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NVDU 2倍做多NVDA ETF-Direxion
盘后交易 07-06 16:22:44 EDT
113.57
+1.21
+1.08%
盘后
113.43
-0.14
-0.12%
16:21 EDT
最高
115.74
最低
111.68
成交量
24.63万
今开
112.00
昨收
112.36
日振幅
3.61%
总市值
5.54亿
流通市值
5.54亿
总股本
487.50万
成交额
2,809万
换手率
5.05%
流通股本
487.50万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
7月6日研究机构SemiAnalysis在X平台发文称英伟达Kyber NVL144架构系统在PCB制造环节遭遇挫折。当
智通财经 · 00:15
7月6日研究机构SemiAnalysis在X平台发文称英伟达Kyber NVL144架构系统在PCB制造环节遭遇挫折。当
英伟达针对产品延期相关报道回应称：技术发展路线规划保持不变。
智通财经 · 00:10
英伟达针对产品延期相关报道回应称：技术发展路线规划保持不变。
美股开盘：三大股指齐涨
智通财经 · 07-06 21:30
美股开盘：三大股指齐涨
高盛坚定看好英伟达：股价看起来便宜 建议买入
环球市场播报 · 07-06 21:20
高盛坚定看好英伟达：股价看起来便宜 建议买入
“算力过剩”纯属多虑！花旗预判美股芯片股前景分化：看多美光科技(MU.US)、看淡高通(QCOM.US)
智通财经 · 07-06 21:07
“算力过剩”纯属多虑！花旗预判美股芯片股前景分化：看多美光科技(MU.US)、看淡高通(QCOM.US)
美光获华尔街上调盈利预期 英伟达力挺AI存储需求
环球市场播报 · 07-06 20:41
美光获华尔街上调盈利预期 英伟达力挺AI存储需求
英伟达核心能源生态伙伴称：“800V正常推进中”
智通财经 · 07-06 18:37
英伟达核心能源生态伙伴称：“800V正常推进中”
英伟达(NVDA)下一代“Kyber”AI机架传推迟至2028年发布
金吾财讯 · 07-06 17:07
英伟达(NVDA)下一代“Kyber”AI机架传推迟至2028年发布
美股大型科技股盘前普涨，Meta、特斯拉涨1%
每日经济新闻 · 07-06 16:02
美股大型科技股盘前普涨，Meta、特斯拉涨1%
制造工艺“卡脖子”！英伟达(NVDA.US)下一代AI机架系统Kyber或跳票至2028年
智通财经 · 07-06 14:40
制造工艺“卡脖子”！英伟达(NVDA.US)下一代AI机架系统Kyber或跳票至2028年
SemiAnalysis：受制造难题影响，英伟达下一代AI机架系统推迟至2028年发布
老虎资讯综合 · 07-06 13:01
SemiAnalysis：受制造难题影响，英伟达下一代AI机架系统推迟至2028年发布
行业机构SemiAnalysis周一表示因关键电路板制造遇阻英伟达(NVDA.US)下一代旗舰产品——为2027年Rub
智通财经 · 07-06 11:46
行业机构SemiAnalysis周一表示因关键电路板制造遇阻英伟达(NVDA.US)下一代旗舰产品——为2027年Rub
据CNBC：研究公司SemiAnalysis称英伟达(NVDA.US)的下一款旗舰产品——旨在搭载其2027年Rubin
智通财经 · 07-06 11:32
据CNBC：研究公司SemiAnalysis称英伟达(NVDA.US)的下一款旗舰产品——旨在搭载其2027年Rubin
英伟达(NVDA.US)失宠？日本自动驾驶新星Turing转投AMD(AMD.US)怀抱，获注资并采用AMD GPU
智通财经 · 07-06 11:02
英伟达(NVDA.US)失宠？日本自动驾驶新星Turing转投AMD(AMD.US)怀抱，获注资并采用AMD GPU
PCB成关键瓶颈？ 机构爆料：制造工艺面临挑战，英伟达Kyber机架或遇延迟
格隆汇 · 07-06 10:00
PCB成关键瓶颈？ 机构爆料：制造工艺面临挑战，英伟达Kyber机架或遇延迟
SemiAnalysis再度盘前爆料：英伟达Kyber NVL144机架延迟超12个月，因“PCB中板制造困难”
华尔街见闻 · 07-06 08:13
SemiAnalysis再度盘前爆料：英伟达Kyber NVL144机架延迟超12个月，因“PCB中板制造困难”
英伟达首席执行官黄仁勋：一座基于英伟达架构的 1 吉瓦人工智能算力工厂造价或将接近 1000 亿美元。
智通财经 · 07-05 09:51
英伟达首席执行官黄仁勋：一座基于英伟达架构的 1 吉瓦人工智能算力工厂造价或将接近 1000 亿美元。
SemiAnalysis：在英伟达系统中的内存支出占比到2026年底将超过30% 并在2027年超过40%
格隆汇 · 07-04 15:27
SemiAnalysis：在英伟达系统中的内存支出占比到2026年底将超过30% 并在2027年超过40%
英伟达发明了“算力贷”
蓝鲸财经 · 07-04 12:27
英伟达发明了“算力贷”
SRAM，再续生机
格隆汇 · 07-04 11:36
SRAM，再续生机
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公司概况
公司名称：
2倍做多NVDA ETF-Direxion
所属市场：
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_icon":1},{"id":"2649194624","title":"“算力过剩”纯属多虑！花旗预判美股芯片股前景分化：看多美光科技(MU.US)、看淡高通(QCOM.US)","url":"https://stock-news.laohu8.com/highlight/detail?id=2649194624","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649194624?lang=zh_cn&edition=full","pubTime":"2026-07-06 21:07","pubTimestamp":1783343226,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗分析师在研报中表示：“鉴于2026年下半年DRAM芯片价格有望走高，我们将美光科技列入上行催化剂观察名单;同时，由于智能手机销量增长疲软，将高通列入下行催化剂观察名单。”