美股詳情

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AI應用概念股

7,464.93

+105.441.43%

漲家數：17

跌家數：9

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：1.89億

成交額：245.81億

市值：5.83萬億

流通市值：5.56萬億

資料載入中...

總覽新聞資訊

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？

雷軍：玄戒O100未來將應用於手機、汽車、機器人等全生態品類

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

據知情人士透露，由英偉達(NVDA.US)支持的AI雲計算服務提供商Lambda正在就一輪最高達30億美元的融資進行談判

SpaceX(SPCX.US)首批Starmind AI衞星提前至2027年底發射，聯手英偉達加速開拓軌道數據中心賽道

英偉達Groq 3 LPX全面投產，SpaceXAI將Vera Rubin算力延伸至太空；小鵬機器人首輪融資超9億美元，估值超63億美元丨全球科技早參

每日经济新闻

英偉達投資的Lambda正洽談IPO前融資30億美元。

英偉達宣佈Groq 3 LPX量產

美股成交額TOP 20：存儲板塊再遭拋售、閃迪大跌 6%，英偉達七連跌，特斯拉、英特爾跌3%，Strategy升2%

环球市场播报

英偉達七連跌創2022年以來最長紀錄：股價年內漲幅僅7%墊底，分析師卻三個月上調盈利預測13%

华尔街见闻

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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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09:29","pubTimestamp":1787621340,"startTime":"0","endTime":"0","summary":"缪斯说，英伟达已经超越了单纯的芯片供应商角色。他说，英伟达还在不断扩大客户群，将更多企业和主权项目纳入其中。与此同时，据报道，英伟达据称计划上调其AI芯片服务器的价格。上周六有报道称，根据系统的芯片代际和内存需求，英伟达的部分主要客户可能面临超过15%的涨价幅度。上周六嗨有报道称，英伟达正计划通过与AI初创公司Poolside达成的一项60亿美元新许可协议，构建一个开放权重AI模型。英伟达定于周三收盘后发布第二财季财报。","market":"other","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/stock/usstock/c/2026-08-25/doc-inipnuia2366932.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":["IE00BJTD4N35.SGD","ARTY","LU0048584097.USD","LU1642822529.SGD","LU2168563687.JPY","NVDD","LU0289739343.SGD","LU1983260115.SGD","LU1861127337.USD","IE00BQXX3C00.GBP","LU2361044949.HKD","HK0000532082.HKD","THMR","LU2756315318.SGD","LU0157215616.USD","CHPX","LU0158827948.USD","LU1633808545.USD","ABFL","IE00BKDWB100.SGD","LU1914381329.SGD","07788","LU1127390331.HKD","LU0345768740.USD","SG9999014914.USD","IE0009G5SDU7.USD","CLSE","LU2458330169.SGD","3NVD.UK","LU0719512351.SGD","BK4614","LU0124676726.USD","LU2249611893.SGD","LU0128525929.USD","LU2462591277.SGD","USXF","HK0000320264.USD","LU0094547139.USD","LU1720051017.SGD","NVDA","BK4585","CNEQ","IE000KEQY171.SGD","LU1261432733.SGD","BK4503","LU1003077747.HKD","LFGY","LU2125154778.USD","LU1691799644.USD","GB00BDT5M118.USD","IE00BHPRN162.USD","LU0289961442.SGD","IE00B1XK9C88.USD","LU0096362180.USD","LU2242649171.HKD","METV","LU0289960550.SGD","LU1496350502.SGD","NVD2.UK","LU1280957306.USD","LU0061474705.USD","SHOC","LU0545039389.USD","LU0154236417.USD","LU1974910355.USD","LU2462157665.USD","LU2237443978.SGD","LU2602419157.SGD","LU1934455194.USD","LU0011850046.USD","LU1037948541.HKD","LU0323591593.USD","LU2168564065.EUR","BK4554","IE00B5TLWC47.USD","IE00B775H168.HKD","LU2213496289.HKD","TRFK","HK0000304797.USD","LU1803068979.SGD","LU0943347566.SGD","IE00B5949003.HKD","LU1035775433.USD","LU2247934214.USD","LU2089284900.SGD","LU0082616367.USD","LU0708994859.HKD","LU0143551892.USD","BK4549","BK4598","LU2279689827.SGD","2NVD.UK","LU2413666426.HKD","