美股详情

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软银资本持仓

20,174.78

+313.481.58%

涨家数：6

跌家数：2

平家数：1

市盈率：- -

高：20,424.40

开：20,246.53

低：20,052.11

收：19,861.30

成交量：2.54亿

成交额：366.50亿

市值：4.92万亿

流通市值：4.60万亿

数据加载中...

总览新闻资讯

周四值得关注的股票：Carvana、DoorDash、空中客车、沃尔玛

BUZZ-DoorDash 第一季度订单预期强劲，业绩攀升

全球市场-人工智能担忧减弱，美伊紧张局势加剧，全球股市止步不前

马斯克公开招募韩国半导体人才全球科技巨头加剧AI芯片人才竞争

背景资料-科技巨头在人工智能峰会上承诺向印度投资数十亿美元

美国研究综述-eBay、亨斯迈、帕洛阿尔托

英伟达CEO称可能在GTC大会上展示“前所未见”的芯片

环球市场播报

黄仁勋：将在3月发布“世界前所未见”的全新芯片

“这很难，但我相信你们”！黄仁勋上周宴请SK海力士工程师，亲自敬酒，敦促“无延迟交付HBM4”

华尔街见闻

云巨头，为何倒向英伟达？

半导体行业观察

ARM，失宠了

半导体行业观察

英伟达统治AI时代：下游产业的算力革命与万亿机会

英伟达CEO黄仁勋：为GTC 2026准备了几款世界前所未见的新芯片

刚刚，李飞飞融资70亿，黄仁勋和苏姿丰都投了

段永平又有大动作！减持苹果，英伟达持仓激增超1110%

英伟达清仓 Arm，五年收购计划彻底终结

美股夜盘 | 绩优股走强！Figma涨超15%、DoorDash涨超14%、eBay涨近6%

老虎资讯综合

3 月 16 日见：英伟达黄仁勋预热“令世界惊讶”的芯片

DoorDash积极布局AI未来欲成聊天机器人购物清单"配送员"

