美股详情

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文艺复兴科技持仓

2,948.88

-9.0500-0.31%

涨家数：36

跌家数：59

平家数：1

市盈率：- -

高：2,960.59

开：2,957.98

低：2,941.99

收：2,957.93

成交量：6.86亿

成交额：1,434.67亿

市值：32.21万亿

流通市值：30.21万亿

数据加载中...

总览新闻资讯

黄仁勋驳斥“循环融资”质疑：AI行业需要巨额资金英伟达投资风险很低

高通副总裁：HBC创新技术受青睐相比HBM显著降低功耗

英伟达业绩指引碾压市场预期存储芯片、CPO、PCB概念股全线走强

机构：iPhone 17成为2026年第二季度全球最畅销智能手机

诺和诺德(NVO.US)：已申请口服Wegovy用于体重管理的批准。

传英伟达(NVDA.US)正洽购AI开源社区Hugging Face 估值或超130亿美元

“我和谁吃饭，第二天股价就翻倍！” 黄仁勋高调秀饭局影响力，华尔街却只盯三个数字：75%、74%、71%

消息称英伟达调整HBM4内存需求 8Hi低堆叠占比提升

诺和诺德于中国递交司美格鲁肽片片剂用于长期体重管理的上市申请

《热点透视》Nvidia正将自己推向“坏消息循环”风险

据报英伟达129亿美元收购Hugging Face，AI"中间层"争夺战全面打响

华尔街见闻

比尔·盖茨：向AI时代过渡将是人类史上最动荡时期之一

科创50涨3%，光通信、光模块集体拉升，存储芯片反弹，恒指盘中进一步下跌，AI大模型双雄齐涨

华尔街见闻

《焦点》动量和杠杆交易加剧市场波动，软件股跌宕起伏

机构：英伟达业绩有力验证AI基础设施投资逻辑

梅利乌斯研究上调英伟达目标价至420美元

手机产业链板块普升瑞声科技（02018）涨3.24% 据报苹果将于9月9日发布首款折叠屏手机

港股异动 | 粤港湾智算(01396)早盘涨超9% 英伟达业绩及电话会验证算力需求公司“Token工厂”路径已清晰

Bitget UEX 日报｜光通信板块Lumentun、康宁等普涨；英伟达业绩大超预期夜盘涨超4%；迈威尔盘后发布财报 (2026年08月27日)

