美股详情

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软银资本持仓

19,361.07

-287.3145-1.46%

涨家数：5

跌家数：3

平家数：1

市盈率：- -

高：19,954.43

开：19,836.39

低：19,327.93

收：19,648.38

成交量：2.35亿

成交额：317.25亿

市值：4.73万亿

流通市值：4.42万亿

数据加载中...

总览新闻资讯

环球下周看点：全球聚焦中东冲突走向超级央行周重磅来袭

智通财经网

下周宏观展望：七大央行轮番轰炸市场，英伟达 GTC 2026 大会召开

英伟达(NVDA.US)，急了！

智通财经网

连涨12天！光模块跑出新龙头

中东失控，美股“失色”，科技牛扛不住了？

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微软(MSFT.US)Azure抢跑，成为全球首家开始验证英伟达 Vera Rubin NVL72 系统的云服务商

华尔街一周前瞻-投资者等待美联储利率前景，伊朗战争令市场惶惶不安

Cerebras Systems与亚马逊达成协议，在亚马逊云上提供Cerebras人工智能芯片

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外卖英雄投资者 Aspex 呼吁首席执行官加紧扭亏为盈，否则将面临下课

日本Telexistence入选AWS与NVIDIA实体AI加速计划

3月13日AI全球眼：日初创企业入选英伟达亚马逊物理 AI 计划；美企在东京推数字游民公寓；Adobe CEO 纳拉延将卸任

英伟达云服务合作伙伴Nscale拟在IPO前收购美国大型数据中心

环球市场播报

摩尔线程：在 FP8 技术研发上取得了系统性突破，全球与英伟达保持技术同步

一图看懂！黄仁勋的AI“五层蛋糕”架构

英伟达VLA智驾系统首秀获黄仁勋好评 2000TOPS算力展现第一梯队实力

太平洋科技

路透社：字节跳动绕道马来西亚，获得了英伟达顶级AI芯片的使用权

人工智能学家

GTC2026前瞻：联想集团如何卡位AI"五层蛋糕"？

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12:42","pubTimestamp":1773463320,"startTime":"0","endTime":"0","summary":"文 | 新质动能“AI教母”李飞飞，竟同时搞定了英伟达和AMD！近日，李飞飞创立的World Labs宣布，完成10亿美元新一轮融资，投后估值约50亿美元。本轮融资由设计软件巨头Autodesk领投2亿美元，英伟达与AMD罕见联手参投。这种从“视觉识别”到“空间理解”的跨越，正是让英伟达和 AMD 感到战栗并疯狂押注的根本原因。在学术突破上，李飞飞团队在 2025 年提出了一项名为 MoMaGen 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Vera Rubin NVL72 系统的云服务商","url":"https://stock-news.laohu8.com/highlight/detail?id=2619866147","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619866147?lang=zh_cn&edition=fundamental","pubTime":"2026-03-14 11:50","pubTimestamp":1773460237,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，微软CEO纳德拉表示，该公司的Azure 已成为首家开始验证英伟达Vera Rubin NVL72 系统的云服务提供商。纳德拉周五下午在 X 平台上发布贴文称：“我们是首个引入英伟达 Vera Rubin NVL72 系统进行验证的云平台，这是与英伟达共同构建下一代 AI 基础设施的又一重大飞跃。”尽管微软表示自己是首家引入 Vera Rubin 进行验证的公司，但预计多家云提供商也将在 2026 年部署该技术。根据英伟达的数据，每个 Vera Rubin NVL72 机架可提供高达 3.6 exaflops 的性能，约为基于 GB200 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05:03","pubTimestamp":1773435839,"startTime":"0","endTime":"0","summary":"华尔街一周前瞻-投资者等待美联储利率前景，伊朗战争令市场惶惶不安更新周五市场数据，添加图表美国央行周三将维持利率稳定投资者关注最新的经济预测和对中东后果的看法油价飙升成为通胀压力点的焦点Lewis Krauskopf路透纽约3月13日 - 未来一周，投资者 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19:34","pubTimestamp":1773401640,"startTime":"0","endTime":"0","summary":"周五，IDC算力租赁概念领跌AI赛道，创业板人工智能全天低迷，日线三连阴。其中，汉得信息跌超10%，奥飞数据、首都在线、东方国信、光环新网等多股跌超7%。但光模块CPO龙头逆市活跃，新易盛逆市大涨4%，中际旭创涨超1%。　　热门ETF方面，重仓光模块龙头的创业板人工智能ETF场内收跌1.84%日线三连阴，缩量成交4.62亿元，资金进场抢筹5200万份。　　展望后市，被誉为“AI界春晚”的英伟达GTC大会将于3月16日启幕。本次大会，哪些板块有望被点燃？","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://finance.sina.com.cn/money/fund/etf/2026-03-13/doc-inhqvxre4055467.shtml","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":"sina","symbols":["NVDS.UK","IE00B3M56506.USD","LU2505996681.GBP","LU0187121727.USD","LU1066053197.SGD","IE0009356076.USD","LU0096362180.USD","LU0061475181.USD","IE00BKDWB100.SGD","LU0882574139.USD","LU1145028129.USD","LU2462157665.USD","IE00BN29S564.USD","LU1645745479.HKD","LU2473716301.USD","IE00BKPKM429.USD","IE00BQXX3F31.USD","IE00B3SWFQ91.USD","LU0251132253.USD","LU1242518857.USD","LU1712237335.SGD","IE00BQXX