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

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

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

DoorDash预计季度利润低于预期，原因是技术改造支出增加

美国股票-标普 500 指数收高，受英伟达和其他人工智能股票提振

T-Mobile Us, Inc.盘中异动临近收盘快速下挫3.01%

尾盘：美股微涨英伟达领涨科技股交易员评估美联储会议纪要

环球市场播报

人工智能-人工智能登上中国新年庆典舞台

BUZZ--美国股票走势-铜矿商、Fresh Del Monte Produce、Crescent Biopharma

李飞飞AI初创公司World Labs获10亿美元融资，英伟达和AMD等参投

华尔街见闻

英伟达仍是最被低配的大型科技股？

第四维的梦想

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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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500 指数收高，受英伟达和其他人工智能股票提振","url":"https://stock-news.laohu8.com/highlight/detail?id=2612426142","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612426142?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 05:01","pubTimestamp":1771448489,"startTime":"0","endTime":"0","summary":"美国股票-标普 500 指数收高，受英伟达和其他人工智能股票提振收盘时更新英伟达股价上涨，将在多年协议中向Meta出售芯片Palo Alto Networks 下调年度利润预期，股价下跌Noel Randewich. 路透2月18日 - 标普500指数周三收盘上涨，受到英伟达、亚马逊和其他科技相关权重股上涨的提振，此前市场曾对人工智能有所担忧。初步数据显示，标普500指数.SPX上涨37.05点，涨幅0.56%，报收于6,880.27点；纳斯达克综合指数.IXIC上涨170.88点，涨幅0.76%，报收于22,749.27点。","market":"hk","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:nL4S3ZE1LN: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":["LU0949170772.SGD","BK4581","BK4141","BK4605","LU0648001328.SGD","SG9999014575.USD","LU1923622291.USD","LU2087621335.USD","LU1861219969.SGD","LU2125154778.USD","LU2506952337.HKD","LU0276348264.USD","MSFW","LU0985320562.USD","LU1267930730.SGD","BK4525","SG9999001077.SGD","NVDQ","LU0314104364.USD","LU0353189763.USD","LU0057025933.USD","LU0820561909.HKD","LU1585245621.USD","LU1043141123.HKD","LU0784383803.USD","IE000KEQY171.SGD","LU2317271919.USD","IE00B3SWFQ91.USD","LU2322448791.USD","LU2430703251.USD","LU1116320901.HKD","LU2458330243.SGD","LU1066053197.SGD","LU2750360997.AUD","SG9999000418.SGD","LU2286300806.USD","LU2931357623.SGD","LU0171293334.USD","LU1917777945.USD","NVD2.UK","BK4549","IE0009356076.USD","LU1121112475.USD","IE00BZ1G4Q59.USD","IE00BMPRXQ63.HKD","LU2023250843.SGD","LU1699723380.USD","IE00BJTD4N35.SGD","LU0203201768.USD","LU2357305700.SGD","LU2242649171.HKD","IE00BK4W5L77.USD","BK4608","LU0957808578.USD","LU0106261372.USD","LU1196500208.SGD","LU2065170008.USD","LU1236620750.USD","LU1582987324.SGD","LU0964807845.USD","LU1316542783.SGD","LU0107464264.USD","LU2092937221.SGD","IE0004445239.USD","LU2211815571.USD","LU1861220033.SGD","LU1974910355.USD","LU0690374961.EUR","LU1069347547.HKD","LU0006061336.USD","LU0724618433.USD","LU1791807156.HKD","LU0198837287.USD","LU2360106780.USD","LU0689626769.HKD","LU0096362180.USD","LU0314106906.USD","LU0029864427.USD","LU1003077747.HKD","LU1992135472.HKD","LU0256863902.USD","LU0127658192.USD","LU2355687059.USD","LU1989764664.SGD","LU2089985449.USD","BK4532","IE00BDRTCR15.USD","BK4561","LU0820561818.USD","LU2083900584.USD","AMZZ","LU2272731600.USD","LU1861558580.USD","LU1633808545.USD","LU1670710661.SGD","LU0347712357.USD","BK4577","LU2347655156.SGD","LU0994945656.USD","LU1732800096.USD","LU2471134952.CNY","LU1301847155.USD",".SPX","LU0072462426.USD","LU0072461881.USD","LU1629891620.HKD","LU2210150020.SGD","LU0738911758.USD","LU2089284900.SGD","NVD","LU2720916845.USD","LU2756315664.SGD","LU1334329650.SGD","LU1037948541.HKD","