美股詳情

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AI應用概念股

6,243.39

-188.4365-2.93%

漲家數：7

跌家數：18

平家數：1

市盈率：- -

高：6,414.33

開：6,414.33

低：6,205.27

收：6,431.83

成交量：4.85億

成交額：583.70億

市值：4.91萬億

流通市值：4.70萬億

資料載入中...

總覽新聞資訊

重磅GTC大會演講之外，一文讀懂黃仁勳本周向華爾街和互聯網的講話要點

华尔街见闻

黃仁勳騙了所有人，DLSS 5真是個純AI濾鏡

Cursor套殼、黃仁勳坐上賓，DeepSeek的光環現在都是Kimi的了

【圖解】海南自貿港活力全開封關以來貿易額增長近三成

和訊投顧餘榮卓：這次國產AI硬件主線，能否抄英偉達作業？

新一代SU7上市首個周末雷軍北京巡店：親自講解新車為顧客開車門

AI周報：黃仁勳拋出英偉達萬億美元收入預期三星面臨史上最大罷工威脅

早安四川丨紗線在春光裏穿梭

【圖解】2026年強農惠農政策清單來了！16項補貼直達農民

东北新闻网

黃仁勳最新播客全文：英偉達的未來、具身智能和 Agent 的發展、推理需求爆發以及人工智能的公關危機

圖説發布會丨強勢開局！1—2月河北外貿進出口1259.2億元，按年增長37.7%

美股「炸」了！股債金三殺，資金瘋狂拋售！

財政運行平穩開局收入小幅增長顯韌性

汽車幫熱評：60+60=120 雷軍新SU7發布會言論惹爭議

21世纪经济报道

出了新手保護村，雷軍口中「零百加速」少了，「安全」多了

凤凰网港股

北京的春天

黃仁勳補貼人才價值底薪50%的AI算力，為英偉達打造數十萬名「數字員工」

學習新語丨以正確政績觀推動高質量發展

每經熱評·企業家畫像 | 聚光燈下「收一點」，雷軍在分擔與認同中重新站位

每日经济新闻

英偉達機器人負責人：AI智能體將引爆機器人領域"ChatGPT時刻"

