美股詳情

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2倍做多NVDA ETF-GraniteShares

32.53

+0.66002.07%

成交量：883.78萬

成交額：2.90億

市值：35.05億

市盈率：- -

高：33.26

開：32.40

低：32.23

收：31.87

52周最高：43.27

52周最低：21.54

股本：1.08億

流通股本：1.08億

量比：1.14

換手率：8.20%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

微軟(MSFT.US)上漲1.4%，公司將大幅提高人工智能芯片產量。Meta Platforms(META.US)上漲1

市場消息：微軟將於明年提升下一代人工智能芯片產量。

據The Information：微軟(MSFT.US)自主研發的人工智能芯片項目在經歷了緩慢的起步階段後，展現出復甦跡

期權聚焦 | NVDA驚現1億美元實值雙買Call押注暴漲，但3500萬熊市價差大單揭露市場偏空真相？

美股開盤｜納指升逾0.5%；英偉達升逾1%、邁威爾科技升逾3%；貴金屬、芯片板塊走強

Firmus融資輪：Coatue與英偉達繼續跟投，黑石戰術機會基金等新晉投資者加入

期權聚焦 | NVDA驚現近千萬美元熊市看跌價差，機構押注中長期走弱；牛市價差亦暗中佈局，多空博弈暗流湧動

英偉達正考慮採取激進措施應對先進高帶寬內存芯片短缺——信息來源

先進製程代工供不應求台積電升逾2%

Ooredoo攜手Indosat、Nokia及英偉達，投資Zankore以拓展AI算力版圖

期權聚焦 | NVDA驚現6500萬美元實值Call大單，押注2026年180美元；同時遠月Put防禦對沖，市場偏多但暗藏謹慎

全球股市動態：市場觀點匯總

SpaceX與英偉達「獨家聯姻」，英偉達股價應聲上漲

異動解讀｜2倍做多NVDA ETF盤中上漲8.68%，SpaceX獨家採用英偉達AI架構疊加百億美元算力訂單

美股開盤｜標普高開0.6%；Shopify升逾20%、英偉達升逾2%、AMD跌超7%；貴金屬板塊走強

Anthropic 正組建團隊自研專用人工智能芯片

三星晶圓代工 4nm 產能滿載至明年，5nm 訂單增加拓展AI服務器市場

科技、媒體與電信綜合：市場各方觀點一覽

期權聚焦 | 英偉達驚現439萬美元跨式雙買押注遠期巨震，牛市看跌價差收租近182萬，看漲情緒主導

美股夜盤｜RKLB漲3%；英偉達漲2%；美國超微公司跌9%；ANET漲11%財報大超

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09:39","pubTimestamp":1786066742,"startTime":"0","endTime":"0","summary":"在最新一轮融资中，Firmus公司吸引了众多重量级投资者的目光。此轮融资不仅包括了现有投资者Coatue Management与英伟达（NVIDIA）的追加参与，还迎来了黑石战术机会基金（Blackstone Tactical Opportunities）及其他机构的全新注资。","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":"","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":["LU2456880835.USD","LU1244550494.USD","LU1629891620.HKD","LU2168564495.EUR","LU2125909593.SGD","SG9999014567.USD","LU2491049909.HKD","BK4608","LU0061474705.USD","USD","IE00B5TLWC47.USD","LU1323610961.USD","SHOC","LU1119994496.HKD","ABFL","LU1267930490.SGD","LU1642822529.SGD","LU0823414478.USD","NVDX","LU1116320737.USD","LU2413666426.HKD","SG9999014542.SGD","LU2237957902.USD","LU2403377893.USD","LU2417539215.USD","LU0127658192.USD","IE0034235295.USD","BK4567","NVD","LU1868836757.USD","LU1691799644.USD","LU1974910355.USD","BK4612","LU2756315318.SGD","IE00BK4W5L77.USD","LU1242518931.SGD","BK4598","LU0719512351.SGD","LU1718418525.SGD","LU0077335932.USD","IE000KEQY171.SGD","LU2097344431.USD","LU2023250330.USD","CLSE","LU2108987350.USD","LU0395794307.EUR","HK0000914686.HKD","VGT","LU2756315664.SGD","LU2473716301.USD","LU2462591277.SGD","LU2125909916.SGD","3NVD.UK","LU1127390331.HKD","LU1202635105.USD","LU2347655073.USD","LU2420271590.USD","LU0323240290.USD","IE00BD6J9T35.USD","LU1914381329.SGD","LU0096362180.USD","LU0320765059.SGD","NVYY","LU0345770308.USD","LU1791710400.SGD","IE000YTNTUN2.SGD","LU1839511570.USD","BK4141","SG9999001424.SGD","LU2237443382.USD","LU2361044865.SGD","LU1084165304