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Rex NVDA Growth & Income ETF
25.45
+0.3228
1.28%
成交量：
3.81万
成交额：
96.28万
市值：
7,304.95万
市盈率：
- -
高：
25.50
开：
24.71
低：
24.66
收：
25.13
52周最高：
34.58
52周最低：
24.66
股本：
287.00万
流通股本：
287.00万
量比：
4.41
换手率：
1.33%
股息：
9.79
股息率：
38.45%
净资产收益率：
--
总资产收益率：
--
市净率：
--
市盈率(LYR):
- -
数据加载中...
总览
公司
新闻资讯
公告
英伟达（NVIDIA）连发两则重磅战略合作公告，分别向全球光子学巨头Coherent 、Lumentum各投资20亿美元
变局视角
·
1小时前
英伟达斥资40亿美元强化AI光学供应链 巩固算力基建
JQman科技网
·
1小时前
BUZZ-英伟达承诺向 Coherent 和 Lumentum 各投资 20 亿美元后，这两家公司股价上涨
路透中文
·
1小时前
英伟达的集中度风险：约91%的营收来自数据中心
环球市场播报
·
1小时前
英伟达与多家公司共建6G平台
环球市场播报
·
1小时前
英伟达赚疯了却换不来股价上涨，黄仁勋押注的AI“金矿”到底在哪里？
与非网
·
1小时前
英伟达追加20亿美元投资Lumentum，助力研发与未来产能扩张
美股速递
·
1小时前
英伟达与Coherent达成战略合作 共同开发光技术以扩展下一代数据中心架构
美股速递
·
1小时前
背景资料-紧张局势升级让大科技公司在中东的人工智能投资成为焦点
路透中文
·
2小时前
热点丨英伟达Q4破纪录，算力=收入增长，智能体拐点来了
AI芯天下
·
2小时前
从算力霸主到网络操盘手：英伟达押注6G，是远见还是恐慌？
美股研究社
·
3小时前
当AI削减岗位与席位，谁还能留在科技核心资产名单里？
美股研究社
·
3小时前
47亿！又一AI基建大单被曝敲定，将部署近2万块英伟达GPU
智东西
·
3小时前
重温稿-BUZZ-美股周报困境
路透中文
·
4小时前
《独家新闻》ASML寻求光刻机业务突破，规划进入AI芯片先进封装市场
路透中文
·
4小时前
为什么英伟达财报越炸裂，市场可能越害怕？
格上私募圈
·
4小时前
英伟达引燃硅光子竞赛，铜互连仍为数据中心核心
半导体产业研究
·
4小时前
周一值得关注的股票：埃克森美孚、美国航空、雷神技术、伯克希尔
投资观察
·
4小时前
英伟达：中国对手正在进步，H200在华尚未有收入
中国工业新闻网
·
5小时前
交银国际上调英伟达目标价至260美元，上调今明财年收入及盈利预测
瑞财经
·
5小时前
更多
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Coherent 和 Lumentum 各投资 20 亿美元后，这两家公司股价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2616337413","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616337413?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 21:25","pubTimestamp":1772457927,"startTime":"0","endTime":"0","summary":"3月2日 - ** 光子产品制造商Coherent COHR.N和Lumentum LITE.O的股价在Nvidia NVDA.O表示将分别向两家公司投资20亿美元后上涨 ** 在盘前交易中，COHR上涨9.5%，报283.5美元， LITE上涨8%， 报 756.9美元 ** 随着 Coherent 和 Lumentum 在美国建立制造能力，Nvidia 将向两家公司投资，以支持研发、未来产能和运营。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20260302:nL4S3ZQ1B6:1","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":["LU0061475181.USD","LU0823414478.USD","LU0203202063.USD","LU0006306889.USD","SG9999004303.SGD","LU2065170008.USD","LU2272731865.HKD","LU0154236417.USD","NVD","HK0000306685.HKD","LU0267386448.USD","LU0080751232.USD","LU2505996681.GBP","LU0788109477.HKD","LU1066051498.USD","SGXZ31699556.SGD","LU2461242641.AUD","LU2413666699.HKD","SG9999017495.SGD","LU0251132253.USD","NVD2.UK","LU0820561818.USD","LU0724617625.USD","HK0000320223.HKD","LU2417539215.USD","LU2249611893.SGD","IE00BYXW3230.USD","LU0106261372.USD","LU0238689110.USD","LU0124676726.USD","NVDW","LU2290526834.HKD","IE00B775H168.HKD","BK4567","IE00B3S45H60.SGD","LU2463028550.USD","LU2089284900.SGD","LU2272731600.USD","LU0345769631.USD","BK4579","NVDG","SG9999014880.SGD","LU0128525929.USD","LU2505996509.AUD","LU0072462426.USD","LU0345769128.USD","BK4527","LU0158827781.USD","LU2265009873.SGD","BK4554","LU0348723411.USD","IE00B3M56506.USD","BK4605","SG9999015952.SGD","BK4157","LU2602419157.SGD","LU1261432733.SGD","LU0234570918.USD","LU0012050646.USD","LU1721428933.USD","IE00BZ199S13.USD","LU0265550359.USD","LU2860962120.EUR","LU1861215975.USD","LU1633808545.USD","IE00BKDWB100.SGD","LU2360106780.USD","IE00B5949003.HKD","IE000ITXATA3.USD","LU2552