LU0390134368.USD","LU0138981039.USD","LU2931357623.SGD","LU2065170008.USD","LU0210528500.USD","NVDB","LU0795875086.SGD","LU0738911758.USD","IE00BDCRKT87.USD","IE000Q6AESB8.SGD","LU0187121727.USD","LU2271345857.HKD","LU1868836757.USD","LU1935043023.USD","LU1732799900.SGD","LU0985320562.USD","LU1979441026.SGD","LU0238689110.USD","LU2896262040.SGD","LU1712237335.SGD","LU1934455277.USD","LU2430703251.USD","LU2326559502.SGD","LU0310800379.SGD","LU0726765562.USD","LU1674673691.USD","LU0347712357.USD","LU0109391861.USD","LU1429558221.USD","SG9999014575.USD","SOXQ","LU0097036916.USD","LU0787776722.HKD","LU2191332357.HKD","DIPS","LU0320765059.SGD","LU0107464264.USD","BK4605","LU0444971666.USD","LU1551013425.SGD","SNVD.UK","LU1988902786.USD","LU0823434740.USD","LU0079474960.USD","LU2125909593.SGD","LU2592432038.USD","AGOX","BK4543","HK0000819398.USD","LU0724617625.USD","LU1116320901.HKD","SGXZ51526630.SGD","IE00B3SWFQ91.USD","IE0003U64NQ7.SGD","LU1804176565.USD","LU0133085943.USD","IE00BFSS7M15.SGD","LU1144417596.USD","LU0557290698.USD","LU1571399168.USD","LU2322448957.HKD","LU2237443465.HKD","LU2552382215.SGD","LU2250418816.HKD","LU1244550494.USD","LU0069063385.USD","IE00BJJMRY28.SGD","LU0323239441.USD","LU2552382132.HKD","SOXX","ESUM","LU1989764748.USD","IE00BMPRXR70.SGD","IE00BK4W5L77.USD","SG9999015945.SGD","LU0006306889.USD","LU0215105999.USD","LU0061474960.USD","LU0511384066.AUD","LU2108987350.USD","LU2054465674.USD","LU0689472784.USD","LU2290526834.HKD","LU2381873111.SGD","IE00BKPKM429.USD","LU2087625088.SGD","LU1496350171.SGD","IE00BQXX3F31.USD","LU0251132253.USD","SG9999015952.SGD","NVC","SG9999018857.SGD","SGXZ31699556.SGD","IE00B4YYXB79.USD","LU0348723411.USD","LU0029864427.USD","LU0308772762.SGD","LU2111349929.HKD","LU1551013342.USD","LU1935043536.SGD","IE0004445015.USD","LU0942090050.USD","LU0266013472.USD","LU0170899867.USD","CMAG","LU1923622291.USD","SG9999002224.SGD","LU1880398554.USD","LU0788109477.HKD","LU0868494617.USD","LU0661504455.SGD","IE00BWXC8680.SGD","BK4592","LU2403377893.USD","HK0000306701.USD","HK0000914660.USD","TYLG","LU1069347547.HKD","LU0965508806.USD","SNPE","BK4550","HK0000320223.HKD","NVIW.SI","LU1066051225.USD","LU0528227936.USD","LU1815333072.USD","NVDU","SG9999014567.USD","LU1791710582.SGD","LU2552382058.USD","LU1917777945.USD","LU1935042488.USD","BK4529","LU0708995401.HKD","LU0342679015.USD","LU2237443895.HKD","LU1868837300.USD","LU0070217475.USD","IE000YTNTUN2.SGD","NVD3.UK","SG9999018865.SGD","LU1366333091.USD","LU0316494557.USD","LU1718418525.SGD","LU2999663052.SGD","LU2347655156.SGD","LU1316542783.SGD","LU1852331112.SGD","IE00B7KXQ091.USD","LU1814569148.SGD","LU1035773651.USD","IE00BK4W5M84.HKD","LU2294711713.HKD","XLK","LU2023250504.SGD"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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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