实时市场-英伟达助力华尔街指数收高

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全球科技巨头加剧AI芯片人才竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2612403005","media":"AJU视界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612403005?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 16:55","pubTimestamp":1771491305,"startTime":"0","endTime":"0","summary":"特斯拉首席执行官埃隆·马斯克近日通过社交平台公开向韩国工程师发布招聘信息，引发业界广泛关注。此前，特斯拉韩国已发布公告，招募参与AI芯片大规模量产开发的核心工程师。据悉，特斯拉正加速布局自研AI芯片，相关产品将应用于自动驾驶汽车与人形机器人等核心业务领域。业内人士指出，在全球AI产业链加速重构的背景下，围绕核心半导体工程师的国际人才竞争将更趋白热化。","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=nesSN20260219170722a4b2e4c3&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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16:20","pubTimestamp":1771489234,"startTime":"0","endTime":"0","summary":"美国研究综述-eBay、亨斯迈、帕洛阿尔托路透2月19日 - 华尔街证券分析师周四调整了对几家美国上市公司的评级和目标价， 其中包括 eBay、亨斯迈和帕洛阿尔托。要闻 * eBay EBAY.O：Piper Sandler将目标价从98美元上调至105美元 * 亨斯迈公司HUN.N：摩根大通将其评级从 \"增持 \"下调至 \"中性\"。* Palo Alto Networks Inc 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10:02","pubTimestamp":1771466540,"startTime":"0","endTime":"0","summary":"过去三年，英伟达已成为全球科技产业的核心驱动力。这些数字说明，英伟达的增长几乎完全由 AI 计算需求驱动，而这种需求本质上来自下游企业对大规模模型训练、实时推理、AI 工厂和智能应用的投入。云与企业数据中心扩张预计到 2030 年全球 AI 数据中心资本开支或接近4万亿美元，带来长期业务机会。整体 AI 软件及服务市场预计到 2030 年规模可达数万亿美元。","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=nesSN20260219112649a4b22217&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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Arm，五年收购计划彻底终结","url":"https://stock-news.laohu8.com/highlight/detail?id=2612475234","media":"是说芯语","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612475234?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 09:03","pubTimestamp":1771462984,"startTime":"0","endTime":"0","summary":"此次减持后，英伟达对Arm的持股比例降至零，不再持有其任何股份。这一决定意味着五年前英伟达启动的Arm收购计划彻底落幕。2020年，英伟达曾宣布以400亿美元收购Arm，这笔交易一度被视为半导体行业有史以来规模最大的并购案。2022年2月，英伟达与Arm双方共同宣布终止收购协议。截至目前，英伟达与Arm双方均未对此次股份出售事宜作出回应——英伟达拒绝置评，Arm方面也未立即回应媒体的置评请求。","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=nesSN2026021909262695416e74&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, 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| 绩优股走强！Figma涨超15%、DoorDash涨超14%、eBay涨近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178021727","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178021727?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 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月 16 日见：英伟达黄仁勋预热“令世界惊讶”的芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2612473313","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612473313?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 08:39","pubTimestamp":1771461549,"startTime":"0","endTime":"0","summary":"IT之家 2 月 19 日消息，在接受《韩国经济日报》采访时，英伟达首席执行官黄仁勋预热，在 3 月 16 日在圣何塞举行的 GTC 2026 大会上，英伟达将揭晓一款“令世界惊讶”的芯片。黄仁勋未透露具体型号，但明确暗示这款新硬件将把当前的物理极限推向极致。据悉，英伟达正与 SK 海力士紧密合作，将 HBM4 直接堆叠在 GPU 逻辑裸片上。除了上述猜测，该媒体还指出英伟达或许会提前展示 Feynman 架构的原型，不过这种可能性偏低。","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=nesSN20260219084042a4b1bd9c&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, 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欲成聊天机器人购物清单\"配送员\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1141881636","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141881636?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 07:35","pubTimestamp":1771457733,"startTime":"0","endTime":"0","summary":"美国最大食品配送平台DoorDash正通过加大研发投入，积极迎接人工智能主导的商业未来。首席执行官Tony Xu在财报电话会议中表示，他预见DoorDash将抓住\"代理型商业\"兴起的机遇——这种模式下，AI机器人将代表人类用户完成购物行为。除AI领域外，DoorDash还计划加大自动驾驶车辆投入，包括机器人及无人机配送技术。徐将自动驾驶配送平台称为\"我们正在构建的最具价值组成部分\"。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0353189763.USD","LU2087625088.SGD","BK4535","LU0353189680.USD","BK4549","BK4505","BK4585","BK4588","BK4503","BK4548","LU2065170008.USD","LU2065171311.SGD","BK4536","LU0786609619.USD","LU2065169927.USD","BK4209","BK4551","BK4122","LU2065171402.SGD","DASH"],"gpt_icon":0},{"id":"2612042176","title":"实时市场-英伟达助力华尔街指数收高","url":"https://stock-news.laohu8.com/highlight/detail?id=2612042176","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612042176?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 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META.O出售数百万个当前和未来的人工智能芯片。