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巴美列捷福持仓

3,680.14

-23.2649-0.63%

涨家数：26

跌家数：66

平家数：- -

市盈率：- -

高：3,703.61

开：3,703.61

低：3,667.37

收：3,703.41

成交量：6.61亿

成交额：1,075.12亿

市值：23.99万亿

流通市值：21.83万亿

数据加载中...

总览新闻资讯

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

理想汽车李想：电池和芯片是具身智能行业最重要的技术壁垒

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

百度搭子打通百度多款产品一站式入口加速成型

《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

李想：将冲刺售价20万元以上市场前三，电池和芯片是具身智能的核心技术壁垒

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

百度搭子月活环比增长1063.79%，日均提问次数增长60倍

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

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

英伟达盘后暴拉4%！Q3指引首破千亿，2028财年增速碾压预期

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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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