美股詳情

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半導體精選

6,668.58

+51.270.77%

漲家數：10

跌家數：7

平家數：- -

市盈率：- -

高：6,748.35

開：6,642.47

低：6,611.14

收：6,617.31

成交量：3.87億

成交額：875.33億

市值：12.42萬億

流通市值：11.89萬億

資料載入中...

總覽新聞資訊

消息稱美光正探索開發近GPU NAND閃存以運行更大的LLM

黃仁勳G20發言：不要對人工智能過度恐懼和監管

环球市场播报

黃仁勳G20再談「AI基建」：當算力成為基礎設施，中國需要怎樣的「AI工廠」？

努比亞 NaviX Ultra 手機官宣搭載高通驍龍處理器 + 京東方 OLED 屏，本月發布

英偉達補齊推理側閉環：聯手Equinix與Together AI，向企業開放模型推理

华尔街见闻

RSI時代將至：谷歌、OpenAI、SSI正在發出同一個信號

华尔街见闻

博通上調AI芯片營收展望，受惠科技巨頭持續加碼基建投資

啱啱，高通給GPU裝上專用AI核心，向蘋果英偉達看齊

AI軍備競賽奔赴「星辰大海」! 從搶芯片到控數據咽喉，海纜與衞星或將接棒下一輪算力狂潮

英偉達管理層解釋：震撼市場的70%收入指引來自何方？

华尔街见闻

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10:09","pubTimestamp":1788401374,"startTime":"0","endTime":"0","summary":"管理层表示，这一70%同比增长框架并非源于单一驱动因素，而是建立在云厂商、AI实验室、主权AI及企业端需求全面提速。若无供应约束，业务增速甚至可能翻倍。摩根大通认为，管理层视70%为有支撑的\"舒适区间\"，隐含上行空间远超市场当前定价。","market":"sh","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://wallstreetcn.com/articles/3780962","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1868836914.USD","LU0080751232.USD","LU1720051017.SGD","LU1989764664.SGD","LU1400636657.SGD","IE000YTNTUN2.SGD","LU0323591593.USD","LU1989764748.USD","LU0210528500.USD","IE00B5TLWC47.USD","LU2111349929.HKD","BK4588","LU0128525929.USD","LU1804176565.USD","LU1116320737.USD","LU1366192091.USD","BK4534","LU0345769631.USD","IE0034235303.USD","LU2430703178.SGD","LU0786609619.USD","LU0417517546.SGD","LU0472753341.HKD","IE00B19Z8X17.USD","IE00BMPRXR70.SGD","HK0000306685.HKD","TEK","HK0000819398.USD","LU0251132253.USD","LU1261432733.SGD","LU2462591350.SGD","USXF","3NVD.UK","SG9999015945.SGD","IE0001KFT4U8.USD","LU0466842654.USD","LU0545039389.USD","GAMR","LU0345770993.USD","LU0347712357.USD","LU1066051225.USD","IE000W1ABFV2.USD","LU2092627202.USD","LFGY","LU2237438978.USD","LU0511384066.AUD","SMH","LU0308772762.SGD","HK0000304805.HKD","LU1244550577.SGD","LU2244417387.USD","LU1267930490.SGD","LU2272731782.SGD","LU0096362180.USD","LU0170899867.USD","XLK","BK4527","LU0289739343.SGD","LU0868494617.USD","LU0985320562.USD","LU1232071149.USD","LU1861127337.USD","FAI","LU2087625088.SGD","LU2065171402.SGD","SNPE","LU1815333072.USD","LU1633808545.USD","LU2347655156.SGD","SG9999015341.SGD","SGXZ99366536.SGD","BK4554","SHOC","LU1868837136.USD","IE00B1XK9C88.USD","LU1551013342.USD","NVDX","LU1791710400.SGD","LU2458330243.SGD","USD","IE0004445239.USD","LU2272731865.HKD","IE0003U64NQ7.SGD","LU2417539215.USD","LU2360032135.SGD","LU2505996681.GBP","LU0390134368.USD","IE00BDRTCR15.USD","SGXZ80539844.SGD","SG9999000418.SGD","LU2106854487.HKD","LU2491049909.HKD","LU1202635105.USD","LU2896262040.SGD","SG9999017495.SGD","BK4605","BK4581","CMAG","LU0965509010.AUD","LU1923622291.USD","LU0719512351