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NVDA 英伟达
已收盘 05-02 16:00:00 EDT
858.17
+27.76
+3.34%
盘后
865.45
+7.28
+0.85%
19:59 EDT
最高
862.37
最低
832.00
成交量
3,779万
今开
844.49
昨收
830.41
日振幅
3.66%
总市值
2.15万亿
流通市值
2.06万亿
总股本
25.00亿
成交额
320.75亿
换手率
1.58%
流通股本
23.99亿
市净率
--
ROE
--
每股收益
0.00
52周最高
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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
北京优虎网络科技有限公司
资讯
新帖
简况
美国三大股指全线收涨,英伟达涨超3%
澎湃新闻 · 07:20
美国三大股指全线收涨,英伟达涨超3%
热归热,Groq离取代英伟达GPU有多远?
澎湃新闻 · 07:05
热归热,Groq离取代英伟达GPU有多远?
美股异动 | 热门科技股走强 英伟达(NVDA.US)涨近1%
智通财经 · 05-02 22:22
美股异动 | 热门科技股走强 英伟达(NVDA.US)涨近1%
英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄
环球市场播报 · 05-02 21:49
英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄
高通盘初拉升带动半导体概念普涨,英伟达涨近3%
老虎资讯综合 · 05-02 21:38
高通盘初拉升带动半导体概念普涨,英伟达涨近3%
股价大跌,AMD不配做英伟达的挑战者?
财华社 · 05-02 16:06
股价大跌,AMD不配做英伟达的挑战者?
比亚迪电子(00285 HK):2024年第一季度盈利符合市场预期;人工智能业务扩张超市场预期
国泰君安国际研... · 05-02 14:13
比亚迪电子(00285 HK):2024年第一季度盈利符合市场预期;人工智能业务扩张超市场预期
烧钱不赚钱,AI独角兽的商业化困境
硬AI · 05-02 11:30
烧钱不赚钱,AI独角兽的商业化困境
Nvidia供应商 SK 海力士称 2025 年 HBM 芯片几乎售罄
Reuters · 05-02 11:00
Nvidia供应商 SK 海力士称 2025 年 HBM 芯片几乎售罄
NPU要抢夺GPU的市场,英伟达不会坐以待毙
半导体行业观察 · 05-02 10:34
NPU要抢夺GPU的市场,英伟达不会坐以待毙
美联储拯救美债,美股指盘中跳涨,科技股压垮大盘英伟达跌近4%
华尔街见闻 · 05-02 07:22
美联储拯救美债,美股指盘中跳涨,科技股压垮大盘英伟达跌近4%
今夜 美股爆雷!
中国基金报 · 05-02 00:09
今夜 美股爆雷!
英伟达盘中异动,临近午盘大幅跳水超5%
自选股智能写手 · 05-01 23:53
英伟达盘中异动,临近午盘大幅跳水超5%
英伟达下跌3.21%,报836.26美元/股
金融界 · 05-01 22:05
英伟达下跌3.21%,报836.26美元/股
美股盘前要点 | 标普上调英伟达评级 亚马逊Q1业绩超预期
格隆汇资讯 · 05-01 20:35
美股盘前要点 | 标普上调英伟达评级 亚马逊Q1业绩超预期
50%股票仓位挂钩AI!华尔街资管巨头看好这些标的
智通财经 · 05-01 19:51
50%股票仓位挂钩AI!华尔街资管巨头看好这些标的
AMD 和 Super Micro 盈利不及人工智能的高预期,业绩暴跌
Reuters · 05-01 19:19
AMD 和 Super Micro 盈利不及人工智能的高预期,业绩暴跌
50%股票仓位挂钩AI! 华尔街资管巨头Third Point砸重金追风AI
智通财经 · 05-01 17:18
50%股票仓位挂钩AI! 华尔街资管巨头Third Point砸重金追风AI
AI是人类唯一的希望(二):若无AI美股可以打骨折
华尔街见闻 · 05-01 08:06
AI是人类唯一的希望(二):若无AI美股可以打骨折
美股异动|AMD盘后跌近7%,AI加速器芯片的年销量预期上调后仅为40亿美元,远逊于英伟达
金融界 · 05-01 06:46
美股异动|AMD盘后跌近7%,AI加速器芯片的年销量预期上调后仅为40亿美元,远逊于英伟达
暂无数据
公司概况
公司名称:
英伟达
所属市场:
NASDAQ
上市日期:
--
主营业务:
英伟达公司于1993年4月在加利福尼亚州注册成立,并于1998年4月在特拉华州重新注册成立。公司开创了加速计算的先河,帮助解决最具挑战性的计算问题。公司的两个主营业务——GPU和Tegra处理器——基于一个单一的底层架构。英伟达有一个平台战略,汇集硬件、系统软件、可编程算法、库、系统和服务,为服务的市场创造独特的价值。
发行价格:
--
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芯片的主战场由训练走向推理......《热归热,Groq离取代英伟达GPU有多远?》阅读原文","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050307060087cc8400&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050307060087cc8400&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432600992","title":"美股异动 | 热门科技股走强 英伟达(NVDA.US)涨近1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2432600992","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2432600992?lang=zh_cn&edition=full","pubTime":"2024-05-02 22:22","pubTimestamp":1714659734,"startTime":"0","endTime":"0","summary":"智通财经获悉,周四,热门科技股走强,截至发稿,微软(MSFT.US)微涨,英伟达(NVDA.US)涨近1%,苹果(AAPL.US)涨超1.3%,奈飞(NFLX.US)涨1.4%,Arm(ARM.US)涨超2%。消息面上,英伟达供应商SK海力士表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1116978.