美股詳情

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軟銀資本持倉

22,695.70

+400.811.80%

漲家數：5

跌家數：4

平家數：- -

市盈率：- -

高：22,931.36

開：22,549.02

低：22,454.28

收：22,291.51

成交量：1.03億

成交額：161.37億

市值：5.50萬億

流通市值：5.16萬億

資料載入中...

總覽新聞資訊

台灣股市：收漲重回45,000點及五日線上方，短線箱型整理關注英偉達財報

《新興市場》亞股受美國芯片股拋售拖累下跌，等待Nvidia發布財報

期權交易員預計，英偉達(NVDA.US)周三盤後公布第二季業績後，周四股價料將漲/跌5.4%，低於5月財報發布前期權所隱

期權數據顯示，英偉達股價在財報公布後或將出現2800億美元的波動

分析師：現在是時候「閉眼」重倉買入英偉達

英偉達股價七連跌，財報前市場在擔心什麼？

英偉達新一代算力平台補齊拼圖結合DeepSeek模型Token成本可降35倍

韓國金融市場：股市隨美股走低，韓元上漲、公債收益率下跌

受英偉達財報發布前市場謹慎情緒影響，芯片相關股下跌，拖累日本日經指數走低

媒體摘要-英國商業 - 8月25日

A股開盤速遞 | 滬指低開0.48% 算力硬件延續調整

英偉達撐腰也難繃，算力新貴15億收入敢要120億

凤凰网港股

華爾街分析師稱市場錯判英偉達，當下正是重倉時機

环球市场播报

英偉達跌近3%，連跌7日，一夜蒸發1510億美元

全球市場-受科技股疲軟影響，亞洲股市下跌；油價小幅回落

英偉達業績公布在即，高盛警告：若三大催化劑沒實現股價恐不漲反跌

期權聚焦 | NVDA驚現2200萬美元跨期Put組合，機構賣出遠月140Put、重倉買入近月180Put，大單情緒謹慎偏空？

24小時環球政經要聞 | 8月25日

TradingKey 每日市場簡報：英偉達財報成市場焦點，美光、博通拖累存儲芯片板塊

TradingKey中文

SemiAnalysis：Nvidia Rubin Ultra 將搭載 192GB HBM4，容量大幅下調

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Fujita路透东京8月25日-周二，受英伟达财报公布前市场谨慎情绪影响，日本日经股指随美国同业股走低，芯片相关股领跌。“在周三英伟达财报公布前，市场持谨慎态度，”东海东京情报研究所的市场分析师安田修太郎表示。芯片制造商英伟达的季度财报预计将成为市场的重要催化剂。英伟达股价连续第七个交易日下跌。","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:20260825:nL4T44M04P:1","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":["LU0106261372.USD","IE00BJLML261.HKD","IE00BWXC8680.SGD","LU2237443549.SGD","LU0006306889.USD","LU0274383776.USD","LU2097344431.USD","IE00B1XK9C88.USD","LU2237957811.SGD","LU0472753341.HKD","LU0949170772.SGD","LU0965509101.SGD","VGT","LU0417517546.SGD","LU0210536198.USD","LU0557290698.USD","HK0000819398.USD","LU2023251221.USD","LU0345770993.USD","SGXZ80539844.SGD","LU0198837287.USD","FDTX","LU2506951792.HKD","IE00BMPRXR70.SGD","IE000Q6AESB8.SGD","AIPI","IE00B3SWFQ91.USD","IE00BJTD4V19.USD","LU1551013425.SGD","LU1623119135.USD","LU0316494557.USD","LU2360032135.SGD","LU0069063385.USD","LU0077335932.USD","LU2458330169.SGD","BK4527","LU0353189680.USD","LU1244550221.USD","LU0689626769.HKD","LU2065171402.SGD","IE000YTNTUN2.SGD","LU0234572021.USD","LU0957791311.USD","LU2357125470.USD","DIPS","LU2089985449.USD","SPTE","LU1035775433.USD","LU0719512351.SGD","SGXZ31699556.SGD","IE00B4JS1V06.HKD","SMHX","LU1066053197.SGD","LU0353189763.USD","LU1732800096.USD","LU2083900584.USD","LU2272731600.USD","LU0080751232.USD","LU1979441026.SGD","LU0265550946.USD","LU0795875086.SGD","LU2931357623.SGD","IE00BJJMRY28.SGD","LU2168563687.JPY","IE0004445239.USD","LU1316542783.SGD","LU2756315664.SGD","LU0061474705.USD","LU1037948541.HKD","LU1791710400.SGD","LU2430703178.SGD","LU1923622614.USD","LU0786609619.USD","IE00B19Z9505.USD","LU1814569148.SGD","LU0820561909.HKD","LU0708995401.HKD","LU2430703