美股详情

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软银资本持仓

17,999.18

-404.0684-2.20%

涨家数：- -

跌家数：9

平家数：- -

市盈率：- -

高：18,367.11

开：18,276.54

低：17,954.00

收：18,403.24

成交量：2.73亿

成交额：365.29亿

市值：4.40万亿

流通市值：4.11万亿

数据加载中...

总览新闻资讯

“小龙虾”概念大涨！黄仁勋：OpenClaw将是下一个ChatGPT！

华尔街见闻

黄仁勋宣告推理时代来临，LPU将带来什么新变量？

21世纪经济报道

甲骨文与英伟达扩展AI合作

南方财经网

黄仁勋喊出“1万亿”，为何英伟达依旧难涨？

华尔街见闻

英伟达GTC大会，给AI圈出哪些重点？华宝基金科创人工智能ETF（589520）盘中拉升1.48%，5日狂揽近5000万元！

吉利和英伟达将开展深度合作

美光(MU.US)官宣HBM4量产绑定英伟达(NVDA.US)Veo Rubin平台抢占先机

智通财经网

英伟达Feynman架构引爆，PCB风口全面爆发！

刚刚，黄仁勋又让整个硅谷睡不着了

【热门行业】万亿算力需求指引提振市场情绪 AI产业链板块再起升势

黄仁勋亲口证实：多家中国客户采购H200 已重启生产

“AI厂长”黄仁勋

黄仁勋重磅发声：每家公司都必须懂“养虾”

由芯片公司转向AI工厂黄仁勋的思路变了？业内：一句话总结就是“卖标准”