382215.SGD","LU0557290698.USD","LU1242518857.USD","LU1116320737.USD","BK4548","LU2750360997.AUD","IE0004445015.USD","IE00BD6J9T35.USD","LU2125154935.USD","LU2294711713.HKD","LU2931357623.SGD","LU0943347566.SGD","LU1935043536.SGD","LU1868836591.USD","LU0823414551.USD","LU1267930490.SGD","LU2592432038.USD","LU2487616109.SGD","LU2471134879.HKD","LU2746668461.USD","SG9999014542.SGD","LU1935042991.SGD","LU2491050071.SGD","IE00B19Z9505.USD","IE0001KFT4U8.USD","LU2322448791.USD","LU1323610961.USD","LU1839511570.USD","LU0157215616.USD","LU2430703178.SGD","IE00BQXX3C00.GBP","IE000KEQY171.SGD","IE00BHPRN162.USD","LU1861127337.USD","SGXZ81514606.USD","LU0820561909.HKD","LU1914381329.SGD","LU0347712357.USD","LU0787776722.HKD","LU0957791311.USD","LU0289960550.SGD","LU2543165471.USD","LU0823434583.USD","LU0889565833.HKD","LU1366192091.USD","NVDA","SG9999018857.SGD","LU0310800379.SGD","GB00BDT5M118.USD","LU2473716301.USD","LU1852331112.SGD","BK4534","IE00BDCRKT87.USD","LU0786609619.USD","LU2211815571.USD","IE00BJTD4V19.USD","LU2242649171.HKD","LU2247934214.USD","LU1571399168.USD","LU1691799644.USD","NVDX","SG9999000418.SGD","HK0000320264.USD","IE00BJJMRX11.SGD","LU1551013425.SGD","BK4581","LU0345768153.USD","LU2361044949.HKD","LU1803068979.SGD","LU1778281490.HKD","LU1116320901.HKD","LU2125154778.USD","LU1674673428.USD","LU0210533765.USD","LU2271345857.HKD","LU2471134796.USD","LU1992135472.HKD","IE00BFSS8Q28.SGD","LU2552382132.HKD","IE00B7SZL793.SGD","LU1699723380.USD","LU0276348264.USD","LU1037948541.HKD","LU1989764748.USD","LU1983260115.SGD","BK4551","SG9999015945.SGD","LU0210536198.USD","LU2125909593.SGD","BK4543","LU0823421333.USD","SG9999001424.SGD","LU0187121727.USD","LU2471134952.CNY","LU1821325948.USD","LU2023250330.USD","LU0094547139.USD","IE00B775SV38.USD","HK0000306701.USD","LU1280957306.USD","BK4503","LU2456880835.USD","LU1935042215.USD","IE00BZ1G4Q59.USD","LU2237957811.SGD","NVDS","LU1623119135.USD","LU1496350502.SGD","LU2750360641.GBP","LU0719512351.SGD","LU1551013342.USD","BK4148","IE000W1ABFV2.USD","LU2237957902.USD","LU2471134523.USD","BK4608","LU2125909759.SGD","NVII","LU1988902786.USD","LU0820562030.AUD","LU1868836914.USD","LU0077335932.USD","LU0882574139.USD","LU1868837300.USD","LU2360032135.SGD","LU2237438978.USD","LU0170899867.USD","IE00B19Z8W00.USD","LU1267930573.SGD","LU0029864427.USD","LU2462157665.USD","SG9999002224.SGD","LU1084165304.USD","NVDB","LU2083900584.USD","LU0225283273.USD","LU0081259029.USD","LU0353189763.USD","LU0942090050.USD","LITE","LU0957808578.USD","LU0390134368.USD","LU0234572021.USD","LU2381873111.SGD","LU2028103732.USD","LU1989772923.USD","LU2063271972.USD","LU0205194284.USD","LU0354030511.USD","LU1242518931.SGD","LU1145028129.USD","SG9999002232.USD","LU1119994496.HKD","LU2452424414.USD","IE0004445239.USD","LU2746668974.SGD","LU0476273544.USD","LU1037948897.HKD","LU0205193047.USD","LU2023251221.USD","LU0158827948.USD","NVDD","IE00BK4W5M84.HKD","IE0034235303.USD","LU0861579265.USD","LU2403377893.USD","BK4529","LU1935043023.USD","SG9999014567.USD","BK4587","LU1435385759.SGD","LU0203201768.USD","LU2491050154.USD","NVDS.UK","LU2087621335.USD","LU2089283258.USD","LU2191332357.HKD","SG9999014575.USD","IE00BFSS7M15.SGD","LU0061474960.USD","SG9999015978.USD","LU19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21:22","pubTimestamp":1772457720,"startTime":"0","endTime":"0","summary":"英伟达目前约91%的营收来自数据中心，这是一个优势，但如果人工智能支出回归正常化，也会集中风险，尽管长期人工智能需求依然强劲。