花旗还表示，看好AMD在下半年实现GPU市场份额提升;同时，德州仪器有望凭借下半年向英伟达供应电源芯片获得上涨空间。周一美股盘前，截至发稿，芯片板块反弹，美光科技盘前涨近4%，高通涨近2%，AMD涨超4%，德州仪器涨超2%，应用材料涨近6%。","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":"http://www.zhitongcaijing.com/content/detail/1463771.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_zhitongcaijing","symbols":["NVDQ","BK4585","LU0672654240.SGD","LU0784383803.USD","LU0786609619.USD","LU2108987350.USD","LU0210533765.USD","IE000W1ABFV2.USD","LU2065169927.USD","IE00BYQQ9H92.USD","IE00B775SV38.USD","LU1674673428.USD","LU2462591277.SGD","LU0795875086.SGD","IXN","LU1697837992.HKD","LU2637965513.SGD","LU0276348264.USD","ABFL","LU0158827781.USD","LU0957791311.USD","LU1316542783.SGD","LU2357305700.SGD","IE00B1XK9C88.USD","LU0072461881.USD","LU1670710588.SGD","LU2999663052.SGD","LU1244550221.USD","LU1670627923.USD","LU1861127337.USD","LU0861579265.USD","LU2077746001.SGD","AMYY","IE00B3M56506.USD","LU2236285917.USD","BK4550","LU0792757196.USD","LU1003077747.HKD","LU0353189680.USD","LU1551013425.SGD","LU2471134879.HKD","IE00BJTD4V19.USD","RULE","BK4512","SGXZ99366536.SGD","LU1435385759.SGD","LU2954938101.SGD","IE00BFSS7M15.SGD","LU2191332357.HKD","LU2125154935.USD","TYLG","IE00BMPRXQ63.HKD","LU1989763005.USD","LU0170899867.USD","AMDD","ANV","LU2237443978.SGD","AMDS","LU2168564495.EUR","LU1084165304.USD","LU2746668461.USD","IE00BJJMRX11.SGD","BK4549","BK4604","FCOM","IE0001KFT4U8.USD","IE00BFSS8Q28.SGD","LU2471134952.CNY","LU2506951792.HKD","LU0742537680.HKD","LU1914381329.SGD","LU0345769128.USD","LU2237443622.USD","LU0109391861.USD","LU1066051498.USD","LU2125909247.SGD","SMHX","IE00BKDWB100.SGD","LU0256863902.USD","LU0731783048.USD","LU0289739343.SGD","LU2746668974.SGD","HK0000532082.HKD","IETC","LU0203345920.USD","LU1803068979.SGD","BK4503","CGGO","SG9999014559.SGD","LU2083900584.USD","LU2089284900.SGD","LU0772969993.USD","LU2361045086.USD","LU0889565833.HKD","LU2552382215.SGD","LU0082616367.USD","NVD","METW","LU0310800965.SGD","LU0096362180.USD","LU1861215975.USD","LU1935043536.SGD","LU2097829019.USD","LU0069063385.USD","LU0868494708.USD","LU2290526834.HKD","LU0157215616.USD","IE000YTNTUN2.SGD","LU0154236417.USD","LU0274383776.USD","LU1116320737.USD","LU2360106780.USD","LU0342679015.USD","IE00B5TLWC47.USD","NVDS","LU1791710400.SGD","LU1988902786.USD","BK4587","LU2456880835.USD","QCML","LU2111349929.HKD","LU1691799644.USD","LU2087625088.SGD","IE00B3T34201.USD","LU2102340556.USD","LU0708994859.HKD","FXL","IE00BGHQDM52.EUR","BK4207","AMDY","IE00B7KXQ091.USD","LU2931357623.SGD","LU0354030511.USD","SG9999003800.SGD","LU1280957306.USD","LU2023250330.USD","LU2286300806.USD","IE00BMPRXN33.USD","LU2487616109.SGD","LU0320765489.SGD","LU2237443465.HKD","LU1127390331.HKD","LU2272731600.USD","LU0080751232.USD","LU1153585028.USD","BK4543","LU2092937148.SGD","IE00B4YYXB79.USD","LU0312595415.SGD","LU0820561909.HKD","LU1989764748.USD","NVD2.UK","