英伟达股价跌超4%，创7月1日以来新低

腾讯自选股2025-09-05

英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额...

网页链接

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。

精彩评论

一只没有耳朵一只没有尾巴
2025-09-05
一只没有耳朵一只没有尾巴
你说的是2025年7月1日以来吗？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2565856914?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-05 22:27","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2565856914","market":"us","top_or_hot":-1,"title":"英伟达股价跌超4%，创7月1日以来新低","media":"腾讯自选股","content":"<div>\n<p>英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达股价跌超4%，创7月1日以来新低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达股价跌超4%，创7月1日以来新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 22:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"3NVD.UK","symbol_name":"LS 3X NVIDIA","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b","article_id":"2565856914","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&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},"url":"https://stock-news.laohu8.com/highlight/detail?id=2565856914","pubTimestamp":1757082460,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","GO":"Grocery Outlet Holding","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","AVGO":"博通","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","2NVD.UK":"2X NVIDIA ETP","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","BK4532":"文艺复兴科技持仓","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","NVDX":"2倍做多NVDA ETF-T-Rex","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4587":"ChatGPT概念","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","NVDA":"英伟达","NVD2.UK":"2X NVIDIA ETP","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDS.UK":"LS -1X NVIDIA","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC"},"translate_title":"Nvidia stock price fell more than 4%, hitting a new low since July 1","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"NVDL":0.6,"NVDS":0.6,"NVDY":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"GO":0.9,"NVDA":1,"AVGO":0.9,"NVD3.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6},"content_text":"英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。博通在定制芯片领域早有建树，例如，公司与谷歌合作开发了其定制的“TPU”AI芯片。汇丰银行分析师在博通财报发布前写道，他们预计到2026年，博通定制芯片业务的增长率将远高于英伟达的GPU业务。尽管英伟达目前仍在AI硬件领域占据主导地位，其主要客户群中仍有大型科技公司的重要份额，但与AI投资热潮初期相比，其增长速度已经放缓。（华尔街见闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":475477059813840,"gmtCreate":1757086899341,"gmtModify":1757086901130,"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/2dbc245fdbd9b115beaa630c8980fb6f","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4099470509812690","idStr":"4099470509812690"},"htmlText":"你说的是2025年7月1日以来吗？","listText":"你说的是2025年7月1日以来吗？","text":"你说的是2025年7月1日以来吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475477059813840","repostId":2565856914,"repostType":2,"repost":{"id":"2565856914","kind":"news","pubTimestamp":1757082460,"share":"https://www.laohu8.com/m/news/2565856914?lang=zh_CN&edition=full","pubTime":"2025-09-05 22:27","market":"us","language":"zh","title":"英伟达股价跌超4%，创7月1日以来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2565856914","media":"腾讯自选股","summary":"英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。","content":"<html><body><article><img src=\"https://snpimg.gtimg.com/snp/0/IMG2022122116164882ac0e87_1380x140/0\"/><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌超4%，至165美元/股下方，创7月1日以来新低。</p><p>相关阅读</p><p>9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头<a href=\"https://laohu8.com/S/AVGO\">博通</a>达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。</p><p>与英伟达和<a href=\"https://laohu8.com/S/AMD\">AMD</a>等供应商设计的“GPU”不同，<a href=\"https://laohu8.com/S/600455\">博通</a>的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。</p><p>博通在定制芯片领域早有建树，例如，公司与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>合作开发了其定制的“TPU”AI芯片。汇丰银行分析师在博通财报发布前写道，他们预计到2026年，博通定制芯片业务的增长率将远高于英伟达的GPU业务。</p><p>尽管英伟达目前仍在AI硬件领域占据主导地位，其主要客户群中仍有大型科技公司的重要份额，但与AI投资热潮初期相比，其增长速度已经放缓。（华尔街见闻）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达股价跌超4%，创7月1日以来新低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达股价跌超4%，创7月1日以来新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 22:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","GO":"Grocery Outlet Holding","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","AVGO":"博通","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","2NVD.UK":"2X NVIDIA ETP","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","BK4532":"文艺复兴科技持仓","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","SNVD.UK":"LS -1X NVIDIA","NVDX":"2倍做多NVDA ETF-T-Rex","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4587":"ChatGPT概念","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","NVDA":"英伟达","NVD2.UK":"2X NVIDIA ETP","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDS.UK":"LS -1X NVIDIA","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2565856914","content_text":"英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。博通在定制芯片领域早有建树，例如，公司与谷歌合作开发了其定制的“TPU”AI芯片。汇丰银行分析师在博通财报发布前写道，他们预计到2026年，博通定制芯片业务的增长率将远高于英伟达的GPU业务。尽管英伟达目前仍在AI硬件领域占据主导地位，其主要客户群中仍有大型科技公司的重要份额，但与AI投资热潮初期相比，其增长速度已经放缓。（华尔街见闻）","news_type":1,"symbols_score_info":{"NVDX":0.6,"NVDL":0.6,"NVDS":0.6,"NVDY":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"GO":0.9,"NVDA":1,"AVGO":0.9,"NVD3.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2565856914","isCrawlerRequest":true}