美股詳情

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景林資產持倉

5,917.35

+29.580.50%

漲家數：22

跌家數：10

平家數：1

市盈率：- -

高：5,958.41

開：5,884.34

低：5,883.98

收：5,887.77

成交量：1.84億

成交額：352.05億

市值：19.26萬億

流通市值：17.81萬億

資料載入中...

總覽新聞資訊

兩年，國內跑出第一家光互連獨角獸

雷蒙德·詹姆斯將英偉達公司目標價從330美元上調至352美元。

BOSS直聘：2026年第二季度營收23.99億元，將派息2.3億美元

阿里巴巴盤前漲約 2%

阿里巴巴ADR抹去了早盤的跌幅，上漲2.3%。

京東與欣旺達動力達成合作

微軟內部數據曝光：員工月度AI消費中位數300美元，最高單人燒到2.8萬美元

华尔街见闻

英偉達：屬於約翰・馬龍式的交易機遇

环球市场播报

預覽-魯賓芯片首次亮相引人工智能融資審視，英偉達面臨增長考驗

印度AI基礎設施公司AM Intelligence已訂購9000套英偉達(NVDA.US)Vera Rubin系統，希望

英偉達財報考驗AI信仰：期權市場預期2800億美元市值波動

英偉達（NVDA）預期市盈率持續回落高增長之下仍存周期隱憂

個股觀察：英偉達、Strategy、小鵬集團等受關注

英偉達(NVDA.US)財報考驗AI信仰：期權市場預期2800億美元市值波動

蘇州、無錫、南京都在推外賣「紅燈停表」，騎手壓力真的減輕了嗎？

唯品會控股的美國上市股票在第二財季業績公布後，盤前交易下跌5%。

黃仁勳女兒，從廚師到年薪800萬

唯品會控股有限公司：2026年第二季度每股攤薄美國存託憑證淨利潤攀升至人民幣8.82元

美銀：主動長線基金上月拋售 444 億美元半導體股

唯品會發布第二季度財報：淨營收247億元 SVIP用户規模已突破千萬

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18:16","pubTimestamp":1787652960,"startTime":"0","endTime":"0","summary":"马龙及其团队依靠这套资产，通过接连不断的资本交易，孵化、运作多家上市公司。英伟达将于周三发布二季度财报，届时我们大概率可以看到非上市企业投资组合规模的最新数据。从证券申报文件可以得知，截至 3 月 31 日，英伟达投向非上市公司的投资规模已经达到423 亿美元。而上市公司股权方面，英伟达本月早些时候提交的文件披露：截至 6 月 30 日，其持有 SpaceX、CoreWeave 等公开交易企业股权的市值为630 亿美元；3 月 31 日该数值仅为 184 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17:20","pubTimestamp":1787649600,"startTime":"0","endTime":"0","summary":"黄仁勋女儿罕见现身北京。这位90后“英伟达千金”，如今担任英伟达物理AI平台产品与技术营销高级总监，年薪120万美元，约合人民币800多万元。黄仁勋女儿来北京看机器人全球机器人的目光再次落到北京。相比父亲黄仁勋频繁现身中国，黄敏珊此前并不常出现在公众视野。从厨师到英伟达年薪800万黄敏珊是位90后。据英伟达披露，2026财年，黄敏珊总薪酬约123.2万美元，折合人民币约830万元；Spencer总薪酬则约132万美元。","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/wm/2026-08-25/doc-inippmen9744633.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":["IE00B4JS1V06.HKD","LU1037948897.HKD","LU1880398554.USD","IE00B3M56506.USD","IE00BKVL7J92.USD","IE00BZ199S13.USD","LU0081259029.USD","LU2413666426.HKD","LU2125909247.SGD","LU2028103732.USD","LU2097344431.USD","IE0005OL40V9.USD","LU2023250504.SGD","LU2473716301.USD","LU0070217475.USD","LU0210528500.USD","LU2471134523.USD","LU1868837300.USD","LU2756315318.SGD","SG9999014898.SGD","SG9999014567.USD","SGXZ23171101.USD","SG9999014559.SGD","LU0786609619.USD","NVDS.UK","LU2092937148.SGD","LU0390134368.USD","IE0034235188.USD","LU0354030438.USD","LU2413666699.HKD","LU1244550494.USD","NVDD","LU0466842654.USD","LU2249611893.SGD","LU2999663052.SGD","LU0964807845.USD","LU1989764748.USD","LU0672654240.SGD","LU0661504455.SGD","LU1989772840.SGD","HK0000819398.USD","LU1400636491.USD","LU2023250330.USD","LU1791710582.SGD","LU0057025933.USD","BK4581","LU0107464264.USD","IE00B1BXHZ80.USD","SG9999014575.USD","SG9999015945.SGD","LU1861127337.USD","NVDG","LU1261432733.SGD","LU2168563687.JPY","IE00B5TLWC47.USD","LU0979878070.USD","LU0310799852.SGD","LU2242650005.HKD","LU0266013472.USD","IE00BMPRXN33.USD","LU2452424414.USD","BK4554","HK0000306685.HKD","LU0077335932.USD","LU0056508442.USD","LU1992135399.USD","BK4585","IE00B5949003.HKD","BK4533","IE0009356076.USD","SOXX","LU0965509283.SGD","LU1914381329.SGD","LU0348723411.USD","BK4534","LU0316494557.USD","LU0965509101.SGD","LU1988902786.USD","NVDB","LU2237957902.USD","NVIW.SI","BK4543","LU1814569148.SGD","LU1974910355.USD","LU1267930573.SGD","LU1400636657.SGD","LU1718418525.SGD","LU1934455277.USD","LU2242649171.HKD","IE00BQXX3C00.GBP","IE00BZ1G4Q59.USD","SOXY","IE00BJJMRX11.SGD","LU0557290698.USD","LU1699723380.USD","LU0175139822.USD","IE00BDCRKT87.USD","AIFD","LU0157215616.USD","LU0203202063.USD","LU2272731865.HKD","LU1323610961.USD","LU1429558221.USD","LU0251132253.USD","LU2286300806.USD","LU2491050071.SGD","LU1923623000.USD","LU1084165304.USD","LU2394011477.USD","TTXU","IE00B3SWFQ91.USD","SG9999000418.SGD","LU0795875086.SGD","LU0823421333.USD","LU2063271972.USD","LU2264538146.SGD","LU1720051108.HKD","LU1035773651.USD","LU1066053197.SGD","LU2054465674.USD","HK0000304805.HKD","HK0000304797.USD","LU2237438978.USD","LU0158827948.USD","07788","LU0308772762.SGD","LU2237957811.SGD","LU0444971666.USD","LU2756315664.SGD","IE000KEQY171.SGD","LU1979441026.SGD","SG9999014880.SGD","SOXQ","SHOC","USXF","LU2326559502.SGD","LU1674673428.USD","LU2271345857.HKD","LU2125909759.SGD","LU2491049909.HKD","LU2077746001.SGD","LU0708995401.HKD","LU0006306889.USD","IE0004445239.USD","LU2097344357.USD","LU2360032135.SGD","LU0511384066.AUD","LU1670756490.USD","HK0000532082.HKD","LU1712237335.SGD","LU2462157665.USD","BK4587","LU2023251221.USD","LU1267930490.SGD","LU1116320737.USD","LU1935042991.SGD","IE0009G5SDU7.USD","LU0187121727.USD","SG9999002224.SGD","LU0265550359.USD","LU1280957306.USD","IE0001KFT4U8.USD","LU1153585028.USD","NVDS","LU1720051017.SGD","LU1691799644.USD","BK4605","LU1880398471.USD","NVD3.UK","LU0072462426.USD","LU0868494708.USD","NVD2.UK","LU2458330169.SGD","IE0034235303.USD","LU0323239441.USD","FAI","LU1119994496.HKD","LU2191332357.HKD","LU0820561818.USD","LU2361044865.SGD","BK4141","CHPX","IE00BK4W5L77.USD","LU1861220033.SGD","LU0912757837.SGD","LU0347712357