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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21:17","pubTimestamp":1772457420,"startTime":"0","endTime":"0","summary":"英伟达、诺基亚和T-Mobile美国公司与全球运营商携手，共同构建原生人工智能、开放且安全的6G平台，在大规模商业化之前推进软件定义无线接入网和现场试验。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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21:07","pubTimestamp":1772456875,"startTime":"0","endTime":"0","summary":"然而，市场却用一场暴跌回应了这份“炸裂”业绩。财报发布后，英伟达股价一度下跌5.7%，最终收跌5.49%。这一突破曾直接触发英伟达股价一度暴跌17%，单日市值蒸发6000亿美元，也让市场开始重新审视“算力需求永无止境”的合理性。因此，黄仁勋的“Agent经济学”本质上仍然是在用技术愿景绑架资本预期，但它可能自我实现，也可能因商业落地不及预期而出现反噬。","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=nesSN20260302211721a44254b4&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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21:06","pubTimestamp":1772456788,"startTime":"0","endTime":"0","summary":"全球人工智能芯片巨头英伟达（NVIDIA）宣布，将向光通信技术企业Lumentum Holdings Inc. 追加投资20亿美元，专项用于支持其研发创新、未来产能建设及日常运营。\n此项战略投资凸显了英伟达对强化其供应链关键环节的重视。Lumentum在光子学和光学技术领域的深厚积累，对英伟达推进数据中心、人工智能及高性能计算解决方案至关重要。资金注入将加速Lumentum在先进光学元件领域的研发进程，并保障其生产能力的持续扩张。\n通过深化与Lumentum的合作，英伟达旨在巩固其在关键技术领域的领先地位，确保核心元件的稳定供应，为下一代计算平台奠定基础。","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":["LU0823421416.USD","LU0528227936.USD","LU0640476718.USD","BK4532","SGXZ31699556.SGD","IE00BK4W5M84.HKD","IE00B5949003.HKD","LU1839511570.USD","IE00BYXW3230.USD","SGXZ51526630.SGD","LU1983260115.SGD","IE00BQXX3D17.EUR","LU1232071149.USD","BK4020","LU0472753341.HKD","NVDW","LU2097344357.USD","LU2294711713.HKD","NVDQ","LU0069063385.USD","DIPS","HK0000306701.USD","LU0557290698.USD","LU2413666426.HKD","IE00BK4W5L77.USD","LU0494093205.USD","LU2896262040.SGD","LU1316542783.SGD","LU1571399168.USD","LU0081259029.USD","LU0157215616.USD","LU1935042215.USD","BK4579","LU1699723380.USD","LU0289961442.SGD","IE00B3S45H60.SGD","LU0965509283.SGD","SG9999015945.SGD","SG9999015986.USD","SG9999014559.SGD","SGXZ81514606.USD","LU2462157665.USD","LU0689472784.USD","LU0347712357.USD","IE00B19Z9505.USD","LU1267930573.SGD","LU0964807845.USD","LU0234570918.USD","LU2430703251.USD","LU0203202063.USD","IE0004445015.USD","LU0056508442.USD","LU0238689110.USD","LU2168564495.EUR","IE00BQXX3F31.USD","LU0077335932.USD","LU0672654240.SGD","NVDX","LU1145028129.USD","SG9999002232.USD","LU1923622291.USD","LU2065169927.USD","LU1066053197.SGD","LU0061474960.USD","LU2125909916.SGD","SG9999002224.SGD","LU2860962120.EUR","LU1935043536.SGD","LU1804176565.USD","3NVD.UK","IE00BN29S564.USD","LU0011850046.USD","LU2213496289.HKD","SGXZ23171101.USD","LU2272731865.HKD","BK4614","IE00BJJMRY28.SGD","LU0316494557.USD","LU1914381329.SGD","LU0225283273.USD","LITE","LU2237957902.USD","LU1551013342.USD","IE00BQXX3C00.GBP","LU1066051498.USD","LU0820561818.USD","LU0215105999.USD","SG9999001424.SGD","LU2360106780.USD