVDB","SG9999006597.SGD","LU0138981039.USD","LU1267930573.SGD","USXF","LU0203201768.USD","TRFK","LU2168564495.EUR","LU1934455277.USD","LU0787776722.HKD","LU0316494557.USD","LU2148611432.USD","SG9999015358.SGD","LU0347712357.USD","IE00BKDWB100.SGD","LU0251132253.USD","LU0476273544.USD","LU1923623000.USD","LU0124676726.USD","SGXZ99366536.SGD","LU1127390331.HKD","LU0157215616.USD","LU2420271590.USD","LU1551013342.USD","LU2750360641.GBP","LU1670756490.USD","LU0868494708.USD","LU0345769128.USD","LU2028103732.USD","LU1244550577.SGD","BK4579","LU0738911758.USD","LU0965509283.SGD","LU1979441026.SGD","LU1435385759.SGD","SG9999002232.USD","LU0082616367.USD","LU1815336760.USD","LU2294711713.HKD","LU1645745479.HKD","IE00BHPRN162.USD","LU0957808578.USD","LU2361045086.USD","LU1244550221.USD","LU2458330169.SGD","07788","LU2476274720.SGD","LU1144417596.USD","LU0354030511.USD","LU1815333072.USD","LU2265009873.SGD","LU2403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