.SGD","LU1983260115.SGD","LU2168564222.USD","LU1242518857.USD","HK0000320223.HKD","NVDG","LU0274383776.USD","LU0820562030.AUD","LU0823434740.USD","LU2491050071.SGD","SGXZ81514606.USD","LU1934455863.HKD","SOXY","SG9999018865.SGD","LU2860962120.EUR","BK4529","CLSE","IE00BJLML261.HKD","ROM","LU2471134952.CNY","LU1803068979.SGD","LU0289961442.SGD","09388","EFIV","LU2361044865.SGD","NVDQ","LU2462591277.SGD","LU2543165471.USD","LU2125909593.SGD","LU2063271972.USD","LU2413666426.HKD","LU0029864427.USD","SG9999014567.USD","LU1868837300.USD","IE00B19Z8W00.USD","LU0266013472.USD","LU1880398471.USD","LU1989772923.USD","LU2357125470.USD","LU1699723380.USD","LU0444973449.USD","LU0965508806.USD","LU2213496289.HKD","LU2242650005.HKD","LU1645745479.HKD","SG9999001424.SGD","LU0133085943.USD","LU0077335932.USD","LU2097344357.USD","LU0057025933.USD","IE0009356076.USD","LU1035775433.USD","IE0004091025.USD","LU1691799644.USD","SG9999015978.USD","BK4567","LU2077746001.SGD","SG9999015358.SGD","LU1629891620.HKD","LU1674673428.USD","LU2125909759.SGD","WISE","LU0868494708.USD","LU2746668461.USD","LU0097036916.USD","LU2361044949.HKD","LU1435385759.SGD","LU0795875086.SGD","BK4598","GB00BDT5M118.USD","LU2756315664.SGD","LU2322448791.USD","LU2756315318.SGD","IE00BFSS8Q28.SGD","LU1923622614.USD","LU2592432038.USD","LU2458330169.SGD","LU1496350502.SGD","LU1935042488.USD","LU2168564495.EUR","LU2463028550.USD","IE00BN29S564.USD","IE00BK4W5M84.HKD","LU0683600562.USD","LU1571399168.USD","LU1145028129.USD","BK4612","LU2552382058.USD","LU0006306889.USD","LU2125909916.SGD","ABFL","IE00B4YYXB79.USD","LU2552382215.SGD","LU0345768153.USD","LU1712237335.SGD","SOXQ","IXN","LU2491050154.USD","IE00BKVL7J92.USD","BK4551","NVDD","LU0345769128.USD","SG9999004303.SGD","LU0444971666.USD","LU0949170772.SGD","IE00B7KXQ091.USD","LU0689626769.HKD","LU0354030438.USD","LU0072462426.USD","LU0107464264.USD","LU2357305700.SGD","IE00B775SV38.USD","LU1400636574.HKD","LU2452424414.USD","LU0109391861.USD","LU1280957306.USD","LU2108987350.USD","LU1974910355.USD","LU2247934214.USD","BK4549","LU1066053197.SGD","IE00B4JS1V06.HKD","LU2237443465.HKD","LU2360107168.USD","METV","LU2381873111.SGD","LU0203201768.USD","LU0310800379.SGD","LU2326559502.SGD","NVYY","LU1642822529.SGD","LU0211327993.USD","NVC","LU1935042991.SGD","ARTY","LU0265550946.USD","LU2360106780.USD","SG9999014898.SGD","IE00BHPRN162.USD","IE00BWXC8680.SGD","IE00B3M56506.USD","LU2954938101.SGD","NVDU","LU1037948541.HKD","07388","LU0096364046.USD","LU1267930573.SGD","IE00B5949003.HKD","LU0942090050.USD","NVDY","IE00BK4W5L77.USD","NULC","LU0943347566.SGD","LU2168563687.JPY","IE000ITXATA3.USD","SG9999018857.SGD","SG9999014575.US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