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本页面由Tiger Trade Technology Pte. Ltd.提供服务
1.5倍做空NVDA ETF-Tradr
17.67
-0.2285
-1.28%
盘后：
17.60
-0.0700
-0.40%
16:10 EDT
成交量：
29.90万
成交额：
536.64万
市值：
1,080.63万
市盈率：
- -
高：
18.29
开：
18.15
低：
17.65
收：
17.90
52周最高：
36.70
52周最低：
16.07
股本：
61.16万
流通股本：
61.16万
量比：
1.49
换手率：
48.88%
股息：
3.98
股息率：
22.50%
净资产收益率：
--
总资产收益率：
--
市净率：
--
市盈率(LYR):
- -
数据加载中...
总览
公司
新闻资讯
公告
凤凰AI研究院 | 英伟达撑腰的AI巨头IPO崩盘，300亿美元估值砸手里了
凤凰网港股
·
10/08
FirmusGrid上市遇冷 此前预期300亿美元估值IPO 募资55亿美元计划生变
金吾财讯
·
10/08
谁是Nico Caprez？黄仁勋35岁女婿或成英伟达接班人，参与推进5000亿美元AI融资计划
老虎资讯综合
·
10/08
英伟达投资的数据中心公司IPO遇冷 55亿美元上市计划面临降价或取消风险
格隆汇
·
10/08
解读-数据中心的“灵活”用电方式可为电网节省数十亿。这种模式能否实现规模化？
路透中文
·
10/08
机构测算2030服务器CPU市场2090亿美元
金吾财讯
·
10/08
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
·
10/08
Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战
爱范儿
·
10/08
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
格隆汇
·
10/08
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
·
10/08
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
格隆汇
·
10/08
比亚迪李柯：英伟达仍是我们非常重要的芯片合作伙伴。
智通财经
·
10/08
豪掷82亿美元，芯片巨头押注的世界模型究竟是什么
蓝鲸财经
·
10/08
黄仁勋都开世界巡演了，B站还有谁没出道
哔哩哔哩
·
10/08
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
IT之家
·
10/08
黄仁勋发布史上最强Surface，专为“无限智能”设计
爱范儿
·
10/08
报道称AI数据中心运营商或缩减50亿澳元IPO，Firmus投资方股价下挫
路透中文
·
10/08
“AI央行”英伟达的“千亿资本局”
华尔街见闻
·
10/08
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
IT之家
·
10/08
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%
路透中文
·
10/08
更多
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| 英伟达撑腰的AI巨头IPO崩盘，300亿美元估值砸手里了","url":"https://stock-news.laohu8.com/highlight/detail?id=2673743650","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673743650?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 19:24","pubTimestamp":1791458663,"startTime":"0","endTime":"0","summary":"据彭博社报道，英伟达投资的澳大利亚数据中心公司Firmus Grid，原定以每股11澳元的价格发行55亿美元，目标估值300亿美元——本有望成为澳洲史上最大IPO之一。两个月后IPO，直接瞄准近三倍的估值。而公司2026财年的收入，只有5100万美元。市场已经为AI基建债务，定出了高风险的价码。KKR测算：完成全球AI基建，总共需要8万亿美元。资金的压力只会越来越大——Anthropic已瞄准最早下个月启动巨型IPO。300亿美元的估值没人接盘，或许只是第一块倒下的多米诺。","market":"us","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.ifeng.com/c/8x3pGBvEFhY","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":null,"symbols":["LU2286300806.USD","LU0256863811.USD","LU0689626769.HKD","LU2237957811.SGD","LU0265550946.USD","LU0267386448.USD","LU0964807845.USD","LU1244550494.USD","LU1720051108.HKD","LU2322448957.HKD","LU1989764664.SGD","LU2394011477.USD","ESLG","LU1791710582.SGD","LU0965509283.SGD","LU2458330243.SGD","IE00BK4W5L77.USD","LU0077335932.USD","LU2360106780.USD","LU0323240290.USD","LU1153585028.USD","LU2462591350.SGD","LU2552382058.USD","LU1868836914.USD","SG9999014898.SGD","BK4533","BK4587","LU2092627202.USD","LU0234572021.USD","LU0203202063.USD","LU0143551892.USD","LU1037948897.HKD","LU2637965513.SGD","IE00BFSS8Q28.SGD","LU0057025933.USD","LU0310799852.SGD","LU2954938101.SGD","SOXQ","BK4554","LU1935042991.SGD","IE00BZ199S13.USD","LU0985320562.USD","IE00B3S45H60.SGD","IE0004086264.USD","ESUM","AIPI","IE00B19Z9505.USD","IE00BQXX3F31.USD","LU1923622614.USD","LU0266013472.USD","IE00BQXX3C00.GBP","IE0003U64NQ7.SGD","LU0082616367.USD","IE00BDCRKT87.USD","BK4592","LU0251132253.USD","IE00B3M56506.USD","LU2381873111.SGD","LU2168563