251.USD","LU2347655073.USD","TTXU","LU0072462426.USD","LU0979878070.USD","LU2860962120.EUR","HK0000320264.USD","HK0000320223.HKD","IE00B7KXQ091.USD","LU1988902786.USD","LU2111349929.HKD","LU2592432038.USD","LU1803068979.SGD","ARTY","LU1914381329.SGD","TEK","LU0868494617.USD","LU1868836591.USD","SG9999014906.USD","LU2552382132.HKD","LU0494093205.USD","LU2237957902.USD","LU0308772762.SGD","LU0211328371.USD","IE0004445015.USD","IE000W1ABFV2.USD","LU2552382215.SGD","IE0009G5SDU7.USD","LU0390134368.USD","LU2168564149.EUR","LU1127390331.HKD","BK4585","LU2394011477.USD","IXN","SG9999015341.SGD","LU0203202063.USD","LU0683600562.USD","SG9999014559.SGD","LU2211815571.USD","LU2089284900.SGD","LU2168564222.USD","LU0342679015.USD","LU0795875169.SGD","LU1691799644.USD","LU0256863902.USD","LU2286300806.USD","LU1145028129.USD","BK4532","LU2290526834.HKD","FAI","LU2168564495.EUR","LU0175139822.USD","LU2092627202.USD","LU2456880835.USD","LU2237443622.USD","LU0672654240.SGD","LU2746668974.SGD","BK4588","LU0823421333.USD","LU1069344957.HKD","ANV","LU1116320737.USD","LU2403377893.USD","LU0320765059.SGD","LU0661504455.SGD","LU0444973449.USD","LU1571399168.USD","LU2047632596.USD","NVDA","NVDS.UK","LU0912757837.SGD","IE0004091025.USD","LU2125909916.SGD","LU2347655156.SGD","LU0234570918.USD","LU1712237335.SGD","NVII","LU2552382058.USD","BK4534","LU2148611432.USD","LU2637965513.SGD","LU2236285917.USD","LU1989764748.USD","LU0738911758.USD","LU0143551892.USD","LU1778281490.HKD","IE00BYXW3230.USD","LU1989772840.SGD","LU2430703095.HKD","LU1934455863.HKD","LU2237443382.USD","LU2272731782.SGD","LU1119994496.HKD","NVDQ","LU2413666426.HKD","LU0788109477.HKD","FTEC","NVDD","LU1861220033.SGD","LU0097036916.USD","LU0820562030.AUD","LU2054465674.USD","GB00BDT5M118.USD","LU0964807845.USD","LU2452424414.USD","NVDY","AGOX","LU1242518931.SGD","CMAG","BK4581","CHAT","EFIV","LU0210533765.USD","BK4612","LU0096364046.USD","LU0128525929.USD","LU2265009873.SGD","LU2420271590.USD","IE00B5949003.HKD","IE0034235188.USD","NVDB","LU0345770308.USD","SNVD.UK","LU1400636574.HKD","LU1366333091.USD","LU0225283273.USD","BK4529","LU1280957306.USD","LU1917777945.USD","LU1791710582.SGD","IE00BKDWB100.SGD","IE0034235295.USD","ESUM","LU2237443978.SGD","LU2087625088.SGD","LU0174119429.USD","LU2491050154.USD","LU1642822529.SGD","LU2125154935.USD","NVDU","LU2250418816.HKD","BK4550","BK4549","LU1935043536.SGD","GAMR","LU2954938101.SGD","LU0348723411.USD","LU1551013342.USD","LU1852331112.SGD","LU1267930730.SGD","LU2063271972.USD","LU2191332357.HKD","LU2896262040.SGD","07788","LU1064131342.USD","LU0708994859.HKD","LU1923623000.USD","2NVD.UK","LU1861127337.USD","LU2433249047.HKD","LU2272731865.HKD","LU0889565