.USD","LU0724617625.USD","HK0000306701.USD","LU0274383776.USD","NVDQ","BK4534","IXN","LU1880398554.USD","FAI","LU0256863811.USD","LU0308772762.SGD","LU2023250504.SGD","LU0787776722.HKD","LU0494093205.USD","LU0082616367.USD","LU1935042215.USD","LU2458330169.SGD","SG9999015341.SGD","LU1267930573.SGD","LU0323591593.USD","LU0157215616.USD","LU0323239441.USD","LU0979878070.USD","LU2087621335.USD","LU0053666078.USD","LU0965509283.SGD","LU1989772923.USD","HK0000914660.USD","BK4549","SGXZ31699556.SGD","LU0661504455.SGD","LU2326559502.SGD","LU0354030438.USD","LU2860962120.EUR","SGXZ81514606.USD","LU0390134368.USD","LU0353189763.USD","LU1280957306.USD","LU1732799900.SGD","LU2471134952.CNY","LU1992135399.USD","LU1988902786.USD","LU0048584097.USD","FDTX","LU0234572021.USD","LU2237443895.HKD","IE00BWXC8680.SGD","LU2237443549.SGD","GB00BDT5M118.USD","IE00B1XK9C88.USD","LU0726765562.USD","LU1069344957.HKD","LU0882574139.USD","SG9999015358.SGD","LU2191332357.HKD","LU2750360641.GBP","LU2092937148.SGD","NVD2.UK","LU2065171311.SGD","LU0823414551.USD","LU1861215975.USD","LU2433249047.HKD","LU2491050154.USD","LU2750360997.AUD","LFGY","LU1064131342.USD","LU0029864427.USD","LU0345769631.USD","LU1778281490.HKD","LU2458330243.SGD","LU2461242641.AUD","LU2462591350.SGD","LU1066051498.USD","LU2286300806.USD","LU0154236417.USD","TEK","IE00BZ199S13.USD","LU2077746001.SGD","SG9999002232.USD","LU0553294199.USD","LU2290526834.HKD","LU0096364046.USD","LU1861220033.SGD","IE0003U64NQ7.SGD","07788","IE0004091025.USD","LU0251132253.USD","LU0094547139.USD","LU1815336760.USD","IE00BJJMRY28.SGD","LU0795875169.SGD","LU1145028129.USD","LU2746668974.SGD","LU1153585028.USD","SG9999015986.USD","LU2394011477.USD","LU2430703095.HKD","ROM","LU0061474960.USD","LU2272731600.USD","LU1917777945.USD","LU2237957811.SGD","LU2487616109.SGD","SG9999014906.USD","CNEQ","LU2637965513.SGD","LU0640476718.USD","LU1868836914.USD","LU0211327993.USD","LU0138981039.USD","LU0861579265.USD","LU1670756490.USD","IE00BFSS7M15.SGD","LU2028103732.USD","LU0466842654.USD","LU2097344357.USD","LU0203201768.USD","LU2999663052.SGD","LU2452424414.USD","LU1003077747.HKD","LU0276348264.USD","LU0143551892.USD","LU2360106780.USD","LU2125154935.USD","LU0128525929.USD","LU2592432038.USD","IE000W1ABFV2.USD","BK4548","LU0689472784.USD","LU0124676726.USD","BK4550","LU0354030511.USD","LU0203202063.USD","LU0210533765.USD","TTEQ","LU1934455863.HKD","LU0823421333.USD","LU0289960550.SGD","LU2265009873.SGD","LU1880398471.USD","LU0342679015.USD","LU1400636574.HKD","IE00BQXX3F31.USD","LU0417517546.SGD","LU0708995401.HKD","IE00BMPRXR70.SGD","LU2065169927.USD","SOXY","LU2237443978.SGD","LU2168564222.USD","LU0820561909.HKD","LU0069063385.USD","LU2463028550.USD","LU1815333072.USD","LU0786609