687.JPY","LU0912757837.SGD","HK0000304805.HKD","LU1400636491.USD","LU0128525929.USD","LU1084165304.USD","LU2087621335.USD","LU2168564222.USD","SHOC","SNVD.UK","LU2111349929.HKD","HK0000914660.USD","LU1670756490.USD","LU0823414551.USD","LU0354030438.USD","BK4567","LU2065169927.USD","BK4551","LU0061474705.USD","BK4548","LU2505996681.GBP","LU2092937148.SGD","LU1935043536.SGD","LU0097036916.USD","LU1868837300.USD","LU1992135472.HKD","LU2543165471.USD","LU1066051498.USD","LU2191332357.HKD","IE00BKPKM429.USD","LU1366333091.USD","IE00BDRTCR15.USD","LU2125154778.USD","IE00BZ1G4Q59.USD","IE00B3SWFQ91.USD","NVDS.UK","LU1145028129.USD","LU0323591593.USD","LU0724617625.USD","LU0225283273.USD","3NVD.UK","NVD","GB00BDT5M118.USD","LU2430703251.USD","DIPS","SPTE","LU0210536198.USD","CNEQ","LU2471134796.USD","LU0949170772.SGD","LU0198837287.USD","LU1551013342.USD","IXN","LU0133085943.USD","LU2237443382.USD","IE0004091025.USD","BK4612","IE00BMPRXQ63.HKD","LU1699723380.USD","LU2168564495.EUR","LU1839511570.USD","NVDU","IE0034235295.USD","LU0511384066.AUD","LU0061475181.USD","LU2211815571.USD","LU0029864427.USD","LU0476273544.USD","LU2896262040.SGD","IE00B1BXHZ80.USD","IE0001KFT4U8.USD","HK0000306685.HKD","LU1116320901.HKD","LU2054465674.USD","LU0788109477.HKD","LU0889565833.HKD","LU1242518931.SGD","SGXZ51526630.SGD","SG9999014559.SGD","SG9999000418.SGD","LU1261432733.SGD","BK4608","FAI","LU0316494557.USD","LU0965509010.AUD","LU1923622291.USD","IE00BKDWB100.SGD","SOXY","LU1988902786.USD","LU0708994859.HKD","LU2125909759.SGD","LU2931357623.SGD","SNPE","SG9999018857.SGD","TRFK","2NVD.UK","LU0107464264.USD","LU1232071149.USD","LU0672654240.SGD","LU0127658192.USD","LU1366192091.USD","SG9999014914.USD","LU0109391861.USD","LU1242518857.USD","LU1069347547.HKD","LU1400636657.SGD","LU2458330169.SGD","LU0048584097.USD","LU1202635105.USD","LU1868836757.USD","NVDD","IE00BJJMRY28.SGD","LU0211327993.USD","LU0210528500.USD","TTXU","BK4534","LU1923623000.USD","LU2236285917.USD","SG9999015945.SGD","LU0719512351.SGD","LU0823434583.USD","LU0289960550.SGD","HK0000320223.HKD","SNVDAmain","LU0170899867.USD","LU1803068623.USD","LU2063271972.USD","NVDL","LU1861220033.SGD","LU1642822529.SGD","IE00B1XK9C88.USD","SG9999001424.SGD","LU2108987350.USD","IE00BFSS7M15.SGD","LU0466842654.USD","LU2462591277.SGD","IE000W1ABFV2.USD","LU1868837136.USD","SMH","LU1815333072.USD","FDTX","LU1267930490.SGD","EFIV","LU1571399168.USD","LU2360032135.SGD","LU2403377893.USD","LU1979441026.SGD","BK4579","NVDO","HK0000914686.HKD","LU0472753341.HKD","LU0265550359.USD","LU2125909593.SGD","LU0210533765.USD","LU1791710400.SGD","LU2237443549.SGD","LU0157215616.USD","XLK","LU2999663052.SGD","LU0347712357.USD","ABFL","CHPX","LU1003077747.HKD","LU1429558221.USD","TEK","LU1778281490.HKD","IE000Q6AESB8.SGD","LU2361044865.SGD","LU0965509101.SGD","BK4614","LU1718418525.SGD","LU0444973449.USD","BK4605","LU0348723411.USD","SG9999015952.SGD","LU0965508806.USD","SGXZ81514606.USD","LU1732800096.USD","LU1861559042.SGD","LU2602419157.SGD","BK4503","LU0738911758.USD","LU0823421333.USD","LU0868494708.USD","LU2347655073.USD","LU0215105999.USD","IE000YTNTUN2.SGD","LU1323610961.USD","LU0072462426.USD","LU1435385759.SGD","LU0109392836.USD","LU0006306889.USD","AGOX","LU1861127337.USD","LU0353189680.USD","LU0708995401.HKD","LU1144417596.USD","LU0820562030.AUD","LU164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此前预期300亿美元估值IPO 募资55亿美元计划生变","url":"https://stock-news.laohu8.com/highlight/detail?id=2673790920","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673790920?