","LU0683600562.USD","LU2471134796.USD","IE00BD6J9T35.USD","LU2237957811.SGD","IE00B775SV38.USD","LU2602419157.SGD","IE00BJTD4V19.USD","LU2168564065.EUR","LU2286300806.USD","LU1868837300.USD","LU1435385759.SGD","IE00BWXC8680.SGD","LU0476273544.USD","IE00B775H168.HKD","IE00B19Z8W00.USD","LU0070217475.USD","LU0234572021.USD","SG9999017495.SGD","LU2271345857.HKD","LU0965508806.USD","LU2125909247.SGD","SG9999015358.SGD","LU2543165471.USD","LU0251132253.USD","LU0082616367.USD","LU1718418525.SGD","LU1066051811.HKD","LU0198837287.USD","BK4543","HK0000320264.USD","LU1988902786.USD","LU2247934214.USD","IE00B3SWFQ91.USD","IE0034235295.USD","BK4608","LU2023251221.USD","LU1064131342.USD","SGXZ99366536.SGD","LU1917777945.USD","LU2473716301.USD","LITX","LU0096364046.USD","LU2471134523.USD","IE00B1BXHZ80.USD","LU1691799644.USD","LU2322448957.HKD","LU0289960550.SGD","LU0820561909.HKD","LU1244550221.USD","LU1642822529.SGD","LU1261432733.SGD","LU0345770993.USD","LU1721428933.USD","LU0345770308.USD","LU1674673691.USD","BK4585","LU1868836914.USD","BK4567","LU0708994859.HKD","IE00BKDWB100.SGD","LU0823414478.USD","LU2430703095.HKD","IE0009G5SDU7.USD","LU0170899867.USD","LU2249611893.SGD","LU1720051017.SGD","LU1803068979.SGD","LU0079474960.USD","SG9999014575.USD","IE00BZ1G4Q59.USD","LU0211328371.USD","BK4534","LU0210528500.USD","LU0061474705.USD","LU0154236417.USD","IE00B3M56506.USD","SG9999014880.SGD","LU0345768153.USD","LU0210533765.USD","LU1934455277.USD","LU2463028550.USD","LU2458330169.SGD","LU2487616109.SGD","SG9999014898.SGD","LU2322448791.USD","NVD3.UK","LU2065171311.SGD","2NVD.UK","LU0106261372.USD","LU2089985449.USD","LU0724617625.USD","LU2168563687.JPY","LU0889565833.HKD","LU1244550577.SGD","SG9999014914.USD","LU0109391861.USD","IE00BKVL7J92.USD","LU0266013472.USD","SG9999018857.SGD","LU2242650005.HKD","LU0107464264.USD","LU1852331112.SGD","LU0109392836.USD","LU2089283258.USD","LU0128525929.USD","LU0053666078.USD","LU0354030511.USD","LU0642271901.SGD","LU0265550359.USD","LU2083900584.USD","LU0256863811.USD","BK4141","LU0444971666.USD","LU1674673428.USD","SG9999015952.SGD","LU0310800379.SGD","LU1712237335.SGD","LU1551013425.SGD","IE00B4YYXB79.USD","LU0345769128.USD","LU0276348264.USD","LU1244550494.USD","LU0942090050.USD","LU2125154935.USD","LU0511384066.AUD","LU2357305700.SGD","LU0012050646.USD","LU0308772762.SGD","LU2506951792.HKD","LU0342679015.USD","LU1069344957.HKD","IE0004086264.USD","LU2108987350.USD","IE00BMPRXN33.USD","LU1496350502.SGD","LU1815336760.USD","LU1992135399.USD","LU0106261612.USD","LU2244417387.USD","IE00BDRTCR15.USD","IE0004445239.USD","LU0094547139.USD","SG9999004303.SGD","LU0823434583.USD","LU0689626769.HKD","LU2471134952.CNY","LU1989764748.USD","LU1037948541.HKD","LU2592432038.USD","LU2357125470.USD","IE00BJJMRX11.SGD","LU0097036916.USD","I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21:03","pubTimestamp":1772456593,"startTime":"0","endTime":"0","summary":"英伟达与Coherent宣布建立战略合作伙伴关系，双方将携手开发先进光学技术，旨在推动下一代数据中心架构的规模化发展。此项合作将聚焦于解决数据中心在人工智能和高性能计算领域日益增长的数据传输需求。通过整合英伟达在加速计算方面的专长与Coherent在光子学解决方案领域的领先技术，两家公司计划为未来数据中心打造更高效、可扩展性更强的互联基础设施。