XNTK","BK4561","LU1868837136.USD","LU1069344957.HKD","NVDD","LU1303367103.USD","LU0476273544.USD","NULC","IE00BVYPNV92.GBP","LU1037948897.HKD","LU1629891620.HKD","LU0823421333.USD","IE00BK4W5M84.HKD","LU1400636574.HKD","IE00BD6J9T35.USD","LU2125909593.SGD","SHOC","LU0106831901.USD","IE00BMPRXR70.SGD","LU0859254822.USD","LU2326559502.SGD","LU0203347892.USD","FBY","LU0029864427.USD","SPTE","LU0210536198.USD","EFIV","SOXX","TRFK","LU0965509010.AUD","MULL","LU1481011911.USD","BK4612","LU2430703178.SGD","CHPS","IE00BHPRN162.USD","LU0417517546.SGD","HK0000320223.HKD","BK4588","EGGY","IE00BK4W5L77.USD","LU2211815571.USD","LU0138981039.USD","LU0006306889.USD","DAMD","LU0724617625.USD","LU0345769631.USD","LU2065171311.SGD","LU1244550494.USD","LU1064131342.USD","LU1674673691.USD","IE0034235295.USD","LU2271345857.HKD","LU1852331112.SGD","LU2237957902.USD","TXN","LU0823421416.USD","SOCL","QCOM","LU2063271972.USD","LU0267386448.USD","LU0162691827.USD","IE00BQXX3D17.EUR","LU0965509283.SGD","LU1670711123.USD","LU2237438978.USD","LU0320765059.SGD","LU1815333072.USD","LU2265009873.SGD","IYF","SG9999015978.USD","LU2294711713.HKD","LU0203201768.USD","LU0130102774.USD","WISE","HK0000306701.USD","LU2242650005.HKD","BK4524","VOX","LU2065171402.SGD","LU1400636657.SGD","LU0265550359.USD","LU0314106906.USD","LU0820562030.AUD","MUD","TINY","CNEQ","BK4573","LU0354030438.USD","LU2272731865.HKD","LU0081259029.USD","AIPI","LU1323610961.USD","LU0784385170.HKD","LU0011850046.USD","LU2860962120.EUR","LU0545039389.USD","QQQG","LU1804176565.USD","LU0868494617.USD","LU2403377893.USD","BK4559","LU0964807845.USD","SNVD.UK","LU0553294199.USD","LU2347655156.SGD","METU","SGXZ31699556.SGD","LU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NVL144机架推迟问世。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NzFhNTI4MGUwYzI0YmU3ZWQ0MDcxNDc2MTkyOTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NzFhNTI4MGUwYzI0YmU3ZWQ0MDcxNDc2MTkyOTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302187","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":["LU1066053197.SGD","SG9999002224.SGD","LU2361045086.USD","LU1868836591.USD","BK4548","LU0077335932.USD","LU2746668974.SGD","LU2168564495.EUR","LU2326559502.SGD","LU1989764748.USD","LU0345770308.USD","LU1868837136.USD","LU2471134796.USD","LU1037948541.HKD","LU2471134523.USD","HK0000819398.USD","LU1974910355.USD","LU2065171311.SGD","LU0943347566.SGD","LU0672654240.SGD","LU0942090050.USD","LU1069344957.HKD","LU2750360997.AUD","LU2111349929.HKD","IE00BQXX3D17.EUR","HK0000304805.HKD","IE00BJJMRX11.SGD","HK0000320223.HKD","LU2360106780.USD","LU0133085943.USD","LU0061474705.USD","LU0724617625.USD","LU2023250504.SGD","LU0256863811.USD","NULC","LU2092937148.SGD","SG9999015341.SGD","LU2290526834.HKD","IE00BJLML261.HKD","LU2505996681.GBP","SG9999015978.USD","LU2125909916.SGD","LU2294711713.HKD","IE00B19Z8X17.USD","LU0094547