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 19:07","pubTimestamp":1791457637,"startTime":"0","endTime":"0","summary":"金吾财讯 | 英伟达（NVDA）投资的数据中心公司IPO需求大幅降温，凸显AI融资热潮下潜藏的新风险。据外媒报道，澳大利亚数据中心企业FirmusGrid原本计划通过IPO募资55亿美元，但市场对11澳元/股的发行价认购意愿不足，上市交易前景存疑。就在数日之前，Firmus还对外表示，初步认购意向远超发行规模，有望达成300亿美元估值；但后续不少投资者态度迅速转向谨慎。FirmusGrid已于周四结束簿记认购，至今尚未正式公布最终发行价与交易结构。这种罕见的信息缺位引发市场猜测，公司或被迫下调发行价格，甚至直接取消本次IPO。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306976","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":null,"symbols":["LU2100268510.USD","LU2237443622.USD","HK0000914686.HKD","IE00BQXX3D17.EUR","LU0097036916.USD","LU0265550946.USD","LU2265009873.SGD","LU2746668974.SGD","IE0009356076.USD","LU0029864427.USD","LU1202635105.USD","LU0444973449.USD","IE0009G5SDU7.USD","LU2023250330.USD","NVYY","LU1935043452.HKD","LU0390134368.USD","IE00BJLML261.HKD","LU2237443465.HKD","LU0511384066.AUD","LU0106261372.USD","LU0061475181.USD","FDTX","METV","IE00BQXX3F31.USD","ESLG","LU0347712357.USD","LU2272731782.SGD","NVD","LU1323610961.USD","IE00BHPRN162.USD","LU2023251221.USD","LU0342679015.USD","SOXQ","LU0949170772.SGD","LU0957791311.USD","LU1992135399.USD","LU1084165304.USD","LU2065171402.SGD","NVC","LU1821325948.USD","LU0256863902.USD","LU1261432733.SGD","IE0004445015.USD","LU2543165471.USD","LU1645745479.HKD","LU1815333072.USD","LU2487616109.SGD","LU1814569148.SGD","LU2023250504.SGD","IE00BFSS7M15.SGD","LU2403377893.USD","LU0345768153.USD","LU1069344957.HKD","LU0070217475.USD","LU2361044865.SGD","LU2750360997.AUD","TYLG","LU2322448791.USD","LU0964807845.USD","LU2242650005.HKD","LU0133085943.USD","LU1400636574.HKD","SOXY","BK4550","LU0225283273.USD","LU0082616367.USD","IE00BZ1G4Q59.USD","LU2602419157.SGD","IE00B1BXHZ80.USD","LU0256863811.USD","LU1003077747.HKD","LU2463028550.USD","LU0466842654.USD","IE000YTNTUN2.SGD","LU0081259029.USD","LU2430703251.USD","LU2237443549.SGD","LU2097344431.USD","EFIV","LU2896262040.SGD","LU0942090050.USD","LU1267930490.SGD","SOXX","ABFL","LU1551013342.USD","BK4598","SG9999014542.SGD","LU1242518931.SGD","LU1066053197.SGD","LU0069063385.USD","IE00BJJMRX11.SGD","BK4579","LU1861558580.USD","LU0238689110.USD","LU2271345857.HKD","LU2065169927.USD","TRFK","IE00B4JS1V06.HKD","CHAT","LU0234570918.USD","LU2148611432.USD","LU0345769128.USD","SG9999014559.SGD","LU2471134952.CNY","SG9999018865.SGD","SNVDAmain","LU2237443895.HKD","LU0672654240.SGD","IE00BFSS8Q28.SGD","LU2211815571.USD","IE00BJTD4N35.SGD","AIPI","LU2244417387.USD","SGXZ99366536.SGD","NVDX","SG9999014898.SGD","LU1064131342.USD","LU2168564222.USD","IE00BZ199S13.USD","LU0553294199.USD","LU2065170008.USD","SG9999004303.SGD","LU2357305700.SGD","LU0820561909.HKD","BK4581","LU1988902786.USD","IE0003U64NQ7.SGD","LU2168564065.EUR","LU1674673428.USD","LU3102509885.SGD","LU0079474960.USD","LU0912757837.SGD","LU0266013472.USD","LU1267930730.SGD","SG9999015978.USD","LU0353189763.USD","LU1880398471.USD","LU0215105999.USD","LU1244550577.SGD","LU1979441026.SGD","SG9999001424