美股详情

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IDC概念

3,257.70

+24.120.75%

涨家数：4

跌家数：4

平家数：- -

市盈率：- -

高：3,269.10

开：3,231.37

低：3,196.97

收：3,233.58

成交量：3.16亿

成交额：467.38亿

市值：5.36万亿

流通市值：5.18万亿

数据加载中...

总览新闻资讯

多米尼昂能源公司预测年度利润低于预期，上调支出计划

盘前｜诺和诺德跌超14%；生物技术公司Arcellx涨超78%；美国海关将从2月24日起停止征收被最高法院裁定违法的关税

老虎资讯综合

AI数据中心电力与液冷需求猛增! 这家“英伟达链”巨头市值狂飙创千亿美元里程碑

砍掉旗舰、中端加核，英特尔桌面端策略大转向

英特尔要回归统一核心设计，预计未来十年推出！

电子行业研究：存储涨价持续，关注英伟达3月GTC大会亮点

Commotion推出基于NVIDIA Nemotron™开放模型的企业AI操作系统，提升数字化劳动力生产力

盘前异动｜加密货币概念股普跌，BitMine跌近4%；贵金属板块普涨，赫克拉矿业涨超2%

老虎资讯综合

OpenAI 的 “魔幻” 预期英伟达本周财报来袭

环球市场播报

英伟达Q4财报核心看点：2027营收、75%毛利率保卫战及中国市场展望

AI产业链研究

星门项目停滞，OpenAI 紧急争抢算力：内部困境全曝光

环球市场播报

英伟达 Nvidia：增持英特尔、诺基亚、新思科技，减持ARM等

瑞恩资本RyanBe...

融入下一代PC生态体系，英伟达推出笔记本电脑芯片，重返消费级PC市场

华尔街见闻

三星股价创历史新高,市场猜测其将成为Nvidia供应商

AMD新一代APU规格曝光 Zen6来了

无法交货！存储巨头向英伟达道歉

AMD或停止锐龙Z1 Extreme驱动更新

中关村在线

【芯闻前沿】黄仁勋：AI投资将达数万亿美元！

物理微电子前沿...