139.USD","LU1935043536.SGD","LU2089284900.SGD","LU0708994859.HKD","SG9999004303.SGD","LU0823421333.USD","LU1244550221.USD","LU1852331112.SGD","LU2471134952.CNY","LU1988902786.USD","LU0444971666.USD","BK4587","LU2100268510.USD","LU0466842654.USD","LU2433249047.HKD","CLSE","LU0157215616.USD","LU2746668461.USD","LU0274383776.USD","LU0210528500.USD","LU2357305700.SGD","TEK","SG9999014914.USD","BK4598","LU0080751232.USD","LU2237957902.USD","NVDB","LU2543165471.USD","LU1548497426.USD","LU2272731782.SGD","LU1232071149.USD","NVDQ","IE00BJTD4N35.SGD","IE00B7KXQ091.USD","LU2237443465.HKD","IE0004086264.USD","LU0143551892.USD","LU1951200564.SGD","SG9999014567.USD","SG9999015358.SGD","LU2286300806.USD","ANV","LU1804176565.USD","LU0708995401.HKD","LU1571399168.USD","HK0000306685.HKD","LU0096362180.USD","LU2108987350.USD","IE00B1BXHZ80.USD","IE00B4YYXB79.USD","IE000W1ABFV2.USD","LU2860962120.EUR","LU1674673691.USD","LU2458330243.SGD","LU0823434740.USD","BK4554","LU1119994496.HKD","LU2322448957.HKD","IE00B775H168.HKD","LU2357125470.USD","LU2054465674.USD","IE00B5949003.HKD","LU0029864427.USD","FDTX","LU2271345857.HKD","LU0256863902.USD","BK4549","LU1400636657.SGD","LU1815333072.USD","LU0198837287.USD","LU2097344431.USD","BK4614","LU1821325948.USD","SOXY","LU2896262040.SGD","LU0640476718.USD","LU2637965513.SGD","LU1267930573.SGD","IE0034235295.USD","LU0289739343.SGD","LU2462157665.USD","LU1244550577.SGD","IE000ITXATA3.USD","LU0234572021.USD","IE00B19Z8W00.USD","IE00BJJMRY28.SGD","NVDW","LU1839511570.USD","LU0882574139.USD","LU0965509283.SGD","LU2505996509.AUD","SG9999014559.SGD","LU1496350171.SGD","LU0154236417.USD","LU2191332357.HKD","LU2361044949.HKD","LU0476273544.USD","LU1066051498.USD","LU1935042488.USD","LU2403377893.USD","NVII","BK4550","NVIW.SI","07388","LU0187121727.USD","IXN","LU1935042215.USD","LU1366333091.USD","IE00BZ1G4Q59.USD","LU2237957811.SGD","BK4529","BK4141","LU1914381329.SGD","IE00BMPRXN33.USD","LU2237443895.HKD","LU1623119135.USD","LU0109392836.USD","LU0965509101.SGD","SG9999014898.SGD","BK4581","IE00BMPRXR70.SGD","LU0011850046.USD","LU2381873111.SGD","SMH","SG9999014906.USD","LU0069063385.USD","SG9999018857.SGD","LU1670756490.USD","SGXZ81514606.USD","LU1778281490.HKD","LU0225283273.USD","LU1116320901.HKD","LU2552382215.SGD","LU2461242641.AUD","LU2360032135.SGD","LU0210536198.USD","LU2592432038.USD","LU0323239441.USD","LU2237443622.USD","LU2322448791.USD","LU2750360641.GBP","LU0061475181.USD","DIPS","LU0320765059.SGD","LU2089985449.USD","IE0001KFT4U8.USD","LU1721428933.USD","LU0289960550.SGD","NVDG","LU0345768153.USD","SG9999018865.SGD","LU2065170008.USD","IE00BFSS7M15.SGD","LU2420271590.USD","LU0683600562.USD","LU0048584097.USD","LU1868836757.USD","LU2491050154.USD","IE00BZ199S13.USD","SG9999014542.SGD","LU1366192091.USD","IE00B775SV38.USD","LU1861220033.SGD","LU1400636491.USD","LU2471134879.HKD","LU0174119429.