.SGD","LU0154236417.USD","LU1923622614.USD","HK0000320264.USD","ILDR","LU1917777945.USD","SGXZ81514606.USD","LU0198837287.USD","LU2505996681.GBP","LU0267386448.USD","LU1037948541.HKD","LU0316494557.USD","LU1791710400.SGD","LU0096364046.USD","LU1935043023.USD","LU2249611893.SGD","LU0323591593.USD","LU0642271901.SGD","LU0107464264.USD","LU0096362180.USD","LU2168564149.EUR","LU1642822529.SGD","NVDA","LU1951198990.SGD","LU0138981039.USD","LU1934455194.USD","LU2471134523.USD","IE000KEQY171.SGD","LU2047632596.USD","NVDS","LU0898699433.AUD","LU0323239441.USD","LU1069347547.HKD","LU1496350171.SGD","LU0158827781.USD","SG9999015945.SGD","LU1035775433.USD","LU1496350502.SGD","IE00B7KXQ091.USD","CLSE","LU1720051108.HKD","LU2272731865.HKD","SHOC","FTEC","LU0289961442.SGD","LU1804176565.USD","LU1989772923.USD","IE000ITXATA3.USD","LU2552382215.SGD","LU0708994859.HKD","LU0965509101.SGD","LFGY","VT","LU2272731600.USD","SMHX","LU2491049909.HKD","LU0557290698.USD","LU1935042991.SGD","LU2860962120.EUR","BK4551","LU2360032135.SGD","LU1429558221.USD","LU0868494617.USD","BK4612","IE0004086264.USD","IE00BMPRXR70.SGD","LU1923623000.USD","LU1868837300.USD","LU2125154778.USD","IE0001KFT4U8.USD","BK4608","LU0203202063.USD","LU0211328371.USD","LU1914381329.SGD","LU0738911758.USD","XLK","NVDQ","SG9999015358.SGD","ARTY","LU0868494708.USD","LU2237443382.USD","ROM","LU0683600562.USD","CNEQ","LU1066051498.USD","09788","LU2931357623.SGD","IE00BKDWB100.SGD","CMAG","SG9999002232.USD","07788","LU2237957811.SGD","LU2092627202.USD","LU0143551892.USD","LU0354030438.USD","LU0274383776.USD","LU2462591277.SGD","LU2360106780.USD","LU2756315664.SGD","LU2125154935.USD","LU0708995401.HKD","LU2326559502.SGD","BK4549","NVDW","LU0251132253.USD","LU2552382132.HKD","LU1934455277.USD","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Rakesh预测，2030年AI智能体专用CPU市场规模可达800亿美元，未来四年复合增速123%；头节点CPU市场规模680亿美元，复合增速61%；传统CPU市场600亿美元，复合增速仅2%。整体服务器CPU潜在市场规模2030年将达到2090亿美元，复合增速32%，该预估低于AMD预期的2200亿美元以上。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306972","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":null,"symbols":["LU1496350171.SGD","BOBP","CHPS","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","DAMD","LU1983260115.SGD","SOXY","BK4581","LU2065170008.USD","SAMD0main","SG9999014906.USD","04335","LU2125909247.SGD","BK4533","NVC","LU2764262908.HKD","LU2543165471.USD","NVDS.UK","FTEC","LU2361044949.HKD","LU0689472784.USD","LU0011850046.USD","LU1202635105.USD","BK4170","LU2023250504.SGD","LU0345768153.USD","LU2552382215.SGD","LU0082616367.USD","LU1988902786.USD","DIPS","BK4549","IE00B4YYXB79.USD","LU1267930730.SGD","LU0061475181.USD","LU0795875169.SGD","LU0054578231.USD","LU0203201768.USD","LU2954938101.SGD","LU0557290698.USD","LU1732799900.SGD","LU2471134523.USD","SG9999015358.SGD","LU0444973449.USD","IE0034235295.USD","BK4512","AMDS","GB00BDT5M118.USD","FTXL","MUG","AGOX","LU0266013472.USD","SG9999004303.SGD","LU0795875086.SGD","LU0107464264.USD","LU0726765562.USD","LU0057025933.USD","LU2552382132.HKD","LU1923622291.USD","LU2322448791.USD","HK0000914660.USD","IE000M9KFDE8.USD","LU2462591350.SGD","LU0965509101.SGD","LU2168563687.JPY","LU2237443382.USD","AMDW","IE00B1BXHZ80.USD","LU2272731600.USD","LU0124676726.USD","LU0256863811.