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NVDA 英伟达
耶稣受难日休市 03-28 16:00:00 EDT
903.56
+1.06
+0.12%
盘后
901.25
-2.31
-0.26%
19:59 EDT
最高
913.00
最低
891.93
成交量
4,352万
今开
900.00
昨收
902.50
日振幅
2.33%
总市值
2.26万亿
流通市值
2.13万亿
总股本
25.00亿
成交额
393.76亿
换手率
1.84%
流通股本
23.61亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
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
Astera Labs在英伟达GTC 2024展示PCIe 6.0连接
IT 商业新闻网 · 44分钟前
Astera Labs在英伟达GTC 2024展示PCIe 6.0连接
叫板英伟达!高通、英特尔、谷歌组成AI新联盟
快科技官方 · 18:30
叫板英伟达!高通、英特尔、谷歌组成AI新联盟
阿尔特:根据公司与英伟达之间的保密约定,具体合作内容暂不便公开,相关进展请以公司公开披露的信息为准
证券之星 · 18:06
阿尔特:根据公司与英伟达之间的保密约定,具体合作内容暂不便公开,相关进展请以公司公开披露的信息为准
拆解AI|黄仁勋的英伟达帝国并非牢不可破
财经网 · 17:42
拆解AI|黄仁勋的英伟达帝国并非牢不可破
反英伟达CUDA联盟:全是欧美巨头,又不带中国厂商玩?
互联网乱侃秀 · 15:47
反英伟达CUDA联盟:全是欧美巨头,又不带中国厂商玩?
大赢家不止英伟达(NVDA.US)!AI变身“吞铜兽”,小摩荐股3只
智通财经 · 15:22
大赢家不止英伟达(NVDA.US)!AI变身“吞铜兽”,小摩荐股3只
三星自研AI芯片Mach-1拿下7.52亿美元大单!
芯智讯 · 15:06
三星自研AI芯片Mach-1拿下7.52亿美元大单!
高风险提醒!一种新产品允许对“华丽七巨头”进行5倍杠杆投注,引爆投资者热情
金十数据 · 14:28
高风险提醒!一种新产品允许对“华丽七巨头”进行5倍杠杆投注,引爆投资者热情
英伟达AI芯片H200开始供货,相关产业链公司受关注
中金在线 · 14:17
英伟达AI芯片H200开始供货,相关产业链公司受关注
一图读懂|美股科技“七巨头”Q1分道扬镳!英伟达继续领涨,苹果、特斯拉掉队
老虎资讯综合 · 14:00
一图读懂|美股科技“七巨头”Q1分道扬镳!英伟达继续领涨,苹果、特斯拉掉队
反英伟达CUDA联盟集结:谷歌英特尔高通牵头,微软亚马逊加入
虎嗅网 · 13:35
反英伟达CUDA联盟集结:谷歌英特尔高通牵头,微软亚马逊加入
莱迪思Esam Elashmawi:对人工智能早有布局,多款产品已为AI做过适配
新浪网 · 13:26
莱迪思Esam Elashmawi:对人工智能早有布局,多款产品已为AI做过适配
英伟达启动10年算力跃升竞赛,微美全息(WIMI.US)踏上升维征程引领AI算力革新风潮
IT新闻网 · 11:56
英伟达启动10年算力跃升竞赛,微美全息(WIMI.US)踏上升维征程引领AI算力革新风潮
英伟达GB200“引爆”高速铜连接,立讯精密受益千亿增量市场
银柿财经 · 11:34
英伟达GB200“引爆”高速铜连接,立讯精密受益千亿增量市场
9年赴港上市,众豪门加持的地平线“叫板”英伟达
览富财经 · 10:49
9年赴港上市,众豪门加持的地平线“叫板”英伟达
Wintel联盟忙着定义AI PC,但各做了一半
虎嗅网 · 09:54
Wintel联盟忙着定义AI PC,但各做了一半
英伟达H200 AI GPU投入市场,大幅提升AI性能驱动HBM3e内存需求增长,国内外产业链迎来新机遇
金融界 · 09:31
英伟达H200 AI GPU投入市场,大幅提升AI性能驱动HBM3e内存需求增长,国内外产业链迎来新机遇
韩国2月半导体产量飙升65.3%,创14年最大增幅!SK海力士:对英伟达供应继续保持积极势头
新浪网 · 09:21
韩国2月半导体产量飙升65.3%,创14年最大增幅!SK海力士:对英伟达供应继续保持积极势头
开发Sora模型:英伟达H100加速卡需求激增
IT 商业新闻网 · 08:19
开发Sora模型:英伟达H100加速卡需求激增
隔夜美股全复盘(3.29)| 美股Q1收官,全市场市值增4万亿美元,英伟达市值增万亿美元;小米集团ADR涨逾12%,小米宣布SU7标准版起售价为21.59万元
格隆汇 · 08:17
隔夜美股全复盘(3.29)| 美股Q1收官,全市场市值增4万亿美元,英伟达市值增万亿美元;小米集团ADR涨逾12%,小米宣布SU7标准版起售价为21.59万元
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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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和高性能计算市场的份额。目前,英伟达在人工智能芯片市场占据了高达90%的市场份额,这得益于其高性能的GPU以及CUDA生态系统软硬件的协同优化。经过15年的发展,全球已有超过400万开发者依赖于英伟达所打造的体系。基尔辛格的这一表态,也反映出英特尔及UXL基金会在打破英伟达垄断地位方面的决心和努力。","market":"us","thumbnail":"https://k.sinaimg.cn/n/spider20240329/200/w600h400/20240329/d6f5-4f36000cf6e6d6800e86de1068444054.jpg/w120h90l50t1eeb.