英伟达“滞涨”数月，本周“全球最重要财报”拉得动吗？

华尔街见闻

1.69亿融资押注专用芯片：Taalas要靠“去GPU化”改写AI算力格局

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道琼斯指数主连下降0.33%至49509.00点，标普500指数主连下降0.35%至6898.75点，纳斯达克100指数主连下降0.52%至24937.50点，盘前风险偏好偏弱，科技权重承压。并购完成后，吉利德在血液肿瘤治疗赛道的协同效应或提升。受消息影响，诺和诺德盘前大幅下跌，肥胖治疗赛道预期分化。","market":"fut","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"AIColumn","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0109394709.USD","LU1720050803.USD","LU1923623000.USD","SGXZ23171101.USD","IE00B4YYXB79.USD","LU0117841782.USD","LU0471298694.HKD","BK4578","LU0997586606.USD","LU2242644610.SGD","LU2552382132.HKD","LU0823038988.USD","LU2211817866.USD","LU0640476718.USD","LU1815333072.USD","LU0997587240.USD","LU0203201768.USD","IE0004091025.USD","BK4531",".SPX","LU0187121727.USD","LU1116320737.USD","LU2242649171.HKD","HK0000306685.HKD","LU0868494708.USD","IE00BJLML261.HKD","BK4116","BK4501","LU2360106780.USD","LU0820561818.USD","LU2257852520.SGD","IE00B775SV38.USD","BK4585","LU1023059063.AUD","LU2237443549.SGD","BK4602","LU2471134796.USD","LU1691799644.USD","IE0002141913.USD","BK4614","IE00BDRTCR15.USD","LU2264538146.SGD","LU1961090484.USD","LU0823434583.USD","LU2543165471.USD","LU0106261372.USD","LU0965509283.SGD","LU0516422440.USD","LU1282649067.USD","LU1674673691.USD","LU1496350502.SGD","LU1974910355.USD","LU0082616367.USD","LU1267930813.SGD","LU2461242641.AUD","LU2237438978.USD","IE00B3SWFQ91.USD","LU0175139822.USD","IE00BK4W5M84.HKD","LU0417516902.SGD","IE0003U64NQ7.SGD","LU0154236417.USD","LU0823426480.USD","LU0861579265.USD","LU1244550221.USD","LU1035775433.USD","LU0077335932.USD","LU1934455863.HKD","LU0345769631.USD","BK4141","LU2077746001.SGD","LU0528227936.USD","LU1861220207.SGD","LU0234570918.USD","LU0531971595.HKD","IE00B19Z8W00.USD","BK4516","LU2168564149.EUR","LU1791710582.SGD","BK4534","LU2108987350.USD","LU0109391861.USD","LU0345780281.USD","LU0889565916.HKD","LU1430597077.USD","IE00BQXX3F31.USD","LU0256863811.USD","LU1119994496.HKD","SG9999018865.SGD","LU0097036916.USD","IE000W1ABFV2.USD","LU1935043536.SGD","HK0000914660.USD","BK4566","LU0882574139.USD","LU0264606111.USD","IE0004445015.USD","LU2360107168.USD","LU1989763690.USD","SG9999002463.SGD","IE0004086264.USD","LU2125909916.SGD","LU2463028550.USD","LU0048584097.USD","LU0328353924.USD","LU0329931090.USD","LU0456827905.SGD","LU2322448791.USD","LU2756315318.SGD","BK4139","BK4112","LU0072462343.USD","BK4147","LU1487256676.USD","LU0158827781.USD","LU2065169927.USD","LU2286300806.USD","LU2491050154.USD","IE00B5TLWC47.USD","LU1048596156.SGD","BK4122","IE0034224299.USD","IE00B3T34201.USD","LU1066051498.USD","SG9999018857.SGD","LU2463526074.USD","LU1808992512.USD","LU0056508442.USD","LU0164865239.USD","LU2360108059.USD","LU1821325948.USD","LU0143863198.USD","LU2106854487.HKD","SG9999015952.SGD","LU1119994140.HKD","LU0345780521.USD","BK7095","LU0432979614.USD","SG9999015986.USD","SGXZ51526630.SGD","LU0359201612.USD","SGXZ81514606.USD","BK4220","LU2063271972.USD","BK4526","LU2592432038.USD","BK4527","LU0127658192.USD","LU0235996351.USD","IE00B4JS1V06.HKD","LU0359201885.HKD","LU2148611432.USD","IE00BJTD4V19.USD","LU0310800379.SGD","LU0575583348.USD","SGXZ57979304.SGD","LU0390134368.USD","LU2244417387.USD","LU2023250504.SGD","IE00B5949003.HKD","BK4574","IE00BMPRXQ63.HKD","LU0788109477.HKD","LU2420271590.USD","LU0348788117.USD","BK4550","LU2125909759.SGD","LU1720051017.SGD","LU2112291526.USD","LU1223082196.USD","BK4587","LU2361045086.USD","LU2098885051.SGD","LU0516423174.USD","LU0488056044.USD","IE00BYXW3230.USD","LU2298321311.HKD","LU2602419157.SGD","LU0276348264.USD","LU2552382058.USD","LU1863844749.USD","LU2087589342.USD","BK4097","LU0965509010.AUD","IE00BDCRKT87.USD","LU0225283273.USD","LU0061474705.USD","LU2357305700.SGD","LU0238689110.USD","LU2403377893.USD","LU2008162690.USD","LU0348723411.USD","LU1712237335.SGD","IE00BHPRN162.USD","BK4568","LU0871576103.HKD","IE0034235188.USD","IE00B19Z3581.USD","LU2247934214.USD","IE000M9KFDE8.USD","LU1429558221.USD","LU2168564495.EUR","LU0724617625.USD","LU1242518857.USD","LU1794554557.SGD","BK4600","LU0310799852.SGD","LU1718418525.SGD","LU2324357040.USD","LU0605514214.HKD","LU2237443382.USD","LU0612318385.USD","BK4596","LU1880383440.USD","LU0823397103.USD","LU2931357623.SGD","LU1435385759.SGD","LU2357125470.USD","LU1048588211.SGD","LU0198837287.USD","LU1244550494.USD","LU0006306889.USD","LU1642822529.SGD","LU1861558580.USD","LU0889566641.SGD","LU0683600562.USD","LU1211504680.USD","BK7104","LU1481599808.USD","LU2250418816.HKD","LU1023057109.AUD","BK4605","LU1116320901.HKD","LU2039709279.SGD","LU0109392836.USD","IE00BKPKM429.USD","LU1057294990.SGD","LU2413666426.HKD","LU1282649810.SGD","LU0964807845.USD","IE0004445239.USD","LU1778281490.HKD","BK4529","BK4554","LU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18:25","pubTimestamp":1771842314,"startTime":"0","endTime":"0","summary":"IT之家 2 月 23 日消息，英特尔官方前天在领英平台发布招聘告示，显示该公司正在组建一支“统一核心”设计团队，负责开发下一代 CPU 的全新微架构。同时英特尔当年还引入了 Thread Director 线程调度器来帮助操作系统管理核心分配，将性能最大化。结合科技媒体 TechPower Up 今天报道，如果英特尔回归统一核心架构，那就需要通过其他方法区分产品线。此外，目前这一设计还处于早期阶段，预计将在未来十年内推出。在此之前英特尔仍将会推出大小核异构处理器。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223182757a715a4d0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:58","pubTimestamp":1771837093,"startTime":"0","endTime":"0","summary":"两家机构均维持看多立场，预计英伟达 Q4 业绩将超出市场一致预期：高盛预测营收将超出预期约 20 亿美元，瑞银则预估营收约 675 亿美元，较公司指引高出约 25 亿美元。竞争格局与 75% 毛利率保卫战行业竞争格局仍是市场焦点，尤其是云厂商自研 ASIC 芯片带来的冲击。Anthropic 近期将 2026 年营收预期上调 20%，各国主权 AI 项目也保持良好推进势头。尽管近期有消息称英伟达 H200 芯片已获批准，但高盛希望获得 2027 年中国市场潜在收入贡献的更多细节。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223171219a4be94ed&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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员工透露，公司仍有意自建数据中心，但已不再是近期优先事项。　　OpenAI、软银、甲骨文的发言人均拒绝置评。","market":"other","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://finance.sina.com.cn/stock/usstock/c/2026-02-23/doc-inhnuxff9804636.shtml","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":"sina","symbols":["LU0130102774.USD","BK4581","LU0957808578.USD","LU1880398554.USD","LU0823434740.USD","LU1935042488.USD","LU2250418816.HKD","LU2543165471.USD","LU1366333091.USD","LU2236285917.USD","BK4097","LU2896262040.SGD","LU1989772840.SGD","LU1951200564.SGD","LU1861559042.SGD","LU0648001328.SGD","SG9999001424.SGD","LU0417517546.SGD","LU1880398471.USD","LU1988902786.USD","LU0878866978.SGD","LU0738911758.USD","LU0256863811.USD","SG9999003800.SGD","LU0444971666.USD","LU0208291251.USD","LU2098885051.SGD","LU0320765489.SGD","IE0004445239.USD","LU1489326972.SGD","LU0234570918.USD","LU0661504455.SGD","ORCU","