美股詳情

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Manus概念股

4,899.58

+15.870.33%

漲家數：5

跌家數：3

平家數：- -

市盈率：- -

高：4,971.27

開：4,883.74

低：4,883.74

收：4,883.71

成交量：1.25億

成交額：306.69億

市值：6.45萬億

流通市值：6.24萬億

資料載入中...

70%增長目標還是保守了？英偉達投資者會議「攤牌」：FY28若不受供應限制，業務規模或翻倍！

华尔街见闻

「算力即營收」的狂飆與隱患：一文拆解英偉達最新財報

英偉達剛泄露的新技術，被全體網友玩壞了

戴爾上調年度營收預期250億美元后股價上漲

美股中概股盤前多數下跌，蔚來跌3%

科技巨頭的G20：馬斯克、扎克伯格、哈薩比斯在北卡羅來納對部長們説了什麼

环球市场播报

華碩在在2026年德國柏林國際電子消費品展覽會（IFA 2026）上展示了搭載英偉達(NVDA.US) RTX SPAR

Winamp Group旗下Jamendo補充訴訟細節強化對英偉達指控

算力擴張遭遇互聯瓶頸硅光技術從「可選」走向「必選」

《專欄》全球債市面臨拋壓，反映的是中性利率上升前景

不僅限於英偉達：這些供電和散熱企業正借勢萬億級數據中心熱潮

兩個00後給英偉達供數據，估值215億

百度搭子與WorkBuddy，AI辦公雙雄？

一文看懂：Robinhood 上的大趨勢與大機會

媒體-英偉達合作伙伴GMI Cloud獲得9.47億美元與GPU掛鈎的貸款——彭博社

阿里更新旗艦模型Qwen3.8-Max

阿里更新旗艦模型Qwen3.8-Max，前端編程能力躍居全球第一

Token推理洪流之下，GPU霸主力爭掌控「AI模型入口」! 英偉達(NVDA.US)欲以140億美元在本周鯨吞Hugging Face

智譜入駐天貓

期權聚焦 | 阿里巴巴240萬美元賣出2027年120Call壓制上行，90Put收租顯逢低承接，大單情緒謹慎偏空

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18:29","pubTimestamp":1788344946,"startTime":"0","endTime":"0","summary":"英伟达管理层在近期投资者会议上表示，FY28增长70%的目标并非上限，若供应不受限，增速可超100%。当前核心矛盾从需求转向供给，先进晶圆与HBM是主要瓶颈。针对市场关注的\"循环融资\"质疑，管理层回应称相关安排规模和上限均受控制，基础仍是终端实际需求及采购方信用能力，并非无约束的资金循环。","market":"nz","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://wallstreetcn.com/articles/3780901","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["USXF","IE00BJTD4N35.SGD","JGRO","SG9999004303.SGD","LU1435385759.SGD","LU1064131342.USD","LU1868836757.USD","LU2637965513.SGD","IE00BQXX3C00.GBP","LU0353189763.USD","LU1815336760.USD","SG9999000418.SGD","LU2456880835.USD","VGT","ANV","WISE","LU0390134368.USD","NVD3.UK","IE00BFSS8Q28.SGD","TRFK","LU2462157665.USD","LU0957791311.USD","LU0072462426.USD","LU2505996681.GBP","LU2092937148.SGD","LU1551013425.SGD","LU2148611432.USD","IE000ITXATA3.USD","LU2505996509.AUD","LU0965508806.USD","LU2322448791.USD","LU2413666426.HKD","LU0211327993.USD","LU2111349929.HKD","LU0912757837.SGD","LU2458330243.SGD","IE0005OL40V9.USD","LU2237443549.SGD","SOXX","LU1623119135.USD","FDTX","IE00B1BXHZ80.USD","3NVD.UK","BK4550","LU2430703178.SGD","IE00BKPKM429.USD","LU1868837136.USD","LU2168564222.USD","SG9999015986.USD","SGXZ23171101.USD","LU0210533765.USD","LU2461242641.AUD","LU0081259029.USD","NVDL","LU0820561818.USD","2NVD.UK","LU1323610961.USD","LU2420271590.USD","IE00B19Z9505.USD","IE000W1ABFV2.USD","LU0256863811.USD","IE00BQXX3D17.EUR","IE00B7KXQ091.USD","LU1839511570.USD","LU1917777945.USD","LU0158827948.USD","IE0009356076.USD","NULC","LU2552382058.USD","LU0661504455.SGD","LU0985320562.USD","LU0640476718.USD","NVDB","IE0004091025.USD","LU0256863902.USD","LU2100268510.USD","LU0210536198.USD","LU0133085943.USD","LU2471134523.USD","LU0345770308.USD","NVD","LU2417539215.USD","07388","LU1400636491.USD","IE00BKDWB100.SGD","LU2047632596.USD","TTXU","IE0001KFT4U8.USD","BK4614","NVDX","IE00BDCRKT87.USD","LU1732800096.USD","LU2552382215.SGD","ILDR","LU0979878070.USD","LU1720051017.SGD","LU2506951792.HKD","LU0417517546.SGD","NVC","LU2357305700.SGD","