619.USD","LU0949170772.SGD","METV","BK4605","IE00B4JS1V06.HKD","IE0001KFT4U8.USD","NVDD","IE00BKDWB100.SGD","IE00B19Z8X17.USD","USXF","LU1037948541.HKD","LU2065171402.SGD","ESUM","LU0267386448.USD","SNVD.UK","LU0943347566.SGD","LU2506951792.HKD","LU1935043023.USD","IE00B775SV38.USD","LU0265550359.USD","LU1699723380.USD","LU2211815571.USD","NVDG","EFIV","LU2471134879.HKD","LU0234570918.USD","LU2505996681.GBP","IE00B3S45H60.SGD","IE00B4YYXB79.USD","IE000ITXATA3.USD","LU1951200564.SGD","LU1548497426.USD","LU0345768740.USD","LU0957791311.USD","LU1804176565.USD","HK0000320223.HKD","LU2505996509.AUD","LU1720051108.HKD","LU1712237335.SGD"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| NVDA驚現近千萬美元熊市看跌價差，機構押注中長期走弱；牛市價差亦暗中佈局，多空博弈暗流湧動","url":"https://stock-news.laohu8.com/highlight/detail?id=1143393473","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143393473?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 09:00","pubTimestamp":1786064446,"startTime":"0","endTime":"0","summary":"NVDA收报218.99美元，跌0.10%。今日期权市场大单异动，一笔净支出达939.30万美元的熊市看跌价差与另一笔净支出871.94万美元的牛市看涨价差形成对峙，显示机构对NVDA的中长期走向存在显著分歧，但空头力量略占上风。整体来看，NVDA当日大单情绪仍以偏空为主，市场主导资金更倾向防御和回避上方空间。","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":"","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":["LU0528227936.USD","LU2637965513.SGD","IE00B3SWFQ91.USD","VGT","LU1923623000.USD","LU1861220033.SGD","LU2756315318.SGD","IE00BJLML261.HKD","LU1804176565.USD","LU2100268510.USD","LU1861127337.USD","LU0080751232.USD","IE00B1XK9C88.USD","HK0000320223.HKD","LU0158827781.USD","LU2361044865.SGD","LU0170899867.USD","IE000YTNTUN2.SGD","LU1400636574.HKD","LU0661504455.SGD","IE00BJTD4V19.USD","IE00BJTD4N35.SGD","LU0274383776.USD","SG9999014914.USD","LU0882574139.USD","SOXY","LU0342679015.USD","LU0124676726.USD","LU2360107168.USD","NVIW.SI","SG9999017495.SGD","LU2552382058.USD","ESLG","BK4549","LU0724617625.USD","LU2265009873.SGD","SG9999015945.SGD","LU0289739343.SGD","FDTX","LU2092627202.USD","LU0276348264.USD","NVDG","BK4554","LU0466842654.USD","LU1983260115.SGD","LU0079474960.USD","ABFL","LU0096362180.USD","LU2322448791.USD","LU2125154935.USD","IE0034235303.USD","IXN","IE00BKPKM429.USD","LU1119994496.HKD","LU1261432733.SGD","LU2756315664.SGD","IE00B775SV38.USD","SG9999018865.SGD","ILDR","TRFK","LU1244550494.USD","LU0820561909.HKD","LU2264538146.SGD","IE0005OL40V9.USD","NVD","IE00BKVL7J92.USD","LU0316494557.USD","LU1429558221.USD","LU1400636657.SGD","LU0788109477.HKD","IE00B19Z8W00.USD","IE00B5949003.HKD","LU0211328371.USD","LU0256863811.USD","LU1718418525.SGD","NVDW","LU0127658192.USD","LU2191332357.HKD","LU2347655073.USD","LU0234572021.USD","LU0868494617.USD","LU0238689110.USD","LU1267930730.SGD","TTEQ","LU2463028550.USD","LU1821325948.USD","LU2