每日经济新闻

《股市简讯》A股英伟达概念股走强，市场消化英伟达在华芯片销售的路透消息

黄仁勋放风：重返中国市场，重启H200生产

多家中国企业获准采购英伟达H200 AI芯片知情人士透露

“无人驾驶技术”普及时代来了？英伟达全力推动 Uber、Lyft双双大涨

券商晨会精华 | 英伟达GTC大会上LPU整合速度超预期

智通财经网

黄仁勋大赞“龙虾”：OpenClaw绝对是下一个ChatGPT

凤凰网科技

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AI产业链板块再起升势","url":"https://stock-news.laohu8.com/highlight/detail?id=2620028599","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620028599?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 11:24","pubTimestamp":1773804286,"startTime":"0","endTime":"0","summary":"黄仁勋预计智能体AI和物理AI将成为未来AI的重要增长点。华泰证券认为，英伟达给出该指引有望提振产业链对2027年行业增速的信心。此外，鸿海在3月16日业绩会上给出的2026年机柜出货量翻倍、2027年继续强劲增长的展望，和英伟达万亿美元指引形成相互印证，产业链核心供应商有望充分受益。看好英伟达GTC 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10:27","pubTimestamp":1773800820,"startTime":"0","endTime":"0","summary":"黄仁勋在两个多小时的密集发布中，揭示了AI市场最核心的转变：从“训练”全面走向“推理” 。此外，英伟达的野心已不仅限于地球，他们宣布与Axiom Space等公司合作推出 Vera Rubin Space-1 模块，正式开启“轨道数据中心”计划，进军太空AI计算 。黄仁勋强调，传统的SaaS将全面进化为“智能体即服务” 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AI芯片。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260318:nL4S40605G: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":["LU0079474960.USD","LU2471134879.HKD","LU2491049909.HKD","IE00BFSS8Q28.SGD","IE00B5949003.HKD","IE00BQXX3F31.USD","LU0094547139.USD","LU0061474705.USD","SG9999014906.USD","BK4605","LU1119994496.HKD","LU2931357623.SGD","LU2168564065.EUR","LU1066051811.HKD","IE000W1ABFV2.USD","LU2065170008.USD","NVDY","SGXZ31699556.SGD","LU0256863811.USD","BK0077","BK4592","LU1496350171.SGD","LU1366333091.USD","IE00BDRTCR15.USD","LU0225283273.USD","LU0323591593.USD","LU1821325948.USD","LU2896262040.SGD","BK0028","BK4581","HK0000320223.HKD","LU2602419157.SGD","LU0210533765.USD","BK4550","LU1153585028.USD","LU1127390331.HKD","LU0354030511.USD","LU1721428933.USD","IE000YTNTUN2.SGD","SG9999017495.SGD","LU0345770993.USD","ANV","LU0708995401.HKD","LU2360107168.USD","BK4585","LU0494093205.USD","LU1868837136.USD","LU2403377893.USD","LU1267930730.SGD","LU2580892789.USD","LU0289739343.SGD","SG9999014559.SGD","LU2326559502.SGD","LU0106261372.USD","SG9999015945.SGD","LU1116320901.HKD","BK4551","LU1861127337.USD","BK4548","LU0345768153.USD","LU2023251221.USD","2NVD.UK","LU2249611893.SGD","LU0310800379.SGD","LU2083900584.USD","LU1400636657.SGD","IE00BKPKM429.USD","LU0316494557.USD","LU1720051017.SGD","LU0820561818.USD","LU0719512351.SGD","LU2476274308.USD","LU2420271590.USD","LU2125909247.SGD","LU2065169927.USD","LU2054465674.USD","LU1992135472.HKD","LU1989764748.USD","LU0820561909.HKD","LU2491050154.USD","LU1852331112.SGD","SG9999014914.USD","LU2092627202.USD","LU2089283258.USD","SGXZ51526630.SGD","LU0210536198.USD","LU2361044949.HKD","LU2289578879.USD","IE00BZ1G4Q59.USD","LU2458330169.SGD","LU0353189680.USD","LU1670756490.USD","LU0211328371.USD","LU0077335932.USD","LU2294711713.HKD","LU2552382215.SGD","LU1868836757.USD","IE00B775SV38.USD","LU2462157665.USD","LU2430703095.HKD","IE00BYXW3230.USD","IE00B1BXHZ80.USD","LU0124676726.USD","LU1923622291.USD","LU2125909759.SGD","LU2491050071.SGD","LU0039217434.USD","IE0004445239.USD","LU0164865239.USD","IE00BKVL7J92.USD","LU2399975544.HKD","BK4549","LU2487616109.SGD","LU1242518931.SGD","SG9999011746.SGD","LU2272731600.USD","LU2746668461.USD","LU2265009873.SGD","LU1035775433.USD","LU2148510915.USD","LU2272731865.HKD","LU0708994859.HKD","SG9999004303.SGD","IE0005OL40V9.USD","LU0256863902.USD","LU1868837300.USD","LU1794554557.SGD","LU0170899867.USD","LU