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2432010196","title":"英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2432010196","media":"环球市场播报","top":-1,"share":"https://www.laohu8.com/m/news/2432010196?lang=zh_cn&edition=full","pubTime":"2024-05-02 21:49","pubTimestamp":1714657740,"startTime":"0","endTime":"0","summary":"北京时间2日晚,英伟达供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。\n\n 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。\n 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。\n SK海力士股价周四下跌0.4%。\n\n股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/usstock/c/2024-05-02/doc-inatwaav7243646.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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21:38","pubTimestamp":1714657132,"startTime":"0","endTime":"0","summary":"高通美股盘初表现强势,截至发稿涨幅扩大至9%。","market":"us","thumbnail":"https://static.tigerbbs.com/8e38cbb54a0059eb719e6bc21f2a4128","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8e38cbb54a0059eb719e6bc21f2a4128"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"gpt_icon":0},{"id":"2432404056","title":"股价大跌,AMD不配做英伟达的挑战者?","url":"https://stock-news.laohu8.com/highlight/detail?id=2432404056","media":"财华社","top":-1,"share":"https://www.laohu8.com/m/news/2432404056?lang=zh_cn&edition=full","pubTime":"2024-05-02 16:06","pubTimestamp":1714637179,"startTime":"0","endTime":"0","summary":"5月1日(当地时间),美股市场的一些AI股遭遇了下跌,其中英伟达(NVDA.US)跳空下跌3.89%,超威电脑(SMCI.US)跳空大跌14.03%,而超威半导体(AMD.US)同样跳空下挫了8.91%。","market":"hk","thumbnail":"https://images.finet.hk/photoLib/title/202405_1/0db73d7b-2187-4505-9aab-8d48ad5570ed.png","type":0,"news_type":0,"thumbnails":["https://images.finet.hk/photoLib/title/202405_1/0db73d7b-2187-4505-9aab-8d48ad5570ed.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.finet.hk/newscenter/news_content/6633497bbde0b3446563a19d","is_publish_highlight":false,"gpt_icon":1},{"id":"2432645761","title":"比亚迪电子(00285 HK):2024年第一季度盈利符合市场预期;人工智能业务扩张超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2432645761","media":"国泰君安国际研...","top":-1,"share":"https://www.laohu8.com/m/news/2432645761?lang=zh_cn&edition=full","pubTime":"2024-05-02 14:13","pubTimestamp":1714630416,"startTime":"0","endTime":"0","summary":"比亚迪电子2024年第一季度盈利符合市场预期。得益于捷普工厂的收入贡献、安卓业务的复苏以及汽车电子业务的进一步发展,2024年第一季度的收入和股东净利润分别为人民币364.80亿元和人民币6.10亿元。我们预计公司未来在人工智能领域的拓展将超市场预期。去年,公司成为英伟达人工智能服务器的合作伙伴,产品预计将从今年第二季度开始出货。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050214351387ca02c7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050214351387ca02c7&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"1143190152","title":"烧钱不赚钱,AI独角兽的商业化困境","url":"https://stock-news.laohu8.com/highlight/detail?id=1143190152","media":"硬AI","top":-1,"share":"https://www.laohu8.com/m/news/1143190152?lang=zh_cn&edition=full","pubTime":"2024-05-02 11:30","pubTimestamp":1714620616,"startTime":"0","endTime":"0","summary":"相较于不到20亿美元的年收入,OpenAI估值已经达到了惊人的1000亿美元。另外,胡润研究院发布的《2024全球独角兽榜》显示,OpenAI估值达到7100亿元,是价值增长最快的企业,增长近5700亿元。2月份,OpenAI允许一些员工通过收购要约以860亿美元的估值出售手中股份。