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2倍做空NVDA ETF-T-Rex

8.25

+0.19002.36%

盘前：8.410.1600+1.94%08:41 EDT

成交量：206.18万

成交额：1,701.10万

市值：1,451.63万

市盈率：-0.14

高：8.36

开：8.09

低：8.09

收：8.06

52周最高：20.57

52周最低：7.16

股本：175.95万

流通股本：175.95万

量比：0.28

换手率：117.18%

股息：0.04

股息率：0.54%

每股收益(TTM):-57.6000

净资产收益率：--

总资产收益率：--

市净率：0.16

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

机构测算2030服务器CPU市场2090亿美元

未来几年AI投资规模或达4万亿美元！华尔街科技大多头点名2027年五大首选股：英伟达、微软、Palantir等上榜

老虎资讯综合

Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战

知名科技分析师：将Palantir等列为2027年最值得关注的五家科技公司

英伟达支持的AI数据中心公司Firmus上市遇阻：拟募资55亿美元，投资者热情降温，股东股价一度暴跌30%

环球市场播报

大行评级丨花旗：2030年CPU市场规模料达3000亿美元，AMD目标价升至800美元

比亚迪李柯：英伟达仍是我们非常重要的芯片合作伙伴。

豪掷82亿美元，芯片巨头押注的世界模型究竟是什么

黄仁勋都开世界巡演了，B站还有谁没出道

微软史上最贵Surface电脑发布！128GB内存、首发磁吸USB-C口，顶配价格能买辆车

黄仁勋发布史上最强Surface，专为“无限智能”设计

“AI央行”英伟达的“千亿资本局”

华尔街见闻

黄仁勋焦虑AI需求降温，曝英伟达拟再投10亿美元加码人形机器人企业Figure

有报道称Firmus可能调整其预计50亿美元首次公开募股（IPO）的条款，澳大利亚Maas集团股价应声暴跌30%

瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价

《全球市场》亚洲股市走弱，AI举债浪潮加剧主权债券市场压力

美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨

英伟达支持的澳大利亚数据中心企业 Firmus结束簿记建档

Ives予SpaceX(SPCX.US)“跑赢大盘”、目标价225美元：发债锁定英伟达芯片可强化AI飞轮

Dan Ives发布2027年科技股首选！英伟达、微软、苹果等五股上榜，特斯拉获评“颠覆性科技首选”