LU2237957811.SGD","BK4533","LU1880398471.USD","LU0342679015.USD","LU2089985449.USD","LU1935042215.USD","LU0964807845.USD","SGXZ81514606.USD","LU2487616109.SGD","LU1267930490.SGD","LU2357125470.USD","SG9999018857.SGD","ARTY","LU1035775433.USD","LU1814569148.SGD","LU1629891620.HKD","LU0127658192.USD","LU1670756490.USD","BK4534","LU2430703251.USD","SG9999014542.SGD","LU0310799852.SGD","LU2092627202.USD","LU0511384066.AUD","SG9999014880.SGD","SGXZ80539844.SGD","LU2023250504.SGD","LU2860962120.EUR","LU1979441026.SGD","LU2168563687.JPY","AGOX","SNVD.UK","SG9999017495.SGD","LU0316494557.USD","LU1935042488.USD","LU2360106780.USD","SG9999018865.SGD","LU0289739343.SGD","BK4608","LU0320765059.SGD","LU1037948897.HKD","IE00B5949003.HKD","NVDY","LU0943347566.SGD","LU0868494617.USD","CHAT","LU0545039389.USD","CMAG","LU0795875169.SGD","LU1861220033.SGD","LU0787776722.HKD","LU2272731600.USD","LU1127390331.HKD","SG9999014906.USD","NVDG","09388","LU1852331112.SGD","LU2244417387.USD","LU2106854487.HKD","LU2125909247.SGD","LU2746668974.SGD","HK0000914660.USD","LU2491050071.SGD","LU1803068979.SGD","LU2433249047.HKD","IE0003U64NQ7.SGD","SG9999002232.USD","SG9999014914.USD","LU2471134879.HKD","IE0034235303.USD","LU0124676726.USD","LU2272731865.HKD","LU0225283273.USD","LU0823421416.USD","LU1066051498.USD","LU2213496289.HKD","LU2237438978.USD","LU2403377893.USD","LU2108987350.USD","LU0276348264.USD","LU2458330169.SGD","LU2237957902.USD","LU1400636574.HKD","LU2381873111.SGD","SG9999002224.SGD","LU1244550494.USD","LU0138981039.USD","LU1861127337.USD","SG9999001424.SGD","NVDQ","LU2065170008.USD","LU1145028129.USD","LU0048584097.USD","LU1280957306.USD","LU0528227936.USD","LU1674673428.USD","LU2237443895.HKD","LU0689626769.HKD","LU1778281490.HKD","LU1153585028.USD","LU2083900584.USD","LU0965509101.SGD","LU2063271972.USD","SG9999015952.SGD","LU0861579265.USD","LU0724617625.USD","TYLG","SGXZ31699556.SGD","LU0395794307.EUR","LU0238689110.USD","LU0823434740.USD","LU0476273544.USD","IE00BMPRXN33.USD","LU2265009873.SGD","LU2361044865.SGD","LU2756315664.SGD","NVIW.SI","IE00BN29S564.USD","LU2264538146.SGD","LU2430703095.HKD","LU2746668461.USD","IE00BD6J9T35.USD","IE00B3SWFQ91.USD","LU2087625088.SGD","IE0004086264.USD","IE00B19Z8X17.USD","ROM","LU2326559502.SGD","LU0466842654.USD","IE00BJTD4V19.USD","LU0289961442.SGD","LU2168564149.EUR","LU0642271901.SGD","BK4605","LU1934455277.USD","DIPS","FAI","LU0077335932.USD","LU0868494708.USD","LU0061474960.USD","NVDW","IE00BHPRN162.USD","IE0004445015.USD","SG9999015978.USD","LU2247934214.USD","NVDO","LU1934455194.USD","LU2023251221.USD","LU2089283258.USD","BK4548","LU0689472784.USD","LU0444971666.USD","LU1267930730.SGD","LU0823434583.USD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硅光技術從「可選」走向「必選」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664899039","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664899039?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 14:33","pubTimestamp":1788330824,"startTime":"0","endTime":"0","summary":"【算力扩张遭遇互联瓶颈 硅光技术从“可选”走向“必选”】当前人工智能技术飞速迭代，算力成为数字经济的战略资源。