美股详情

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瑞士信贷持仓

2,416.66

-10.7017-0.44%

涨家数：37

跌家数：59

平家数：1

市盈率：- -

高：2,427.31

开：2,427.31

低：2,410.36

收：2,427.37

成交量：11.32亿

成交额：2,375.87亿

市值：50.71万亿

流通市值：47.30万亿

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

《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%

据华尔街日报，在今年因与首席执行官Mira Murati发生分歧而突然离职、转投OpenAI后，Thinking Mac

汽车博主自曝曾对蔚来有偏见，李斌亲自加好友沟通约见面

据华尔街日报：思维机器实验室（Thinking Machines Lab）联合创始人巴雷特·佐夫加入谷歌(GOOG.US

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

银诺医药的下一张牌，为什么押注新兴市场？

花旗将MiniMax目标价上调8% 称用量与收入强劲增长且后续新模型将推出

黄仁勋为英伟达 AI 生态融资辩护，称风险较低

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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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AI 生态融资辩护，称风险较低","url":"https://stock-news.laohu8.com/highlight/detail?id=2662729605","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662729605?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 09:08","pubTimestamp":1787792924,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，英伟达 CEO 黄仁勋在 CNBC《Mad Money》节目中为公司日益扩大的 AI 生态融资角色辩护，称投资前沿实验室是“一代人一次”的机会，并表示风险较低。他指出，外界忽略了关键点：这是首批需要数百亿美元资金的初创企业，构建与部署 AI 资本密集度极高。英伟达已投资 OpenAI、Anthropic 等模型公司及新云服务商，并为数据中心项目提供财务支持，包括为俄亥俄州大型算力园区提供 1050 亿美元支持（OpenAI 为租户），还与华尔街机构合作安排最高 5000 亿美元数据中心融资。针对“循环融资”及类似互联网泡沫的批评，黄仁勋表示英伟达希望成为前沿 AI 实验室的股权投资者并提供更广泛支持，因这些公司尚不具备投资级资质与低成本融资记录。他强调已投资金将产生丰厚回报，风险较低，因计算基础设施可在被支持公司遇困时重新部署给其他客户与工作负载。英伟达刚公布好于预期的 2027 财年第二季度业绩：营收 962 亿美元，同比翻倍以上；数据中心营收增 117% 至 890 亿美元，并预计 2028 财年营收增长约 70%。消息公布后股价盘后上涨约 4%。 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