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20240329/200/w600h400/20240329/d6f5-4f36000cf6e6d6800e86de1068444054.jpg/w120h90l50t1eeb.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2024-03-29/detail-inapytun2371031.d.html?vt=4","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;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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17:42","pubTimestamp":1711705320,"startTime":"0","endTime":"0","summary":"在AI大模型的战场上,卖AI芯片的英伟达是最大的军火商,现在B200无疑是火力更猛的炮弹。ChatGPT发布以来,英伟达股价一路上升。截至3月22日美股收盘,英伟达的市值已经超过了2.35万亿美元,排名全球上市公司市值第三,距离2.66万亿美元的苹果只有一步之遥。但英伟达的AI芯片帝国并非牢不可破。谷歌研发AI芯片其实比英伟达更早。作为创业公司,Groq这个团队更加锋芒锐利,扬言称要三年之内超过英伟达。","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=nesSN2024032917443687c4dade&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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15:47","pubTimestamp":1711698478,"startTime":"0","endTime":"0","summary":"众所周知,在AI领域,真正处于垄断地位的,并不是英伟达的GPU,而是英伟达的CUDA生态。但CUDA则不行,这是一个生态,所以很多开发者,哪怕不用英伟达的GPU,也要模拟CUDA跑,因为全球几乎所有的AI模型,应用,都在CUDA上开发的。不过,这个UXL联盟中,没有一家中国企业,但有韩国企业。很多人表示称,这是欧美生怕中国厂商从中受益,所以不带中国厂商玩了,想自己搞,排除中国厂商。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8YLd8IlvwBD","is_publish_highlight":false,"gpt_icon":0},{"id":"2423552433","title":"大赢家不止英伟达(NVDA.US)!AI变身“吞铜兽”,小摩荐股3只","url":"https://stock-news.laohu8.com/highlight/detail?id=2423552433","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2423552433?lang=zh_cn&edition=full","pubTime":"2024-03-29 15:22","pubTimestamp":1711696978,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,自2023年以来,人工智能一直在推动英伟达和其他半导体公司的股价飙升。摩根大通分析师Dominic O’kane表示,受人工智能指数级增长的推动,全球铜需求激增,预计到2030年可能出现供应缺口。摩根士丹利表示,到2027年,人工智能数据中心对铜的需求可能占到全球铜需求的3.3%,这将推动铜价上行,并对全球铜市场产生深远影响。该公司主要在北美运营,由于其良好的增长前景,摩根大通将其列为首选股。","market":"sh","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/1096205.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2423389314","title":"三星自研AI芯片Mach-1拿下7.52亿美元大单!","url":"https://stock-news.laohu8.com/highlight/detail?id=2423389314","media":"芯智讯","top":-1,"share":"https://www.laohu8.com/m/news/2423389314?lang=zh_cn&edition=full","pubTime":"2024-03-29 15:06","pubTimestamp":1711695973,"startTime":"0","endTime":"0","summary":"对于Naver决定向三星订购Mach-1人工智能芯片,有市场人士称,三星Mach-1人工智能芯片的单价仅为英伟达H100的十分之一,只要性能足够接近就已经成功了。根据三星此前公布的数据指出,三星即将推出的人工智能芯片Mach-1,专注于提供专用在推理的加速功能,特别适合于边缘计算应用。三星也在向其他科技公司推销Mach-1芯片,传闻中包括了Meta和微软两家云计算大厂。","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=nesSN2024032915065887c41010&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=nesSN2024032915065887c41010&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423482085","title":"高风险提醒!