IE00BMPRXR70.SGD","LU2326559502.SGD","LU1934455194.USD","LU0056508442.USD","LU1548497426.USD","LU0323591593.USD","LU1935043023.USD","LU0642271901.SGD","LU0553294199.USD","LU1037948541.HKD","LU1803068979.SGD","LU1923623000.USD","BK4575","LU1435385759.SGD","AMYY","DAMD","LU1720051017.SGD","LU1506573853.SGD","AMDY","AMDU","LU1934455277.USD","LU0390134368.USD","BK4554","LU1035773651.USD","LU2931357623.SGD","LU0823421416.USD","LU1989764664.SGD","LU2089985449.USD","LU1242518857.USD","ORCX","AMDG","LU0979878070.USD","ORCL","LU0889565833.HKD","LU0157215616.USD","LU0314106906.USD","BK4512","BK4534","LU0348723411.USD","LU0965509283.SGD","LU1201861249.SGD","LU0127658192.USD","LU1037948897.HKD","LU0109392836.USD","LU2357305700.SGD","IE00BMPRXN33.USD","LU1003077747.HKD","LU1242518931.SGD","LU0823434583.USD","BK4573","LU2458330243.SGD","BK4585","IE00B3S45H60.SGD","LU0965509010.AUD","LU1935042991.SGD","LU2264538146.SGD","LU1989764748.USD","LU2746668461.USD","LU0719512351.SGD","IE00B5949003.HKD","LU1316542783.SGD","LU1951198990.SGD","IE00B19Z3B42.SGD","IE00BN8TJ469.HKD","IE00BBT3K403.USD","IE00BLSP4452.SGD","LU1691799644.USD","LU0234572021.USD","BK4533","LU2108987350.USD","BK4529","AMDW","LU0210536198.USD","LU1720051108.HKD","IE0009356076.USD","LU0274383776.USD","LU2355687059.USD","LU0353189763.USD","BK4528","LU0985489474.SGD","IE00BMPRXQ63.HKD","BK4612","BK4141","AMUU","LU2746668974.SGD","LU1642822529.SGD","IE00B19Z3581.USD","LU0861579265.USD","LU0965509101.SGD","LU0433182093.SGD","AMDD","LU1064131342.USD","LU1069347547.HKD","LU1303367103.USD","LU2860962120.EUR","LU1935043536.SGD","LU1861558580.USD","ORCS","IE00BLSP4239.USD","LU2237957811.SGD","LU2054465674.USD","BK4605","LU0965508806.USD","LU1989772923.USD","LU1815336760.USD","BK4516","LU1934455863.HKD","SG9999011175.SGD","LU2087625088.SGD","LU0175139822.USD","BK4566","LU0070302665.USD","LU0476273544.USD","LU0545039389.USD","LU0444973449.USD","LU0980610538.SGD","LU0081259029.USD","IE00B775SV38.USD","LU1429558221.USD","BK4588","IE00B7SZLL34.SGD","LU0289960550.SGD","BK4532","LU2458330169.SGD","LU0068578508.USD","BK4538","LU0823421333.USD","LU0082616367.USD","LU0353189680.USD","LU0949170772.SGD","IE0002270589.USD","LU1366192091.USD","LU1852331112.SGD","BK4614","LU1935042215.USD","LU2360106780.USD","LU2237957902.USD","LU0198837287.USD","BK4543"],"gpt_icon":1},{"id":"2613201866","title":"英伟达 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11:49","pubTimestamp":1771818556,"startTime":"0","endTime":"0","summary":"公司希望借此在2027年的HBM合同中，争取到更优惠的定价和更有利的合作条款，从而巩固市场领先地位。将生存与适应置于首位去年12月，市场预期SK海力士今年的营业利润将超过500亿美元。面对无法满足核心客户需求的情况，SK海力士通过高层直接沟通来管理预期，同时关注非AI行业因芯片短缺而面临的生存压力。SK海力士的平衡之道在于，在维持普通芯片高利润优势的同时，积极应对AI带来的HBM需求压力，并以极度谨慎的态度应对极端的市场波动。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602231158149541a58f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:24","pubTimestamp":1771813471,"startTime":"0","endTime":"0","summary":"在全球资本市场围绕人工智能热潮争论不休之际，NVIDIA创始人兼首席执行官Jensen Huang再次释放强烈信号：AI领域的投入仍处于早期阶段，未来整体规模可能攀升至数万亿美元。黄仁勋所提及的“数万亿美元”规模，某种程度上也反映出对全球数字化升级潜力的判断。黄仁勋的言论无疑为市场注入信心，也进一步巩固了英伟达在AI浪潮中的核心地位。未来几年，围绕算力基础设施与应用创新的竞争，将决定这场数万亿美元级别变革的最终走向。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602231110559541a47f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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