华尔街见闻

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5真是個純AI濾鏡","url":"https://stock-news.laohu8.com/highlight/detail?id=2621716676","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621716676?lang=zh_tw&edition=fundamental","pubTime":"2026-03-22 14:26","pubTimestamp":1774160785,"startTime":"0","endTime":"0","summary":"GTC 2026 的现场 Q&A 上，有人问黄仁勋，外界批评 DLSS 5 只是帧级后处理，只是一个滤镜。英伟达骗了所有人。之前，英伟达官方对外宣称，DLSS 5“将输出锚定在源 3D 内容中”，但实际上它锚定的只是那张 2D 渲染结果，而不是任何一层 3D 数据。然而在开启 DLSS 5 后，头发的长度被篡改了。开了 DLSS 5 之后，你看到的是 AI 在那张图上面重画的结果。回答：DLSS 5 只用当前帧和运动矢量作为输入。DLSS 5 只是在同一个思路上往前走了一步。","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://tech.ifeng.com/c/8rhUQ3gpNmE","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":"fenghuang_stock","symbols":["SG9999015341.SGD","SG9999015978.USD","IE00BMPRXR70.SGD","LU0061474705.USD","NVDY","LU1989772840.SGD","IE0034235303.USD","LU1868836757.USD","LU1821325948.USD","LU2242650005.HKD","SG9999018857.SGD","LU2191332357.HKD","LU2213496289.HKD","LU1868836591.USD","LU2264538146.SGD","LU0310799852.SGD","LU0868494708.USD","LU2065169927.USD","BK4534","IE00BQXX3D17.EUR","HK0000306701.USD","LU0070217475.USD","HK0000914686.HKD","IE0034235295.USD","IE00BK4W5M84.HKD","LU2433249047.HKD","LU0154236417.USD","LU1232071149.USD","LU2473716301.USD","BK4532","LU0061474960.USD","LU2357125470.USD","LU2430703178.SGD","LU2097344431.USD","LU0215105999.USD","LU0345769631.USD","LU2125909759.SGD","LU1267930730.SGD","LU0788109477.HKD","SG9999017495.SGD","BK4579","BK4612","LU2237438978.USD","LU0203201768.USD","LU0964807845.USD","LU2272731600.USD","LU2125154778.USD","IE00B1XK9C88.USD","IE00B19Z9505.USD","LU0124676726.USD","LU1119994496.HKD","LU0158827781.USD","LU2249611893.SGD","LU2237957902.USD","LU0266013472.USD","LU1814569148.SGD","IE00BHPRN162.USD","LU2242649171.HKD","LU2506951792.HKD","IE00BDRTCR15.USD","LU2054465674.USD","LU2543165471.USD","LU2361045086.USD","LU0820562030.AUD","LU0786609619.USD","LU2381873111.SGD","LU1674673691.USD","LU0211328371.USD","LU0353189680.USD","LU0175139822.USD","LU1935043023.USD","LU2326559502.SGD","LU1116320901.HKD","LU2487616109.SGD","LU2860962120.EUR","SG9999018865.SGD","LU1718418525.SGD","HK0000320223.HKD","SG9999014898.SGD","LU0265550359.USD","SG9999015986.USD","LU0210533765.USD","LU0557290698.USD","IE000ITXATA3.USD","LU2471134523.USD","LU2456880835.USD","BK4548","LU0511384066.AUD","LU2746668974.SGD","LU2237957811.SGD","LU1815333072.USD","LU0354030511.USD","IE00BMPRXQ63.HKD","LU1778281490.HKD","LU1064131342.USD","IE00BD6J9T35.USD","NVIW.SI","LU1951200564.SGD","LU2552382132.HKD","LU2065171402.SGD","LU0203202063.USD","IE00BK4W5L77.USD","LU1066051498.USD","LU1267930490.SGD","LU1629891620.HKD","IE00BMPRXN33.USD","IE000W1ABFV2.USD","BK4588","LU1699723380.USD","LU1791710400.SGD","LU0476273544.USD","LU2360106780.USD","LU1066051811.HKD","LU0106261372.USD","LU0882574139.USD","LU1642822529.SGD","IE00BWXC8680.SGD","LU0187121727.USD","LU1400636657.SGD","LU2461242641.AUD","LU2505996509.AUD","SG9999015358.SGD","LU2089284900.SGD","LU0289960550.SGD","IE0004445239.USD","LU2403377893.USD","LU1084165304.USD","NVDU","SG9999001424.SGD","BK4527","NVD","LU0097036916.USD","LU0308772762.SGD","LU2413666426.HKD","BK4554","IE00B4JS1V06.HKD","LU0943347566.SGD","LU0057025933.USD","LU0444971666.USD","SGXZ31699556.SGD","LU0316494557.USD","LU2089985449.USD","LU2211815571.USD","LU2125909247.SGD","LU0719512351.SGD","LU0861579265.USD","BK4543","NVDW","IE00BZ199S13.USD","LU2168564495.EUR","LU0061475181.USD","LU0289961442.SGD","LU2063271972.USD","LU2290526834.HKD","IE00B5949003.HKD","LU2756315318.SGD","LU2322448791.USD","LU2125909593.SGD","LU0965509010.AUD","LU1923622614.USD","LU0823421333.USD","IE00B3M56506.USD","LU2087625088.SGD","LU2491050154.USD","LU1037948541.HKD","NVDX","LU1267930573.SGD","SG9999015945.SGD","NVDD","LU1244550494.USD","LU0080751232.USD","LU0823434740.USD","LU2322448957.HKD","LU1366333091.USD","LU0417517546.SGD","LU1145028129.USD","LU0823414551.USD","LU0053666078.USD","HK0000306685.HKD","BK4551","IE00BN29S564.USD","LU0823421416.USD","NVDQ","LU1244550221.USD","LU1861220033.SGD","LU2247934214.USD","IE00BJJMRY28.SGD","LU0310800379.SGD","LU1935042488.USD","LU0965509283.SGD","LU2491050071.SGD","BK4614","LU0689626769.HKD","LU1066051225.USD","LU0210536198.USD","NVDB","LU0011850046.USD","IE00B7KXQ091.USD","LU1983260115.SGD","LU0708994859.HKD","IE00BJLML261.HKD","LU0198837287.USD","LU0251132253.USD","LU2491049909.HKD","IE00B1BXHZ80.USD","BK4585","IE0009G5SDU7.USD","LU0320765059.SGD","LU0234570918.USD","LU1261432733.SGD","LU1914381329.SGD","LU2065170008.USD","LU2023251221.USD","LU1548497426.USD","DIPS","LU2097344357.USD","LU0267386448.USD","NVDS","LU0965509101.SGD","LU0683600562.USD","LU0724617625.USD","IE0001KFT4U8.USD","LU1571399168.USD","BK4592","SG9999014914.USD","LU1670756490.USD","SG9999015952.SGD","SGXZ51526630.SGD","IE000YTNTUN2.SGD","2NVD.UK","LU0640476718.USD","LU1202635105.USD","BK4608","LU2265009873.SGD","LU2168564222.USD","LU0957791311.USD","LU1691799644.USD","LU0029864427.USD","LU0238689110.USD","LU2602419157.SGD","LU0787776722.HKD","LU2463028550.USD","LU2236285917.USD","LU2357305700.SGD","LU0081259029.USD","LU1400636574.HKD","LU1633808545.USD","LU2452424414.USD","LU1861215975.USD","LU2065171311.SGD","LU2168563687.JPY","NVDA","LU0466842654.USD","LU2430703251.USD","LU15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12:15","pubTimestamp":1774152917,"startTime":"0","endTime":"0","summary":"Cursor的年化收入约20亿美元，超出这条门槛8倍有余。Cursor联合创始人Aman Sanger随后解释说，团队对多个基座模型做了评估，Kimi K2.5是“最强的”，之后在此基础上做了额外预训练和4倍规模的强化学习。当时Cursor同样没有回应。Composer 2在Cursor自己设计的CursorBench上拿到了61.3分，超过了Claude Opus 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封關以來貿易額增長近三成","url":"https://stock-news.laohu8.com/highlight/detail?id=2621718524","media":"海外网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621718524?lang=zh_tw&edition=fundamental","pubTime":"2026-03-22 10:34","pubTimestamp":1774146840,"startTime":"0","endTime":"0","summary":"来源:中国经济网内容来源：经济日报 新华网文案/设计：段常颖策划：刘江校对：石兰审核： 张厚为\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","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/jjxw/2026-03-22/doc-inhrvnnv6413300.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":["YANG","IE00B19Z9Z06.USD","KWEB","LU2250418816.HKD","CHAU","CQQQ","LU1852331112.SGD","YINN","LU0963586101.USD","LU2360107168.USD","SINA","ASHS","BK4588","LU0353189763.USD","BK4539","BK4608","LU0353189680.USD","LU2063271972.USD","LU2087625088.SGD","IE00B19Z9P08.USD","IE00BZ9MQY76.HKD","IE00B894F039.SGD","BK4023","DRAG","ASHR","BK4613","LU2360106780.USD","LU1861215975.USD","BK4504","CWEB","LU0056508442.USD","APPX","BK4585","LU0097036916.USD","MCHI","LU1861220033.SGD","BK4614","LU2290526834.HKD","FXI"],"gpt_icon":0},{"id":"2621771893","title":"和訊投顧餘榮卓：這次國產AI硬件主線，能否抄英偉達作業？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621771893","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621771893?lang=zh_tw&edition=fundamental","pubTime":"2026-03-22 10:32","pubTimestamp":1774146758,"startTime":"0","endTime":"0","summary":"2025年AI硬件之所以持续走强，核心驱动在于技术迭代与需求扩张。这种需求倒逼的订单增长，有望驱动国产AI硬件产业链进入良性循环。虽然2025年AI硬件已累积较大涨幅，但国产链中仍有许多标的尚未充分表现，随着国内订单的落地，这部分方向存在补涨空间。AI作为穿越数年的大主线，底层驱动逻辑并未改变。随着AI应用进入更深层次的落地阶段，新一轮的硬件需求周期正在开启，尤其是国产化替代的加速，将为产业链带来新的增长动能。","market":"fut","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":"http://news.hexun.com/2026-03-22/223780185.html","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":["LU1821325948.USD","LU2357305700.SGD","LU2294711713.HKD","LU1244550221.USD","SG9999014559.SGD","IE00BZ1G4Q59.USD","LU2054465674.USD","IE00B4YYXB79.USD","LU1914381329.SGD","LU0061474960.USD","IE00BN29S564.USD","LU0203201768.USD","LU0345768153.USD","SGXZ81514606.USD","BK4532","LU1868837136.USD","LU2403377893.USD","LU2125154778.USD","LU2413666699.HKD","NVDB","NVDS","LU0210536198.USD","LU0472753341.HKD","LU0823414551.USD","LU0011850046.USD","IE00BFSS8Q28.SGD","IE00BYXW3230.USD","LU2756315318.SGD","BK4587","LU2213496289.HKD","LU1400636657.SGD","SNVD.UK","IE00BK4W5M84.HKD","SG9999015978.USD","