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16:44","pubTimestamp":1791449060,"startTime":"0","endTime":"0","summary":"Ives在社交平台X发文表示，投资者仍然低估了未来几年AI投资浪潮的规模及影响力。他认为，未来数年AI相关支出规模将达到4万亿美元，而上述五家公司有望成为这一趋势的重要受益者。早在2023年，他便将英伟达CEO黄仁勋称为“AI教父”，并以足球巨星梅西比喻Palantir在人工智能领域的地位。英伟达累计上涨28%，苹果上涨22%，微软上涨9%，Palantir上涨8%。","market":"us","thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"未来几年AI投资规模或达4万亿美元！华尔街科技大多头点名2027年五大首选股：英伟达、微软、Palantir等上榜","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVD","PLTG","NVDU","AAPY","IOSX","NVDG","NVII","MSFX","NVDO","MSFY","AAPE","PLTI","PLYY","DIPS","PLTY","NVDW","AAPX","NVDL","NVDQ","APLY","CRWC","07388","MSFL","NVDB","AAPL","NVDY","ANV","AAPD","NVDA","NVDD","CRWD","PLTU","PLTR","CRWL","07788","NVYY","AAPB","PLTL","MSFW","NVDX","PLTZ","PLTW","MSFD","MSFO","NVC","NVDS","PLOO","AAPW","PLTD","MSFC","PTIR","MSFT","PLTA","MSFU","AAPU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2673201700","title":"Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战","url":"https://stock-news.laohu8.com/highlight/detail?id=2673201700","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673201700?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:14","pubTimestamp":1791447251,"startTime":"0","endTime":"0","summary":"今天凌晨，微软 CEO Satya Nadella、Windows + 设备执行副总裁 Pavan Davuluri，以及英伟达 CEO 黄仁勋同台，带来了这场围绕 Windows 和 Surface 的特别发布会。所谓的 Windows AI 助手大多数时候就是一个常规的 AI 入口，用户就像打开一个 App 一样，输入问题，等待回答。很多时候，甚至还没有单独的 Codex 好用，更不用说和整个 Windows 系统联动的 AI。微软开始把 Windows 变成一个在本地和云端之间调度 AI Agent 的平台，而 Surface Laptop Ultra 就是这套方案的硬件样板。面向更高端的工作负载，微软宣布 DGX Station for Windows。","market":"hk","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://tech.ifeng.com/c/8x3NDLW2zw3","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":"fenghuang_stock","symbols":["IE00B3S45H60.SGD","LU2764262908.HKD","LU0823417737.USD","LU0979878070.USD","LU1582986359.USD","LU2249611893.SGD","LU2381873111.SGD","LU0211328371.USD","LU1674673691.USD","LU2077746001.SGD","LU2111349929.HKD","LU0342679015.USD","IE00BQXX3D17.EUR","LU0868494708.USD","LU1242518931.SGD","LU1043141396.HKD","LU1791710400.SGD","LU2290526834.HKD","MSFL","LU2168564065.EUR","LU0557290698.USD","BK4543","LU2463028550.USD","BK4554","IE00BWXC8680.SGD","IE00BDCRKT87.USD","LU0094547139.USD","LU2237443978.SGD","LU0757359368.USD","LU1280957306.USD","LU2236285917.USD","VGT","LU0757359954.USD","SOXQ","IE0009356076.USD","LU3102509885.SGD","LU2506952097.USD","LU2347655073.USD","LU2023250330.USD","IE00B5TLWC47.USD","LU2471134879.HKD","LU2087621335.USD","LU0784384876.USD","SNPE","LU1244550494.USD","LU1066051498.USD","LU1670756490.USD","LU2279689827.SGD","IE00BFSS7M15.SGD","LU2471134796.USD","LU0061474705.USD","TEK","LU2294711713.HKD","SG9999014542.SGD","LU1046421795.USD","LU1989773731.SGD","LU0215105999.USD","LU2471134523.USD","LU0889566641.SGD","SG9999018857.SGD","LU0898699433.AUD","LU1564329461.SGD","LU2506951792.HKD","LU2097344431.USD","LU1202635105.USD","LU1127390331.HKD","LU0642271901.SGD","LU2360108059.USD","NVDW","LU0661504455.SGD","LU1267930730.SGD","BK4588","LU2272731600.USD","LU2552382132.HKD","LU0965508806.USD","LU0006306889.USD","LU0171293334.USD","LU0788109477.HKD","LU1228905037.USD","LU2237443549.SGD","LU0786609619