2237438978.USD","LU0320765059.SGD","LU0511384066.AUD","LU0289961442.SGD","IE00B3M56506.USD","BK4588","LU2236285917.USD","NVDB","LU1244550221.USD","LU1719994722.HKD","LU2213484517.USD","LU2505996681.GBP","LU1674673428.USD","LU0871576103.HKD","LU1935043536.SGD","LU0342679015.USD","LU2360032135.SGD","LU1242518857.USD","LU0109392836.USD","BK0167","HK0000306701.USD","LU1691799644.USD","LU0444971666.USD","BK4554","LU0081259029.USD","LU0417516902.SGD","LU2168564149.EUR","LU1366192091.USD","LU1267930490.SGD","LU1699723380.USD","LU1934455277.USD","LU1429558221.USD","LU0158827948.USD","SGXZ81514606.USD","LU0158827781.USD","LU0390134368.USD","LU1988902786.USD","LU1781817850.SGD","LU2750360641.GBP","LU2543165471.USD","LU0965509010.AUD","LU2505996509.AUD","LU0823421416.USD","LU2097344357.USD","LU1303224171.USD","LU2290526834.HKD","LU1712237335.SGD","SG9999018865.SGD","LU2168564222.USD","IE0034235303.USD","IE00B3S45H60.SGD","IE00BJTD4V19.USD","LU0683600562.USD","LU0823434583.USD","LU1934455863.HKD","LU0310799852.SGD","LU1084165304.USD","LU0348825331.USD","LU1244550577.SGD","LU1244550494.USD","LU1642822529.SGD","LU1935042215.USD","LU0557290698.USD","LU1923622614.USD","LU2746668974.SGD","LU0057025933.USD","LU0820562030.AUD","LU1551013425.SGD","IE0009G5SDU7.USD","IE00BJLML261.HKD","IE00BD6J9T35.USD","LU2211815571.USD","LU0979878070.USD","BK4533","LU0347712357.USD","LU2461242641.AUD","LU0053666078.USD","LU2860962120.EUR","BK4527","BK4534","LU2125154935.USD","LU2463028550.USD","3NVD.UK","IE00BMPRXR70.SGD","LU2089985449.USD","SG9999014898.SGD","IE0009356076.USD","LU0868494617.USD","SG9999002224.SGD","LU0786609619.USD","LU1861215975.USD","LU1316542783.SGD","LU1400636491.USD","LU2433249047.HKD","LU0097036916.USD","LU1645745479.HKD","LU1868836591.USD","IE00BMPRXN33.USD","IE00BKDWB100.SGD","IE00BYQNZ168.SGD","NVD","SG9999014542.SGD","LU0634319403.HKD","IE000KEQY171.SGD","IE0004091025.USD","LU0417516738.SGD","LU0048584097.USD","LU0069063385.USD","LU2168563687.JPY","IE00B1XK9C88.USD","SGXZ49509284.SGD","LU0082770016.SGD","SG9999014575.USD","LU0029864427.USD","LU0308772762.SGD","LU0528227936.USD","LU2065171402.SGD","LU0561508036.HKD","LU0472753341.HKD","LU2286300806.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09:33","pubTimestamp":1773797585,"startTime":"0","endTime":"0","summary":"据知情人士透露，中国监管机构已批准多家国内企业采购英伟达最新推出的H200人工智能芯片。这一动向标志着在全球AI芯片竞争日益激烈的背景下，中国企业仍在积极寻求尖端技术资源。\n此次获批采购的H200芯片是英伟达推出的新一代AI加速器，其运算性能较前代产品有显著提升。尽管美国政府对高端芯片出口实施管制，但中国企业通过合规渠道成功获得采购许可，展现出中国企业在全球供应链中保持技术接入的努力。\n行业观察人士指出，这批AI芯片的引进将有助于推动中国在人工智能、大数据分析和云计算等领域的技术发展。与此同时，这也反映出英伟达在遵守国际贸易规则的前提下，继续与中国市场保持商业合作的态势。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4551","LU2322448791.USD","LU0823434740.USD","LU2756315664.SGD","SG9999001424.SGD","LU2097344357.USD","IE0034235303.USD","IE00BQXX3C00.GBP","LU2491050154.USD","LU2250418816.HKD","LU1232071149.USD","IE00BDRTCR15.USD","IE0009G5SDU7.USD","LU1989772840.SGD","LU2264538146.SGD","LU2089985449.USD","LU2065170008.USD","LU1084165304.USD","LU1244550221.USD","LU0788109477.HKD","IE00BN29S564.USD","LU1267930490.SGD","LU0511384066.AUD","LU1280957306.USD","IE00B19Z8X17.USD","LU0719512351.SGD","LU1037948541.HKD","LU0265550946.USD","HK0000914686.HKD","LU0211328371.USD","SG9999014559.SGD","LU0689472784.USD","SG9999014880.SGD","IE00BJJMRX11.SGD","LU2471134796.USD","NVDL","LU0124676726.USD","LU2491050071.SGD","LU0210533765.USD","LU0820562030.AUD","LU1720051017.SGD","IE0001KFT4U8.USD","LU1316542783.SGD","LU0081259029.USD","LU2487