美股详情

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2倍做空NVDA ETF-T-Rex

15.49

-0.3300-2.09%

盘后：15.48-0.0084-0.05%19:54 EST

成交量：131.30万

成交额：2,061.54万

市值：2,911.42万

市盈率：-0.27

高：16.15

开：16.07

低：15.43

收：15.82

52周最高：112.60

52周最低：13.78

股本：187.95万

流通股本：187.95万

量比：0.54

换手率：69.86%

股息：0.04

股息率：0.28%

每股收益(TTM):-57.6000

净资产收益率：--

总资产收益率：--

市净率：0.33

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

【2026投资展望-电子】沿主线，买缺口 | 智库

新财富杂志

消息称英伟达考虑对 Rubin GPU 的 HBM4 需求分档，兼顾性能与供应

下周宏观展望：美联储官员密集发声，英伟达财报与地缘风险成焦点

AI 盛宴的终局测试：软件崩盘与英伟达的财报时刻

美股研究社

硅谷人才战争升级：Meta、谷歌、英伟达豪掷超360亿美元“收购性招聘”

半导体行业纯IP时代的终结

半导体产业纵横

华尔街日报：AI芯片之争，谷歌欲砸钱“拉帮结派”对抗英伟达

Ai&芯片那点事儿

下周重磅日程：英伟达财报、特朗普国情咨文、美伊博弈、德总理访华

华尔街见闻

段永平，重仓英伟达

180万年薪，英伟达全球“挖角” HBM 工程师

半导体新知道

全球内存供需深度报告

商业矩阵步行路

光互联的市场图谱

傅里叶的猫

从一家电缆厂、英伟达的1181万合同说起

一度电研究

重磅利好

初创用3000万美元造一颗不可编程的AI芯片，推理速度却是Nvidia最强GPU的50倍

DeepTech深科技

大幅下调！AI，突传重磅消息！

24 人团队硬刚英伟达：AMD 前高管梦之队出手，新芯片每秒 17000 个 token

都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”

