美股詳情

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AI應用概念股

7,473.53

+114.051.55%

漲家數：15

跌家數：11

平家數：- -

市盈率：- -

高：7,550.64

開：7,359.69

低：7,359.67

收：7,359.50

成交量：1.51億

成交額：199.82億

市值：5.83萬億

流通市值：5.57萬億

資料載入中...

總覽新聞資訊

硬件最高漲價60%，亞馬遜也扛不住內存短缺壓力

华尔街见闻

隨着AI融資承諾激增，摩根士丹利對英偉達持謹慎態度

實時行情-靜觀其變

韓國金融市場：韓股收漲，市場等待Nvidia財報

日本股市：日經指數反轉收高，芯片股跟隨韓國股市反彈

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

金山軟件（03888）反覆走高漲1.01% 美銀指Q2營運開支控制超預期且聯營公司盈利能力改善

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

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金山软件（03888）盘中反复走高，截至发稿，报23.92港元，涨幅1.01%，成交额7240.9万港元。消息面上，美银证券研究认为，金山软件第二季收入同比增长9%，分别较市场及该行预测高出2%和5%。该行下调公司2026至28年收入预测1至2%，以反映游戏业务增长前景疲弱，但由于营运开支控制优于预期及金山云等联营公司盈利能力改善，因此上调盈测2%至9%。美银证券预计，金山软件第三季游戏业务增长持续受压，对于公司计划2027年对《剑网3》进行引擎及画面升级，相信可提升用户参与度。该行将金山软件的目标价由24港元上调至26港元，维持“中性”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989247","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":["BK1526","BK1531","KC","BK4526","03888","BK4608","KSFTF","HK0001040143.USD","BK1586","BK1518","BK4563","BK1517","BK1607","PSET","HK0001040168.HKD","BK1613","BK4085","BK4116","BK1589","BK1104","BK4607","DRGN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662200230","title":"韓國金融市場：股市隨美股走低，韓元上漲、公債收益率下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2662200230","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662200230?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 10:25","pubTimestamp":1787624718,"startTime":"0","endTime":"0","summary":"韩国金融市场：股市随美股走低，韩元上涨、公债收益率下跌路透首尔8月25日-韩国股市周二跟随华尔街走低，受全球投资者在Nvidia发布财报前持续抛售半导体股，以及市场对人工智能行业盈利能力存疑影响。韩元走强，指标韩债收益率下跌。nL6T44M02UKOSPI.KS11市场成交量为128,349,000.00股，在总计904档有交易的股票中，有339档上涨。今年以来KOSPI指数上涨约55.91%，过去30个交易日以来则是下跌 8.2%。指标10年期公债收益率KR10YT=RR下跌1.4个基点，报4.324%。","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:nL6T44M04Y:1","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":["LU0061474960.USD","LU2242649171.HKD","LU2168564149.EUR","LU0234570918.USD","LU0276348264.USD","LU2111349929.HKD","SG9999002224.SGD","LU1914381329.SGD","BK4551","IE00B19Z8W00.USD","LU0053666078.USD","LU0724617625.USD","LU1066051225.USD","LU1400636657.SGD","LU1496350171.SGD","LU2458330243.SGD","SMHX","LU2361044865.SGD","LU2065171311.SGD","LU0077335932.USD","LU2063271972.USD","AIFD","LU0094547139.USD","LU0965509283.SGD","LU1551013342.USD","TEK","LU0417517546.SGD","LU1066053197.SGD","LU1868837300.USD","NVDL","IETC","LU1868836591.USD","LU2290526834.HKD","THMR","LU0133085943.USD","LU2756315318.SGD","LU1934455863.HKD","LU1934455277.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU1868836914.USD","LU2602419157.SGD","LU2065171402.SGD","IE0009G5SDU7.USD","LU2023250330.USD","LU0719512351.SGD","USXF","IE0005OL40V9.USD","LU0444971666.USD","SG9999015952.SGD","IE00BQXX3F31.USD","LU2394011477.USD","LU0158827948.USD","LU2491050071.SGD","LU0082616367.USD","IE0004445015.USD","LU2347655156.SGD","LU2458330169.SGD","HK0000306701.USD","LU0006306889.USD","LU0274383776.USD","LU1880398471.USD","IE0009356076.USD","LU1674673428.USD","IE00BZ1G4Q59.USD","BK4581","BK4527","EFIV","LU2237443622.USD","ILDR","LU0345769631.USD","LU0823421333.USD","SG9999001424.SGD","IE00B1BXHZ80.USD","LU0170899867.USD","SNVD.UK","LU0823414478.USD","IE0004086264.