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百事可乐201609

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百事可乐201609

05-07 00:14

👍

算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！

百事可乐201609

05-07 00:14

👍

算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！

百事可乐201609

05-01

$谷歌A(GOOGL)$

百事可乐201609

05-01

$谷歌A(GOOGL)$

百事可乐201609

04-30

脑壳疼[捂脸]

百事可乐201609

03-10

看好英伟达。

英伟达股价能在12个月内翻倍吗？这位分析师认为可以

百事可乐201609

03-01

新的一年：我最想做的一件事是：学会期权，让投资更多样化！

百事可乐201609

02-12

这篇文章不错，转发给大家看看

@价值投资为王:AI的尽头是电力，核电ETF年内大涨，还能买吗？

百事可乐201609

01-29

再得一枚元宝！耶✌️

百事可乐201609

01-06

$台积电(TSM)$ 越来越多，值得拥有！

百事可乐201609

2025-12-18

好运连连

百事可乐201609

2025-11-27

台积电不错👍

@价值投资为王:谷歌挑战英伟达霸主地位，哪些半导体公司能从中获益？

百事可乐201609

2025-11-20

这篇文章不错，转发给大家看看

@二套房研究员:纳指ETF，不只有QQQ：谁才是收益之王？

百事可乐201609

2025-10-31

第三张图虽然有重复的部分，但还是一笔连完所有南瓜🎃。

百事可乐201609

2025-10-31

第一张图

百事可乐201609

2025-10-31

第二张图

百事可乐201609

2025-10-30

$三倍做多半导体ETF-Direxion Daily(SOXL)$

百事可乐201609

2025-10-30

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$

百事可乐201609

2025-10-30

$谷歌A(GOOGL)$ 牛逼！

百事可乐201609

2025-10-26

这篇文章不错，转发给大家看看

@新财富资讯:股价半年涨3倍，英伟达「亲儿子」CoreWeave：是算力神话还是估值泡沫？

去老虎APP查看更多动态

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11:24","market":"fut","language":"zh","title":"算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！","url":"https://stock-news.laohu8.com/highlight/detail?id=2633951977","media":"证券日报","summary":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。</p>\n<p cms-style=\"font-L\">　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，<span><a href=\"https://laohu8.com/S/688041\">海光信息</a></span><span></span>20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span>大涨超9%，报1860元/股，坐稳A股股王宝座。<span><a href=\"https://laohu8.com/S/688525\">佰维存储</a></span><span></span>涨超17%，<span><a href=\"https://laohu8.com/S/688008\">澜起科技</a></span><span></span>涨超16%，<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688347\">华虹公司</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688012\">中微公司</a></span><span></span>等权重股大幅走强。</p>\n<p cms-style=\"font-L\">　　算力芯片概念全线爆发，<span><a href=\"https://laohu8.com/S/000066\">中国长城</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002290\">禾盛新材</a></span><span></span>一字涨停，<span><a href=\"https://laohu8.com/S/688047\">龙芯中科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688521\">芯原股份</a></span><span></span>等跟涨。</p>\n<p cms-style=\"font-L\">　　存储芯片概念集体走强，<span><a href=\"https://laohu8.com/S/301666\">大普微</a></span><span></span>20cm涨停，<span><a href=\"https://laohu8.com/S/301308\">江波龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300042\">朗科科技</a></span><span></span>大涨19%，<span><a href=\"https://laohu8.com/S/001309\">德明利</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300475\">香农芯创</a></span><span></span>、佰维存储、<span><a href=\"https://laohu8.com/S/688766\">普冉股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688416\">恒烁股份</a></span><span></span>大幅高开。</p>\n<p cms-style=\"font-L\">　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>均创历史新高。<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>之后第二家达到万亿美元里程碑的亚洲公司。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/600109\">国金证券</a></span><span></span>表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：尉旖涵 </p>\n</div></body></html>","source":"sina","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>算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！</title>\n<style 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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算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","MU":"美光科技","TSM":"台积电"},"source_url":"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633951977","content_text":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超17%，澜起科技涨超16%，中芯国际、华虹公司、中微公司等权重股大幅走强。