3D17.EUR","LU1868836591.USD","LU1496350171.SGD","LU1794554557.SGD","LU1791710582.SGD","HK0000306701.USD","LU0820562030.AUD","LU2360106780.USD","LU2433249047.HKD","LU2487616109.SGD","BK4532","LU0077335932.USD","LU0354030438.USD","LU1066051225.USD","LU0689626769.HKD","LU0342679015.USD","LU0061474705.USD","LU2360107168.USD","LU2237957902.USD","LU0823434740.USD","LU1366333091.USD","LU2552382215.SGD","LU0348723411.USD","LU2125909247.SGD","LU1989772840.SGD","LU1868836757.USD","LU2286300806.USD","LU2125909916.SGD","LU0057025933.USD","LU1280957306.USD","SG9999015945.SGD","LU2552382058.USD","NVDS","LU1804176565.USD","IE00BJTD4V19.USD","LU0048584097.USD","HK0000320223.HKD","LU1803068979.SGD","BK4567","LU0494093205.USD","LU1366192091.USD","LU2108987350.USD","IE00B7KXQ091.USD","LU2750360641.GBP","IE00BK4W5M84.HKD","LU2399975544.HKD","IE0034235303.USD","LU1069344957.HKD","SG9999014906.USD","LU2087621335.USD","LU1861220033.SGD","LU1839511570.USD","LU0320765059.SGD","HK0000914660.USD","LU1037948897.HKD","LU0106261372.USD","LU0965509101.SGD","LU1699723380.USD","LU2860962120.EUR","LU1400636574.HKD","LU2458330243.SGD","LU1923623000.USD","LU0107464264.USD","LU0238689110.USD","LU0345770308.USD","BK4588","LU1983260115.SGD","LU0672654240.SGD","NVDY","LU1989772923.USD","LU2191332357.HKD","LU0266013472.USD","LU1691799644.USD","510300","LU0069063385.USD","000300.SH","LU0109392836.USD","LU2247934214.USD","BK4503","LU2249611893.SGD","LU2065171402.SGD","BK4608","LU2746668461.USD","LU0082616367.USD","LU0094547139.USD","LU2236285917.USD","LU0211328371.USD","LU0345768740.USD","LU1232071149.USD","LU2125909759.SGD","SG9999018857.SGD","LU0345770993.USD","LU2125154935.USD","NVIW.SI","LU0274383776.USD","LU0061474960.USD","LU2471134952.CNY","LU1815336760.USD","LU2106854487.HKD","LU2242649171.HKD","LU1934455277.USD","LU1116320901.HKD","LU1064131342.USD","LU0823421333.USD","LU2456880835.USD","159363","IE0005OL40V9.USD","LU0079474960.USD","BK0132","BK4579","2NVD.UK","IE00B19Z9505.USD","LU2505996509.AUD","LU0353189680.USD","LU0210528500.USD","LU1623119135.USD","LU2272731865.HKD","SG9999014567.USD","LU0354030511.USD","LU2360032135.SGD","LU2896262040.SGD","LU0964807845.USD","NVDB","LU1718418525.SGD","LU0234570918.USD","IE00B4YYXB79.USD","LU1934455863.HKD","LU2065171311.SGD","LU0316494557.USD","LU1917777945.USD","IE00BJLML261.HKD","LU1852331112.SGD","LU2092937148.SGD","LU1116320737.USD","LU0719512351.SGD","LU2237957811.SGD","LU1914381329.SGD","SG9999004303.SGD","IE00BMPRXR70.SGD","LU1997245094.SGD","SG9999015341.SGD","LU2506951792.HKD","LU1720050803.USD","LU0203201768.USD","LU2237438978.USD","LU0417517546.SGD","LU2491050071.SGD","LU0820561818.USD","LU1400636657.SGD","SG9999014880.SGD","LU0081259029.USD","LU2087625088.SGD","LU2168564222.USD","LU1066051811.HKD","LU2413666699.HKD","LU0640476718.USD","LU2111349929.HKD","BK4612","IE00BYXW3230.USD","NVDU","IE00BD6J9T35.USD","LU1633808545.USD","LU2023250330.USD","LU1435385759.SGD","SG9999000418.SGD","BK4581","LU1992135472.HKD","LU0347712357.USD","LU1934455194.USD","LU2417539215.USD","LU2471134879.HKD","LU1571399168.USD","LU2746668974.SGD","IE0001KFT4U8.USD","LU0109391861.USD","LU0310799852.SGD