这一举措有望显著提升数据处理速度与能效，为全球数字基础设施的演进奠定坚实基础。","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":["LU2065169927.USD","LU0417517546.SGD","LU1037948897.HKD","LU1839511570.USD","IE00B7KXQ091.USD","LU1989772923.USD","BK4554","LU0889565833.HKD","IE00B7SZL793.SGD","LU1674673691.USD","BK4543","LU2433249047.HKD","IE00B1XK9C88.USD","SG9999015952.SGD","LU0823434740.USD","LU0640476718.USD","LU1791710582.SGD","LU0957791311.USD","LU1989764748.USD","LU1861220033.SGD","LU2089985449.USD","LU0823421416.USD","LU2191332357.HKD","LU0256863811.USD","LU2023251221.USD","LU0289961442.SGD","LU2361044865.SGD","LU1316542783.SGD","LU1923622291.USD","LU1923622614.USD","LU1267930490.SGD","LU2326559502.SGD","LU1066051498.USD","IE00BK4W5L77.USD","LU0957808578.USD","BK4551","IE0004445015.USD","LU0390134368.USD","BK4527","LU0308772762.SGD","LU1435385759.SGD","LU0444971666.USD","HK0000320264.USD","LU0225283273.USD","LU2413666699.HKD","LU2087621335.USD","IE00B19Z9505.USD","LU0724617625.USD","LU0965509101.SGD","LU0672654240.SGD","LU1244550221.USD","LU1935043023.USD","LU2322448791.USD","LU1868836591.USD","LU2471134523.USD","LU2750360997.AUD","NVIW.SI","LU2860962120.EUR","LU2430703178.SGD","LU2063271972.USD","LU0823421333.USD","LU0109391861.USD","LU1069344957.HKD","LU2125154778.USD","LU1127390331.HKD","LU1791710400.SGD","LU2491050154.USD","LU0345768153.USD","LU0265550946.USD","LU2065170008.USD","IE00BDCRKT87.USD","LU1496350502.SGD","LU1323610961.USD","3NVD.UK","LU0979878070.USD","LU0472753341.HKD","IE0034235188.USD","LU0316494557.USD","LU0211327993.USD","IE0004086264.USD","LU1852331112.SGD","SG9999017495.SGD","IE0009G5SDU7.USD","LU0348723411.USD","LU0820562030.AUD","LU2746668461.USD","SNVD.UK","LU0345770308.USD","LU1720051108.HKD","LU2092627202.USD","LU0109392836.USD","LU0154236417.USD","LU0943347566.SGD","SGXZ51526630.SGD","LU0354030511.USD","LU2931357623.SGD","IE00B19Z8X17.USD","LU0198837287.USD","LU0061474705.USD","LU0187121727.USD","IE000ITXATA3.USD","LU1951198990.SGD","LU1496350171.SGD","LU1429558221.USD","LU2360106780.USD","LU1989772840.SGD","LU0320765059.SGD","LU1366333091.USD","LU2357125470.USD","LU1633808545.USD","LU0347712357.USD","BK4592","LU2543165471.USD","LU2125909916.SGD","IE00BMPRXR70.SGD","LU0170899867.USD","LU0786609619.USD","LU0823414551.USD","LU2242650005.HKD","LU0965509010.AUD","LU0689626769.HKD","BK4598","LU1267930730.SGD","LU1803068979.SGD","LU1815333072.USD","LU0158827948.USD","LU1066051811.HKD","LU2065171311.SGD","LU2456880835.USD","LU2125909247.SGD","LU2272731865.HKD","IE00B4YYXB79.USD","LU0029864427.USD","LU1366192091.USD","BK4548","LU0256863902.USD","LU1642822529.SGD","LU2244417387.USD","LU2471134796.USD","LU2430703095.HKD","LU1804176565.USD","LU1720051017.SGD","LU0354030438.USD","LU2458330243.SGD","LU2023250504.SGD","LU2097344431.USD","LU2592432038.USD","IE00BQXX3C00.GBP","LU0069063385.USD","LU0158827781.USD","LU1232071149.USD","LU0289960550.SGD","LU0274383776.USD","IE0034235303.USD","LU0124676726.USD","HK0000914686.HKD","IE00BJTD4V19.USD","LU2357305700.SGD","IE0009356076.USD","BK4581","IE00B19Z8W00.USD","LU1261432733.SGD","IE00BDRTCR15.USD","LU2125909759.SGD","LU2271345857.HKD","LU2756