.USD","IE00BDRTCR15.USD","LU0511384066.AUD","LU0689472784.USD","LU2462157665.USD","LU0256863811.USD","LU0124676726.USD","LU1564329032.USD","IE00BZ1G4Q59.USD","LU2506951875.HKD","LU1979441026.SGD","TDIV","LU0107464264.USD","LU0149725797.USD","CHPX","LU0879622024.SGD","LU0965509010.AUD","LU1236620750.USD","LU2360032135.SGD","MSFU","TYLG","LU0787776722.HKD","NVC","ROM","BK4527","LU1861215975.USD","LU1196500208.SGD","LU1323610961.USD","NVD2.UK","LU2750360997.AUD","EFIV","LU1861559042.SGD","LU0057025933.USD","LU0316494557.USD","LU2404859741.USD","NVDB","CLSE","LU1868837300.USD","LU1880398554.USD","LU2237957902.USD","LU1989764748.USD","LU2456880835.USD","LU2265009873.SGD","LU0175139822.USD","MSFT","LU0689626769.HKD","LU1232071149.USD","LU2237443895.HKD","LU1242518857.USD","LU1066051811.HKD","LU1400636657.SGD","BK4577","LU0345774391.USD","LU1116320737.USD","IE00B775H168.HKD","LU1400636491.USD","SG9999000418.SGD","BK4516","IGV","LU2404859667.USD","IE00BJJMRX11.SGD","LU2133065610.SGD","LU2286300806.USD","IE0003U64NQ7.SGD","LU0097036916.USD","HK0000819398.USD","IE0009G5SDU7.USD","LU2065170008.USD","AIPI","GB00B4LPDJ14.GBP","NVDO","LU0353189680.USD","JGRO","LU0234570918.USD","LU1430594728.SGD","LU1548497426.USD","SHOC","LU1815336760.USD","LU1084165304.USD","LU2430703251.USD","DIPS","SOXX","IE0004091025.USD","LU1035775433.USD","LU0203201768.USD","BK4533","IE0004086264.USD","LU2361044949.HKD","LU2362541513.USD","LU0964807845.USD","LU2211815571.USD","LU0072461881.USD","LU0889565833.HKD","LU2168564495.EUR","NVD3.UK","FAI","LU1623119135.USD","LU2417539215.USD","GAMR","LU1582987324.SGD","IE00BN8TJ469.HKD","LU1935043452.HKD","LU1988902786.USD","IE0034235295.USD","LU0957808578.USD","IE00BFXG0V08.USD","IE00BJLML261.HKD","LU2237443465.HKD","IE00BFSS8Q28.SGD","IE0005OL40V9.USD","LU2087625088.SGD","LU1645745479.HKD","LU2357125470.USD","09388","09788","LU0320765489.SGD","LU1712237335.SGD","LU0472753341.HKD","LU2361044865.SGD","XLK","LU0960925559.SGD","LU0949170426.SGD","LU2063271972.USD","IE00B4JS1V06.HKD","LU0345769128.USD","LU0353189763.USD","LU1037948897.HKD","LU1629891620.HKD","LU2394011477.USD","LU2506952170.USD","LU1718418525.SGD","LU1244550577.SGD","LU0061475181.USD","LU1003077747.HKD","MSFD","LU0157215616.USD","LU1670711040.USD","LU0784385170.HKD","IE0001KFT4U8.USD","LU0444971666.USD","LU2092937221.SGD","LU0109391861.USD","LU1917777945.USD","LU2362540622.SGD","IE0034235188.USD","LU0957791311.USD","LU0323240290.USD","LU0795875169.SGD","LU0323591593.USD","NVDY","IE00B1BXHZ80.USD","LU1334329650.SGD","LU1074936037.SGD","LU2168564149.EUR","LU0289961442.SGD","LU2275660780.HKD","IE00BJTD4V19.USD","LU1989772840.SGD","LU2095319765.USD","HK0000304797.USD","LU1153585028.USD","MSFW","LU2357627491.SGD","BK4567","LU0187121727.USD","LU0894486033.HKD","SG9999014906.USD","LU2023251221.USD","LU2487616109.SGD","LU0823414551.USD","NVYY","LU0426417589.USD","LU0323239441.USD","NVDL","LU1267930573.SGD","LU0082616367.USD","LU2102340556.USD","SOXY","SPTE","LU2430703178.SGD","LU0823434740.USD","HK0000320264.USD","LU1989772923.USD","LU1839511570.USD","LU0096364046.USD","LU2272731865.HKD","LU1983260115.SGD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15:35","pubTimestamp":1791444900,"startTime":"0","endTime":"0","summary":"英伟达支持的澳大利亚AI数据中心运营商Firmus Grid原计划通过首次公开募股筹集至多55亿美元，有望跻身澳大利亚历史上规模最大的IPO之一。