833.HKD","LU2213496289.HKD","LU2491050071.SGD","SG9999015952.SGD","LU0511384066.AUD","LU2461242641.AUD","07388","LU0823414478.USD","SG9999015978.USD","LU2361044949.HKD","SG9999004303.SGD","LU1670756490.USD","LU1261432733.SGD","LU1003077747.HKD","LU2999663052.SGD","IE00BD6J9T35.U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09:32","pubTimestamp":1787621548,"startTime":"0","endTime":"0","summary":"据彭博社8月25日报道，由英伟达撑腰的AI云服务商Lambda正在谈判一笔高达30亿美元的Pre-IPO融资，估值可能达到120亿美元甚至更高。若交易达成，这将为公司明年冲刺IPO铺平道路。但翻开财务底牌，一个刺眼的反差浮现：Lambda今年预计营收超15亿美元。另一家荷兰新云巨头Nebius，今年涨幅高达150%，但较6月峰值已回撤26%。15亿收入撑得起120亿估值吗？答案，或许要等到Lambda真正敲响上市钟声的那一刻才能揭晓。","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://finance.ifeng.com/c/8vs7qJPWpCT","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":["SG9999014880.SGD","LU1934455277.USD","LU1267930573.SGD","LU0494093205.USD","NVDW","LU0528227936.USD","LU1868836757.USD","LU2360032135.SGD","LU2491049909.HKD","LU1316542783.SGD","LU0823421416.USD","LU2361044949.HKD","LU2244417387.USD","IE0003U64NQ7.SGD","LU1116320737.USD","IE00B1XK9C88.USD","LU2106854487.HKD","LU1778281490.HKD","LU1400636657.SGD","LU2249611893.SGD","LU2347655156.SGD","LU0788109477.HKD","LU2417539215.USD","LU2552382132.HKD","LU1720051108.HKD","GB00BDT5M118.USD","LU0029864427.USD","LU0106261372.USD","IE000W1ABFV2.USD","LU0943347566.SGD","LU2125909916.SGD","CHAT","SG9999002224.SGD","SG9999004303.SGD","LU2237443549.SGD","LU2403377893.USD","LU0097036916.USD","LU2237957902.USD","IE0001KFT4U8.USD","LU1674673691.USD","LU2023251221.USD","LU2420271590.USD","LU2506951792.HKD","FAI","IE00BFSS7M15.SGD","LU0011850046.USD","LU2125154778.USD","LU0323239441.USD","HK0000304797.USD","IE00B3S45H60.SGD","SG9999015341.SGD","LU0158827781.USD","IE000Q6AESB8.SGD","IE00B3M56506.USD","LU0889565833.HKD","LU1935043023.USD","IE00BJTD4V19.USD","LU1814569148.SGD","LU0320765059.SGD","ANV","IE00BHPRN162.USD","SPTE","LU2148611432.USD","LU2028103732.USD","LU2065169927.USD","LU1202635105.USD","LU0545039389.USD","LU0642271901.SGD","HK0000532082.HKD","LU2111349929.HKD","LU2065171402.SGD","LU2083900584.USD","AIFD","IE00BK4W5L77.USD","LU1935043536.SGD","LU1571399168.USD","LU2047632596.USD","BK4614","LU1712237335.SGD","IE00BKVL7J92.USD","NVD3.UK","NVC","LU2413666426.HKD","SGXZ31699556.SGD","LU0557290698.USD","LU1242518857.USD","THMR","LU1934455194.USD","LU2237443895.HKD","LU2065170008.USD","LU0347712357.USD","BK4567","IE0009G5SDU7.USD","IE00B19Z8W00.USD","SG9999014914.USD","LU1815336760.USD","IE00B775H168.HKD","LU1951200564.SGD","BK4549","IE0004445015.USD","LU2896262040.SGD","BK4551","LU1861220033.SGD","HK0000306685.HKD","LU0390134368.USD","LU2552382058.USD","LU1935042215.USD","LU2452424414.USD","07788","LU