异动解读｜2倍做多NVDA ETF盘中上涨8.68%，SpaceX独家采用英伟达AI架构叠加百亿美元算力订单

行情直击08-05

8月5日，2倍做多NVDA ETF-GraniteShares盘中上涨8.68%，报35.35美元/股，成交额1.68亿美元。标的股英伟达同日涨超4.5%，股价创两个月新高，总市值报5.38万亿美元，连续5日上涨。

消息面上，马斯克宣布SpaceX将独家采用英伟达Vera Rubin架构，称其为"目前最好的AI计算机"，并计划明年发射搭载Vera Rubin NVL72机架式系统的Starmind卫星，将AI算力延伸至近地轨道。同时，Anthropic与英伟达支持的云基础设施公司Volta Infra签署价值100亿美元、为期六年的算力采购协议，相关数据中心将配备英伟达最新一代Vera Rubin芯片。多重利好叠加推动英伟达走强，杠杆ETF放大涨幅。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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