IE00BHPRN162.USD","LU2125909247.SGD","LU0061474705.USD","LU2491050071.SGD","IE0009G5SDU7.USD","LU0308772762.SGD","LU2065170008.USD","LU2505996509.AUD","LU0476273544.USD","LU1699723380.USD","IE0004445239.USD","LU0345769631.USD","LU1861215975.USD","LU0724617625.USD","LU2065169927.USD","IE00BQXX3D17.EUR","IE0004445015.USD","IE00BMPRXR70.SGD","LU2290526834.HKD","LU1868836914.USD","LU0154236417.USD","LU1935042215.USD","LU0882574139.USD","LU2361044949.HKD","BK4605","LU1814569148.SGD","LU0342679015.USD","LU2471134879.HKD","LU1037948897.HKD","LU2452424414.USD","LU2092627202.USD","LU1267930573.SGD","LU2860962120.EUR","LU0786609619.USD","LU0276348264.USD","BK4548","LU2552382132.HKD","LU1323610961.USD","IE00B5949003.HKD","NVDQ","LU1242518857.USD","LU0957808578.USD","LU0289960550.SGD","LU2264538146.SGD","LU2249611893.SGD","LU2065171402.SGD","HK0000914660.USD","LU1718418525.SGD","NVD","LU1951200564.SGD","LU1127390331.HKD","LU1366192091.USD","LU0823421333.USD","LU1571399168.USD","IE00B3M56506.USD","LU2286300806.USD","IE00BWXC8680.SGD","LU1244550494.USD","LU2746668974.SGD","LU0094547139.USD","LU0234570918.USD","LU1778281490.HKD","IE000ITXATA3.USD","IE0003U64NQ7.SGD","LU1244550577.SGD","LU2430703095.HKD","LU1496350502.SGD","LU0158827948.USD","LU0708995401.HKD","LU2191332357.HKD","LU0198837287.USD","LU0979878070.USD","LU1261432733.SGD","LU0211328371.USD","IE00BDRTCR15.USD","IE00BJJMRX11.SGD","LU0310799852.SGD","LU1633808545.USD","LU2491049909.HKD","LU2272731600.USD","SG9999015945.SGD","LU1989764664.SGD","LU0225283273.USD","LU0274383776.USD","LU0187121727.USD","LU0683600562.USD","SG9999004303.SGD","BK4612","LU0124676726.USD","SGXZ23171101.USD","LU1720051108.HKD","SG9999002232.USD","LU2242649171.HKD","BK4527","LU0320765059.SGD","LU1861220033.SGD","LU0057025933.USD","IE00BJTD4V19.USD","BK4567","LU0061475181.USD","LU1935043023.USD","LU1923623000.USD","LU0053666078.USD","LU2272731865.HKD","LU0353189680.USD","LU1069344957.HKD","LU0823434740.USD","IE00B4JS1V06.HKD","LU0788109477.HKD","LU0354030511.USD","LU2271345857.HKD","LU0861579265.USD","LU2552382058.USD","3NVD.UK","LU0985320562.USD","IE00BQXX3C00.GBP","SG9999015986.USD","LU1934455863.HKD","BK4608","LU0289739343.SGD","SG9999017495.SGD","IE00B7KXQ091.USD","SG9999014914.USD","LU0080751232.USD","LU0965509101.SGD","LU1366333091.USD","LU0868494708.USD","LU0942090050.USD","IE0004086264.USD","IE00B3S45H60.SGD","LU1064131342.USD","LU1852331112.SGD","LU2471134952.CNY","IE0034235303.USD","LU2083900584.USD","BK4533","LU2077746001.SGD","LU2417539215.USD","IE0001KFT4U8.USD","LU0820561909.HKD","NVDU","LU0964807845.USD","LU0316494557.USD","LU0965508806.USD","LU2168564149.EUR","LU1674673691.USD","LU1868836591.USD","LU2097344431.USD","LU0672654240.SGD","LU1804176565.USD","LU0106261372.USD","IE00BKDWB100.SGD","NVDX","LU2322448791.USD","LU1839511570.USD","IE00B1XK9C88.USD","LU2750360641.GBP","SG9999015952.SGD","LU2242650005.HKD","LU1116320901.HKD","LU0345768740.USD","LU0820561818.USD","LU1934455194.USD","DIPS","LU1803068979.SGD","LU1712237335.SGD","LU0353189763.USD","LU2111349929.HKD","NVDY","LU1145028129.USD","LU0265550359.USD","SGXZ31699556.SGD","BK4614","LU1983260115.SGD","LU0211327993.USD","LU1974910355.USD","LU2357125470.USD","IE00BFSS7M15.SGD","LU1923622291.USD","IE00BK4W5L77.USD","LU2552382215.SGD","HK0000320264.USD","LU1935042991.SGD","IE0004091025.USD","LU2023251221.USD","LU2125154935.USD","NVD3.UK","LU0072462426.USD","LU1629891620.HKD","LU0203202063.USD","LU0390134368.USD","LU1868836757.USD","LU1720051017.SGD","HK0000306701.USD","LU1917777945.USD","LU0265550946.USD","BK4579","LU0642271901.SGD","LU2360107168.USD","LU0056508442.USD","LU2247934214.USD","NVDG","LU1037948541.HKD","LU2413666426.HKD",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雷軍北京巡店：親自講解新車 為顧客開車門","url":"https://stock-news.laohu8.com/highlight/detail?id=2621713663","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621713663?lang=zh_tw&edition=fundamental","pubTime":"2026-03-22 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