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Rex NVDA Growth & Income ETF
25.93
+0.7990
3.18%
成交量：
7.36万
成交额：
188.34万
市值：
7,441.62万
市盈率：
- -
高：
26.06
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：
0.98
换手率：
2.56%
股息：
9.79
股息率：
37.75%
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
英伟达盘中异动 股价大涨3.00%
市场透视
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格隆汇
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花旗：英伟达业绩影响分析：Blackwell 架构强劲扩张，迈入Rubin周期
Tasha大行投研...
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历史新高！韩国，卖爆了！
券商中国
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智东西
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英伟达发布595.71 WHQL驱动修复风扇控制问题
DoNews
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王晶华说AI
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变局视角
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JQman科技网
·
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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
·
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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
·
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英伟达与多家公司共建6G平台
环球市场播报
·
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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
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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
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美股速递
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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
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英伟达NVIDIA CPO推进进程、供应商份额与行业难点分析
AIOT大数据
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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
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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
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昨天
更多
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WHQL驱动修复风扇控制问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2616355033","media":"DoNews","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616355033?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 22:49","pubTimestamp":1772462943,"startTime":"0","endTime":"0","summary":"2026年2月27日，英伟达发布GeForce 595.59 WHQL驱动，但因导致多风扇显卡仅单风扇运转等异常，随即紧急撤回。3月1日，英伟达重新上线升级版595.71 WHQL驱动，重点修复风扇监控与控制软件失灵问题，并新增对游戏《生化危机：安魂曲》和《失落星船：马拉松》的优化支持。该驱动已通过WHQL认证，面向全球Windows用户推送。","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=nesSN20260302225120a4429b6d&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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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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