华尔街见闻

深度｜英伟达只是序幕：AI基建狂潮下，真正的“紧缺资产”正在改变

AI科技圈观察

英伟达被起诉，用盗版训练大模型成行业潜规则？

半导体产业纵横

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11:58","pubTimestamp":1771732700,"startTime":"0","endTime":"0","summary":"结果是，半导体公司的规模远超纯粹的知识产权供应商。影响知识产权业务的另一个趋势是半导体行业的演变。随着领先的半导体代工厂GlobalFoundries 收购MIPS，这一战略成为其更大战略的一部分。现为GF旗下部门的MIPS宣布收购Synopsys的ARC IP和工程团队。虽然这与过去三十年来主导半导体行业的专业化趋势背道而驰，但却与人工智能时代许多行业正在兴起的价值链整合趋势相契合。","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=nesSN20260222120016a71204cd&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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22:11","pubTimestamp":1771683103,"startTime":"0","endTime":"0","summary":"我们都知道光互联的三代技术演进路径：可插拔模块、CPO、OIO。理解这个市场，其实只需要一张图。能量产数据中心级高性能 InP 激光器的公司，全球屈指可数。铟的出口管制启动后，出货量急剧下降。在需求超过供给的市场里拥有定价权，都在积极扩产。最重要的成果是全球首个 6 英寸 InP 晶圆量产。它是 200G EML的领先量产厂商，这是目前数据中心激光器里制造难度最高的部件，Lumentum 控制着 50%-60% 的市场份额。所以三星代工厂宣布进入这个市场，一点都不意外。","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=nesSN20260221221819a4b99391&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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18:40","pubTimestamp":1771670402,"startTime":"0","endTime":"0","summary":"2026年初，一则消息在能源电力圈引发广泛关注：无锡线缆巨头远东股份获得英伟达算力芯片相关检测设备订单，合同金额1181万元。国家电网已明确“十五五”时期固定资产投资将达4万亿元，较“十四五”时期增长40%，创历史新高。南方电网2026年固定资产投资亦高达1800亿元。国信证券预测，2026年国内海上风电新增装机将提升至11—15GW区间，同比增幅超过40%。英伟达、谷歌、亚马逊等巨头的最新架构充分体现了这一趋势。","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=nesSN2026022118440097a69fc3&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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16:34","pubTimestamp":1771662873,"startTime":"0","endTime":"0","summary":"按照该公司公布的数据，这颗芯片在单用户场景下可以跑到 17,000 tokens/s 的输出速度，大约是目前市面上最快竞品Cerebras的近 9 倍，是 Nvidia Blackwell 架构 GPU 的近 50 倍。就只能再造一颗芯片。这是 AI 芯片行业迄今为止最激进的专用化尝试，没有之一。当前主流的推理部署依赖 GPU，尤其是 Nvidia 的 H100/H200 和最新的 Blackwell 系列。目前，Taalas团队规模约 25 人，累计融资超过 2 亿美元，但据Bajic本人披露，第一款产品实际只花费了约 3000 万美元。","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=nesSN2026022116414497a69e91&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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15:51","pubTimestamp":1771660260,"startTime":"0","endTime":"0","summary":"AI巨头，踩刹车了！　　据最新消息，OpenAI已大幅下调算力建设支出目标至6000亿美元，该金额较此前宣称的1.4万亿美元基础设施承诺大幅缩水。　　另外，数据显示，2025年OpenAI的营收为131亿美元。OpenAI最新预计，其2030年总收入将超过2800亿美元。如今，OpenAI正告知投资者，其2030年总算力投入目标约为6000亿美元。这些要求匿名的人士表示，OpenAI预计其2030年总收入将超过2800亿美元，其中消费者业务和企业业务贡献近乎持平。","market":"sh","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/roll/2026-02-21/doc-inhnqkze8084825.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":["IE00B1XK9C88.USD","LU0882574139.USD","LU0683600562.USD","LU0689472784.USD","IE00B775SV38.USD","LU1145028129.USD","IE00B7KXQ091.USD","BK4605","LU2097344431.USD","LU2750360997.AUD","LU0234570918.USD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU2750360641.GBP","BK4529","LU2756315664.SGD","LU1923622291.USD","LU2322448791.USD","BK4592","LU0187121727.USD","LU2077746001.SGD","NVDB","LU2290526834.HKD","LU1623119135.USD","LU2456880835.USD","BK4551","SG9999002224.SGD","BK4512","3NVD.UK","LU1267930573.SGD","LU1633808545.USD","LU1244550494.USD","IE00B5949003.HKD","IE00BHPRN162.USD","BK4549","HK0000914660.USD","IE00BFSS7M15.SGD","IE00BJTD4N35.SGD","LU2106854487.HKD","LU0889565833.HKD","LU2125154778.USD","LU0494093205.USD","LU1923623000.USD","2NVD.UK","LU2089283258.USD","LU1084165304.USD","BK4566","5RE.SI","IE00BZ1G4Q59.USD","LU0276348264.USD","