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU0820561909.HKD","LU2491049909.HKD","SG9999018857.SGD","INTW","TTXU","CGGO","SG9999015945.SGD","LU1003077747.HKD","NVD3.UK","NVDU","BK4527","LU0210528500.USD","LU2322448957.HKD","OPTZ","MUYY","LU1629891620.HKD","LU0109392836.USD","LU1974910355.USD","LU0823434583.USD","IE00BKDWB100.SGD","LU2357305700.SGD","AMDD","SG9999014542.SGD","LU2896262040.SGD","NVDW","AIPI","LU1674673428.USD","BK4602","LU2237443895.HKD","SG9999015341.SGD","LU0976567544.SGD","NVDY","LU0203345920.USD","LU2764263203.CNY","LU1923622614.USD","SG9999014559.SGD","ESUM","LU1496350502.SGD","NVDS","LU2999663052.SGD","LU1145028129.USD","IE0004091025.USD","LU0889565833.HKD","NVDB","TYLG","DRIV","LU0476273544.USD","LU1400636657.SGD","LU0203347892.USD","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","PSI","LU2133065610.SGD","LU0882574139.USD","LU0965509283.SGD","LU2272731865.HKD","SNVDAmain","BK4553","LU0276348264.USD","LU1235294995.USD","SG9999015986.USD","LU0345770993.USD","AMD","LU2347655156.SGD","IE0004445239.USD","SG9999014880.SGD","LU0061474705.USD","LU0265550946.USD","IE000Q6AESB8.SGD","LU2347655073.USD","BK4535","LU0187121727.USD","LU0251131958.USD","SGXZ31699556.SGD","LU2463028550.USD","LU2168564149.EUR","IE0034235188.USD","LU2249611893.SGD","LU1989764664.SGD","LU0080751232.USD","LU2487616109.SGD","07388","LU0708994859.HKD","IE00BKVL7J92.USD","FCUS","IE0003U64NQ7.SGD","IE000ITXATA3.USD","LU1804176565.USD","LU2237438978.USD","LU0203202063.USD","LU2381873111.SGD","AIQ","IE00B19Z9505.USD","LU2491050071.SGD","IE00B775H168.HKD","EFIV","DLLL","HK0000320264.USD","IE000BZT7R73.USD","LU1861215975.USD","LU1934455863.HKD","JGRO","HK0000914686.HKD","LU0081259029.USD","LU1989772923.USD","BK4612","LU2471134952.CNY","IE00B3SWFQ91.USD","LU2720916845.USD","IE00BWXC8680.SGD","SG9999017495.SGD","BK4579","BK4503","LU2168564065.EUR","LU0149725797.USD","SGXZ99366536.SGD","NVD","LU0661504455.SGD","LU1127390331.HKD","CMAG","LU0708995401.HKD","LU0963586101.USD","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","TMSL","LU2272731782.SGD","LU0106261372.USD","LU2360106780.USD","BK4573","SG9999018865.SGD","AMDL","IE00B3M56506.USD","IE00BMPRXR70.SGD","IE00BD6J9T35.USD","HK0000819398.USD","LU1934455277.USD","SNDU","SG9999000418.SGD","LU1366333091.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0964807845.USD","LU2092937148.SGD","IE000MB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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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10:57","pubTimestamp":1791428236,"startTime":"0","endTime":"0","summary":"据一位知情人士透露，作为澳大利亚有史以来规模第二大的股票发售，Firmus的最终细节截至周四仍在敲定中。Firmus 未回应路透的置评请求。据当地媒体报道，Firmus及其顾问周四正考虑缩减IPO规模，并将每股价格从11澳元下调至8.25澳元。报道称，海外投资者对Firmus股票的认购需求低于预期，而此次IPO本应成为澳大利亚低迷资本市场的一笔里程碑式交易。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261008:nL4S45U06X:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FAI","SPTE","ABFL","MGH.AU","TTEQ","AIFD","NVDS","LFGY","JGRO","FTEC","SMH","SNPE","THMR","SOXY","XLK","SMHX","CHAT","WISE","ROM","NVD3.UK","IETC","TTXU","FDTX","SNVD.UK","NVDO","NVDY","NVII","CHPX","07788","NVDD","NULC","CMAG","CNEQ","GAMR","SOXQ","TLS.AU","IXN","AIPI","VT","CLSE","SNVDAmain","NVDL","TRFK","NVDA","NVDX","VGT","3NVD.UK","2NVD.UK","USD","NVDS.UK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197124214","title":"“AI央行”英伟达的“千亿资本局”","url":"https://stock-news.laohu8.com/highlight/detail?id=1197124214","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197124214?