","LU1629891620.HKD","LU1267930490.SGD","LU2272731782.SGD","BK4529","LU0070217475.USD","LU1935043536.SGD","LU1202635105.USD","LU1670756490.USD","LU0788109477.HKD","LU0724617625.USD","LU1935043023.USD","LU2361045086.USD","LU0708994859.HKD","HK0000914686.HKD","LU1997245177.USD","LU0096364046.USD","IE00BFSS7M15.SGD","LU2750360997.AUD","LU0256863811.USD","BK4587","LU0310800379.SGD","IE00BK4W5L77.USD","HK0000306685.HKD","SG9999015952.SGD","LU0276348264.USD","LU2063271972.USD","LU2322448791.USD","LU0289960550.SGD","LU0823434583.USD","LU0056508442.USD","LU0154236417.USD","SG9999015358.SGD","LU0072462426.USD","399001","LU1935042991.SGD","LU0965508806.USD","LU2089284900.SGD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Aspex 呼吁首席执行官加紧扭亏为盈，否则将面临下课","url":"https://stock-news.laohu8.com/highlight/detail?id=2619191836","media":"路透中文","labels":["executive","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619191836?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 19:25","pubTimestamp":1773401155,"startTime":"0","endTime":"0","summary":"更新 3-外卖英雄投资者 Aspex 呼吁首席执行官加紧扭亏为盈，否则将面临下课香港投资者威胁要推动领导层更迭 Aspex 质疑 Delivery Hero 对某些业务的所有权Aspex 表示，需要更加关注股东价值第 7-9 段增加了首席执行官评论，第 10 段增加了竞争对手详情，第 15-17 段增加了背景和股份情况Christoph Steitz/Alexander Hübner. Aspex 拒绝对这封日期为 3 月 12 日的信件发表评论。Aspex 补充说，出售个别国家部门或少数股权不会 \"构成可信和可接受的 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AI 计划；美企在东京推数字游民公寓；Adobe CEO 纳拉延将卸任","url":"https://stock-news.laohu8.com/highlight/detail?id=2619198143","media":"赛迪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619198143?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 17:01","pubTimestamp":1773392477,"startTime":"0","endTime":"0","summary":"英伟达亚马逊联合甄选，日本初创企业跻身物理 AI 联合培养计划东京消息，日本工业机器人研发企业 Telexistence 成功入选由英伟达、亚马逊等美国知名科技企业联合发起的 “物理 AI fellowship” 项目。其任内曾推动 Adobe 收购设计软件公司 Figma，后因遭遇监管阻力，收购计划被迫终止，Adobe 为此向 Figma 支付了 10 亿美元分手费。目前 Adobe 已启动新任 CEO 的遴选工作，预计整个选拔过程将耗时数月。","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=nesSN2026031317025997b0f1cb&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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16:44","pubTimestamp":1773391440,"startTime":"0","endTime":"0","summary":"　　据知情人士透露，以及《信息》查阅的融资文件显示，由英伟达大力支持、客户包括 OpenAI 与微软的新兴云服务商 Nscale，正就收购美国一处大型 AI 数据中心用地展开谈判。　　去年营收规模尚小的 Nscale，在文件中向投资者表示，收购该数据中心园区将使其近期营收预期增长两倍。Nscale 与 AIP 的谈判仍在进行中，双方未必能达成最终协议。　　Nscale 收购该地块的交易，有望提升其 IPO 前景。Nscale 投资方 8090 Industries 向潜在投资者透露，公司或于 9 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FP8 技术研发上取得了系统性突破，全球与英伟达保持技术同步","url":"https://stock-news.laohu8.com/highlight/detail?id=2619620561","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619620561?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 16:37","pubTimestamp":1773391039,"startTime":"0","endTime":"0","summary":"IT之家 3 月 13 日消息，摩尔线程今日在互动平台表示，公司在 FP8 技术研发上取得了系统性突破，是国内少数掌握该项技术的 GPU 厂商，在全球与英伟达保持技术同步。经过持续技术攻关，公司形成了从芯片设计到应用部署的 FP8 完整技术栈。摩尔线程还表示，MUSA 架构支持FP64、FP32、TF32、FP16、BF16、FP8 和 INT8等多种计算精度，具备高度的灵活性和扩展性。","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=nesSN20260313163836a46642d8&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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