随着大模型训练与推理需求持续爆发，倒逼算力芯片不断突破性能边界；而在高速算力集群互联场景下，传统的铜互联逐渐逼近物理极限，硅光成为新一代算力互联的关键技术。专家认为，算力芯片负责核心计算，硅光技术负责高效连接，二者将共同支撑新一代算力基础设施底座。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609023862700827.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609023862700827.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":"stock_eastmoney","symbols":["LU1868837300.USD","LU0320765059.SGD","HK0000320264.USD","LU1914381329.SGD","TRFK","LU0823421416.USD","LU1084165304.USD","LU0444973449.USD","LU1815336760.USD","SG9999018865.SGD","LU2125154778.USD","FDTX","LU2065171311.SGD","LU2054465674.USD","LU0072462426.USD","SG9999000418.SGD","LU2237443622.USD","LU1551013342.USD","LU1989772840.SGD","USXF","METV","IE00B4JS1V06.HKD","LU0557290698.USD","LU0203201768.USD","SMHX","LU0157215616.USD","LU2505996509.AUD","LU2087621335.USD","TTXU","LU2148611432.USD","LU0345768740.USD","TYLG","LU1674673691.USD","LU1242518931.SGD","LU2272731865.HKD","LU0289739343.SGD","LU1244550494.USD","IE0004086264.USD","LU1069344957.HKD","LU2860962120.EUR","LU1868836757.USD","EFIV","IE00BZ1G4Q59.USD","LU2458330243.SGD","SGXZ99366536.SGD","LU2347655073.USD","688048","LU2083900584.USD","SNVD.UK","LU2092627202.USD","LU1629891620.HKD","LU1571399168.USD","IE00BN29S564.USD","LU2028103732.USD","LU1732799900.SGD","LU1880398471.USD","BK4527","LU1979441026.SGD","LU2249611893.SGD","LU2326559502.SGD","LU2357305700.SGD","LU2430703095.HKD","IE00BQXX3D17.EUR","LU2403377893.USD","LU0081259029.USD","LU1804176565.USD","LU2756315664.SGD","LU2381873111.SGD","LU1116320737.USD","LU2168564065.EUR","LU2430703251.USD","BK4548","LU2242649171.HKD","LU0265550359.USD","LU0128525929.USD","LU1951198990.SGD","LU0719512351.SGD","LU0069063385.USD","LU0251132253.USD","BK4567","LU0689472784.USD","SG9999015358.SGD","LU1935042488.USD","LU2191332357.HKD","09788","LU1119994496.HKD","IE00BKVL7J92.USD","LU1778281490.HKD","LU2361045086.USD","LU2462591277.SGD","LU2247934214.USD","LU0211328371.USD","LU2236285917.USD","LU1642822529.SGD","LU0323240290.USD","LU0820561818.USD","LU1699723380.USD","LU0106261372.USD","IE00BDRTCR15.USD","LU0267386448.USD","IE000KEQY171.SGD","IE00BKDWB100.SGD","LU0965509283.SGD","LU2322448791.USD","LU2394011477.USD","LU2552382058.USD","LU0006306889.USD","LU1366192091.USD","LU2463028550.USD","LU0061474705.USD","LU0342679015.USD","NVD2.UK","LU0823414551.USD","LU1935043536.SGD","LU2272731782.SGD","BK4598","IE0004445015.USD","LU2357125470.USD","THMR","LU2125154935.USD","IE0001KFT4U8.USD","IE00BJJMRY28.SGD","SPTE","LU2023250504.SGD","LU1244550577.SGD","LU2286300806.USD","BK4533","LU2360107168.USD","LU2433249047.HKD","LU0395794307.EUR","IE00BK4W5L77.USD","NVDD","SOXY","LU2954938101.SGD","LU2471134879.HKD","LU2125909247.SGD","LU1989764664.SGD","LU2746668461.USD","LU0985320562.USD","09388","LU0308772762.SGD","LU2077746001.SGD","IE0009356076.USD","LU2458330169.SGD","LU2097344357.USD","SNPE","BK4550","LU2125909593.SGD","SG9999014880.SGD","LU2237443382