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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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Information援引一名知情人士消息称，英伟达曾讨论向人形机器人制造商Figure再投资10亿美元，此前尚无报道披露这笔投资计划。英伟达同意花费60亿美元取得Poolside的软件许可并聘用其员工，部分原因就是希望推动Nemotron的开发。他此前坦言，担心AI需求降温，或出现足以替代英伟达芯片的产品，使公司失去主导地位，为此深感焦虑。英伟达披露，截至7月的六个月内，三家客户贡献了总销售额的44%。","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://usstock.jrj.com.cn/2026/10/08095958630256.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["LU0787776722.HKD","SMHX","LU2237443622.USD","NVDS","LU0912757837.SGD","LU2931357623.SGD","LU1119994496.HKD","LU1316542783.SGD","LU2168564065.EUR","LU1623119135.USD","LU0265550359.USD","LU1983260115.SGD","LU0979878070.USD","SPTE","LU0256863902.USD","IE00BMPRXQ63.HKD","LU2092627202.USD","LU1935042488.USD","BK4587","LU0345769128.USD","LU0788109477.HKD","NVD2.UK","LU1934455194.USD","LU2471134879.HKD","BK4532","LU2430703095.HKD","SG9999014906.USD","LU2433249047.HKD","LU1951198990.SGD","LU2063271972.USD","IE000W1ABFV2.USD","LU2089985449.USD","LU0868494617.USD","LU0345768153.USD","LU1551013425.SGD","SGXZ23171101.USD","NVYY","IE00BYXW3230.USD","LU1803068623.USD","IE00BD6J9T35.USD","LU0029864427.USD","NVD3.UK","IE00BK4W5M84.HKD","USD","SG9999015978.USD","LU2089283258.USD","LU2294711713.HKD","CMAG","LU0528227936.USD","LU1429558221.USD","LU2065170008.USD","LU2394011477.USD","LU2148611432.USD","LU2047632596.USD","LU2452424414.USD","GAMR","LU2077746001.SGD","LU2322448791.USD","LU2347655156.SGD","LU0738911758.USD","IE000ITXATA3.USD","LU0417517546.SGD","LU0234572021.USD","LU1003077747.HKD","LU1815333072.USD","LU1721428933.USD","IE0001KFT4U8.USD","LU0342679015.USD","LU1145028129.USD","SOXQ","LU0107464264.USD","LU0070217475.USD","LU1868836757.USD","LU0820561818.USD","LU1720051108.HKD","LU0795875169.SGD","LU2420271590.USD","LFGY","LU0109392836.USD","NVII","LU1035773651.USD","SG9999015945.SGD","BK4588","LU2756315664.SGD","LU0957808578.USD","LU0096362180.USD","LU2097344431.USD","IE00BJTD4V19.USD","LU1674673428.USD","LU0347712357.USD","LU1868836591.USD","HK0000320264.USD","LU2236285917.USD","LU0238689110.USD","LU1917777945.USD","LU1267930573.SGD","LU2361044949.HKD","NVDW","IE00B7KXQ091.USD","LU0476273544.USD","SOXX","LU2244417387.USD","LU2264538146.SGD","LU1923622291.USD","LU1069344957.HKD","LU0345768740.USD","LU2108987350.USD","LU0157215616.USD","LU2271345857.HKD","LU0898699433.AUD","LU2065169927.USD","NVDG","LU0957791311.USD","LU0011850046.USD","AIFD","LU2083900584.USD","LU1244550494.USD","LU0082616367.USD","LU2237443895.HKD","LU1400636491.USD","SG9999018857.SGD","XLK","SG9999014914.USD","LU2413666426.HKD","LU0823434740.USD","IE00BWXC8680.SGD","LU1066051498.USD","NVDX","LU2237957811.SGD","LU0133085943.USD","LU1861559042.SGD","BK4614","LU2125909593.SGD","TYLG","USXF","LU1992135399.USD","IE00BQXX3D17.EUR","LU0353189680.USD","LU0211327993.USD","BK4581","SGXZ81514606.USD","ILDR","SNPE","BK4548","LU2065171311.SGD","TTXU","LU0138981039.USD","BK4554","AGOX","SGXZ31699556.SGD","LU2430703251.USD","LU