美股详情

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景林资产持仓

5,901.13

-39.3027-0.66%

涨家数：12

跌家数：21

平家数：- -

市盈率：- -

高：5,943.75

开：5,940.74

低：5,880.06

收：5,940.43

成交量：3.87亿

成交额：735.18亿

市值：19.20万亿

流通市值：17.77万亿

数据加载中...

总览新闻资讯

《股市简讯》A股英伟达概念早盘走强，英伟达的财报和财测超出预期

英伟达强业绩提振，国产芯片龙头集体躁动！机构预测2027年存储将占主要云厂资本开支的近七成

《全球市场》亚股连续第三个交易日走升，Nvidia财报超预期助攻

逆向工程师拆解Windows 11：没有监控每一台PC！

“思考机器实验室”（Thinking Machines Lab）联合创始人巴雷特·佐夫加入谷歌

英伟达超预期指引打开AI半导体上行空间把握易方达AI(03489)等相关主题基金投资机会

港股异动 | AI硬件股多数走高英伟达Q2营收翻倍且指引超预期机构看好AI算力硬件迎关键产业拐点

光通信板块走强长飞光纤光缆（06869）涨9.14%、中际旭创（03308）涨5.12%

毛利率回升至11%，L系列换代立大功！理想汽车的“赚钱机器”又转起来了？

THINKING MACHINES LAB联合创始人巴雷特·佐夫加入谷歌。

全文|英伟达Q2业绩会实录：内存涨价超出预期不怕合作伙伴竞争

韩国金融市场：股市走升受Nvidia利好提振；央行升息后关注总裁谈话

中国股市：沪综指开盘近持平，英伟达亮眼财报提振科技股高开

苹果 M6 采用台积电 2 纳米，先进封装需求带动台链

Google TPU 导入英特尔 EMIB，联发科深化合作

堆芯片时代终结，硅谷被迫学中国写代码

凤凰AI研究院

玩美移动上线京东虚拟试妆小程序以 AI‑AR 赋能美妆品牌京东平台消费体验

海尔集团与京东集团达成战略合作

黄仁勋为英伟达 AI 生态融资辩护，称风险较低

英伟达公布财报，盘后涨超4%！苹果官宣：9月10日，iPhone问世20年来外观形态最大变革

国际金融报

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| AI硬件股多数走高 英伟达Q2营收翻倍且指引超预期 机构看好AI算力硬件迎关键产业拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2662211267","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662211267?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 09:57","pubTimestamp":1787795825,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，AI硬件股今早多数走高。英伟达管理层在财报电话会议上表示，2028财年营收将增长约70%，大超市场此前预估的45%。中证鹏元指出，2026年三季度将成为AI算力硬件关键产业拐点，标志着全球AI算力产业链正式迈入以英伟达Vera Rubin平台为核心的量产兑现周期。持续坚定看好下半年AI算力硬件产业链高景气行情，行业发展逻辑已完成阶段性切换，从上半年的政策与技术预期博弈，全面转向业绩实质性加速落地。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1486723.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00B4JS1V06.HKD","LU1037948897.HKD","LU1880398554.USD","IE00B3M56506.USD","IE00BKVL7J92.USD","IE00BZ199S13.USD","LU0081259029.USD","LU2413666426.HKD","LU2125909247.SGD","LU2028103732.USD","LU2097344431.USD","IE0005OL40V9.USD","LU2023250504.SGD","LU2473716301.USD","LU0070217475.USD","LU0210528500.USD","LU2471134523.USD","LU1868837300.USD","LU2756315318.SGD","SG9999014898.SGD","SG9999014567.USD","SGXZ23171101.USD","SG9999014559.SGD","LU1255011170.USD","LU0786609619.USD","NVDS.UK","LU2092937148.SGD","LU0390134368.USD","IE0034235188.USD","LU0354030438.USD","LU2413666699.HKD","LU1244550494.USD","NVDD","LU0466842654.USD","LU2249611893.SGD","LU2999663052.SGD","LU0964807845.USD","LU1989764748.USD","LU0672654240.SGD","LU0661504455.SGD","LU1989772840.SGD","HK0000819398.USD","LU1400636491.USD","LU2023250330.USD","LU1282649141.HKD","LU1791710582.SGD","LU0057025933.USD","BK4581","LU0107464264.USD","IE00B1BXHZ80.USD","SG9999014575.USD","SG9999015945.SGD","LU1861127337.USD","NVDG","LU1261432733.SGD","LU2168563687.JPY","IE00B5TLWC47.USD","LU0979878070.USD","LU0310799852.SGD","LU2242650005.HKD","LU0266013472.USD","IE00BMPRXN33.USD","LU2452424414.USD","BK4554","HK0000306685.HKD","LU0077335932.USD","LU0056508442.USD","LU1992135399.USD","BK4585","IE00B5949003.HKD","BK4533","IE0009356076.USD","SOXX","LU0965509283.SGD","LU1914381329.SGD","LU0348723411.USD","BK4534","LU0316494557.USD","LU0965509101.SGD","LU1988902786.USD","NVDB","LU2237957902.USD","NVIW.SI","BK4543","LU1814569148.SGD","LU1974910355.USD","LU1267930573.SGD","LU1400636657.SGD","LU1718418525.SGD","LU1934455277.USD","LU2242649171.HKD","IE00BQXX3C00.GBP","IE00BZ1G4Q59.USD","MCHS","SOXY","IE00BJJMRX11.SGD","LU1655091616.SGD","LU0557290698.USD","LU1699723380.USD","LU0175139822.USD","IE00BDCRKT87.USD","AIFD","LU0157215616.USD","LU0203202063.USD","LU2272731865.HKD","LU1323610961.USD","LU1429558221.USD","LU0251132253.USD","LU2286300806.USD","LU2491050071.SGD","BK1149","LU1923623000.USD","LU1084165304.USD","LU2394011477.USD","TTXU","SG9999006597.SGD","IE00B3SWFQ91.USD","SG9999000418.SGD","LU0795875086.SGD","LU2929501877.USD","LU0823421333.USD","LU2063271972.USD","LU2264538146.SGD","LU1720051108.HKD","LU1035773651.USD","LU1066053197.SGD","LU2054465674.USD","HK0000304805.HKD","HK0000304797.USD","LU2237438978.USD","LU0158827948.USD","07788","LU0308772762.SGD","LU2237957811.SGD","LU0444971666.USD","LU2756315664.SGD","IE000KEQY171.SGD","LU1979441026.SGD","SG9999014880.SGD","SOXQ","SHOC","USXF","LU2326559502.SGD","LU1674673428.USD","LU2271345857.HKD","LU2125909759.SGD","LU2491049909.HKD","LU2077746001.SGD","LU0708995401.HKD","LU0006306889.USD","IE0004445239.USD","LU2097344357.USD","LU2360032135.SGD","LU0511384066.AUD","LU1670756490.USD","HK0000532082.HKD","LU1712237335.SGD","LU2462157665.USD","BK4587","LU2023251221.USD","LU1116320737.USD","LU1267930490.SGD","LU1935042991.SGD","IE0009G5SDU7.USD","LU0187121727.USD","SG9999002224.SGD","LU0265550359.USD","LU1280957306.USD","IE0001KFT4U8.USD","LU1153585028.USD","NVDS","LU1720051017.SGD","LU1691799644.USD","BK4605","LU1880398471.USD","NVD3.UK","LU0072462426.USD","LU0868494708.USD","NVD2.UK","LU2458330169.SGD","IE0034235303.USD","LU0323239441.USD","FAI","LU1119994496.HKD","LU2191332357.HKD","LU0820561818.USD","LU2361044865.SGD","BK4141","CHPX","IE00BK4W5L77.USD","LU1861220033.SGD","LU0912757837.SGD","01888","SG9999004220.SGD","LU0347712357.USD","IE00BFSS7M15.SGD","GAMR","TYLG","LU0310800379.SGD","LU0069063385.USD","IE000ITXATA3.USD","LU0353189680.USD","LU1983260115.SGD","BK4551","SG9999015978.USD","SNVD.UK","LU2433249047.HKD","LU0957791311.USD","LU2896262040.SGD","LU2471134879.HKD","LU0823414551.USD","SG9999015358.SGD","LU2265009873.SGD","LU1267930730.SGD","LU0170899867.USD","IE000W1ABFV2.USD","LU1923622291.USD","BK4550","LU0096362180.USD","LU0158827781.USD","LU0265550946.USD","LU2047632596.USD","LU0957808578.USD","LU0029864427.USD","IE000YTNTUN2.SGD","LU1633808545.USD","LU0256863811.USD","IE00B3S45H60.SGD","LU0861579265.USD","LU1951198990.SGD","NVDU","NVDX","LU1282649067.USD","LU2111349929.HKD","LU0225283273.USD","LU1645745479.HKD","LU0345770993.USD","LU0133085943.USD","IE00BK4W5M84.HKD","LU2430703095.HKD","LU0234570918.USD","IE00BYXW3230.USD","LU0345769631.USD","IE00BDRTCR15.USD","LU1852331112.SGD","300476","LU0528227936.USD","LU2087625088.SGD","SG9999015952.SGD","LU2322448957.HKD","LU2462591350.SGD","LU0588546209.SGD","LU1992135472.HKD","BK4567","LU2543165471.USD","FDT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长飞光纤光缆（06869）涨9.14%、中际旭创（03308）涨5.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662219937","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662219937?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 09:57","pubTimestamp":1787795824,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股光通信板块盘初走强，截至发稿，长飞光纤光缆 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