\n　　算力芯片概念全线爆发，中国长城、禾盛新材一字涨停，龙芯中科、芯原股份等跟涨。\n　　存储芯片概念集体走强，大普微20cm涨停，江波龙、朗科科技大涨19%，德明利、香农芯创、佰维存储、普冉股份、恒烁股份大幅高开。\n　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股闪迪、希捷科技、美光科技均创历史新高。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继台积电之后第二家达到万亿美元里程碑的亚洲公司。三星电子和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。\n　　国金证券表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","news_type":1,"symbols_score_info":{"MU":1.85,"TSM":1.84}},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561366365808208,"gmtCreate":1778084058185,"gmtModify":1778084060428,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561366365808208","repostId":"2633951977","repostType":2,"repost":{"id":"2633951977","kind":"news","pubTimestamp":1778037840,"share":"https://www.laohu8.com/m/news/2633951977?lang=zh_CN&edition=full","pubTime":"2026-05-06 11:24","market":"fut","language":"zh","title":"算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！","url":"https://stock-news.laohu8.com/highlight/detail?id=2633951977","media":"证券日报","summary":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。</p>\n<p cms-style=\"font-L\">　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，<span><a href=\"https://laohu8.com/S/688041\">海光信息</a></span><span></span>20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span>大涨超9%，报1860元/股，坐稳A股股王宝座。<span><a href=\"https://laohu8.com/S/688525\">佰维存储</a></span><span></span>涨超17%，<span><a href=\"https://laohu8.com/S/688008\">澜起科技</a></span><span></span>涨超16%，<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688347\">华虹公司</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688012\">中微公司</a></span><span></span>等权重股大幅走强。</p>\n<p cms-style=\"font-L\">　　算力芯片概念全线爆发，<span><a href=\"https://laohu8.com/S/000066\">中国长城</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002290\">禾盛新材</a></span><span></span>一字涨停，<span><a href=\"https://laohu8.com/S/688047\">龙芯中科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688521\">芯原股份</a></span><span></span>等跟涨。</p>\n<p cms-style=\"font-L\">　　存储芯片概念集体走强，<span><a href=\"https://laohu8.com/S/301666\">大普微</a></span><span></span>20cm涨停，<span><a href=\"https://laohu8.com/S/301308\">江波龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300042\">朗科科技</a></span><span></span>大涨19%，<span><a href=\"https://laohu8.com/S/001309\">德明利</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300475\">香农芯创</a></span><span></span>、佰维存储、<span><a href=\"https://laohu8.com/S/688766\">普冉股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688416\">恒烁股份</a></span><span></span>大幅高开。</p>\n<p cms-style=\"font-L\">　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>均创历史新高。<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>之后第二家达到万亿美元里程碑的亚洲公司。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/600109\">国金证券</a></span><span></span>表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：尉旖涵 </p>\n</div></body></html>","source":"sina","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>算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！</title>\n<style 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}\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算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","MU":"美光科技","TSM":"台积电"},"source_url":"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633951977","content_text":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超17%，澜起科技涨超16%，中芯国际、华虹公司、中微公司等权重股大幅走强。\n　　算力芯片概念全线爆发，中国长城、禾盛新材一字涨停，龙芯中科、芯原股份等跟涨。\n　　存储芯片概念集体走强，大普微20cm涨停，江波龙、朗科科技大涨19%，德明利、香农芯创、佰维存储、普冉股份、恒烁股份大幅高开。\n　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股闪迪、希捷科技、美光科技均创历史新高。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继台积电之后第二家达到万亿美元里程碑的亚洲公司。三星电子和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。