.USD","IE00BFSS7M15.SGD","GAMR","TYLG","LU0310800379.SGD","LU0069063385.USD","IE000ITXATA3.USD","LU0353189680.USD","LU1983260115.SGD","BK4551","SG9999015978.USD","SNVD.UK","LU2433249047.HKD","LU0957791311.USD","LU2896262040.SGD","LU2471134879.HKD","LU0823414551.USD","SG9999015358.SGD","LU2265009873.SGD","LU1267930730.SGD","LU0170899867.USD","IE000W1ABFV2.USD","LU1923622291.USD","BK4550","LU0096362180.USD","LU0158827781.USD","LU0265550946.USD","LU2047632596.USD","LU0957808578.USD","LU0029864427.USD","IE000YTNTUN2.SGD","LU1633808545.USD","LU0256863811.USD","IE00B3S45H60.SGD","LU0861579265.USD","LU1951198990.SGD","NVDU","NVDX","LU2111349929.HKD","LU0225283273.USD","LU1645745479.HKD","LU0345770993.USD","WISE","LU0133085943.USD","IE00BK4W5M84.HKD","LU2430703095.HKD","LU0234570918.USD","IE00BYXW3230.USD","LU0345769631.USD","IE00BDRTCR15.USD","LU1852331112.SGD","LU0528227936.USD","LU2087625088.SGD","SG9999015952.SGD","LU2322448957.HKD","LU2462591350.SGD","LU1992135472.HKD","BK4567","LU2543165471.USD","FDTX",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17:11","pubTimestamp":1787649071,"startTime":"0","endTime":"0","summary":"唯品会控股有限公司公布，2026年第二季度归属于公司股东的每股摊薄美国存托凭证净利润已攀升至人民币8.82元。这一数字反映了公司在当季度的盈利表现。与先前报告期相比，该指标呈现积极变化，凸显了唯品会在运营效率和盈利能力方面的持续优化。公司管理层表示，这一成绩得益于用户粘性的增强、商品结构的改善以及供应链效率的提升。展望未来，唯品会将继续聚焦品牌特卖战略，深化数字化能力建设，以期在竞争激烈的电商市场中巩固差异化优势，为股东创造可持续的长期价值。此次财务数据的披露，也为市场提供了关于公司近期经营状况的关键参考坐标。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["BK4526","BK4585","BK4588","LU0630378692.HKD","BK4503","BK4505","BK4552","BK4558","LU0197773160.USD","BK4220","BK4531","LU0197773673.USD","LU0640798160.USD","LU1115378108.SGD","BK4509","VIPS","LU0630378429.USD","BK4122"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662809857","title":"美銀：主動長線基金上月拋售 444 億美元半導體股","url":"https://stock-news.laohu8.com/highlight/detail?id=2662809857","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662809857?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 17:10","pubTimestamp":1787649043,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，8 月 25 日，美银数据显示，主动长线基金上月大幅减持全球半导体股票，卖出规模约 444 亿美元，显示机构资金正在从最拥挤的 AI 交易中撤离。资金流向则转向电信、能源、材料、电网现代化等方向，反映 AI 主题内部正在出现更明显的再分配。这组数据解释了近期盘面的一部分压力。英伟达财报前，市场对 AI 需求仍抱有高预期，但芯片股此前涨幅过大，仓位也更集中。一旦长端利率上行、AI 收入预期降温或云厂商资本开支回报受到质疑，半导体板块将率先承受减仓压力。美银还指出，过去一年基金卖出最多的主题包括 AI 计算和量子计算，说明资金并未完全离开 AI，而是在降低对高拥挤度赛道的暴露。美银预计，芯片股短线将继续受英伟达业绩、云厂商指引和利率走势牵动；中期来看，资金可能更愿意配置电力、设备、网络和存储等能够分享 AI 基建支出的细分方向。 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