《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

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黄仁勋高调秀饭局影响力，华尔街却只盯三个数字：75%、74%、71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662722998","media":"北美前哨","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662722998?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 11:28","pubTimestamp":1787801280,"startTime":"0","endTime":"0","summary":"当季营收 962.21 亿美元，同比翻倍，超过华尔街约 921 亿美元的普遍预期。当分析师询问产能瓶颈时，黄仁勋毫不讳言英伟达对整个 AI 产业供应链的统治力，直言“有意思的一件事，就是看我去哪儿吃饭、和谁吃饭。第二天那家公司的股价就翻倍”。柯瑞丝在电话会上反复重申的“极端价格环境”，迫使英伟达把三季度毛利率指引降至 74%，低于华尔街此前约 75% 的预期，而四季度进一步下调至 71%—72%，直到 2028 财年才会回升至 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| 粤港湾智算(01396)早盘涨超9% 英伟达业绩及电话会验证算力需求 公司“Token工厂”路径已清晰","url":"https://stock-news.laohu8.com/highlight/detail?id=2662223977","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662223977?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 10:38","pubTimestamp":1787798333,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，粤港湾智算早盘涨超9%，截至发稿，涨7.49%，报11.2港元，成交额2370.35万港元。消息面上，英伟达发布季度业绩，已连续15个季度超市场预期。英伟达首次提前一年给出业绩指引，预计2028财年营收将增长约70%。分析人士指出，英伟达超预期的业绩及电话会均表明，算力需求短期内难以放缓。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1486742.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":["LU0106261372.USD","IE00BJLML261.HKD","IE00BWXC8680.SGD","LU2237443549.SGD","LU0006306889.USD","LU0274383776.USD","LU2097344431.USD","IE00B1XK9C88.USD","LU2237957811.SGD","LU0472753341.HKD","LU0949170772.SGD","LU0965509101.SGD","VGT","LU0417517546.SGD","LU0210536198.USD","LU0557290698.USD","HK0000819398.USD","LU2023251221.USD","LU0345770993.USD","SGXZ80539844.SGD","LU0198837287.USD","FDTX","LU2506951792.HKD","IE00BMPRXR70.SGD","IE000Q6AESB8.SGD","AIPI","IE00B3SWFQ91.USD","IE00BJTD4V19.USD","LU1551013425.SGD","LU1623119135.USD","LU0316494557.USD","LU2360032135.SGD","LU0069063385.USD","LU0077335932.USD","LU2458330169.SGD","BK4527","LU0353189680.USD","LU1244550221.USD","LU0689626769.HKD","LU2065171402.SGD","IE000YTNTUN2.SGD","LU0234572021.USD","LU0957791311.USD","LU2357125470.USD","DIPS","LU2089985449.USD","SPTE","LU1035775433.USD","LU0719512351.SGD","SGXZ31699556.SGD","IE00B4JS1V06.HKD","SMHX","LU1066053197.SGD","LU0353189763.USD","LU1732800096.USD","LU2083900584.USD","LU2272731600.USD","LU0080751232.USD","LU1979441026.SGD","LU0265550946.USD","LU0795875086.SGD","LU2931357623.SGD","IE00BJJMRY28.SGD","LU2168563687.JPY","IE0004445239.USD","LU1316542783.SGD","LU2756315664.SGD","LU0061474705.USD","LU1037948541.HKD","LU1791710400.SGD","LU2430703178.SGD","LU1923622614.USD","LU0786609619.USD","IE00B19Z9505.USD","LU1814569148.SGD","LU0820561909.HKD","LU0708995401.HKD","LU2430703251.USD","LU2347655073.USD","TTXU","LU0072462426.USD","LU0979878070.USD","LU2860962120.EUR","HK0000320264.USD","HK0000320223.HKD","IE00B7KXQ091.USD","LU1988902786.USD","LU2111349929.HKD","LU2592432038.USD","LU1803068979.SGD","ARTY","LU1914381329.SGD","TEK","LU0868494617.USD","LU1868836591.USD","SG9999014906.USD","LU2552382132.HKD","LU0494093205.USD","01396","LU2237957902.USD","LU0308772762.SGD","LU0211328371.USD","IE0004445015.USD","IE000W1ABFV2.USD","LU2552382215.SGD","IE0009G5SDU7.USD","LU0390134368.USD","LU2168564149.EUR","LU1127390331.HKD","BK4585","LU2394011477.USD","IXN","SG9999015341.SGD","LU0203202063.USD","LU0683600562.USD","SG9999014559.SGD","LU2211815571.USD","LU2089284900.SGD","LU2168564222.USD","LU0342679015.USD","LU0795875169.SGD","LU1691799644.USD","LU0256863902.USD","LU2286300806.USD","LU1145028129.USD","BK4532","LU2290526834.HKD","FAI","LU2168564495.EUR","LU0175139822.USD","LU2092627202.USD","LU2456880835.USD","LU2237443622.USD","LU0672654240.SGD","LU2746668974.SGD","BK4588","LU0823421333.USD","LU1069344957.HKD","ANV","LU1116320737.USD","LU2403377893.USD","LU0320765059.SGD","LU0661504455.SGD","LU0444973449.USD","LU1571399168.USD","LU2047632596.USD","NVDA","NVDS.UK","LU0912757837.SGD","IE0004091025.USD","LU2125909916.SGD","LU2347655156.SGD","LU0234570918.USD","LU1712237335.SGD","NVII","LU2552382058.USD","BK4534","LU2148611432.USD","LU2637965513.SGD","LU2236285917.USD","LU1989764748.USD","LU0738911758.USD","LU0143551892.USD","LU1778281490.HKD","IE00BYXW3230.USD","LU1989772840.SGD","LU2430703095.HKD","LU1934455863.HKD","LU2237443382.USD","LU2272731782.SGD","LU1119994496.HKD","NVDQ","LU2413666426.HKD","LU0788109477.HKD","FTEC","NVDD","LU1861220033.SGD","LU0097036916.USD","LU0820562030.AUD","LU2054465674.USD","GB00BDT5M118.USD","LU0964807845.USD","LU2452424414.USD","NVDY","AGOX","LU1242518931.SGD","CMAG","BK4581","CHAT","EFIV","LU0210533765.USD","BK4612","LU0096364046.USD","LU0128525929.USD","LU2265009873.SGD","LU2420271590.USD","IE00B5949003.HKD","IE0034235188.USD","NVDB","LU0345770308.USD","SNVD.UK","LU1400636574.HKD","LU1366333091.USD","LU0225283273.USD","BK4529","LU1280957306.USD","LU1917777945.USD","LU1791710582.SGD","IE00BKDWB100.SGD","IE0034235295.USD","ESUM","LU2237443978.SGD","LU2087625088.SGD","LU0174119429.USD","LU2491050154.USD","LU1642822529.SGD","LU2125154935.USD","NVDU","LU2250418816.HKD","BK4550","BK4549","LU1935043536.SGD","GAMR","LU2954938101.SGD","LU0348723411.USD","LU1551013342.USD","LU1852331112.SGD","LU1267930730.SGD","LU2063271972.USD","LU2191332357.HKD","LU2896262040.SGD","07788","LU1064131342.USD","LU0708994859.HKD","LU1923623000.USD","2NVD.UK","LU1861127337.USD","LU2433249047.HKD","LU2272731865.HKD","LU0889565833.HKD","LU2213496289.HKD","LU2491050071.SGD","SG9999015952.SGD","LU0511384066.AUD","LU2461242641.AUD","07388","LU0823414478.USD","SG9999015978.USD","LU2361044949.HKD","SG9999004303.SGD","LU1670756490.USD"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中国股市英伟达NVDA.O相关概念股周四早盘走强，市场消化英伟达的业绩。Nvidia第二财季业绩轻松超越市场普遍预期，并上调了第三季度业绩预测。财报公布后，Nvidia股价在盘后交易开盘时下跌，在财报发布后的40分钟内也基本持平。根据LSEG数据，Nvidia股价随后上涨4.2%，成交量超过5000万股。","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:20260827:nL4S44O07L:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0531971595.HKD","LU2289578879.USD","LU0061474960.USD","LU2242649171.HKD","LU2168564149.EUR","LU0234570918.USD","LU0276348264.USD","LU2111349929.HKD","SG9999002224.SGD","LU1914381329.SGD","SGXZ81163826.USD","BK4551","IE00B19Z8W00.USD","LU0053666078.USD","LU0724617625.USD","LU1066051225.USD","LU1400636657.SGD","LU1496350171.SGD","LU2097828474.EUR","LU2458330243.SGD","SMHX","LU2361044865.SGD","SG9999002950.SGD","LU2065171311.SGD","IE0032431581.USD","LU0077335932.USD","LU0082770016.SGD","LU1720050803.USD","LU1064131003.USD","LU0708995583.HKD","LU2063271972.USD","AIFD","LU0094547139.USD","LU0965509283.SGD","LU1551013342.USD","TEK","LU0417517546.SGD","LU1066053197.SGD","LU1868837300.USD","NVDL","IETC","LU0231483743.USD","LU1868836591.USD","LU2290526834.HKD","THMR","LU2580892789.USD","LU1497734951.SGD","LU0133085943.USD","LU2756315318.SGD","LU1934455863.HKD","LU1934455277.USD","LU1781817850.SGD","LU2168564495.EUR","IE00B3S45H60.SGD","LU1868836914.USD","LU2602419