受相关消息影响，Firmus现有股东Maas Group Holdings在悉尼交易时段股价一度暴跌30%，创下该股有记录以来的最大跌幅。上市不确定性波及现有股东，Maas股价一度暴跌30%Firmus的上市风险迅速传导至现有股东。Firmus此前已获得包括英伟达和黑石集团在内的投资者合计20亿美元的投资承诺，Jane Street也是其现有股东之一。","market":"hk","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/usstock/c/2026-10-08/doc-iniupafi3747722.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":["LU1496350171.SGD","IE0005OL40V9.USD","LU0786609619.USD","LU2087621335.USD","LU1868836591.USD","LU1732800096.USD","NVDA","SHOC","LU0353189680.USD","LU0787776722.HKD","LU0320765059.SGD","LU1244550221.USD","LU0912757837.SGD","LU1861558580.USD","IE00BYXW3230.USD","LU1983260115.SGD","SOXY","BK4581","LU2065170008.USD","SG9999014906.USD","LU2125909247.SGD","BK4533","NVC","LU2543165471.USD","NVDS.UK","FTEC","LU2361044949.HKD","LU0689472784.USD","LU0011850046.USD","LU1202635105.USD","LU2023250504.SGD","LU0345768153.USD","LU2552382215.SGD","LU0082616367.USD","LU1988902786.USD","DIPS","BK4549","IE00B4YYXB79.USD","LU1267930730.SGD","LU0061475181.USD","LU0795875169.SGD","LU0203201768.USD","LU2954938101.SGD","LU0557290698.USD","LU1732799900.SGD","LU2471134523.USD","SG9999015358.SGD","LU0444973449.USD","IE0034235295.USD","GB00BDT5M118.USD","AGOX","LU0266013472.USD","SG9999004303.SGD","LU0795875086.SGD","LU0107464264.USD","LU0726765562.USD","LU0057025933.USD","LU2552382132.HKD","LU1923622291.USD","LU2322448791.USD","HK0000914660.USD","LU2462591350.SGD","LU0965509101.SGD","LU2168563687.JPY","LU2237443382.USD","IE00B1BXHZ80.USD","LU2272731600.USD","LU0124676726.USD","LU0256863811.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU0820561909.HKD","LU2491049909.HKD","SG9999018857.SGD","TTXU","SG9999015945.SGD","LU1003077747.HKD","NVD3.UK","NVDU","BK4527","LU0210528500.USD","LU2322448957.HKD","LU1629891620.HKD","LU0109392836.USD","LU1974910355.USD","LU0823434583.USD","IE00BKDWB100.SGD","LU2357305700.SGD","SG9999014542.SGD","LU2896262040.SGD","NVDW","AIPI","LU1674673428.USD","SG9999015341.SGD","LU2237443895.HKD","NVDY","LU1923622614.USD","SG9999014559.SGD","ESUM","LU1496350502.SGD","NVDS","LU2999663052.SGD","LU1145028129.USD","IE0004091025.USD","LU0889565833.HKD","NVDB","TYLG","LU0476273544.USD","LU1400636657.SGD","LU2250418816.HKD","LU1839511570.USD","LU2491050154.USD","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2357125470.USD","LU1153585028.USD","LU1261432733.SGD","IE00B775SV38.USD","LU2458330243.SGD","LU0211328371.USD","LU0494093205.USD","HK0000532082.HKD","LU0127658192.USD","LU2506951792.HKD","LU0158827781.USD","LU2133065610.SGD","LU0882574139.USD","LU0965509283.SGD","LU2272731865.HKD","SNVDAmain","LU0276348264.USD","SG9999015986.USD","LU0345770993.USD","LU2347655156.SGD","IE0004445239.USD","SG9999014880.SGD","LU0061474705.USD","LU0265550946.USD","IE000Q6AESB8.SGD","LU2347655073.USD","LU0187121727.USD","SGXZ31699556.SGD","LU2463028550.USD","LU2168564149.EUR","IE0034235188.USD","LU2249611893.SGD","LU1989764664.SGD","LU0080751232.USD","LU2487616109.SGD","07388","LU0708994859.HKD","IE00BKVL7J92.USD","IE0003U64NQ7.SGD","LU1804176565.USD","IE000ITXATA3.USD","LU2237438978.USD","LU2381873111.SGD","LU0203202063.USD","IE00B19Z9505.USD","