一种新产品允许对“华丽七巨头”进行5倍杠杆投注,引爆投资者热情","url":"https://stock-news.laohu8.com/highlight/detail?id=2423482085","media":"金十数据","top":-1,"share":"https://www.laohu8.com/m/news/2423482085?lang=zh_cn&edition=full","pubTime":"2024-03-29 14:28","pubTimestamp":1711693689,"startTime":"0","endTime":"0","summary":"最近推出了一款针对“华丽七巨头”科技股提供5倍杠杆的产品,但或许并不适用于长期买入并持有的策略。","market":"us","thumbnail":"https://cdn-news.jin10.com/c40c0b04-c780-4fae-8a17-73b8cb5cb986.png/lite","type":0,"news_type":0,"thumbnails":["https://cdn-news.jin10.com/c40c0b04-c780-4fae-8a17-73b8cb5cb986.png/lite"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://xnews.jin10.com/webapp/details.html?id=135421&type=news&data_type=0","is_publish_highlight":false,"gpt_icon":0},{"id":"2423871034","title":"英伟达AI芯片H200开始供货,相关产业链公司受关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2423871034","media":"中金在线","top":-1,"share":"https://www.laohu8.com/m/news/2423871034?lang=zh_cn&edition=full","pubTime":"2024-03-29 14:17","pubTimestamp":1711693025,"startTime":"0","endTime":"0","summary":"英伟达 AI芯片 H200开始供货,相关产业链公司受关注。英伟达的尖端图像处理 半导体 ( GPU )H200现已开始供货。H200为面向AI领域的半导体,性能超过当前主打的H100.根据英伟达方面公布的性能评测结果,以Meta公司旗下大语言模型Llama2处理速度为例,H200相比于H100.生成式AI导出答案的处理速度最高提高了45%。此前英伟达表示,2024年第二季度推出H200.相关个股: 华海诚科 (688535)、 通富微电 (002156)。","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=nesSN202403291428218b70d7f2&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=nesSN202403291428218b70d7f2&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"1166777961","title":"一图读懂|美股科技“七巨头”Q1分道扬镳!英伟达继续领涨,苹果、特斯拉掉队","url":"https://stock-news.laohu8.com/highlight/detail?id=1166777961","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1166777961?lang=zh_cn&edition=full","pubTime":"2024-03-29 14:00","pubTimestamp":1711692000,"startTime":"0","endTime":"0","summary":"美股一季度强势收官,标普500指数累涨逾10%。去年表现异军突起的美股“七巨头”在今年一季度分道扬镳。业内人士分析,这种分化与AI技术的发展密切相关。英伟达在大型语言模型技术方面的领先地位,以及Meta、$微软$、谷歌在AI领域的持续投资,是它们股价表现强劲的主要原因。华尔街对“七巨头”的前景持谨慎态度。一些分析师和投资者认为,随着市场的不断变化,未来“七巨头”的阵容可能会有所调整,新的领军企业可能会崛起。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"gpt_icon":1},{"id":"2423489794","title":"反英伟达CUDA联盟集结:谷歌英特尔高通牵头,微软亚马逊加入","url":"https://stock-news.laohu8.com/highlight/detail?id=2423489794","media":"虎嗅网","top":-1,"share":"https://www.laohu8.com/m/news/2423489794?lang=zh_cn&edition=full","pubTime":"2024-03-29 13:35","pubTimestamp":1711690500,"startTime":"0","endTime":"0","summary":"谷歌英特尔高通等联合成立“反CUDA联盟”——UXL基金会,欲从和英伟达芯片相辅相成的软件入手,打破其垄断地位。