125909247.SGD","LU1989772840.SGD","LU0348723411.USD","LU1642822529.SGD","LU0345769631.USD","IE00BDCRKT87.USD","LU1084165304.USD","LU2168564222.USD","SG9999004303.SGD","LU1571399168.USD","LU0187121727.USD","IE0004445239.USD","IE00BJJMRX11.SGD","LU1935043023.USD","FTEC","LU2125909759.SGD","LU0310799852.SGD","LU1992135472.HKD","HK0000914686.HKD","SG9999014567.USD","IE00BKDWB100.SGD","LU0964807845.USD","LU0786609619.USD","LU2065171311.SGD","IE0009G5SDU7.USD","LU1267930573.SGD","IE00BMPRXQ63.HKD","LU1242518931.SGD","NVDY","GB00BDT5M118.USD","LU0345768740.USD","LU0256863902.USD","IETC","SNPE","LU1066051811.HKD","LU1712237335.SGD","LU2213496289.HKD","LU0057025933.USD","LU0210536198.USD","LU1037948541.HKD","SG9999015986.USD","SG9999014575.USD","LU0094547139.USD","LU2237957902.USD","LU2028103732.USD","LU0011850046.USD","BK4587","IE00BK4W5L77.USD","NVD3.UK","LU2237443978.SGD","LU2065169927.USD","LU1699723380.USD","LU1923622614.USD","IE000KEQY171.SGD","TTXU","IE00BMPRXN33.USD","LU0417517546.SGD","LU0210528500.USD","LU0476273544.USD","LU0942090050.USD","LU1839511570.USD","LU2462591277.SGD","2NVD.UK","SG9999014880.SGD","SGXZ31699556.SGD","LU1988902786.USD","LU1880398554.USD","LU2491050154.USD","LU2063271972.USD","HK0000304797.USD","LU0174119429.USD","LU0072462426.USD","LU1732799900.SGD","BK4533","LU1035775433.USD","LU2471134796.USD","LU0738911758.USD","LU0868494708.USD","IE0034235295.USD","LU1323610961.USD","LU2272731865.HKD","LU2087621335.USD","LU2089283258.USD","LU2403377893.USD","LU0266013472.USD","LU0823421333.USD","LU1803068979.SGD","LU0143551892.USD","LU0965509010.AUD","LU1496350502.SGD","LU0225283273.USD","LU2361044949.HKD","LU0310800379.SGD","BK4550","LU2097344357.USD","LU2433249047.HKD","XLK","LU0347712357.USD","SGXZ80539844.SGD","IE0003U64NQ7.SGD","LU0061474705.USD","LU2125909916.SGD","LU2954938101.SGD","LU2089284900.SGD","SG9999000418.SGD","IE0004445015.USD","LU1645745479.HKD","LU1989764664.SGD","LU2357305700.SGD","LU0323239441.USD","LU2430703178.SGD","LU2506951792.HKD","LU0210533765.USD","HK0000819398.USD","LU1791710582.SGD","LU2054465674.USD","LU2360032135.SGD","NVDS","HK0000304805.HKD","BK4588","LU0323240290.USD","LU2347655156.SGD","SPTE","BK4534","LU1069344957.HKD","LU1721428933.USD","LU1815333072.USD","LU0289961442.SGD","LU0029864427.USD","LU2286300806.USD","NVYY","SG9999014898.SGD","LU2249611893.SGD","LU2250418816.HKD","NVDO","LU0203202063.USD","BK4581","LU0354030511.USD","LU2133065610.SGD","LU0640476718.USD","LU0965508806.USD","IE00BYXW3230.USD","LU1551013425.SGD","IE0001KFT4U8.USD","LU2168563687.JPY","LU2294711713.HKD","IE00BMPRXR70.SGD","LU2430703095.HKD","BK4532","LU0061474960.USD","LU2552382132.HKD","LU0077335932.USD","LU2602419157.SGD","07788","IE00B4JS1V06.HKD","LU2394011477.USD","NVD2.UK","LU2543165471.USD","LU0061475181.USD","LU1791710400.SGD","LU0949170772.SGD","LU0823414478.USD","IE000ITXATA3.USD","IE00BN29S564.USD","LU2413666699.HKD","IE00B775H168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19:59","pubTimestamp":1786017582,"startTime":"0","endTime":"0","summary":"Ooredoo QPSC宣布，其将联合Indosat Ooredoo Hutchison、Nokia以及英伟达，共同对Zankore进行投资，以规模化其AI计算领域的雄心壮志。