USD","LFGY","LU0265550946.USD","LU2491050071.SGD","LU0689472784.USD","LU0979878070.USD","SG9999014880.SGD","LU0823421416.USD","LU1861127337.USD","LU0354030438.USD","LU2087621335.USD","LU2097344357.USD","LU1551013342.USD","LU0353189680.USD","IE00B3S45H60.SGD","LU1861215975.USD","IE00BJTD4V19.USD","LU1316542783.SGD","VT","LU1244550494.USD","SGXZ99366536.SGD","LU0203201768.USD","LU0266013472.USD","LU2125154778.USD","ILDR","LU1934455863.HKD","LU0211328371.USD","LU1983260115.SGD","SMHX","LU2265009873.SGD","USXF","TRFK","IE00BQXX3F31.USD","LU1992135472.HKD","BK4503","SOXQ","LU0985320562.USD","LU0057025933.USD","BK4608","IE0004445015.USD","LU0642271901.SGD","LU1066051225.USD","FAI","BK4579","BK4551","IE00BDCRKT87.USD","LU163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13:01","pubTimestamp":1783314073,"startTime":"0","endTime":"0","summary":"要点SemiAnalysis表示，由于关键电路板制造难度较大，Kyber NVL144机架系统已推迟至2028年发布。据研究机构SemiAnalysis称，英伟达下一代旗舰产品——专为搭载其2027年Rubin Ultra芯片而设计的Kyber机架级架构——已推迟超过12个月，预计将于2028年推出。按照原计划，它将随英伟达下一代机架级系统Vera Rubin Ultra于2027年一同发布。SemiAnalysis周一在报告中表示，此次延期主要源于系统核心一块关键电路板的制造难题。受上述消息影响，英伟达股价在夜盘交易中震荡，截至最新报195.22美元， 升 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NVL144机架延迟超12个月，因“PCB中板制造困难”","url":"https://stock-news.laohu8.com/highlight/detail?id=2649614651","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649614651?lang=zh_cn&edition=full","pubTime":"2026-07-06 08:13","pubTimestamp":1783296788,"startTime":"0","endTime":"0","summary":"SemiAnalysis最新小作文显示，英伟达Kyber NVL144机架架构因PCB中板制造工艺难题延迟超12个月，推迟至2028年；替代方案NVL72x2背靠背架构亦遭取消；4芯片版Rubin Ultra同步取消，仅保留性能减半的2芯片版。多重变故叠加，英伟达Rubin Ultra规模扩展域出现阶段性空白，为AMD及谷歌等竞争对手提供潜在机会。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3776238","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1435385759.SGD","LU2361044949.HKD","AIPI","LU1935042488.USD","LU1202635105.USD","LU0154236417.USD","LU2237443895.HKD","LU2272731782.SGD","LU1064131342.USD","IE0009G5SDU7.USD","LU2125154778.USD","LU0070217475.USD","LU0820561909.HKD","LU0308772762.SGD","LU2065171402.SGD","LU1674673428.USD","HK0000320223.HKD","LU0109392836.USD","IE00BMPRXQ63.HKD","LU0345770993.USD","LU2054465674.USD","NVDQ","IE00B7KXQ091.USD","LU1935042991.SGD","NVDB","LU2602419157.SGD","TTEQ","LU2954938101.SGD","LU0096362180.USD","IE00BK4W5M84.HKD","LU1935042215.USD","IE00BZ1G4Q59.USD","LU2237443549.SGD","LU2491049909.HKD","NULC","ESUM","LU0511384066.AUD","LU2272731600.USD","LU2237438978.USD","TYLG","IE00B775H168.HKD","LU2420271590.USD","IE0004091025.USD","IE00BJJMRY28.SGD","LU0234570918.USD","LU1400636574.HKD","TEK","LU0353189680.USD","LU2452424414.USD","LU0390134368.USD","BK4141","LU0689472784.USD","LU1670756490.USD","IE000W1ABFV2.USD","LU1084165304.USD","IE00B19Z8X17.USD","LU2125909916.SGD","LU0234572021.USD","LU2242649171.HKD","LU1914381329.SGD","BK4550","IE0004445015.USD","LU0157215616.USD","LU0342679015.USD","LU2250418