315318.SGD","NVDA","SG9999014898.SGD","LU0215105999.USD","LU0128525929.USD","IE00BKDWB100.SGD","NVDU","LU2896262040.SGD","LU0053666078.USD","BK4608","LU2054465674.USD","LU2491049909.HKD","SG9999014880.SGD","LU1868836914.USD","LU2491050071.SGD","IE00B19Z4B17.USD","ANV","LU0557290698.USD","LU2087625088.SGD","BK4503","BK4533","LU1629891620.HKD","LU0056508442.USD","LU2361045086.USD","LU0345770993.USD","LU0476273544.USD","LU0096362180.USD","NVII","LU0276348264.USD","LU2505996509.AUD","LU0203202063.USD","NVDS.UK","LU2452424414.USD","LU0011850046.USD","LU1934455194.USD","BK4614","BK4587","LU2264538146.SGD","IE0004445239.USD","LU1244550577.SGD","LU0175139822.USD","SG9999014542.SGD","LU1935042488.USD","LU0234572021.USD","LU2097344357.USD","LU0342679015.USD","IE00BYXW3230.USD","LU2463028550.USD","LU1280957306.USD","SG9999015978.USD","IE00B5949003.HKD","IE0004091025.USD","LU2360107168.USD","LU0965508806.USD","LU0310800379.SGD","IE00BFSS8Q28.SGD","IE000KEQY171.SGD","LU1116320901.HKD","LU2168564149.EUR","IE00BZ199S13.USD","LU2473716301.USD","LU1861215975.USD","LU0868494617.USD","LU2168564495.EUR","IE00BJTD4N35.SGD","LU1983260115.SGD","LU2458330169.SGD","LU0289739343.SGD","BK4549","LU2506951792.HKD","SG9999015986.USD","LU0345769631.USD","LU1951200564.SGD","IE00B1BXHZ80.U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20:50","pubTimestamp":1772455844,"startTime":"0","endTime":"0","summary":"背景资料-紧张局势升级让大科技公司在中东的人工智能投资成为焦点路透3月2日 - 美国和以色列针对伊朗的空战不断扩大，给这个地区带来了新的不确定性，而这个地区在将自己定位为全球技术和人工智能中心的同时，也吸引了数十亿美元的投资承诺。Alphabet GOOGL.O 谷歌云和沙特阿拉伯公共投资基金表示，他们将投资 100 亿美元，与当地科技公司 Humain 共同发起，在沙特阿拉伯王国建设和运营一个全球人工智能中心。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260302:nL4S3ZQ17S:1","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":null,"symbols":["LU1670711123.USD","LU2097344357.USD","LU0320765059.SGD","LU1267930813.SGD","LU0345769128.USD","LU1116320901.HKD","LU0823417737.USD","BK4612","LU0061474960.USD","IE00BKDWB100.SGD","LU0109392836.USD","LU0466842654.USD","LU2272731782.SGD","LU0511384066.AUD","BK4527","BK4550","LU0354030511.USD","LU2720916845.USD","LU2125909593.SGD","SG9999014898.SGD","LU0795875169.SGD","LU0823417653.USD","IE00B7KXQ091.USD","NVDB","LU0316494557.USD","LU0057025933.USD","LU1489326972.SGD","LU2552382215.SGD","LU2087621335.USD","LU0107464264.USD","LU1718418525.SGD","LU0353189680.USD","LU0225283273.USD","LU0882574139.USD","LU0158827948.USD","IE0004445015.USD","IE00BJTD4V19.USD","LU1316542783.SGD","BK4516","LU1429558221.USD","LU2360032135.SGD","BK4598","LU0661504455.SGD","LU1046421795.USD","LU0053666078.USD","AMZD","ORCX","LU0820561818.USD","BK4576","BK4141","LU0072461881.USD","LU0124676726.USD","LU1340139317.AUD","LU2860962120.EUR","LU1032466523.USD","LU1564329115.USD","IE00BSNM7G36.USD","LU2237438978.USD","LU0949170426.SGD","BK4220","LU0149725797.USD","IE00BYQQ9H92.USD","LU1670710588.SGD","LU1988902786.USD","BK4604","LU0079474960.USD","SG9999014906.USD","IE00B5949003.HKD","LU0861579265.USD","LU0345770308.USD","AMZU","LU0251131958.USD","LU0957808578.USD","LU0094547139.USD","BK4504","LU0097036916.USD","LU1235295455.SGD","LU2361045086.USD","LU2083900584.USD","LU2054