要知道,目前全球超400万开发者都依赖于英伟达的CUDA软件平台来构建AI和其他应用程序。除谷歌英特尔高通等最初参与的公司之外,UXL还将吸引云计算公司,如亚马逊和微软Azure,以及更多的芯片制造商。值得一提的是,UXL只是反CUDA大军中的一员。如今英伟达的GPU脚踩新时代,握住了OpenAI、谷歌等一众AIGC开发者的命脉。","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=nesSN202403291340108b70b50e&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=nesSN202403291340108b70b50e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423086438","title":"莱迪思Esam Elashmawi:对人工智能早有布局,多款产品已为AI做过适配","url":"https://stock-news.laohu8.com/highlight/detail?id=2423086438","media":"新浪网","top":-1,"share":"https://www.laohu8.com/m/news/2423086438?lang=zh_cn&edition=full","pubTime":"2024-03-29 13:26","pubTimestamp":1711689960,"startTime":"0","endTime":"0","summary":"在与新浪科技沟通中,莱迪思Esam Elashmawi指出,Lattice在人工智能领域涉猎已久,早在2019年公司投资者日上便已经开始投资,同时发布了SensAI解决方案集合。目前,公司多款产品架构已为AI做过适配,2023年公司在AI方面的收入已经超过1亿美元。据Esam Elashmawi对新浪科技介绍,“之所以英伟达会选择Lattice的FPGA,是因为公司能够提供的价值包含产品灵活性、很高的配置和性能,较低的功耗,以及非常优秀的尺寸控制。”","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=nesSN2024032915081087c41111&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=nesSN2024032915081087c41111&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423748860","title":"英伟达启动10年算力跃升竞赛,微美全息(WIMI.US)踏上升维征程引领AI算力革新风潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2423748860","media":"IT新闻网","top":-1,"share":"https://www.laohu8.com/m/news/2423748860?lang=zh_cn&edition=full","pubTime":"2024-03-29 11:56","pubTimestamp":1711684583,"startTime":"0","endTime":"0","summary":"而从中长期来看,市场对高速率AI算力需求的大趋势是明确的。微美全息争夺AI算力巨大发展空间科技巨头们重金投入AI,市场已经为算力买单,随着争夺 AI 军备竞赛日趋白热化,公开资料显示,AI芯片厂商微美全息,通过人工智能赋能,不断完善人工智能顶层设计,合理规划产业发展布局,大力促进AI算力产业发展。据统计,预计到2027年,基于 AI 需求带动,全球数据中心加速芯片算力市场规模将达到2.8万亿元。","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=nesSN202403291201558b706d0e&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=nesSN202403291201558b706d0e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423453107","title":"英伟达GB200“引爆”高速铜连接,立讯精密受益千亿增量市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2423453107","media":"银柿财经","top":-1,"share":"https://www.laohu8.com/m/news/2423453107?lang=zh_cn&edition=full","pubTime":"2024-03-29 11:34","pubTimestamp":1711683271,"startTime":"0","endTime":"0","summary":"GB200芯片引爆高速铜连接立讯精密在高速铜连接方面的领先布局及多年深耕,于近日传来回声。此外,GB200芯片采用铜缆连接成一大亮点。英伟达GB200 NVLink Switch和Spine由72个Blackwell GPU采用NVLink全互连,具有5000根NVLink铜缆,合计长度超2英里。