816.HKD","SG9999014914.USD","LU1778281490.HKD","LU1496350502.SGD","LU0203202063.USD","LU2999663052.SGD","LU1791710582.SGD","BK4587","LU2471134879.HKD","IE0034235295.USD","LU2065170008.USD","USXF","LU0210533765.USD","LU0187121727.USD","LU0289739343.SGD","LU1917777945.USD","LU0053666078.USD","LU1868836914.USD","LU1366333091.USD","LU2191332357.HKD","IE00BMPRXN33.USD","LU2028103732.USD","IE00B19Z8W00.USD","SG9999018857.SGD","LU0979878070.USD","LU0320765059.SGD","LU0138981039.USD","IE00BJJMRX11.SGD","LU2237443382.USD","LU0820561818.USD","LU2089985449.USD","LU1366192091.USD","SG9999015952.SGD","IE00B3S45H60.SGD","LU0957808578.USD","LU0788109477.HKD","METV","LU0265550946.USD","LU0323239441.USD","LU2506951792.HKD","IE00B3M56506.USD","LU1815333072.USD","LU1880398471.USD","LU2237443465.HKD","USD","LU0354030511.USD","LU0097036916.USD","LU1691799644.USD","LU2097344431.USD","FTEC","IE00B5949003.HKD","LU2168564149.EUR","LU2931357623.SGD","LU1720051017.SGD","LU0965509283.SGD","LU0345768153.USD","LU2111349929.HKD","LU2092937148.SGD","IE00B1BXHZ80.USD","LU0353189763.USD","LU0868494617.USD","NVDS.UK","NVYY","IE00B19Z9505.USD","LU2125154935.USD","LU2430703095.HKD","LU0823434740.USD","LU0787776722.HKD","IE00B775SV38.USD","LU0444973449.USD","BK4608","LU1429558221.USD","LU1548497426.USD","LU2592432038.USD","LU2357125470.USD","SG9999015986.USD","LU0494093205.USD","IE00BZ199S13.USD","LU0820562030.AUD","LU1852331112.SGD","LU1934455277.USD","LU1935043023.USD","SMHX","WISE","HK0000304797.USD","LU2756315664.SGD","LU2394011477.USD","LU1721428933.USD","LU1934455194.USD","LU2077746001.SGD","LU1119994496.HKD","IE00B4JS1V06.HKD","LU1880398554.USD","LU2286300806.USD","BK4612","LU0109391861.USD","LU0964807845.USD","LU1037948541.HKD","LU2063271972.USD","LU0528227936.USD","HK0000532082.HKD","LU1861127337.USD","SMH","NVD","LU0345770308.USD","LU1280957306.USD","IE00BFSS7M15.SGD","LU0057025933.USD","HK0000819398.USD","IE00BYXW3230.USD","ARTY","IE000ITXATA3.USD","LU0444971666.USD","LU1935043536.SGD","LU2168564222.USD","LU2471134952.CNY","LU0203201768.USD","NVDO","LU2750360641.GBP","LU1821325948.USD","SG9999015341.SGD","EFIV","LU0215105999.USD","ABFL","LU0965509010.AUD","LU0719512351.SGD","LU2089284900.SGD","LU2326559502.SGD","NVDX","LU2360106780.USD","LU2237443978.SGD","LU2290526834.HKD","LU0124676726.USD","LU0942090050.USD","BK4614","LU0175139822.USD","LU2125909593.SGD","LU0708994859.HKD","LU0210528500.USD","ILDR","LU2237957811.SGD","BK4554","LU0127658192.USD","BK4533","BK4579","LU0276348264.USD","LU2462157665.USD","LU2543165471.USD","LU0310799852.SGD","LU1629891620.HKD","LU0256863902.USD","LU1951200564.SGD","LU2381873111.SGD","SG9999015945.SGD","LU0882574139.USD","LU1035775433.USD","LU2361045086.USD","LU1868836757.USD","LU1267930730.SGD","LU0061474705.USD","LU2023250330.USD","LU0096364046.USD","LU0211327993.USD","LU0943347566.SGD","IE0001KFT4U8.USD","LU2458