465674.USD","LU1496350502.SGD","AMZW","LU0171293334.USD","LU1116320737.USD","LU1934455277.USD","LU0494093205.USD","LU0267386448.USD","LU0690374961.EUR","LU2210149790.SGD","LU1815333072.USD","LU1261432733.SGD","SG9999014559.SGD","LU2210150020.SGD","LU1623119135.USD","LU0056508442.USD","LU2211817866.USD","LU2191332357.HKD","LU2213496289.HKD","LU0081259029.USD","BK4554","LU0433182093.SGD","LU0738911758.USD","LU1712237335.SGD","LU1861558580.USD","NVDY","SG9999018857.SGD","2NVD.UK","LU0210528500.USD","IE00B4JS1V06.HKD","LU0061475181.USD","LU1582986433.USD","LU0787776722.HKD","IE00B1XK9C88.USD","IE00BN8TJ469.HKD","LU2592432038.USD","LU1642822529.SGD","IE00BZ1G4Q59.USD","LU1035775433.USD","LU2552382132.HKD","LU1670710661.SGD","LU2125154935.USD","SG9999004303.SGD","LU1003077747.HKD","LU1244550221.USD","LU2750360641.GBP","IE000YTNTUN2.SGD","SG9999001424.SGD","BK4535","IE00BMPRXN33.USD","LU0289961442.SGD","LU0965508806.USD","LU2087625088.SGD","SG9999011175.SGD","MSFL","LU1564329461.SGD","IE00BMPRXR70.SGD","LU0994945656.USD","IE0009G5SDU7.USD","LU1064131342.USD","LU1066051811.HKD","IE00BN29S564.USD","SGXZ99366536.SGD","LU0689472784.USD","LU1066051498.USD","LU2506951875.HKD","LU1228905540.USD","LU1861559042.SGD","LU0210536198.USD","LU1059921491.USD","LU2357305700.SGD","LU0314106906.USD","LU2275660780.HKD","IE00BDCRKT87.USD","LU0323239441.USD","BK4505","LU0070302665.USD","LU0964807845.USD","LU1032955483.USD","LU0496365809.HKD","LU2360108059.USD","LU2236285917.USD","LU2108987350.USD","LU0154236417.USD","LU0208291251.USD","LU1201861249.SGD","LU2756315318.SGD","MSFU","LU1267930730.SGD","LU2506951958.HKD","BK4525","IE0001KFT4U8.USD","SG9999003800.SGD","LU2237957902.USD","SG9999015986.USD","SG9999014575.USD","LU0345768740.USD","LU2286300806.USD","LU1894683264.USD","LU2148611432.USD","IE00BFSS8Q28.SGD","LU1868837136.USD","GOOX","LU0726765562.USD","SG9999014567.USD","LU1585245621.USD","AMZY","LU0029864427.USD","LU1323610961.USD","LU0894485498.HKD","LU0048573561.USD","LU2487616109.SGD","IE00B5TLWC47.USD","LU1989773731.SGD","LU1301847155.USD","LU0417517546.SGD","LU2250418816.HKD","LU2347655156.SGD","NVII","LU1069344957.HKD","LU0345774631.USD","LU0323591593.USD","NVD2.UK","LU0820561909.HKD","LU0348723411.USD","LU1923622614.USD","LU0070217475.USD","LU0211326755.USD","LU0960925559.SGD","LU0310800965.SGD","LU2317271919.USD","LU1242518857.USD","LU2290526834.HKD","MSFW","LU2746668461.USD","LU0130103400.USD","LU0444973449.USD","LU0949170772.SGD","LU1430594728.SGD","LU1914381329.SGD","LU2089985449.USD","LU2272731600.USD","LU1201861165.SGD","BK4579","LU2133065610.SGD","LU0347712357.USD","LU1244550577.SGD","LU2491050071.SGD","LU2361044865.SGD","LU0211326839.USD","LU0082616367.USD","BK4097","LU2362541513.USD","DIPS","LU1992135472.HKD","LU2125909916.SGD","LU1868836591.USD","LU1720051108.HKD","LU2404859667.USD","LU2552382058.USD","SGXZ23171101.USD","LU0545562505.USD","BK4549","LU2097829019.USD","LU2125154778.USD","AZYY","BK4533","LU1815336760.USD","BK4507","IE00B19Z3581.USD","LU0345770993.USD","LU0965509010.AUD","LU2764262908.HKD","LU0203347892.USD","LU2430703095.HKD","BK4559","LU2413666426.HKD","LU0276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19:16","pubTimestamp":1772450209,"startTime":"0","endTime":"0","summary":"算力价格的边际下行已成为不可逆的趋势，这将直接压缩英伟达的毛利率空间。