LU2491050071.SGD","IE00B775H168.HKD","EFIV","HK0000320264.USD","LU1861215975.USD","LU1934455863.HKD","JGRO","HK0000914686.HKD","LU0081259029.USD","LU1989772923.USD","BK4612","LU2471134952.CNY","IE00B3SWFQ91.USD","IE00BWXC8680.SGD","SG9999017495.SGD","BK4579","BK4503","LU2168564065.EUR","SGXZ99366536.SGD","NVD","LU0661504455.SGD","LU1127390331.HKD","CMAG","LU0708995401.HKD","LU2326559502.SGD","LU1699723380.USD","LU2247934214.USD","LU0354030511.USD","LU1066051225.USD","NVDL","LU1935042488.USD","LU0308772762.SGD","IE00BHPRN162.USD","LU1992135472.HKD","LU0256863902.USD","CLSE","SPTE","LU1116320737.USD","LU2125154778.USD","NVII","NVDO","LU2168564222.USD","LU2462157665.USD","LU0133085943.USD","LU1935042991.SGD","LU1069347547.HKD","LU2430703178.SGD","LU2750360997.AUD","LU2272731782.SGD","LU0106261372.USD","LU2360106780.USD","SG9999018865.SGD","IE00B3M56506.USD","IE00BMPRXR70.SGD","IE00BD6J9T35.USD","HK0000819398.USD","LU1934455277.USD","SG9999000418.SGD","LU1366333091.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0964807845.USD","LU2092937148.SGD","LU2054465674.USD","LU1720051108.HKD","LU0683600562.USD","LU1069344957.HKD","LU1868837300.USD","LU1935043452.HKD","LU1084165304.USD","NVD2.UK","BK4598","NVDD","LU0985320562.USD","LU2452424414.USD","SG9999002232.USD","NULC","LU0265550359.USD","CHAT","LU1244550577.SGD","LU0738911758.USD","LU1435385759.SGD","LU1712237335.SGD","USXF","TRFK","SG9999015952.SGD","LU2637965513.SGD","BK4587","IE0034235303.USD","SG9999014575.USD","LU2456880835.USD","LU0942090050.USD","LU1066051498.USD","BK4532","LU0823414551.USD","LU0788109477.HKD","LU1551013342.USD","IE00B19Z8X17.USD","LU0238689110.USD","LU0347712357.USD","LU1979441026.SGD","LU2106854487.HKD","GAMR","LU1242518931.SGD","LU0006306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Labs。于是，一系列问题随之而来：世界模型究竟是什么？今年6月，李飞飞发表一篇长文试图进一步厘清世界模型的概念，她认为，世界模型是当今AI最重要，但也是最被过度使用的术语之一。在杨立昆看来，世界模型不应该是模拟器，它们应该在抽象空间中工作。当然，这并不是说，Meta等巨头放弃了世界模型路线，只是一个资源取舍问题。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1790832770439165286","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":"lanjinger_stock","symbols":["NVC","LU1868837136.USD","SNVDAmain","LU3102509885.SGD","LU0056508442.USD","LU0345768153.USD","LU0316494557.USD","LU2294711713.HKD","LU1868836757.USD","LU0053666078.USD","LU0494093205.USD","LU2347655073.USD","IE00BWXC8680.SGD","HK0000914686.HKD","LU0347712357.USD","LU2028103732.USD","LU1732799900.SGD","IE00BQXX3F31.USD","LU2361044865.SGD","LU1261432733.SGD","LU2954938101.SGD","IE0004086264.USD","LU2471134523.USD","LU1791710400.SGD","LU0203201768.USD","LU0265550359.USD","LU1069347547.HKD","LU2433249047.HKD","LU2272731782.SGD","LU0323591593.USD","LU0823414551.USD","LU1645745479.HKD","LU1778281490.HKD","CHPX","LU0210533765.USD","LU1988902786.USD","LU0175139822.USD","LU2237438978.USD","LU2089283258.USD","SOXY","LU1935042991.SGD","LU0912757837.SGD","LU0444973449.USD","LU2125154778.USD","LU2756315318.SGD","LU0898699433.AUD","LU1066051225.USD","LU2054465674.USD","LU0106261372.USD","NVDQ","LU0310800379.SGD","09788","LU0708995401.HKD","LU0154236417.USD","LU1989772840.SGD","IE00B5TLWC47.USD","LU0061475181.USD","LU2420271590.USD","LU1934455863.HKD","NVDX","IE0004091025.USD","LU2236285917.USD","BK4