在这场具有里程碑意义的交易中，Ooredoo将扮演主导角色，承诺投入约8亿美元，全力推动Zankore的发展。这笔初始投资预计将在首个五年内，为Ooredoo集团带来累计约6亿美元的EBITDA贡献。此外，FTI Capital Advisors已在此次交易中，担任Ooredoo集团的财务顾问。Ooredoo 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21:32","pubTimestamp":1785936731,"startTime":"0","endTime":"0","summary":"热门个股方面，Shopify涨20.4%，英伟达涨2.3%，Meta涨2.0%，谷歌涨1.3%，微软涨1.0%，纳指三倍做多ETF涨1.0%；另一方面，美国超微公司跌7.1%，SpaceX跌9.8%，三倍做多半导体ETF跌3.1%。Shopify第二季度营收超预期并上调展望。公司GMV突破1.1万亿美元，AI工具提振商家转化，股价开盘飙升逾20%，带动电商概念大幅走强。","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":"","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":["LU1935042488.USD","LU0738911758.USD","LU0949170772.SGD","LU1244550221.USD","LU0323239441.USD","LU0251132253.USD","AMDY","LU2265009873.SGD","BK4533","LU0511384066.AUD","IE00BDRTCR15.USD","LU1852331112.SGD","LU0289739343.SGD","LU0965509010.AUD","LU2279689827.SGD","SGXZ80539844.SGD","LU1914381329.SGD","LU2322448791.USD","LU2473716301.USD","BK4573","LU2023250330.USD","LU2361045086.USD","NVDB","IE000YTNTUN2.SGD","GLDI","LU0061474960.USD","LU0081259029.USD","LU2125909916.SGD","BK4551","LU0276348264.USD","GFS","LU0788109477.HKD","LU1974910355.USD","SOXQ","LU1880398471.USD","LU1069344957.HKD","NVDQ","LU2047632596.USD","LU2125154778.USD","NULC","IE0009G5SDU7.USD","LU0265550359.USD","LU0128525929.USD","LU2249611893.SGD","IE00BQXX3D17.EUR","LU0069063385.USD","ESUM","BK4543","LU0823434740.USD","IE00B3S45H60.SGD","LU2125909593.SGD","IE00BFSS7M15.SGD","IE00BMPRXN33.USD","LU1551013342.USD","LU2250418816.HKD","IE00BZ199S13.USD","LU0154236417.USD","LU1674673428.USD","2NVD.UK","LU0792757196.USD","LU2294711713.HKD","SNPE","IE00BJJMRY28.SGD","SMHX","LU2077746001.SGD","LU2089284900.SGD","LU1202635105.USD","LU0726765562.USD","LU1989772840.SGD","LU0417517546.SGD","LU2168564149.EUR","LU0157215616.USD","LU0234570918.USD","IE00BMPRXR70.SGD","LU2092627202.USD","LU1951200564.SGD","LU1992135472.HKD","LU2462591277.SGD","USD","LU1066051225.USD","BK4587","SHOC","LU0079474960.USD","LU1633808545.USD","LU2286300806.USD","SPTE","LU2506951792.HKD","LU0345768740.USD","LU0823434583.USD","LU0210536198.USD","SG9999015978.USD","FTEC","LU0289961442.SGD","LU0390134368.USD","ARTY","LU0266013472.USD","LU1035775433.USD","SMH","LU2089985449.USD","LU0957808578.USD","LU0316494557.USD","LU2420271590.USD","JGRO","LU2458330169.SGD","NVDO","LU0868494708.USD","LU0395794307.EUR","LU0203