0128525929.USD","LU0056508442.USD","LU0109391861.USD","HK0000532082.HKD","LU1712237335.SGD","LU2250418816.HKD","GB00BDT5M118.USD","LU0786609619.USD","LU0390134368.USD","LU2125909759.SGD","VT","LU0708994859.HKD","IE00BSNM7G36.USD","LU0154236417.USD","LU0868494708.USD","IE00B775H168.HKD","LU0724617625.USD","IE00BQXX3C00.GBP","IE00BFSS8Q28.SGD","LU2491049909.HKD","LU0127658192.USD","SG9999004303.SGD","LU1935043023.USD","LU2487616109.SGD","LU0061475181.USD","LU1116320737.USD","IE0009G5SDU7.USD","LU0097036916.USD","LU2111349929.HKD","LU0823414551.USD","IE00BMPRXR70.SGD","LU0203202063.USD","LU0820561909.HKD","LU0320765059.SGD","METV","LU1989772840.SGD","BK4551","ESLG","LU1400636574.HKD","LU1548497426.USD","HK0000304805.HKD","LU0823421416.USD","IE00BHPRN162.USD","LU0158827781.USD","HK0000306701.USD","LU0210536198.USD","LU1202635105.USD","LU2360032135.SGD","LU2125154778.USD","LU0466842654.USD","LU0348723411.USD","SG9999014898.SGD","LU0310800379.SGD","LU1280957306.USD","LU0069063385.USD","SG9999014575.USD","LU0823434583.USD","IE0009356076.USD","WISE","LU2592432038.USD","LU2347655073.USD","NVDY","LU1127390331.HKD","LU2417539215.USD","LU2552382132.HKD","LU1084165304.USD","2NVD.UK","SG9999014567.USD","IE00BZ199S13.USD","LU2087625088.SGD","IE00B19Z9505.USD","LU3102509885.SGD","LU0861579265.USD","LU1814569148.SGD","09388","IE00BJJMRX11.SGD","SNVDAmain","IE0004086264.USD","LU0203201768.USD","SG9999000418.SGD","LU1066051811.HKD","LU2462591277.SGD","LU2237438978.USD","CHPX","SGXZ99366536.SGD","LU0053666078.USD","LU0080751232.USD","AIPI","THMR","SG9999015358.SGD","SG9999015986.USD","LU0965509283.SGD","LU2028103732.USD","LU2413666699.HKD","LU0308772762.SGD","EFIV","LU2168564222.USD","LU0472753341.HKD","LU1934455863.HKD","LU1880398471.USD","IE00B775SV38.USD","LU0882574139.USD","LU0354030438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09:52","pubTimestamp":1791424323,"startTime":"0","endTime":"0","summary":"有报道称Firmus可能调整其预计50亿美元首次公开募股的条款，澳大利亚Maas集团股价应声暴跌30%路透10月8日-周四，澳大利亚Maas集团股价下跌30%，并有望创下单日最大跌幅纪录，此前有报道称，人工智能基础设施公司Firmus计划修改其备受瞩目的50亿美元首次公开募股的条款。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261008:nL4S45U03O:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443549.SGD","LU2168564065.EUR","LU2290526834.HKD","LU2100268510.USD","LU0912757837.SGD","LU0056508442.USD","LU2491050071.SGD","SG9999014898.SGD","LU0683600562.USD","SHOC","SG9999014906.USD","BK4554","LU1803068623.USD","IE00B19Z8X17.USD","LU2168564495.EUR","LU0965509101.SGD","LU1861127337.USD","LU1861558580.USD","NVII","LU2133065610.SGD","IE0004445015.USD","LU0094547139.USD","LU2456880835.USD","LU1691799644.USD","LU2491049909.HKD","LU1316542783.SGD","LU0345770308.USD","LU1548497426.USD","LU0511384066.AUD","LU0345768153.USD","HK0000320264.USD","LU0444973449.USD","LU0494093205.USD","LU1629891620.HKD","IE00B1XK9C88.USD","HK0000819398.USD","LU0553294199.USD","LU1551013425.SGD","LU1571399168.USD","LU0109391861.USD","XLK","IE00B775SV38.USD","IE00BQXX3D17.EUR","HK0000532082.HKD","LU0289960550.SGD","LU1244550221.USD","IE00B3SWFQ91.USD","LU0417517546.SGD","LU0788109477.HKD","CNEQ","LU1804176565.USD","NVD3.UK","FAI","LU0726765562.USD","LU0210536198.USD","LU1880398554.USD","LFGY","LU0868494617.USD","IXN","BK4614","LU0170899867.USD","LU2756315664.SGD","BK4533","LU0882