LU2028103732.USD","IE00BFSS8Q28.SGD","IE00B19Z9505.USD","LU0170899867.USD","LU0347712357.USD","SG9999015358.SGD","LU1917777945.USD","NVD3.UK","LU2471134796.USD","LU2360032135.SGD","LU0225283273.USD","LU0256863902.USD","LU0444971666.USD","IE000ITXATA3.USD","BK4575","LU0868494708.USD","LU1778281490.HKD","AMDW","SG9999001424.SGD","SG9999000418.SGD","IE0034235303.USD","LU2098885051.SGD","LU0353189763.USD","LU0354030438.USD","IE00B19Z8X17.USD","LU0011850046.USD","BK4554","NVDD","LU0823434583.USD","LU0345769631.USD","LU2403377893.USD","NVDW","IE00BMPRXQ63.HKD","BK4550","BK4534","LU1992135399.USD","LU1935043023.USD","LU2602419157.SGD","BK4587","LU0323591593.USD","LU2125909916.SGD","LU0820561909.HKD","LU0942090050.USD","LU0979878070.USD","NVDY","LU2237438978.USD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BJTD4V19.USD","IE00BDRTCR15.USD","SG9999015952.SGD","LU2191332357.HKD","LU2491049909.HKD","LU1066053197.SGD","IE00BMPRXR70.SGD","LU0157215616.USD","LU0238689110.USD","LU2462157665.USD","LU0094547139.USD","LU0724617625.USD","LU2023250504.SGD","LU0965509283.SGD","LU2326559502.SGD","LU2487616109.SGD","LU0719512351.SGD","LU0345768153.USD","LU0158827781.USD","LU0109391861.USD","NVD2.UK","LU0289961442.SGD","IE00BJJMRY28.SGD","LU2931357623.SGD","IE00B4JS1V06.HKD","LU1988902786.USD","ANV","LU1861558580.USD","BK4567","LU0528227936.USD","LU0211327993.USD","LU0823414478.USD","IE00BQXX3C00.GBP","LU1571399168.USD","LU2125909759.SGD","LU1839511570.USD","LU2111349929.HKD","NVD","LU1718418525.SGD","LU2237957902.USD","LU1242518931.SGD","SG9999014559.SGD","IE0009G5SDU7.USD","LU1242518857.USD","LU0672654240.SGD","LU1366333091.USD","IE0034235295.USD","IE00B3SWFQ91.USD","LU0072462426.USD","LU0096364046.USD","LU2360107168.USD","BK4503","IE00B4YYXB79.USD","LU0053666078.USD","LU0965509101.SGD","LU2065171402.SGD","SG9999014567.USD","LU1951198990.SGD","LU0266013472.USD","LU2355687059.USD","SGXZ31699556.SGD","LU2552382215.SGD","LU2087625088.SGD","BK4614","LU0964807845.USD","LU1983260115.SGD","LU0861579265.USD","LU1914381329.SGD","IE00BDCRKT87.USD","LU0957808578.USD","LU1934455277.USD","LU0109392836.USD","LU2458330169.SGD","SG9999015945.SGD","LU1815333072.USD","LU0823421416.USD","HK0000306685.HKD","LU2168564065.EUR","LU0316494557.USD","LU0210536198.USD","IE00BK4W5L77.USD","LU0820561818.USD","LU0267386448.USD","LU0417517546.SGD","LU2505996681.GBP","LU0787776722.HKD","LU0345769128.USD","LU0211328371.USD","IE00BK4W5M84.HKD","LU0557290698.USD","LU0061474705.USD","IE00BZ199S13.USD","LU2361044949.HKD","LU2237957811.SGD","AMDD","BK4598","LU2860962120.EUR","LU2413666699.HKD","IE0003U64NQ7.SGD","LU1066051498.USD","LU2236285917.USD","BK4573","LU0476273544.USD","LU0289739343.SGD","LU2461242641.AUD","NVDX","LU1232071149.USD","LU2491050071.SGD","LU0081259029.USD","SG9999014898.SGD","LU2092937148.SGD","IE0009356076.USD","SG9999015341.SGD","LU0868494617.USD","LU2452424414.USD","LU1989764748.USD","AMDG","LU2552382058.USD","LU1127390331.HKD","LU0215105999.USD","LU1267930490.SGD","LU2023250330.USD","LU1935042215.USD","LU2265009873.SGD","LU2746668974.SGD","SGXZ99366536.SGD","LU0640476718.USD","LU0354030511.USD","LU0957791311.USD","LU2089284900.SGD","SG9999004303.SGD","SG9999014575.USD","LU2552382132.HKD","LU2054465674.USD","LU1721428933.USD","SG9999014542.SGD","LU0965509010.AUD","LU2168564495.EUR","LU1429558221.USD","BK4608","LU2286300806.USD","IE00B775H168.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