157.SGD","LU2065171402.SGD","IE0009G5SDU7.USD","LU2023250330.USD","LU0719512351.SGD","USXF","IE0005OL40V9.USD","LU0444971666.USD","SG9999015952.SGD","IE00BQXX3F31.USD","LU2394011477.USD","LU0158827948.USD","LU2491050071.SGD","LU0082616367.USD","IE0004445015.USD","LU2347655156.SGD","LU2458330169.SGD","LU1979443071.USD","LU1064130708.USD","HK0000306701.USD","LU0006306889.USD","LU0274383776.USD","LU1880398471.USD","IE0009356076.USD","LU1674673428.USD","IE00BZ1G4Q59.USD","BK4581","BK4527","EFIV","LU2237443622.USD","ILDR","LU0164939612.USD","LU0345769631.USD","LU0572944931.SGD","SGXZ49509284.SGD","LU0823421333.USD","BK0070","SG9999001424.SGD","IE00B1BXHZ80.USD","LU0170899867.USD","BK0214","SNVD.UK","LU0823414478.USD","IE0004086264.USD","LU1435385759.SGD","LU1997245094.SGD","NVYY","LU0683600562.USD","LU2065169927.USD","LU2476274308.USD","LU1917777945.USD","IE00B1XK9C88.USD","NVDA","LU2106854487.HKD","IE00BJJMRY28.SGD","NVDG","IE00BYQNZ168.SGD","LU0965508806.USD","LU1791710400.SGD","LU1815336760.USD","LU2360106780.USD","LU2077746001.SGD","LU1655091616.SGD","SG9999014575.USD","LU0795875169.SGD","LU1732799900.SGD","LU2279689827.SGD","IE00B5949003.HKD","LU2286300806.USD","LU0256863811.USD","LU0096364046.USD","LU0348827113.USD","LU0661504455.SGD","ROM","LU0265550359.USD","LU0634319403.HKD","LU2272731865.HKD","HK0000819398.USD","LU0138981039.USD","LU1923622614.USD","LU1721428933.USD","GB00BDT5M118.USD","LU0912757837.SGD","LU1674673691.USD","LU2552382132.HKD","LU1791710582.SGD","LU2097828714.EUR","HK0000532082.HKD","IE000W1ABFV2.USD","LU1035775433.USD","LU1720051108.HKD","SG9999015978.USD","LU2211815571.USD","LU2360107168.USD","LU2381873111.SGD","LU0345768153.USD","IE00B775H168.HKD","SG9999014914.USD","HK0000304805.HKD","LU0061474705.USD","LU1585245621.USD","LU2133065610.SGD","LU1496350502.SGD","LU0323591593.USD","SOXQ","IE00B12V2V27.USD","IE00BD6J9T35.USD","LU0347712357.USD","BK0028","LU1634259557.SGD","NVIW.SI","LU2237443895.HKD","TTEQ","IE0034224299.USD","LU0348825331.USD","LU3102509885.SGD","03308","NVDY","BK4592","JGRO","LU0354030438.USD","SGXZ81514606.USD","LU2264538146.SGD","LU0210528500.USD","IE0004445239.USD","IE00BYTNYN87.SGD","SG9999017495.SGD","LU0107464264.USD","LU0345770308.USD","LU1153585028.USD","HK0000320264.USD","SG9999018857.SGD","IE00BJLML261.HKD","LU1935042215.USD","LU1037948897.HKD","LU1808992512.USD","LU1852331112.SGD","LU2471134879.HKD","SG9999015945.SGD","ARTY","LU1400636491.USD","LU2471134796.USD","LU0011850046.USD","NVDX","LU0175139822.USD","LU0786609619.USD","LU2403377893.USD","ABFL","LU0472753341.HKD","LU2430703178.SGD","LU2008162690.USD","LU2413666426.HKD","LU2168564222.USD","LU2999663052.SGD","LU1935043536.SGD","TTXU","LU2097828631.EUR","BK4605","LU0211328371.USD","USD","LU1988902786.USD","LU0861579265.USD","LU1145028129.USD","LU1645745479.HKD","LU0469268626.HKD","LU2177674079.SGD","LU0943347566.SGD","SMH","LU0354030511.USD","LU1084165304.USD","SG9999014898.SGD","LU1316542783.SGD","LU0871576103.HKD","LU1989772840.SGD","LU0787776722.HKD","LU0642271901.SGD","LU1116320737.USD","IE00B19Z8X17.USD","LU0187121727.USD","BK4141","LU1251922891.USD","LU2476274720.SGD","LU0868494617.USD","LU1670756490.USD","SG9999015341.SGD","IE00BKVL7J92.USD","LU2249611893.SGD","ANV","LU1571399168.USD","LU1642822529.SGD","BK4554","SHOC","LU1718418525.SGD","IE00BMPRXR70.SGD","BK4533","LU0210526637.USD","LU1804176565.USD","LU2471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