USD","LU1435385759.SGD","NVYY","LU0683600562.USD","LU2065169927.USD","LU1917777945.USD","IE00B1XK9C88.USD","NVDA","LU2106854487.HKD","IE00BJJMRY28.SGD","NVDG","LU0965508806.USD","LU1791710400.SGD","LU1815336760.USD","LU2360106780.USD","LU2077746001.SGD","SG9999014575.USD","LU0795875169.SGD","LU1732799900.SGD","LU2279689827.SGD","IE00B5949003.HKD","LU2286300806.USD","LU0256863811.USD","LU0096364046.USD","LU0661504455.SGD","ROM","LU0265550359.USD","LU2272731865.HKD","HK0000819398.USD","LU0138981039.USD","LU1923622614.USD","LU1721428933.USD","GB00BDT5M118.USD","LU0912757837.SGD","LU1674673691.USD","LU2552382132.HKD","LU1791710582.SGD","HK0000532082.HKD","IE000W1ABFV2.USD","LU1035775433.USD","LU1720051108.HKD","SG9999015978.USD","LU2211815571.USD","LU2360107168.USD","LU2381873111.SGD","LU0345768153.USD","IE00B775H168.HKD","SG9999014914.USD","HK0000304805.HKD","LU0061474705.USD","LU2133065610.SGD","LU1496350502.SGD","LU0323591593.USD","SOXQ","IE00BD6J9T35.USD","LU0347712357.USD","NVIW.SI","LU2237443895.HKD","TTEQ","LU3102509885.SGD","NVDY","BK4592","JGRO","LU0354030438.USD","SGXZ81514606.USD","LU2264538146.SGD","LU0210528500.USD","IE0004445239.USD","SG9999017495.SGD","LU0107464264.USD","LU0345770308.USD","LU1153585028.USD","HK0000320264.USD","SG9999018857.SGD","IE00BJLML261.HKD","LU1935042215.USD","LU1037948897.HKD","LU1852331112.SGD","LU2471134879.HKD","SG9999015945.SGD","ARTY","LU1400636491.USD","LU2471134796.USD","LU0011850046.USD","NVDX","LU0175139822.USD","LU0786609619.USD","LU2403377893.USD","ABFL","LU0472753341.HKD","LU2430703178.SGD","LU2413666426.HKD","LU2168564222.USD","LU2999663052.SGD","LU1935043536.SGD","TTXU","BK4605","LU0211328371.USD","USD","LU1988902786.USD","LU0861579265.USD","LU1145028129.USD","LU1645745479.HKD","LU0943347566.SGD","SMH","LU0354030511.USD","LU1084165304.USD","SG9999014898.SGD","LU1316542783.SGD","LU1989772840.SGD","LU0787776722.HKD","LU0642271901.SGD","LU1116320737.USD","IE00B19Z8X17.USD","LU0187121727.USD","BK4141","LU0868494617.USD","LU1670756490.USD","SG9999015341.SGD","IE00BKVL7J92.USD","LU2249611893.SGD","ANV","LU1571399168.USD","LU1642822529.SGD","BK4554","SHOC","LU1718418525.SGD","IE00BMPRXR70.SGD","BK4533","LU2471134523.USD","LU1804176565.USD","LU0048584097.USD","LU0061475181.USD","LU2347655073.USD","LU1951200564.SGD","LU0528227936.USD","LU2237957811.SGD","LU2236285917.USD","LU0203201768.USD","IE00BQXX3C00.GBP","LU0310799852.SGD","LU2552382058.USD","BK4534","LU2237438978.USD","IE00BMPRXQ63.HKD","LU1935042488.USD","LU0345770993.USD","LU2100268510.USD","HK0000304797.USD","IE0004091025.USD","LU0128525929.USD","LU2125154778.USD","LU0466842654.USD","LU1951198990.SGD","LU1868836757.USD","LU1868837136.USD","LU2244417387.USD","LU0154236417.USD","BK4612","LU2242650005.HKD","LU1633808545.USD","LU0689626769.HKD","LU2322448957.HKD","IE00B3M56506.USD","LU2168564065.EUR","BK4549","LU2430703251.USD","LU1623119135.USD","IE0003U64NQ7.SGD","3NVD.UK","WISE","LU0395794307.EUR","LU1366192091.USD","LU1261432733.SGD","BK4548","LU1232071149.USD","LU1923622291.USD","SGXZ51526630.SGD","LU0823414551.USD","LU2168563687.JPY","LU1267930490.SGD","LU0557290698.USD","IE00BK4W5L77.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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