330243.SGD","LU1267930490.SGD","AGOX","SG9999014880.SGD","IE00BJLML261.HKD","LU2456880835.USD","LU0029864427.USD","AIFD","CLSE","LU1623119135.USD","LU1674673691.USD","LU2413666699.HKD","SOXX","IE00BQXX3C00.GBP","LU2272731865.HKD","LU2357305700.SGD","LU0708995401.HKD","LU1951198990.SGD","LU2360107168.USD","NVDD","LU1923622291.USD","LU1400636491.USD","LU0158827781.USD","LU1066051225.USD","LU2108987350.USD","LU1989772923.USD","IE00BKVL7J92.USD","LU0210536198.USD","LU0345768740.USD","BK4581","NVDY","SG9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并在2027年超过40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648696146","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648696146?lang=zh_cn&edition=full","pubTime":"2026-07-04 15:27","pubTimestamp":1783150072,"startTime":"0","endTime":"0","summary":"7月4日，专注于半导体与AI基础设施的顶级研究机构SemiAnalysis发文称，内存占Hyperscaler资本支出的比例引发了大量讨论，尤其是在上周美光科技财报发布后。一些市场参与者对明年这一比例可能有多高感到震惊。五月份，在价格上涨速度甚至超出预期之后，我们直接回应：将DRAM、NAND 和HBM结合起来，在英伟达系统中的内存支出占比到2026年底将超过30%，并在2027年超过40%。我们预计，未来几个月市场将更充分地理解这一趋势。","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://usstock.jrj.com.cn/2026/07/04152757702790.shtml","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":"jinrongjie_highlight","symbols":["LU0079474960.USD","LU2097344357.USD","LU1974910355.USD","LU2097344431.USD","LU1119994496.HKD","NULC","NVDX","LU0320765059.SGD","LU0175139822.USD","LU1244550221.USD","LU1551013425.SGD","LU0642271901.SGD","WUGI","LU2265009873.SGD","MUD","NVDL","LU2125909916.SGD","LU2125909593.SGD","LU0640476718.USD","IE00B1BXHZ80.USD","LU1989764664.SGD","LU2360107168.USD","TTEQ","LU2211815571.USD","LU2247934214.USD","BK4587","LU2294711713.HKD","LU1496350171.SGD","IE0002270589.USD","IE0034235303.USD","PSI","HK0000306685.HKD","IE00B4YYXB79.USD","LU2750360641.GBP","LU1670756490.USD","LU0823414478.USD","LU0957808578.USD","IE00BZ1G4Q59.USD","LU2108987350.USD","LU0672654240.SGD","AIFD","LU2148611432.USD","IE00B7SZLL34.SGD","LU0109391861.USD","IE00B1XK9C88.USD","LU0061474960.USD","IE00BDRTCR15.USD","FTEC","LU1496350502.SGD","LU0225283273.USD","LU2237443978.SGD","LU1035775433.USD","LU2213496289.HKD","EMSF","LU1316542783.SGD","IE00B19Z9505.USD","LU0724617625.USD","LU2083900584.USD","SG9999018857.SGD","LU0158827948.USD","BK4532","LU0310799852.SGD","LU0082616367.USD","LU0128525929.USD","LU1720051108.HKD","SG9999000418.SGD","BK4549","LU0308772762.SGD","LU2237443549.SGD","LU1066051498.USD","LU2458330243.SGD","NVDY","LEGR","LU2237443622.USD","BK4598","CHAT","IE0009G5SDU7.USD","LU0345768740.USD","LU0345769128.USD","LU0683600562.USD","LU2125154935.USD","LU1868836914.USD","PTF","LU1989772923.USD","LU0985320562.USD","LU1069344957.HKD","SGXZ51526630.SGD","LU2237443895.HKD","LU0494093205.USD","NVIW.SI","LU0256863902.USD","LU2381873111.SGD","SPTE","WISE","HK0000532082.HKD","LU2065170008.USD","FXL","VT","LU1066051225.USD","LU0965509010.AUD","LU2