这意味着电信网络的“心脏”将从专用 ASIC 转向 GPU 与 AI 加速卡。此次合作强调的“开放、安全的 AI 原生平台”，揭示了英伟达的真正野心：它押注的不是 6G 频段，而是 6G 时代的操作系统。这对于正在寻找新增长曲线的英伟达而言，诱惑巨大。但无论如何，英伟达已经亮剑。这是远见布局，还是提前恐慌？英伟达的第二战场已经开启，硝烟未散，胜负未定。","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=nesSN20260302192623a698da29&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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19:16","pubTimestamp":1772450160,"startTime":"0","endTime":"0","summary":"2 月以来，纳斯达克综合指数回落逾 4%，AI 相关科技股成为资金撤离的主要方向。市场不再为任何贴上\"AI 标签”的公司买单，而是严格审视其在产业链中的生态位。但 AI 提升生产力的逻辑，恰恰意味着企业可能减少员工数量。在 AI 周期中，硬资产往往具备更强议价能力。在 AI 重塑世界的过程中，那些能够提供“确定性”的硬资产，那些能够解决“效率”真问题的新应用，将成为新的核心资产。当 AI 开始威胁软件本身，科技股的分化，才刚刚开始。","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/stock/usstock/c/2026-03-02/doc-inhpqzkn5258119.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":["NVD3.UK","NVII","LU0353189680.USD","LU1791710400.SGD","NVD2.UK","3NVD.UK","LU0289961442.SGD","NVDQ","NVDS","LU1127390331.HKD","IE00BJJMRY28.SGD","NVDY","SNVD.UK","ANV","LU1852331112.SGD","LU2265009873.SGD","LU0640476718.USD","LU2249611893.SGD","LU1951200564.SGD","NVIW.SI","LU2491049909.HKD","LU2361044865.SGD","LU2023251221.USD","LU2264538146.SGD","LU2756315318.SGD","NVDG","2NVD.UK","NVDS.UK","LU2430703095.HKD","NVDX","NVDD","VGT","NVDW","AIYY","LU1821325948.USD","NVD","DIPS","LU2244417387.USD","NVDA","HK0000306685.HKD","LU2746668461.USD","LU2092937148.SGD","LU2083900584.USD","LU0348723411.USD","LU2602419157.SGD","NVDU","NVDB","LU0345768153.USD"],"gpt_icon":1},{"id":"2616335423","title":"47亿！又一AI基建大单被曝敲定，将部署近2万块英伟达GPU","url":"https://stock-news.laohu8.com/highlight/detail?id=2616335423","media":"智东西","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616335423?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 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19:01","pubTimestamp":1772449311,"startTime":"0","endTime":"0","summary":"重温稿-BUZZ-美股周报困境重复上周五的内容，无任何改动。** 消费类.SPLRCD下跌0.5%。尽管HD在竞争对手Lowe's LOW.N全年预测低于预期后于周三下跌 ，而且两者的看淡评论拖累了 房屋建筑和住房相关股票。** 工业股.SPLRCI下跌0.1%。** 能源.SPNY上涨2%。美国与伊朗核谈判延长，石油股追随原油价格飙升 O/R** 消费品.SPLRCS上涨2.7%。** 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19:00","pubTimestamp":1772449230,"startTime":"0","endTime":"0","summary":"《独家新闻》ASML寻求光刻机业务突破，规划进入AI芯片先进封装市场ASML计划拓展AI芯片的先进封装业务ASML将利用AI技术提升工具性能和生产速度ASML探索更大尺寸的芯片和新型扫描系统路透美国加州圣何塞3月2日 - ASML ASML.AS一位高管告诉路透，ASML正计划大幅扩展其芯片制造设备产品线，涵盖多款新产品，以在快速增长的人工智能芯片市场中占据更大份额，历经十余年发展，ASML 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17:41","pubTimestamp":1772444511,"startTime":"0","endTime":"0","summary":"瑞财经 严明会近日，交银国际发表报告指，英伟达今年1月底止2026财年第四季收入681亿美元，高于之前指引中位数的650亿美元和市场预期。考虑到包括台积电和存储器供应商积极扩产以及英伟达的行业龙头地位，该行认为供应链紧张对英伟达影响小于同业。该行上调英伟达2027及2028财年收入至3545及4557亿美元，上调Non-GAAP每股盈利预测至8.06及10.52美元；上调目标价至260美元，对应28倍2027及2028财年预测市盈率，认为股价具有吸引力。","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=nesSN20260302174158a731131a&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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