另一方面,各大巨头仍在加码AI投资。","market":"us","thumbnail":"https://static.tigerbbs.com/f594fa27a97251f6d16b5d52d3f53e5e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f594fa27a97251f6d16b5d52d3f53e5e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/pNcWhIOHkxhp9JeixGT-yA","is_publish_highlight":true,"gpt_icon":1},{"id":"2432685692","title":"Nvidia供应商 SK 海力士称 2025 年 HBM 芯片几乎售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2432685692","media":"Reuters","top":-1,"share":"https://www.laohu8.com/m/news/2432685692?lang=zh_cn&edition=full","pubTime":"2024-05-02 11:00","pubTimestamp":1714618810,"startTime":"0","endTime":"0","summary":"((自动化翻译由路透提供,请见免责声明 )) 路透韩国,仁川5月2日 - 韩国SK海力士 周四表示,其用于人工智能芯片组的高带宽内存(HBM) 芯片2025年几乎售罄,此前2024年的芯片已被预订一空。该公司首席执行官郭能静(Kwak Noh-Jung)表示,这家 Nvidia 供应商和全球第二大内存芯片制造商将于 5 月份开始发送最新版 HBM 芯片(12 层 HBM3E)的样品,并在第三季度开始量产。郭台铭(Kwak)表示,随着人工智能技术迅速扩展到智能手机、个人电脑和汽车等更广泛的设备应用领域,今年的HBM产品已经售罄,而2025年的HBM产品也几乎售罄。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"gpt_icon":0},{"id":"2432691073","title":"NPU要抢夺GPU的市场,英伟达不会坐以待毙","url":"https://stock-news.laohu8.com/highlight/detail?id=2432691073","media":"半导体行业观察","top":-1,"share":"https://www.laohu8.com/m/news/2432691073?lang=zh_cn&edition=full","pubTime":"2024-05-02 10:34","pubTimestamp":1714617281,"startTime":"0","endTime":"0","summary":"自去年年底推出 Meteor Lake CPU 以来,英特尔一直试图将配备该处理器及其嵌入式 NPU 的笔记本电脑推向新型“AI PC”,旨在执行生成式 AI 操作,而无需依赖云中的大规模数据中心。然而,英伟达认为自 2018 年以来上市的 RTX 显卡更适合 AI 任务,这意味着 NPU 是不必要的,并且数百万台“AI PC”已经在流通。相反,随着各家公司试图取代 Nvidia,NPU 市场的竞争和研发只会变得更加激烈。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405021037388b6ba1e1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:22","pubTimestamp":1714605745,"startTime":"0","endTime":"0","summary":"本周三美联储公布的货币政策决议如市场所料保持高利率不变,并放缓量化紧缩(QT)的步伐,超预期过半下调美国国债的缩表规模。虽然决议声明警告,近期通胀下降缺乏进展,但美联储主席鲍威尔扮演了美债的“救世主”。美联储决议日到来前,债市看空情绪浓烈,市场人士预计鲍威尔将释放偏鹰派的立场,重申不急于降息,并承认最...","market":"hk","thumbnail":"https://inews.gtimg.com/news_ls/Ox6PzRQQVyVZ1k5P7dt9LReCgA-r5p2E74-jiP73ZtUJUAA_294195/0","type":0,"news_type":0,"thumbnails":["https://inews.gtimg.com/news_ls/Ox6PzRQQVyVZ1k5P7dt9LReCgA-r5p2E74-jiP73ZtUJUAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20240502A00NEP00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://new.qq.com/rain/a/20240502A00NEP00","is_publish_highlight":false,"gpt_icon":0},{"id":"2432688376","title":"今夜 美股爆雷!","url":"https://stock-news.laohu8.com/highlight/detail?id=2432688376","media":"中国基金报","top":-1,"share":"https://www.laohu8.com/m/news/2432688376?lang=zh_cn&edition=full","pubTime":"2024-05-02 00:09","pubTimestamp":1714579770,"startTime":"0","endTime":"0","summary":"兄弟姐妹们啊,假期过得还如意吗?今晚简单看点美股爆雷的事情。星巴克股价暴跌今晚的美股,最受关注的就是星巴克了,股价暴跌超16%!星巴克最新公布的财报显示,同店销售意外下滑,上季营收和获利均低于预期。这家咖啡连锁店还下调2024年度的营收和利润预期,预计未来几季的表现将持续欠佳。今年一季度,星巴克营收下滑近2%至85.6亿美元,远低于分析师预估的91.3亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202405023066133357.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202405023066133357.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2432507773","title":"英伟达盘中异动,临近午盘大幅跳水超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2432507773","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2432507773?lang=zh_cn&edition=full","pubTime":"2024-05-01 23:53","pubTimestamp":1714578781,"startTime":"0","endTime":"0","summary":"英伟达是图形处理器的领先开发商。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405012353018b6a48a3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:05","pubTimestamp":1714572303,"startTime":"0","endTime":"0","summary":"5月1日,英伟达(NVDA)盘中下跌3.21%,截至22:05,报836.26美元/股,成交63.1亿美元。