168564065.EUR","LU2168564149.EUR","LU1914381329.SGD","LU2756315664.SGD","JGRO","IE00B19Z8W00.USD","LU0056508442.USD","LU0061474705.USD","LU2065169927.USD","LU2023250504.SGD","LU2111349929.HKD","BK4585","IE00BN29S564.USD","LU1917777945.USD","SG9999002232.USD","BK4529","LU2896262040.SGD","HK0000304805.HKD","LU2543165471.USD","LU0345768153.USD","NVDD","LU1064131342.USD","SOXY","LU1116320901.HKD","LU0081259029.USD","LU2471134879.HKD","LU0133085943.USD","NVDS","SG9999014567.USD","HK0000819398.USD","LU0011850046.USD","BK4567","LU0689626769.HKD","LU0345770308.USD","LU1400636574.HKD","LU1861215975.USD","LU2505996509.AUD","LU2357305700.SGD","LU1868837300.USD","IE00BYXW3230.USD","SG9999001424.SGD","LU0788109477.HKD","LU2089284900.SGD","LU2487616109.SGD","LU0210536198.USD","LU1116320737.USD","IE00B19Z3B42.SGD","LU2592432038.USD","IE00BJTD4V19.USD","BK4588","LU2028103732.USD","LU0323240290.USD","LU2931357623.SGD","LU1267930730.SGD","LU1839511570.USD","LU2463028550.USD","LU1935043023.USD","LU2191332357.HKD","LU2430703251.USD","LU0210528500.USD","LU0476273544.USD","BK4575","LU2471134523.USD","LU2746668461.USD","LU0347712357.USD","LU0072462426.USD","IE00BDCRKT87.USD","LU0077335932.USD","SG9999015986.USD","WLDR","MULL","LU2077746001.SGD","LU1935042488.USD","BK4527","IE000ITXATA3.USD","LU1548497426.USD","LU0466842654.USD","NVYY","SHOC","LU0868494708.USD","LU0109392836.USD","LU0557290698.USD","LU2552382215.SGD","NVDQ","SOXQ","LU0979878070.USD","LU1720051017.SGD","LU0889566641.SGD","SG9999014898.SGD","BK4553","LU0138981039.USD","LU1066053197.SGD","LU1366192091.USD","LU0708995401.HKD","LU1791710582.SGD","BK4551","IE0004086264.USD","LU1066051811.HKD","LU0154236417.USD","LU0070217475.USD","LU2237438978.USD","LU2063271972.USD","LU0965509101.SGD","LU2361044865.SGD","LU0444971666.USD","SG9999015952.SGD","IETC","LU0965509283.SGD","LU0080751232.USD","IE000Q6AESB8.SGD","LU0157215616.USD","LU2286300806.USD","HK0000914660.USD","LU0211328371.USD","LU0323239441.USD","LU1934455863.HKD","AIQ","HK0000320264.USD","LU1923622614.USD","SG9999014880.SGD","LU0057025933.USD","IE00BFSS7M15.SGD","LU2360032135.SGD","CNEQ","SGXZ81514606.USD","LU0097036916.USD","ILDR","LU1244550577.SGD","LU2249611893.SGD","LU2361044949.HKD","LU0251132253.USD","LU0345769631.USD","LU1778281490.HKD","LU2357627491.SGD","IE00B3M56506.USD","IE0004091025.USD","IE00BQXX3D17.EUR","LU1814569148.SGD","SNPE","LU2491050071.SGD","LU2430703095.HKD","IE00BWXC8680.SGD","LU2237443465.HKD","LU0289739343.SGD","IE00BKVL7J92.USD","LU1145028129.USD","LU1127390331.HKD","NVDB","CHPS","ROM","IE00BKPKM429.USD","LU1674673428.USD","LU2471134952.CNY","LU2237957902.USD","NVDA","LU1803068979.SGD","LU1934455277.USD","LU0234572021.USD","IE00BJLML261.HKD","LU1718418525.SGD","SG9999014906.USD","LU2491049909.HKD","SGXZ23171101.USD","BK4550","LU1935043536.SGD","LU167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