LU1046421795.USD","BK4512","LU1267930490.SGD","LU0130103400.USD","IE00B4YYXB79.USD","IE00BMPRXN33.USD","IE00B19Z3B42.SGD","SG9999015945.SGD","SG9999002224.SGD","LU1261432733.SGD","LU0757359368.USD","LU0106831901.USD","LU1429558221.USD","LU2491049909.HKD","LU1720051108.HKD","LU2211817866.USD","LU0320765489.SGD","LU1880398471.USD","LU1861127337.USD","LU0494093205.USD","BK4507","LU0724617625.USD","LU0158827948.USD","LU0208291251.USD","LU0124384867.USD","BK4604","LU0894485498.HKD","LU0234572021.USD","LU0256863811.USD","LU0661504455.SGD","LU1244550577.SGD","LU1983260115.SGD","LU0354030438.USD","SGXZ81514606.USD","LU0689472784.USD","IE00BJJMRY28.SGD","LU2471134796.USD","LU2361045086.USD","LU1861559042.SGD","BK4504","MSFL","LU2087625088.SGD","LU2237443465.HKD","LU0823434740.USD","IE00BFSS8Q28.SGD","LU1868836591.USD","BK4538","IE00BJTD4V19.USD","LU1823568750.SGD","LU2168564065.EUR","BK4503","SG9999015978.USD","IE00BQXX3D17.EUR","LU0061474960.USD","LU0426417589.USD","IE00BN8TJ469.HKD","LU0823414551.USD","NVDS.UK","IE00B19Z8W00.USD","LU0345769631.USD","LU1951198990.SGD","LU1188199696.SGD","LU0354030511.USD","LU0417517546.SGD","LU0289960550.SGD","HK0000914660.USD","LU1340139317.AUD","LU0912757837.SGD","LU0345768153.USD","LU0786609619.USD","BK4516","LU0096364046.USD","SG9999004303.SGD","LU0342679015.USD","LU0056508442.USD","SG9999015952.SGD","LU1623119135.USD","LU1228905037.USD","LU2077746001.SGD","LU2361044865.SGD","LU2168563687.JPY","LU1084165304.USD","LU0289739343.SGD","AMZY","LU1064131342.USD","BK4554","LU2095319765.USD","SG9999014880.SGD","SNVD.UK","AMZD","LU1244550221.USD","LU0289961442.SGD","SGXZ23171101.USD","IE00BKPKM429.USD","IE00BN0W2T93.GBP","LU0006306889.USD","LU2089283258.USD","IE00B894F039.SGD","LU0109392836.USD","LU2404859741.USD","NVDD","LU2063271972.USD","LU1821325948.USD","LU1043141396.HKD","IE00BQXX3C00.GBP","LU0109391861.USD","LU0082616367.USD","LU0011850046.USD","LU2023250330.USD","LU0048584097.USD","LU1169590202.USD","LU1868837136.USD","BK4579","LU0708994859.HKD","LU0095938881.EUR","LU2125909759.SGD","LU1868836914.USD","LU0642271901.SGD","LU1934455277.USD","LU0158827781.USD","LU2237443895.HKD","LU1037948897.HKD","LU0708995401.HKD","LU0345769128.USD","LU2506952410.USD","LU0784385170.HKD","LU1697837992.HKD","AZYY","LU1221951129.SGD","LU1032466523.USD","GB00B4LPDJ14.GBP","LU0823421416.USD","LU1914381329.SGD","L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Del Monte Produce、Crescent Biopharma","url":"https://stock-news.laohu8.com/highlight/detail?id=2612881423","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612881423?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 02:39","pubTimestamp":1771439997,"startTime":"0","endTime":"0","summary":"nL4N3ZE13V ** Analog Devices Inc ADI.O:BUZZ - 因第二季度盈利预测乐观而上涨 nL4N3ZE0UI ** Teledyne Technologies Inc TDY.N:BUZZ - TD Cowen上调Teledyne PT，认为无人机业务前景改善 nL4N3ZE0VI ** Getty Realty Corp GTY.N:BUZZ - 因出售 1.31 亿美元股票而下跌 nL6N3ZE0OF ** Spruce Biosciences Inc SPRB.O:BUZZ - 因公司准备向FDA提交罕见儿童脑部疾病药物申请而跳涨 nL4N3ZE0WH ** Genuine Parts Co GPC.N:BUZZ - Truist将Genuine Parts下调至 \"持有\"，原因是汽车业务表现疲软。nL4N3ZE0TA ** SM Energy Co SM.N:BUZZ - 因以9.5亿美元向Caturus出售德克萨斯州部分资产的交易而上涨。nL6N3ZE0SG ** Wingstop Inc WING.O:BUZZ - 因季度利润超出预期而上涨。nL6N3ZE0PP ** W.P. Carey Inc WPC.N:BUZZ - 在发行 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