0094547139.USD","LU0823414551.USD","LU0234572021.USD","LU0689626769.HKD","LU0265550359.USD","LU0265550946.USD","LU0912757837.SGD","LU1670756490.USD","LU0251132253.USD","LU0395794307.EUR","LU0965509010.AUD","07388","LU2458330169.SGD","LU1923622291.USD","IE00B4JS1V06.HKD","SG9999001424.SGD","ABFL","LU0080751232.USD","IE00B775SV38.USD","IE00BZ199S13.USD","LU0820562030.AUD","TEK","LU0882574139.USD","IE00BMPRXN33.USD","LU0726765562.USD","LU0174119429.USD","LU2237438978.USD","SG9999014906.USD","LU2756315318.SGD","LU0211328371.USD","LU1323610961.USD","LU2023250504.SGD","LU1066051811.HKD","LU2750360997.AUD","LU1868836591.USD","LU1852331112.SGD","LU2063271972.USD","TYLG","NULC","LU1935042991.SGD","LU1718418525.SGD","LU2357125470.USD","IETC","LU1804176565.USD","BK4588","LU1145028129.USD","BK4587","NVDO","LU0096362180.USD","LU2746668461.USD","IE0004086264.USD","LU0211327993.USD","LU1629891620.HKD","LU2954938101.SGD","ESLG","IE00BJTD4N35.SGD","LU0138981039.USD","LU0942090050.USD","LU2236285917.USD","SOXQ","LU0345768153.USD","IE00BDCRKT87.USD","LU2458330243.SGD","HK0000306701.USD","LU2279689827.SGD","LU1066051498.USD","TTEQ","LU2462591350.SGD","LU1551013342.USD","LU1366333091.USD","LU0143551892.USD","XLK","LU2361045086.USD","IE000ITXATA3.USD","LU0823421333.USD","LU2637965513.SGD","IE00BN29S564.USD","NVDU","LU2294711713.HKD","LU1144417596.USD","LU2168563687.JPY","BK4532","NVDG","SNPE","LU1989772840.SGD","IE00BYXW3230.USD","IE0034235295.USD","LU0719512351.SGD","LU1674673428.USD","GAMR","LU0823414478.USD","LU0683600562.USD","METV","LU2237443978.SGD","NVDX","LU0203202063.USD","LU0511384066.AUD","LU1116320901.HKD","LU0210536198.USD","LU1868836914.USD","LU1069347547.HKD","LU1861127337.USD","LU2322448957.HKD","LU2463028550.USD","IE00BKPKM429.USD","LU2108987350.USD","BK4503","LU1974910355.USD","LU2491050154.USD","LU0957791311.USD","LU2168564149.EUR","SG9999018865.SGD","LU2168564065.EUR","LU2213496289.HKD","SG9999015358.SGD","LU1914381329.SGD","LU0823434583.USD","TRFK","LU0553294199.USD","LU0466842654.USD","IE00B1BXHZ80.USD","LU2237443622.USD","IE00BWXC8680.SGD","LU0348723411.USD","LU2456880835.USD","IE0034235303.USD","LU0109391861.USD","LU0661504455.SGD","LU1861215975.USD","LU0868494708.USD","LU0276348264.USD","LU2286300806.USD","IE00BJLML261.HKD","LU1720051017.SGD","NVDS","LU0965508806.USD","LU1645745479.HKD","LU0708994859.HKD","LU23818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| NVDA驚現2200萬美元跨期Put組合，機構賣出遠月140Put、重倉買入近月180Put，大單情緒謹慎偏空？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117413568","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117413568?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:00","pubTimestamp":1787619644,"startTime":"0","endTime":"0","summary":"NVIDIA收盘报208.48美元，跌2.91%。