财务数据显示,截至2024年01月28日,英伟达收入总额609.22亿美元,同比增长125.85%;归母净利润297.6亿美元,同比增长581.32%。大事提醒:4月30日,英伟达获瑞银集团上调目标价至1150美元,最新评级Buy。5月22日,英伟达将于(美东)盘后披露2024财年一季报。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2024/05/01220540506574.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2432579894","title":"美股盘前要点 | 标普上调英伟达评级 亚马逊Q1业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2432579894","media":"格隆汇资讯","top":-1,"share":"https://www.laohu8.com/m/news/2432579894?lang=zh_cn&edition=full","pubTime":"2024-05-01 20:35","pubTimestamp":1714566927,"startTime":"0","endTime":"0","summary":"美股时段值得关注的事件:22:00 美国4月ISM制造业PMI","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050120355887c799d2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:51","pubTimestamp":1714564305,"startTime":"0","endTime":"0","summary":"值得注意的是,跟踪华尔街资管机构们美股投资组合的13F报告还未集中公布,勒布所透露的该机构对于AI科技的大量仓位可能在一定程度上暗示华尔街资管巨头们投资风向仍然聚焦于AI。今年以来,谷歌股价涨幅接近20%。号称“聪明钱”的全球对冲基金在上周以一年多来最快的速度加仓美股科技股,尤其加速涌入全面受益于全球“AI投资狂潮”的芯片股,显示出资金对科技股风险偏好全面回升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050119514887c77b39&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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有三位分析师上调目标价,两位下调目标价。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"gpt_icon":0},{"id":"2432479085","title":"50%股票仓位挂钩AI! 华尔街资管巨头Third Point砸重金追风AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2432479085","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2432479085?lang=zh_cn&edition=full","pubTime":"2024-05-01 17:18","pubTimestamp":1714555129,"startTime":"0","endTime":"0","summary":"“总部位于加州山景城的资管巨头Third Point与竞争对手相比,拥有巨大的分销和技术层面优势,并将利用其人工智能能力来统一、增强其整套产品,并更好地实现将其货币化。”Third Point披露投资谷歌与台积电的重要逻辑,或许因它们在AI领域占据重要地位。在今年年初,Third Point并不是唯一一家基金收益表现逊于美股大盘的顶级对冲基金,由于Meta、英伟达以及微软等高额权重股持续发力,标普500指数第一季度涨幅高达10%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1116750.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2432155746","title":"AI是人类唯一的希望(二):若无AI美股可以打骨折","url":"https://stock-news.laohu8.com/highlight/detail?id=2432155746","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2432155746?lang=zh_cn&edition=full","pubTime":"2024-05-01 08:06","pubTimestamp":1714521967,"startTime":"0","endTime":"0","summary":"现在的估值怎么看怎么高到要崩溃……","market":"hk","thumbnail":"https://wpimg-wscn.awtmt.com/content_default_19.jpg?imageView2/1/w/340/h/340","type":0,"news_type":0,"thumbnails":["https://wpimg-wscn.awtmt.com/content_default_19.jpg?imageView2/1/w/340/h/340"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://wallstreetcn.com/member/articles/3714033","is_publish_highlight":false,"gpt_icon":0},{"id":"2432558505","title":"美股异动|AMD盘后跌近7%,AI加速器芯片的年销量预期上调后仅为40亿美元,远逊于英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2432558505","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2432558505?lang=zh_cn&edition=full","pubTime":"2024-05-01 06:46","pubTimestamp":1714517182,"startTime":"0","endTime":"0","summary":"AMD首席执行官表示,第一季度公司服务器CPU份额增加;公司人工智能加速器的业务预期上调至40亿美元。分析称,这远逊于竞争对手英伟达。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050106520987c57f94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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