614","LU2286300806.USD","LU0345768740.USD","LU1316542783.SGD","LU2417539215.USD","CMAG","LU0081259029.USD","LU2250418816.HKD","IE00BQXX3C00.GBP","LU0320765059.SGD","SGXZ81514606.USD","SG9999015945.SGD","LU1699723380.USD","LU2999663052.SGD","LFGY","SGXZ99366536.SGD","THMR","LU0417517546.SGD","BK4575","LU1989772923.USD","LU0265550946.USD","AMYY","NVDL","LU0708994859.HKD","LU0276348264.USD","LU1064131342.USD","LU0158827948.USD","IE0034235295.USD","HK0000320264.USD","LU0267386448.USD","IE00B3S45H60.SGD","LU0642271901.SGD","LU0109391861.USD","IE00BDRTCR15.USD","LU0079474960.USD","TTXU","LU2456880835.USD","LU1917777945.USD","IE00B3SWFQ91.USD","IE00B4JS1V06.HKD","LU0942090050.USD","LU0061474960.USD","LU2213496289.HKD","BK4587","LU2361045086.USD","07788","SNPE","LU2458330243.SGD","LU0256863811.USD","LU2108987350.USD","IE00B5949003.HKD","SG9999002224.SGD","AMDL","LU0210536198.USD","LU1066053197.SGD","ESLG","GAMR","LU0861579265.USD","LU1548497426.USD","LU2168564222.USD","LU1242518857.USD","BK4527","LU2092937148.SGD","IE00BJTD4N35.SGD","LU1116320901.HKD","SNVD.UK","LU2413666426.HKD","SG9999001424.SGD","SOXX","SG9999002232.USD","FAI","LU0158827781.USD","LU1791710582.SGD","IE00BZ1G4Q59.USD","LU1803068623.USD","IE00B19Z8W00.USD","LU0823434740.USD","LU1934455194.USD","HK0000819398.USD","LU0096362180.USD","SGXZ31699556.SGD","LU0187121727.USD","LU0726765562.USD","LU2552382132.HKD","LU0127658192.USD","LU2931357623.SGD","NVYY","LU1674673428.USD","CNEQ","LU2125909759.SGD","LU0170899867.USD","LU1732800096.USD","BK4612","LU2097344431.USD","AIQ","LU0345770993.USD","LU0345769128.USD","HK0000914660.USD","LU1934455277.USD","HK0000306685.HKD","BK4512","LU1868836914.USD","LU1691799644.USD","JGRO","LU1366192091.USD","LU1642822529.SGD","AMDU","SG9999015978.USD","CHAT","LU0077335932.USD","SG9999014542.SGD","LU0096364046.USD","LU0957791311.USD","AIS","LU1035775433.USD","LU0057025933.USD","LU0308772762.SGD","LU2355687059.USD","LU0795875169.SGD","ABFL","BK4532","LU0882574139.USD","NVDS","IE00BKDWB100.SGD","LU2168563687.JPY","LU1037948541.HKD","LU2360032135.SGD","LU1551013425.SGD","LU2746668461.USD","LU1861559042.SGD","LU2506951792.HKD","SG9999015986.USD","LU0964807845.USD","NVIW.SI","LU0069063385.USD","LU1035773651.USD","LU1400636657.SGD","LU1992135472.HKD","ARTY","TEK","LU0310799852.SGD","LU1821325948.USD","NVII","LU1935043536.SGD","AIFD","LU0466842654.USD","LU2168564495.EUR","IE00BK4W5L77.USD","LU1003077747.HKD","BK4608","3NVD.UK","LU0965509101.SGD","LU2462157665.USD","LU2326559502.SGD","LU2125154935.USD","SG9999015341.SGD","LU0390134368.USD","LU2047632596.USD","IE00BJJMRX11.SGD","LU2211815571.USD","BK4529","LU2237957902.USD","IE0001KFT4U8.USD","LU2272731600.USD","IE00BYXW3230.USD","ESUM","IE0005OL40V9.USD","LU0203202063.USD","SG9999014898.SGD","LU2244417387.USD","LU0348723411.USD","LU0965508806.USD","LU2125909593.SGD","LU2089985449.USD","LU2491050154.USD","LU2360106780.USD","IE00BZ199S13.USD","LU1280957306.USD","LU1983260115.SGD","NVD2.UK","LU2746668974.SGD","NVDO","LU2237443549.SGD","LU2491049909.HKD","METV","LU0198837287.USD","HK0000304797.USD","LU2322448791.USD","LU1923622291.USD","LU2023250504.SGD","09388","SG9999004303.SGD","LU0097036916.USD","LU0138981039.USD","LU2322448957.HKD","BK4554","TYLG","LU0251132253.USD","IE0009G5SDU7.USD","LU1935043452.HKD",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11:04","pubTimestamp":1791428692,"startTime":"0","endTime":"0","summary":"就在今天凌晨，Windows 与 Surface 特别活动登场。