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英伟达

184.73

-5.4450-2.86%

成交量：1.30亿

成交额：242.46亿

市值：4.49万亿

市盈率：52.62

高：189.00

开：185.90

低：184.32

收：190.17

52周最高：212.19

52周最低：86.62

股本：243.00亿

流通股本：234.20亿

量比：0.79

换手率：0.55%

股息：0.04

股息率：0.02%

每股收益(TTM):3.51

每股收益(LYR):2.97

净资产收益率：109.42%

总资产收益率：53.09%

市净率：44.83

市盈率(LYR):62.24

数据加载中...

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55万，ASIC 417万，国产芯片呢？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583587776","media":"AI产业链研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583587776?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 20:14","pubTimestamp":1763208854,"startTime":"0","endTime":"0","summary":"英伟达将于 2025 年 11 月 19 日发布 2025 财年第三季度财报。国内最大的 AI 芯片供应商今年的出货量即便达到市场普遍预测的 70 万张，也仅为英伟达的 13% 左右。这 1022 万张中，包含 AMD 的 55 万张，而 ASIC 芯片出货量更是达到惊人的 417 万张（同比增长 46%！考虑到 2025 年底的订单积压情况，小摩估计 2026 年 ODM 代工产量区间约为 5 万 - 7 万台 NVL72 机架，具体取决于良率提升曲线。英伟达似乎仍计划在 2026 年二季度扩大 VR200 模块产能，并目标于三季度初启动下游 AI ODM 机架代工。","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=nesSN20251115201927a6fb710a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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18:02","pubTimestamp":1763200960,"startTime":"0","endTime":"0","summary":"孙正义与黄仁勋相拥而泣，为当年“卖早了”英伟达扼腕不已。顺水推舟，孙正义表示可以借钱给黄仁勋，联手买下英伟达，将公司私有化，之后黄仁勋继续带领英伟达前进。于孙正义而言，那次抛售是一个不得已的决定。只是这一尝试没有得到监管批准，孙正义再次与英伟达失之交臂。孙正义不止一次公开表示，未来十年AI至少影响全球GDP的5%到10%。","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=nesSN20251115181414a6fb4877&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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软银清仓、桥水减持！英伟达走势成焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2583363918","media":"第一财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583363918?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 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