201768.USD","LU2213496289.HKD","LU0106261372.USD","SG9999000418.SGD","IE00B775H168.HKD","IE0034235295.USD","LU1861220033.SGD","HK0000304797.USD","SG9999014559.SGD","BK4512","IE00BJTD4N35.SGD","LU1064131342.USD","LU2462157665.USD","SG9999014914.USD","LU1861127337.USD","IE0009356076.USD","LU2322448957.HKD","LU2271345857.HKD","LU2148611432.USD","LU2394011477.USD","VT","LU0353189680.USD","LU0187121727.USD","AMDG","LU0158827948.USD","LU1267930573.SGD","IE00BJTD4V19.USD","LU2756315318.SGD","SG9999004303.SGD","LU1861558580.USD","LU0011850046.USD","IE00BHPRN162.USD","IE00BFSS8Q28.SGD","LU2417539215.USD","IE00BZ1G4Q59.USD","LU1732800096.USD","LU1645745479.HKD","SOXX","HK0000304805.HKD","LU2462591350.SGD","LU0354030438.USD","LU1232071149.USD","LU2999663052.SGD","LU1880398554.USD","LU0472753341.HKD","IE00BDCRKT87.USD","LU1935042991.SGD","LU0061474705.USD","LU2430703251.USD","NVDS.UK","LU0109391861.USD","LU2065171402.SGD","IE00B19Z8W00.USD","BK4614","LU1435385759.SGD","IE0004445015.USD","SNVD.UK","LU1674673691.USD","IE000W1ABFV2.USD","IXN","LU2023251221.USD","BK4554","LU2750360997.AUD","BK4548","NVII","LU2637965513.SGD","LU1571399168.USD","LU1119994496.HKD","LU0557290698.USD","LU1720051108.HKD","LU2860962120.EUR","NVD2.UK","LU0642271901.SGD","LU0820561909.HKD","LU1951198990.SGD","SG9999018865.SGD","LU0689472784.USD","FAI","LU0979878070.USD","SG9999014906.USD","LU0868494617.USD","SG9999018857.SGD","IE0034235303.USD","LU0174119429.USD","LU0056508442.USD","LU2272731865.HKD","LU1242518857.USD","LU1803068979.SGD","LU2242649171.HKD","LU0175139822.USD","LU0342679015.USD","LU0323591593.USD","LU1084165304.USD","LU2106854487.HKD","AMYY","LU1629891620.HKD","NVDS","IE00BJJMRX11.SGD","LU1670756490.USD","NVIW.SI","LU0476273544.USD","LU1280957306.USD","LU0345769128.USD","IE00BQXX3F31.USD","LU2191332357.HKD","LU2242650005.HKD","BK4592","BK4612","NVDU","LU0210528500.USD","LU2211815571.USD","PSI","LU2357305700.SGD","SGXZ99366536.SGD","AMUU","LU0957791311.USD","LU1267930813.SGD","LU1839511570.USD","LU2100268510.USD","LU0795875086.SGD","LU2087621335.USD","LU2954938101.SGD","LU2471134523.USD","LEGR","AIFD","IE000Q6AESB8.SGD","IE00BN29S564.USD","LU0265550946.USD","LU0553294199.USD","LU1868837300.USD","LU0170899867.USD","SOXY","LU0256863811.USD","LU2098885051.SGD","SGXZ23171101.USD","LU1923622614.USD","AIS","GAMR","LU2237957902.USD","NVDG","LU0348723411.USD","SG9999015952.SGD","SG9999002232.USD","LU2237438978.USD","IE00BK4W5L77.USD","LU0267386448.USD","FTXL","LU1861559042.SGD","LU1699723380.USD","LU0006306889.USD","SG9999015341.SGD","FDTX","LU2272731600.USD","LU2108987350.U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訂單增加拓展AI服務器市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2657457145","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657457145?