未来的 PC，专为“无限智能”设计“不限量智能”是微软 CEO 萨提亚·纳德拉在 Build 2026 上谈到“本地 AI”时所用到的表述。当然，各种“智能”不是等价的。史上最强 Surface，叫板 MacBook Pro有了 RTX Spark，还需要搭载它的全新 Windows PC 硬件才能组成完全体。发布会上，Surface Laptop Ultra 运行了刚刚发售的《战争机器：事变日》，画面极其流畅，完全看不出是在 Windows on ARM 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10:40","pubTimestamp":1791427201,"startTime":"0","endTime":"0","summary":"英伟达披露，截至今年7月的六个月内，三家客户贡献了其总销售额的44%。过度集中的客户结构，正是驱动这场千亿资本布局的核心动因。英伟达持有约990亿美元现金及有价证券，并拥有强劲的现金流。英伟达随即将注意力转向其他目标，并在此后两个月内完成逾1400亿美元的交易。截至今年7月底，英伟达持有的股权投资市值接近1000亿美元，另有250亿美元的未来投资承诺尚待落实。","market":"us","thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783145","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["NVYY","NVDS","ANV","NVDL","NVDW","NVC","NVDG","NVII","NVD","NVDA","NVDQ","NVDD","07788","NVDO","NVDX","NVDB","NVDU","DIPS","NVDY","07388"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2673044149","title":"黄仁勋焦虑AI需求降温，曝英伟达拟再投10亿美元加码人形机器人企业Figure","url":"https://stock-news.laohu8.com/highlight/detail?id=2673044149","media":"IT之家","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673044149?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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Ives发布2027年科技股首选！英伟达、微软、苹果等五股上榜，特斯拉获评“颠覆性科技首选”","url":"https://stock-news.laohu8.com/highlight/detail?id=2673461880","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673461880?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 07:49","pubTimestamp":1791416985,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，前Wedbush科技分析师丹·艾夫斯周三发布2027年科技板块首选名单，将英伟达、微软、Palantir、苹果和CrowdStrike列为五大科技首选。他同时将特斯拉列为最青睐的颠覆性科技标的，初始评级为“跑赢大盘”，称其为市场最重要的AI与机器人平台。艾夫斯对上述五只首选股均给予“跑赢大盘”初始评级。年初至今股价表现：英伟达涨约27%，微软涨约12%，苹果涨约23%，Palantir涨约14%，CrowdStrike大涨近146%，特斯拉跌约14%。","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":"http://www.zhitongcaijing.com/content/detail/1504391.html","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":"stock_zhitongcaijing","symbols":["LU2462157665.USD","TESL","LU0133085943.USD","LU0757359368.USD","LU1582986359.USD","LU1116320901.HKD","DIPS","BK4612","LU0757359954.USD","LU2213496289.HKD","NVDB","LU0265550946.USD","IE00BMPRXN33.USD","SGXZ80539844.SGD","LU0390134368.USD","LU1236620834.HKD","CMAG","LU0256863902.USD","LU0310799852.SGD","LU2756315318.SGD","LU1145028129.USD","LU1400636657.SGD","TSYY","PLTY","NVDS","BK4554","LU0738911758.USD","LU1202635105.USD","IE00B775H168.HKD","LU2092937221.SGD","SG9999015945.SGD","WANT","LU2041044095.USD","BK4527","MACW.SI","LU0795875086.SGD","CLSE","TSLT","TESC","LU0234570918.USD","LU2237957902.USD","PLTI","IE00B19Z3B42.SGD","LU1551013342.USD","LU1935042215.USD","LU1718418525.SGD","LU1551013425.SGD","LU0787776722.HKD","LU2271345857.HKD","LU1923622614.USD","LU0788109477.HKD","METV","LU1280957306.USD","LU1778281490.HKD","LU1951200564.SGD","BK4587","LU1032466523.USD","LU1699723380.USD","SG9999014914.USD","BK4555","LU0077335932.USD","TSL","TSII","LU0082616367.USD","LU2089284900.SGD","TSLR","IE00BBT3K403.USD","MSFC","LU0094547139.USD","LU2023