当日期权市场大单活跃，一笔规模达2199.89万美元的跨期PUT组合占据主导，资金整体呈现谨慎偏空态度。总体来看，NVDA当日大单资金情绪偏空。若选择卖出PUT，可优先考虑160.0以下执行价，距离现价约23.26%，被行权概率相对较低；若不愿承担过多保证金，可继续采用牛市看跌价差，例如卖出180.0 PUT、买入160.0 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美东时间8月24日，美股三大股指收盘涨跌不一。市场继续消化科技股估值压力、英伟达（NVDA）财报前的观望情绪、美国扩大对伊朗经济施压以及美加贸易紧张升级。油价大幅回落推动美债收益率下行，但科技股和半导体板块继续承压，拖累Nasdaq和标普500收跌；金融股走强则支撑道指小幅上涨。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262128846-nvda-earnings-report-mu-avgo-drag-memory-chip-sector-tradingkey","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":["IE00B19Z3B42.SGD","IE00BKVL7J92.USD","LU1267930730.SGD","HK0000532082.HKD","SGXZ31699556.SGD","LU2210150020.SGD","HK0000914686.HKD","SG9999001440.SGD","LU1935042215.USD","LU2456880835.USD","LU0211327993.USD","LU2347655156.SGD","LU2065170008.USD","LU0215105999.USD","LU2294711713.HKD","LU2764263203.CNY","GB00BDT5M118.USD","LU2471134796.USD","IE00BJTD4V19.USD","LU2242650005.HKD","IE0034235303.USD","LU2462591277.SGD","IE00B5TLWC47.USD","LU0256863811.USD","LU0689626769.HKD","SG9999004303.SGD","LU0106261372.USD","LU0345768153.USD","LU0912757837.SGD","LU2461242641.AUD","LU2543165471.USD","LU1144417596.USD","BK4548","LU0109391861.USD","LU1815333072.USD","LU2247934214.USD","IE00BZ9MQY76.HKD","LU1934455863.HKD","IE00BMCWC346.EUR","LU2381873111.SGD","LU2237957902.USD","LU2347655073.USD","LU2462591350.SGD","IE00BQXX3C00.GBP","LU1868837300.USD","CHAT","SNVDAmain","IE00B894F039.SGD","07388","LU1718418525.SGD","LU2357125470.USD","LU1670711040.USD","MU","LU1868836757.USD","LU2462157665.USD","LU1066051498.USD","LU2999663052.SGD","LU1935043536.SGD","ESLG","LU1037948897.HKD","LU2237443978.SGD","IE00BDGV0183.EUR","LU2954938101.SGD","ESUM","AVS","IE00BK4W5L77.USD","LU0274383776.USD","CGGO","LU1917777945.USD","LU0072462426.USD","IE0034235295.USD","LU0109392836.USD","LU0390134368.USD","LU1202635105.USD","MUU","LU0314104364.USD","LU1721428933.USD","ANV","LU0820562030.AUD","IE00BKPKM429.USD","LU0081259029.USD","LU1429558221.USD","LU0203345920.USD","LU1670627923.USD","BK4588","LU1035775433.USD","TYLG","IE00B775SV38.USD","LU2505996681.GBP","LU0965509010.AUD","FXL","LU0792757196.USD","LU0949170426.SGD","LU2471134952.CNY","LU1720051108.HKD","DIPS","TEK","METV","AVGU","LU2860962120.EUR","BK4587","LU2746668461.USD","NVDA","LU1633808545.USD","IE000ITXATA3.USD","MUG","IE00BVYPNV92.GBP","LU0640476718.USD","LU0528227936.USD","LU0942090050.USD","MULL","LU0965509101.SGD","LU0444973449.USD","HK0000306685.HKD","SGXZ81514606.USD","LU0345769631.USD","SG9999014906.USD","BK4554","ARTY","BK4608","LU0127658192.USD","XNTK","HK0000914660.USD","LU1974910355.USD","LU0061475181.USD","BK4567","LU0724617