GB200凭借铜缆连接的低功耗和高稳定性,为数据中心的高效运行提供了有力保障。","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=nesSN202403291134508b70590e&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=nesSN202403291134508b70590e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423104402","title":"9年赴港上市,众豪门加持的地平线“叫板”英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2423104402","media":"览富财经","top":-1,"share":"https://www.laohu8.com/m/news/2423104402?lang=zh_cn&edition=full","pubTime":"2024-03-29 10:49","pubTimestamp":1711680596,"startTime":"0","endTime":"0","summary":"沉寂近三年后,地平线再次冲击IPO。2020年12月,地平线启动总额预计超过7亿美金的C轮融资。毛利率70%,但尚未盈利被寄予厚望的地平线,依旧未能实现盈利。事实上,地平线颇为重视科研人才。而地平线三款车规级芯片征程5、征程2和征程3,合计刚刚突破40万颗,仅占据11.4%的市场份额,落后于其直接竞争者英伟达。截至2023年第二季度末,全球前15大芯片公司已经历11个季度的“存货增长”。","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=nesSN2024032910572087c33a56&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=nesSN2024032910572087c33a56&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423052311","title":"Wintel联盟忙着定义AI PC,但各做了一半","url":"https://stock-news.laohu8.com/highlight/detail?id=2423052311","media":"虎嗅网","top":-1,"share":"https://www.laohu8.com/m/news/2423052311?lang=zh_cn&edition=full","pubTime":"2024-03-29 09:54","pubTimestamp":1711677240,"startTime":"0","endTime":"0","summary":"微软与英特尔是传统的Wintel联盟的核心,这几天在中国台湾举办的一场AI PC峰会上,联合宣布了AI PC至少要满足如下特征:带有NPU、CPU与GPU、Copilot及其物理按键。Wintel联盟是PC行业从垂直整合走向分工合作的产物。AI PC的各项技术仍处于发散式创新的阶段。","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=nesSN2024032909551087c2fb60&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=nesSN2024032909551087c2fb60&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423108857","title":"英伟达H200 AI GPU投入市场,大幅提升AI性能驱动HBM3e内存需求增长,国内外产业链迎来新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2423108857","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2423108857?lang=zh_cn&edition=full","pubTime":"2024-03-29 09:31","pubTimestamp":1711675905,"startTime":"0","endTime":"0","summary":"近日消息,全球领先的半导体制造商英伟达证实,其专为人工智能领域设计的高性能图像处理芯片H200已经开始全球供货。H200作为H100 GPU的迭代升级产品,基于先进的Hopper架构,首次采用了HBM3e高带宽内存技术,实现了更快的数据传输速度和更大的内存容量,尤其针对大型语言模型应用表现出显著优势。随着H200的商业化应用,对高带宽内存的需求预期将持续攀升,这将进一步带动整个AI算力硬件产业链的发展,特别是HBM3e相关供应商的市场机会。","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=nesSN202403290931498b6feceb&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=nesSN202403290931498b6feceb&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423088521","title":"韩国2月半导体产量飙升65.3%,创14年最大增幅!SK海力士:对英伟达供应继续保持积极势头","url":"https://stock-news.laohu8.com/highlight/detail?id=2423088521","media":"新浪网","top":-1,"share":"https://www.laohu8.com/m/news/2423088521?lang=zh_cn&edition=full","pubTime":"2024-03-29 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