.USD","LU1244550221.USD","LU0215105999.USD","LU1720051108.HKD","LU2294711713.HKD","SG9999015952.SGD","FAI","LU2505996681.GBP","LU1852331112.SGD","LU0957808578.USD","LU0347712357.USD","LU1267930490.SGD","LU1435385759.SGD","LU2552382215.SGD","BK4592","CMAG","IE00BMPRXQ63.HKD","LU2097344431.USD","IE00BD6J9T35.USD","SGXZ23171101.USD","LU2360106780.USD","LU2896262040.SGD","LU1861127337.USD","HK0000914660.USD","LU0070217475.USD","LU1145028129.USD","BK4543","LU0310800379.SGD","NVDU","IE000ITXATA3.USD","IE00B5TLWC47.USD","IE00BQXX3C00.GBP","LU0949170772.SGD","LU0323239441.USD","CHPX","BK4605","IE00B19Z8W00.USD","ARTY","LU0912757837.SGD","LU0942090050.USD","LU0353189763.USD","HK0000306701.USD","LU2065170008.USD","LU3102509885.SGD","LU0256863902.USD","LU1791710582.SGD","LU2750360641.GBP","IE00B3S45H60.SGD","LU1868836914.USD","LU0158827781.USD","NVDO","LU1951200564.SGD","ABFL","LU2244417387.USD","CHAT","LU1267930573.SGD","LU2106854487.HKD","LU1066051225.USD","LU2089284900.SGD","VT","LU1144417596.USD","SG9999014567.USD","LU1732800096.USD","BK4549","LU1127390331.HKD","LU2756315318.SGD","LU2211815571.USD","SGXZ51526630.SGD","AIPI","LU0494093205.USD","LU0096362180.USD","LU1400636657.SGD","TEK","ANV","LU1066051498.USD","LU1242518857.USD","LU1691799644.USD","SGXZ80539844.SGD","LU0170899867.USD","LU0672654240.SGD","IE000W1ABFV2.USD","CLSE","IE00BDCRKT87.USD","BK4534","LU0133085943.USD","LU0238689110.USD","LU0345770993.USD","LU0210528500.USD","NVII","LU2543165471.USD","LU1821325948.USD","SG9999014914.USD","FTEC","LU2487616109.SGD","LU0353189680.USD","LU2133065610.SGD","SG9999004303.SGD","LU1316542783.SGD","ESLG","IE00B3M56506.USD","LU0345769631.USD","NVDQ",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12:12","pubTimestamp":1788322378,"startTime":"0","endTime":"0","summary":"目前，百度搭子和WorkBuddy在用户体量和市场增速上处于第一梯队，并形成了AI办公双雄的格局。数据显示，用户体量上，WorkBuddy和百度搭子分别以1115.23万和674.30万月活包揽AI办公智能体总榜前二；增速上，百度搭子月活环比增长1063.79%，位列AI办公智能体增速榜第一，WorkBuddy则以304.4%的增速位列第二。▌2、同一个赛道，不同的打法百度搭子和workbuddy算是今年最为坚决果断和持续迭代的两大产品，这为它们在AI办公领域带来了先发优势。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1787909997426434237","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":"lanjinger_stock","symbols":["BK4602","LU0287142896.SGD","LU0359201612.USD","LU0640798160.USD","BK4574","BK4531","BK4504","BK4585","BK4552","KBDU","BK4612","DRGN","BK4588","BK4579","BIDG","LU1115378108.SGD","BIDU","BK4526","BK4514","BK4077","BK4548","BK4614","BK4587","LU0173614495.USD","LU1023057109.AUD","09888","BK4543","LU0359202008.SGD","BK4535","IE00B0JY6N72.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664958768","title":"一文看懂：Robinhood 上的大趨勢與大機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2664958768","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664958768?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 11:58","pubTimestamp":1788321528,"startTime":"0","endTime":"0","summary":" Robinhood Chain上线两个月，链上股票与Meme结合形成新玩法，跑通“Meme注意力→股票需求”传导路径。 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