625.USD","LU1323610961.USD","BK4579","SNVD.UK","NVIW.SI","LU2746668974.SGD","LU0868494617.USD","BK4529","LU2249611893.SGD","LU0882574139.USD","LU0203347892.USD","LU0466842654.USD","LU0289961442.SGD","LU1035773651.USD","LU1861220033.SGD","LU1116320901.HKD","LU1699723380.USD","LU0138981039.USD","LU0323591593.USD","HK0000304797.USD","LU2063271972.USD","LU2298321311.HKD","NVYY","LU2505996509.AUD","LU0347712357.USD","HK0000320264.USD","EMSF","LU0708994859.HKD","LU2602419157.SGD","LU0187121727.USD","LU2092937221.SGD","BK4575","IE00BMPRXQ63.HKD","LU0316494557.USD","LU0784385170.HKD","LU1814569148.SGD","LU2102340556.USD","LU2047632596.USD","IE00B3SWFQ91.USD","LU2237443895.HKD","LU0823434583.USD","LU0238689110.USD","LU2420271590.USD","LU2125909916.SGD","LU2286300806.USD","NVDS","LU1162221912.USD","LU0787776722.HKD","LU2148611432.USD","LU0011850046.USD","LU0211328371.USD","ILDR","LU1815336760.USD","LU1066051811.HKD","LU2023251221.USD","LU0784383803.USD","IE00BFSS7M15.SGD","LU1935043023.USD","IE00BGHQF631.EUR","IETC","IE00B3M56506.USD","LEGR","LU1880398471.USD","CHPX","LU2237443549.SGD","BK4585","LU0097036916.USD","LU2168563687.JPY","LU2403377893.USD","IE0004445015.USD","ABFL","BK4612","IE00BLSP4452.SGD","LU1861215975.USD","SG9999018857.SGD","LU2083900584.USD","LU0310799852.SGD","SG9999017495.SGD","LU0170899867.USD","IE00BFSS8Q28.SGD","PTF","LU1934455194.USD","SGXZ80539844.SGD","LU0689472784.USD","LU2272731600.USD","ROM","LU2191332357.HKD","LU1951198990.SGD","LU1989764664.SGD","IE00B7KXQ091.USD","IE00B1XK9C88.USD","IE00BSNM7G36.USD","LU0143551892.USD","LU0889565833.HKD","LU0070217475.USD","LU1548497426.USD","NVDG","LU0786609619.USD","LU0158827781.USD","WLDR","LU2023250504.SGD","LU1852331112.SGD","WUGI","LU2237957811.SGD","LU0823421416.USD","LU0265550359.USD","LU0795875169.SGD","IE00BVYPNQ40.USD","IE00BGHQDM52.EUR","LU0511384066.AUD","LU0820561818.USD","LU1880398554.USD","LU0545039389.USD","IE00BVYPNW00.USD","LU2100268510.USD","LU0077335932.USD","LU0345768740.USD","LU1868837136.USD","SOXQ","LU26379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Rubin Ultra 將搭載 192GB HBM4，容量大幅下調","url":"https://stock-news.laohu8.com/highlight/detail?id=2662029162","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662029162?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 08:34","pubTimestamp":1787618057,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，SemiAnalysis 发文称，Nvidia Rubin Ultra 将搭载 192GB 的 HBM4 8-hi 内存。这不仅较最初预览的 1TB HBM 出现大幅下调，甚至低于常规版 Rubin 的 288GB 容量。HBM 配置被削减至原先约五分之一的原因包括：四裸片 Rubin Ultra 方案取消后，cube 数量减至 8 个；堆叠高度由 16-hi 降至 8-hi；并采用使用 24Gb 裸片的 HBM4，而非 32Gb 裸片的 HBM4E。后续或推出 8-hi HBM4E 升级版本。 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