此外，标准普尔500工业指数.SPLRCI再创收盘纪录新高。","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:20260218:nL4T3ZE1Q9:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0444971666.USD","LU1003077747.HKD","LU0949170426.SGD","LU2023250843.SGD","LU1989772923.USD","BK4550","IE00BK4W5M84.HKD","BK4533","BK4588","LU1914381329.SGD","LU2505996509.AUD","LU0348723411.USD","LU0795875086.SGD","LU2552382132.HKD","LU2265009873.SGD","LU0057025933.USD","LU0109391861.USD","LU0082616367.USD","LU2360107325.USD","LU0265550359.USD","LU2237957811.SGD","LU1066051225.USD","LU1935043023.USD","LU2413666699.HKD","LU2552382215.SGD","LU1839511570.USD","LU0011850046.USD","LU2271345857.HKD","NVDU","SG9999001424.SGD","LU0889565833.HKD","LU1804176565.USD","LU0868494617.USD","LU2089985449.USD","NVDA","LU1670711040.USD","LU1917777945.USD","LU1989772840.SGD","LU2430703178.SGD","LU0690374615.EUR","IE00BD6J9T35.USD","LU2213496289.HKD","LU0109392836.USD","LU0029864427.USD","LU0689472784.USD","SG9999014880.SGD","LU1035775433.USD","IE00B19Z3581.USD","LU0985489474.SGD","BK4527","BK4608","IE00BDRTCR15.USD","LU0868494708.USD","LU2275660780.HKD","NVDQ","LU2168564222.USD","SG9999014542.SGD","LU0094547139.USD","LU0345768153.USD","BK4524","IE00BMPRXQ63.HKD","LU0472753341.HKD","SG9999017495.SGD","LU2491050154.USD","LU2756315664.SGD","IE0034235303.USD","LU2505996681.GBP","BK4567","LU1861127337.USD","LU2360107168.USD","LU0528227936.USD","IE00BFSS7M15.SGD","IE00BJJMRY28.SGD","LU0708995401.HKD","LU1670710661.SGD","IE00BZ1G4Q59.USD","LU1935042215.USD","LU2097344431.USD","IE0004091025.USD","LU0345770308.USD","LU2477742899.HKD","LU0061475181.USD","BK4023","LU0345769128.USD","IE00BKVL7J92.USD","LU0689626769.HKD","BK4585","LU1868837300.USD","LU1868836914.USD","SG9999014575.USD","NVDD","LU2298322129.HKD","LU1861215975.USD","IE00B7SZLL34.SGD","LU0784384876.USD","IE0005OL40V9.USD","LU0912757837.SGD","LU2404859741.USD","LU2089283258.USD","BK4549","LU1868837136.USD","LU2054465674.USD","LU2750360997.AUD","SG9999014914.USD","LU0861579265.USD","LU0323239441.USD","LU2065171311.SGD","LU2264538146.SGD","LU2592432038.USD","LU2357125470.USD","LU2092937148.SGD","BK4507","LU1935043536.SGD","LU1978683503.SGD","LU0127658192.USD","LU2065171402.SGD","LU2125909247.SGD","LU0187121727.USD","LU1244550577.SGD","LU0203202063.USD","LU0072462426.USD","LU2294711713.HKD","LU2931357623.SGD","LU1861559042.SGD","LU1429558221.USD","LU1064131342.USD","LU0096364046.USD","LU1670711123.USD","LU0878866978.SGD","LU1069344957.HKD","LU2023251221.USD","IE00B775H168.HKD","LU0211327993.USD","LU0433182093.SGD","LU0642271901.SGD","IE00BJTD4V19.USD","LU0081259029.USD","LU2413666426.HKD","LU2272731600.USD","LU2106854487.HKD","BK4592","LU0345769631.USD","HK0000914686.HKD","LU1861558580.USD","LU0266013472.USD","LU0390134368.USD","LU0784385170.HKD","LU1564329461.SGD","BK4598","IE00BQXX3F31.USD","BK4155","LU2211815571.USD","NVDW","LU1718418525.SGD","IE00BDCRKT87.USD","2NVD.UK","BK4579","IE00B19Z9505.USD","IE00B5949003.HKD","LU1923622291.USD","LU1732799900.SGD","IE00B775SV38.USD","LU2097344357.USD","LU0965509101.SGD","IE00BHPRN162.USD","LU2506951792.HKD","NVDY","LU2860962120.EUR","IE00B1BXHZ80.USD","LU0158827948.USD","LU2750360641.GBP","LU0979878070.USD","LU1267930573.SGD","HK0000306701.USD","LU1035773651.USD","LU1633808545.USD","LU2272731782.SGD","LU2357305700.SGD","IE000YTNTUN2.SGD","LU1815336760.USD","LU1791710582.SGD","IE00BQXX3C00.GBP","LU2458330169.SGD","LU0672654240.SGD","LU1551013425.SGD","LU0820561909.HKD","LU1127390331.HKD","LU0267386448.USD","LU1366192091.USD","IE00BMPRXN33.USD","LU0942090050.USD","IE00B19Z8W00.USD","LU2290526834.HKD","SG9999014567.USD","LU2125154778.USD","LU0316494557.USD","SG9999018865.SGD","LU2381873111.SGD","NVDS.UK","SG9999014898.SGD","LU0006306889.USD","LU1301847155.USD","LU0957808578.USD","IE0003U64NQ7.SGD","LU2322448791.USD","IE0034235295.USD","LU2083900584.USD","IE000W1ABFV2.USD","LU0077335932.USD","LU0728928796.USD","LU1571399168.USD","LU1564329032.USD","LU2764263039.SGD","LU0310799852.SGD","LU0511384066.AUD","LU1697837992.HKD","LU0965508806.USD","LU0323591593.USD","LU0096362180.USD","IE00BYXW3230.USD","IE00B19Z8X17.USD","LU1037948541.HKD","SNVD.UK","LU1201861249.SGD","LU0053666078.USD","LU0312595415.SGD","LU1951200564.SGD","SG9999015945.SGD","IE00B4JS1V06.HKD","LU0061474960.USD","LU0256863902.USD","LU0208291251.USD","IE00BK4W5L77.USD","LU2506952337.HKD","IE0004445015.USD","LU2244417387.USD","BK4597","LU0215105999.USD","LU1951198990.SGD","LU2237957902.USD","SGXZ31699556.SGD","IE0004445239.USD","LU2404859667.USD","LU1551013342.USD","LU0251132253.USD","IE000ITXATA3.USD","LU1778281490.HKD","LU0476273544.USD","LU034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