250330.USD","LU1232071149.USD","LU1852331112.SGD","LU0960925559.SGD","LU0912757837.SGD","SG9999015952.SGD","LU1244550577.SGD","IE000WAW04H5.SGD","LU0472753341.HKD","LU0879622024.SGD","LU0198837287.USD","LU1582987324.SGD","LU2242649171.HKD","IE0009356076.USD","LU0985320562.USD","09388","IE00B4JS1V06.HKD","IE00BKDWB100.SGD","LU0069063385.USD","NVDQ","HK0000320223.HKD","LU2552382215.SGD","IE00B3SWFQ91.USD","BK4504","HK0000304797.USD","BK4550","LU2125909916.SGD","LU2403377893.USD","OGIG","AAPB","IETC","LU0048584097.USD","LU1791710400.SGD","LU2237443622.USD","LU0345768740.USD","LU2102340556.USD","LU0276348264.USD","LU1712237335.SGD","SG9999014898.SGD","IE0003U64NQ7.SGD","TSLS","LU1914381329.SGD","BK4598","IE000M9KFDE8.USD","AIFD","LU0210533765.USD","SG9999014906.USD","BK4525","LU0683600562.USD","LU0719512351.SGD","LU1582986433.USD","LU2023251221.USD","LU2237443978.SGD","LU2487616109.SGD","IE00BJJMRY28.SGD","LFGY","LU1720051108.HKD","2NVD.UK","BK4534","LU2083900584.USD","LU0511384066.AUD","LU0308772762.SGD","NVDS.UK","LU0965509101.SGD","LU1301847155.USD","LU1861559042.SGD","LU1935042991.SGD","IXN","LU0690374615.EUR","LU2458330243.SGD","LU2294711713.HKD","LU2471134523.USD","IE00BZ199S13.USD","SG9999002232.USD","LU1267930573.SGD","07366","LU2506951792.HKD","SNVDAmain","LU2168564065.EUR","SG9999014542.SGD","BK4097","NVII","LU1803068623.USD","CNEQ","LU0354030438.USD","LU1934455277.USD","LU1267930813.SGD","NVDG","LU1868836757.USD","LU2347655156.SGD","SG9999015358.SGD","LU0957808578.USD","LU0106261372.USD","LU2125154935.USD","BK4533","BK4512","FDRV","IE00BK4W5L77.USD","LU0792757196.USD","PLTA","LU0323239441.USD","LU0466842654.USD","LU0545562505.USD","PLYY","LU0861579265.USD","TSLL","BK4551","LU2298321311.HKD","SG9999014559.SGD","LU0211331839.USD","LU0820561818.USD","BK4548","LU1992135399.USD","PLOO","TSLZ","LU1074936037.SGD","IE00B5TLWC47.USD","IE00BZ1G4Q59.USD","BK4553","LU1323610961.USD","LU1989763005.USD","AAPL","LU0395794307.EUR","IE00B19Z8W00.USD","LU0070302665.USD","LU1974910355.USD","LU2452424414.USD","BK4532","GUNZ","IE00BQXX3F31.USD","LU0289739343.SGD","LU0061474960.USD","NVDL","LU1144417596.USD","SGXZ51526630.SGD","BK4608","LU0109392836.USD","NVD","HK0000532082.HKD","LU0690374961.EUR","IE0004086264.USD","LU1206712785.SGD","BK4023","LU1242518857.USD","LU1868837136.USD","LU2236285917.USD","AAPX","LU1935042488.USD","SGXZ81514606.USD","LU1069347547.HKD","LU1880398471.USD","NVIW.SI","ELOL","LU0053666078.USD","TDIV","IE00BDCRKT87.USD","LU2111349929.HKD","IE00B1XK9C88.USD","IE00BJTD4V19.USD","LU1548497426.USD","LU0345769128.USD","LU1236620750.USD","LU1267930730.SGD","IE00BMPRXQ63.HKD","BK4516","LU2430703178.SGD","SG9999001424.SGD","BK4507","LU1267930490.SGD","LU2087625088.SGD","BK4549","LU1366192091.USD","LU2552382132.HKD","LU0070217475.USD","LU2505996509.AUD","LU2602419157.SGD","LU2357627491.SGD","PLT","IE0034235303.USD","LU1244550221.USD","IE000F7OJYX1.SGD","LU1429558221.USD","LU0943347566.SGD","LU1814569148.SGD","LU2237957811.SGD","LU0314106906.USD","LU1868836591.USD","SG9999017495.SGD","SGXZ23171101.USD","LU0965508806.USD","LU2168564149.EUR","LU1400636491.USD","SMSFTmain","BK4528","LU0256863811.USD","LU01542364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