616109.SGD","LU0158827781.USD","LU0210536198.USD","LU1699723380.USD","LU2087621335.USD","LU2326559502.SGD","NVDS","LU1400636657.SGD","LU1935043023.USD","SG9999018857.SGD","BK4532","LU1718418525.SGD","LU1988902786.USD","LU0965509010.AUD","LU2272731600.USD","LU1323610961.USD","LU1791710582.SGD","LU2430703178.SGD","LU0787776722.HKD","LU0345770993.USD","LU1974910355.USD","LU0079474960.USD","NVD2.UK","BK4581","LU1815333072.USD","LU0823434583.USD","SG9999014898.SGD","BK4554","LU2168564065.EUR","LU2065171402.SGD","SG9999015986.USD","LU1935042215.USD","LU0256863811.USD","LU2290526834.HKD","LU0053666078.USD","LU0444973449.USD","LU2023250330.USD","LU1119994496.HKD","BK4614","LU2452424414.USD","IE00B4JS1V06.HKD","IE0004445015.USD","LU2023251221.USD","NVII","LU0267386448.USD","IE00BJJMRY28.SGD","GB00BDT5M118.USD","LU1153585028.USD","IE00BK4W5L77.USD","LU1261432733.SGD","BK4141","LU2294711713.HKD","LU1623119135.USD","LU0979878070.USD","LU0127658192.USD","LU0472753341.HKD","LU1244550577.SGD","LU2750360997.AUD","LU2168564149.EUR","LU1674673428.USD","BK4527","LU2168564222.USD","IE0009356076.USD","LU0175139822.USD","LU0943347566.SGD","LU2023250504.SGD","LU2746668974.SGD","IE00B3SWFQ91.USD","NVDY","IE00BMPRXR70.SGD","IE00B3S45H60.SGD","LU0642271901.SGD","NVDS.UK","LU1992135472.HKD","SGXZ81514606.USD","LU2125154778.USD","LU0320765059.SGD","LU2077746001.SGD","LU0444971666.USD","IE0034235295.USD","SG9999014906.USD","LU2244417387.USD","LU0198837287.USD","BK4533","LU0157215616.USD","LU0029864427.USD","BK4587","LU1923622614.USD","BK4588","LU0072462426.USD","LU0256863902.USD","LU0708995401.HKD","LU0708994859.HKD","NVD3.UK","LU0965508806.USD","BK4579","IE00B1BXHZ80.USD","LU1400636491.USD","IE00BD6J9T35.USD","LU1821325948.USD","SGXZ51526630.SGD","LU0965509101.SGD","LU2286300806.USD","LU0289961442.SGD","NVIW.SI","LU2506951792.HKD","LU2191332357.HKD","LU1917777945.USD","LU0308772762.SGD","LU0048584097.USD","LU1066051498.USD","IE00B1XK9C88.USD","LU1670756490.USD","LU1934455863.HKD","IE0003U64NQ7.SGD","LU2505996509.AUD","LU2237438978.USD","LU2271345857.HKD","LU0203201768.USD","IE00B19Z8W00.USD","LU0820561818.USD","LU2860962120.EUR","IE00BMPRXN33.USD","IE00BDCRKT87.USD","LU1037948897.HKD","IE0004091025.USD","IE00B3M56506.USD","LU0107464264.USD","LU0276348264.USD","LU0215105999.USD","LU1720051108.HKD","LU2592432038.USD","LU0096362180.USD","IE0004086264.USD","LU2491049909.HKD","LU1935042488.USD","IE000KEQY171.SGD","LU1244550494.USD","LU0170899867.USD","IE00BHPRN162.USD","LU1989764664.SGD","LU1642822529.SGD","LU1852331112.SGD","LU0154236417.USD","ANV","LU2213496289.HKD","LU1691799644.USD","LU0345770308.USD","LU2361044865.SGD","IE00B4YYXB79.USD","IE00BJTD4N35.SGD","LU1951198990.SGD","LU0640476718.USD","LU0234570918.USD","2NVD.UK","LU1069344957.HKD","LU2125909759.SGD","LU1983260115.SGD","LU2403377893.USD","IE00BZ1G4Q59.USD","LU2552382132.HKD","IE00B7KXQ091.USD","LU0109391861.USD","LU2458330243.SGD","SGXZ99366536.SGD","LU1914381329.SGD","LU1116320901.HKD","LU2063271972.USD","BK4550","LU2236285917.USD","SG9999014914.USD","LU1839511570.USD","LU1035775433.USD","LU0786609619.USD","LU2168563687.JPY","LU1496350502.SGD","HK0000320264.USD","BK4529","LU0316494557.USD","LU1400636574.HKD","LU0345769128.USD","LU0868494708.USD","IE000W1ABFV2.USD","LU2602419157.SGD","NVDG","LU0345768153.USD","SNVD.UK","LU0390134368.USD","LU0342679015.USD","LU2750360641.GBP","LU0097036916.USD","LU1629891620.HKD","LU181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