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 18:52","pubTimestamp":1785927135,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据韩媒ZDNet Korea报道，三星电子晶圆代工业务 4nm 产线产能已满载至明年，主要受 HBM4 订单激增及英伟达推理用 LPU“Grok3” 超预期订单推动。为应对产能瓶颈，三星正积极向客户推荐已通过验证的 5nm 制程作为替代方案，该工艺原主要面向汽车芯片，现正扩大至服务器及高性能AI/NPU芯片领域。\n\n报道称，近期 3-4个月内5nm客户需求显著增长，主要来自因台积电先进制程供应紧张及地缘政治因素转向的中国及印度Fabless企业。此外，2nm制程的客户咨询也在持续进行中。 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16:26","pubTimestamp":1785918366,"startTime":"0","endTime":"0","summary":"一份关于美国可能禁止进口中国光收发器的报告，进一步强化了美中两国技术与供应链将长期分化的观点。法国巴黎银行的威廉·布拉顿在一份研究报告中指出，双方都在努力减少对彼此的依赖，这最终将导致技术上的分裂，并催生出两个独立运行的生态系统。对于投资者而言，这意味着那些与技术投资主题相关的公司将持续暴露在地缘政治风险之下。该股当日下跌1.5%，报70.54欧元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU2430703095.HKD","TRFK","LU0234570918.USD","LU2746668974.SGD","LU0724617625.USD","LEGR","SOXX","LU2272731865.HKD","LU2111349929.HKD","LU0949170772.SGD","LU1046422090.SGD","LU1992135399.USD","LU2065171402.SGD","BK4566","LU1267930490.SGD","GAMR","LU1983260115.SGD","LU1244550221.USD","LU0234572021.USD","IE00BHPRN162.USD","LU2265009873.SGD","SG9999000418.SGD","LU1868836914.USD","LU1880398554.USD","CMAG","IE00B775H168.HKD","LU2360106780.USD","LU1429558221.USD","IE0009G5SDU7.USD","LU0187121727.USD","BK4529","SGXZ80539844.SGD","LU2347655156.SGD","LU2125154778.USD","AIPI","LU0143551892.USD","LU1202635105.USD","LU2357125470.USD","LU2602419157.SGD","LU1979441026.SGD","LU2552382058.USD","LU2505996509.AUD","LU0889566641.SGD","IE00BJJMRY28.SGD","NVDG","LU0345768153.USD","LU0158827948.USD","CHAT","LU2271345857.HKD","LU0174119429.USD","IE00BJTD4N35.SGD","LU2433249047.HKD","IE00BKPKM429.USD","IE00BZ199S13.USD","IE000W1ABFV2.USD","LU1699723380.USD","LU0107464264.USD","ESLG","IE00BMPRXR70.SGD","LU1261432733.SGD","LU2264538146.SGD","IE00B3M56506.USD","LU2097344357.USD","IE00B5949003.HKD","LU1721428933.USD","LU0308772762.SGD","IE00B4JS1V06.HKD","LU0210533765.USD","LU0154236417.USD","AMDU","LU2168564149.EUR","SG9999014880.SGD","LU1244550494.USD","LU1244550577.SGD","BK4532","LU0708995583.HKD","LU0256863811.USD","LU2322448957.HKD","HK0000819398.USD","LU1551013425.SGD","LU2413666426.HKD","LU0096362180.USD","LU2065170008.USD","LU2098885051.SGD","LU2458330169.SGD","LU0476273544.USD","LU2463028550.USD","LU0109391861.USD","IE00BMPRXQ63.HKD","LU0354030438.USD","LU2430703251.USD","LU2237443895.HKD","LU0069063385.USD","EGGY","LU0985320562.USD","LU2420271590.USD","LU0957808578.USD","AMDL","IETC","LU0310800379.SGD","LU0345768740.USD","LU2417539215.USD","LU0345769128.USD","LU0127658192.USD","LU1923622614.USD","LU2360032135.SGD","LU0965508806.USD","COHH","LU2491050154.USD","SG9999001424.SGD","LU1119994496.HKD","AMDG","BK4550","LU1116320901.HKD","XNTK","LU