574139.USD","IE00BFSS8Q28.SGD","LU1242518857.USD","LU0672654240.SGD","IE00B5949003.HKD","NVDS.UK","LU1934455863.HKD","LU1914381329.SGD","NVD2.UK","LU1935042215.USD","IE00BKDWB100.SGD","2NVD.UK","LU0267386448.USD","SPTE","LU0158827948.USD","HK0000304805.HKD","LU2065171311.SGD","LU0823414478.USD","LU2168564222.USD","LU0943347566.SGD","LU1400636491.USD","NVDA","SG9999015952.SGD","LU1989764748.USD","SG9999014880.SGD","LU1814569148.SGD","HK0000914660.USD","LU2028103732.USD","LU2360107168.USD","SOXY","SG9999004303.SGD","LU0276348264.USD","LU0096362180.USD","LU2063271972.USD","SG9999014914.USD","LU1868837136.USD","BK4585","LU0256863902.USD","LU0080751232.USD","LU2381873111.SGD","LU0048584097.USD","LU0289739343.SGD","BK4532","LU0323239441.USD","LU2462591277.SGD","LU0985320562.USD","SG9999015945.SGD","LU0528227936.USD","LU0345768740.USD","LU1815336760.USD","LU0082616367.USD","LU1242518931.SGD","NVDX","LU0345769128.USD","BK4608","BK4503","LU0265550946.USD","LU1720051108.HKD","LU2452424414.USD","LU1645745479.HKD","LU1934455194.USD","LU2506951792.HKD","LU2125909593.SGD","LU2065170008.USD","LU2360032135.SGD","LU2746668974.SGD","JGRO","IE0004091025.USD","LU1951200564.SGD","LU1989764664.SGD","07788","LU2357125470.USD","LU1935042488.USD","LU0289961442.SGD","LU2148611432.USD","LU2430703251.USD","LU0127658192.USD","LU0143551892.USD","LU1983260115.SGD","LU0965509010.AUD","LU1037948897.HKD","LU1917777945.USD","IE0004086264.USD","LU1066051811.HKD","LU1144417596.USD","LU2083900584.USD","AIFD","IE00B19Z9505.USD","LU2420271590.USD","NVC","LU2089284900.SGD","HK0000306701.USD","IE0034235303.USD","LU0210533765.USD","HK0000306685.HKD","SGXZ51526630.SGD","LU0203201768.USD","LU1791710400.SGD","LU2271345857.HKD","LU2471134879.HKD","LU0738911758.USD","LU1035775433.USD","IE00BSNM7G36.USD","LU2746668461.USD","LU1633808545.USD","LU2211815571.USD","LU1989772923.USD","TYLG","IE000YTNTUN2.SGD","ARTY","LU2430703095.HKD","LU0345769631.USD","LU0466842654.USD","LU2361045086.USD","BK4592","LU1153585028.USD","LU0106261372.USD","LU0225283273.USD","LU2592432038.USD","LU1868836757.USD","LU2294711713.HKD","LU0061474960.USD","LU2471134523.USD","LU2089985449.USD","HK0000320223.HKD","09788","BK4598","EFIV","LU0061475181.USD","LU1923622614.USD","NVD","IE00BJJMRY28.SGD","IE00BKVL7J92.USD","IE000W1ABFV2.USD","LU2047632596.USD","LU2272731600.USD","DIPS","NVDU","LU2417539215.USD","LU1202635105.USD","LU2552382215.SGD","IE00BN29S564.USD","LU2168563687.JPY","BK4587","LU0203202063.USD","LU2092627202.USD","LU0642271901.SGD","BK4567","LU0708994859.HKD","LU0097036916.USD","MGH.AU","LU0215105999.USD","LU2403377893.USD","LU0823421416.USD","LU2249611893.SGD","LU2237443895.HKD","LU2462591350.SGD","LU1732799900.SGD","LU0256863811.USD","LU2125154778.USD","LU2357305700.SGD","LU1861559042.SGD","LU1232071149.USD","LU0081259029.USD","LU0390134368.USD","IE00BQXX3F31.USD","LU2505996681.GBP","LU1992135399.USD","BK4527","IE00BJTD4V19.USD","LU1116320901.HKD","LU2125909916.SGD","USXF","LU2089283258.USD","LU1267930573.SGD","LU2023250504.SGD","LU2237443622.USD","LU0070217475.USD","LU0640476718.USD","LU1670756490.USD","LU2750360641.GBP","IE00B3S45H60.SGD","LU2237957902.USD","LU2322448957.HKD","LU1732800096.USD","SGXZ99366536.SGD",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