1712237335.SGD","LU2462157665.USD","IE00B19Z8W00.USD","LU2322448791.USD","LU0553294199.USD","LU0006306889.USD","IE0003U64NQ7.SGD","IE00B3S45H60.SGD","LU1623119135.USD","IE00BQXX3C00.GBP","BK1141","LU2065169927.USD","ROM","SGXZ31699556.SGD","LU2106854487.HKD","LU1951198990.SGD","LU0353189680.USD","LU1037948897.HKD","LU0942090050.USD","LU1323610961.USD","BK4598","LU0276348264.USD","NVDD","BK4573","LU0081259029.USD","LU0077335932.USD","LU0211327993.USD","IE0034235303.USD","LU0057025933.USD","LU2168564495.EUR","LU0820561909.HKD","LU2552382132.HKD","LU2125909247.SGD","LU0889565833.HKD","SG9999015978.USD","ANV","LU1935043536.SGD","LU0124676726.USD","ARTY","LU0868494708.USD","BK4527","LU2023250504.SGD","LU0823414551.USD","LU1935042215.USD","LU2355687059.USD","BK4534","LU3102509885.SGD","XLK","LU1629891620.HKD","LU1974910355.USD","HK0000306701.USD","LU0061475181.USD","LU1242518931.SGD","LU1674673428.USD","LU0957791311.USD","LU1989764664.SGD","IE00BQXX3F31.USD","LU1145028129.USD","LU2087621335.USD","LU1989772840.SGD","LU1951200564.SGD","IE000KEQY171.SGD","IE00B19Z4B17.USD","LU2191332357.HKD","LU2361044949.HKD","LU0289961442.SGD","IE00BK4W5L77.USD","LU0979878070.USD","3NVD.UK","JGRO","IE00BZ1G4Q59.USD","LU2237443978.SGD","LU2237957902.USD","SHOC","LU1280957306.USD","LU1868836591.USD","LU0964807845.USD","LU0868494617.USD","LU2462591277.SGD","LU2125909593.SGD","07788","FAI","HK0000320264.USD","SPTE","AMD","IE00B19Z8X17.USD","NVD","HK0000304797.USD","LU2087625088.SGD","DAMD","BAI","IE00B775SV38.USD","LU2381873111.SGD","LU0882574139.USD","AMUU","SG9999014542.SGD","LU0354030511.USD","LU1066051225.USD","LU1037948541.HKD","LU0211328371.USD","LU1267930573.SGD","IE00B7SZL793.SGD","LU0289739343.SGD","LU0395794307.EUR","LU2133065610.SGD","LU2394011477.USD","SGXZ23171101.USD","LU1803068979.SGD","LU1720051017.SGD","LU2750360641.GBP","LU2213496289.HKD","LU2089985449.USD","LU1116320737.USD","IE000Q6AESB8.SGD","FTEC","BK4503","2NVD.UK","LU2456880835.USD","LU1066051498.USD","IE000ITXATA3.USD","LU2023250330.USD","LU2487616109.SGD","LU2294711713.HKD","LU2244417387.USD","LU2462591350.SGD","LU0861579265.USD","LU1400636491.USD","CNEQ","LU0097036916.USD","LU2506951792.HKD","BK4548","02359","LU0348767384.USD","IE00BYXW3230.USD","LU0708994859.HKD","LU0390134368.USD","LU1923622291.USD","BK4551","LU1861220033.SGD","CHPS","LU0795875086.SGD","IE00BDCRKT87.USD","LU2458330243.SGD","LU0912757837.SGD"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| 英偉達驚現439萬美元跨式雙買押注遠期巨震，牛市看跌價差收租近182萬，看漲情緒主導","url":"https://stock-news.laohu8.com/highlight/detail?id=1191831544","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191831544?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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