\n　　国金证券表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","news_type":1,"symbols_score_info":{"MU":1.85,"TSM":1.84}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":559524549465928,"gmtCreate":1777634446826,"gmtModify":1777634458618,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"<a 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19:14","market":"us","language":"zh","title":"英伟达股价能在12个月内翻倍吗？这位分析师认为可以","url":"https://stock-news.laohu8.com/highlight/detail?id=1143640955","media":"老虎资讯综合","summary":"英伟达的这段沉寂期不可能持续太久。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&amp;P 500指数相当。</p><p>Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。</p><p>Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”</p><p>他补充说：“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。</p><p>不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</p></body></html>","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>英伟达股价能在12个月内翻倍吗？这位分析师认为可以</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英伟达股价能在12个月内翻倍吗？这位分析师认为可以\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-06 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&amp;P 500指数相当。</p><p>Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。</p><p>Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”</p><p>他补充说：“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。</p><p>不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143640955","content_text":"英伟达 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&P 500指数相当。Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”他补充说：“英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。”具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 博通 和 美国超微公司 等公司的竞争威胁。英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538042975684112,"gmtCreate":1772379101073,"gmtModify":1772379103600,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"新的一年：我最想做的一件事是：学会期权，让投资更多样化！","listText":"新的一年：我最想做的一件事是：学会期权，让投资更多样化！","text":"新的一年：我最想做的一件事是：学会期权，让投资更多样化！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538042975684112","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531728583812552,"gmtCreate":1770837442648,"gmtModify":1770837444641,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531728583812552","repostId":"531576445923448","repostType":1,"repost":{"id":531576445923448,"gmtCreate":1770799744954,"gmtModify":1770802520291,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"AI的尽头是电力，核电ETF年内大涨，还能买吗？","htmlText":"2026年初，美国核能监管委员会在对外声明与重组说明中提出，将新建核反应堆审批周期压缩至约18个月；并在政策表述中提到数据中心与高耗电产业用电增长是扩容的重要背景。与此同时，美国能源部继续通过贷款担保和示范项目支持核电，包括先进反应堆与存量核电站延寿重启。从2026年内总回报来看，核电相关ETF收益较为可观： <a href=\"https://laohu8.com/S/URA\">$Global X Uranium ETF(URA)$</a> 年内上涨约28.5%，表现最为突出； <a href=\"https://laohu8.com/S/NLR\">$核能指数ETF-Market Vectors(NLR)$</a> 上涨约19.9%，涨幅相对稳健；而 <a href=\"https://laohu8.com/S/NUKZ\">$Range Nuclear Renaissance Index ETF(NUKZ)$</a> 上涨约13.3%，涨幅仍保持两位数增长。AI对电力的影响首先体现在规模上。2024年以来，多家科技公司在北美规划的新一代数据中心单体用电需求达到300–500MW，部分项目直接按1GW设计，并要求全年连续运行。这类用电规模已明显高于传统工业园区。用电规模的变化已反映在行业统计中：BloombergNEF估算，到2035年，美国数据中心用电需求将超过100GW，较当前水平增长一倍以上，相当于新增数十座大型稳定发电设施。这一增长主要来自AI训练与推理负载。NikkiHsu称，未来新增电源仍以风电与光伏为主，2024–2027年总开发规模预计达36.5–46.5GW，但结构依然偏向间歇性能源。在AI数据中心需要持续、稳定供电的背景下，这种以可再生为主的扩张难以完全满足基荷需求，核电作为高利用小时的稳定电源，战略价值进一步凸显：核电因此重新受到关注。单台大型核电机组的稳定","listText":"2026年初，美国核能监管委员会在对外声明与重组说明中提出，将新建核反应堆审批周期压缩至约18个月；并在政策表述中提到数据中心与高耗电产业用电增长是扩容的重要背景。与此同时，美国能源部继续通过贷款担保和示范项目支持核电，包括先进反应堆与存量核电站延寿重启。从2026年内总回报来看，核电相关ETF收益较为可观： <a href=\"https://laohu8.com/S/URA\">$Global X Uranium ETF(URA)$</a> 年内上涨约28.5%，表现最为突出； <a href=\"https://laohu8.com/S/NLR\">$核能指数ETF-Market Vectors(NLR)$</a> 上涨约19.9%，涨幅相对稳健；而 <a href=\"https://laohu8.com/S/NUKZ\">$Range Nuclear Renaissance Index ETF(NUKZ)$</a> 上涨约13.3%，涨幅仍保持两位数增长。AI对电力的影响首先体现在规模上。2024年以来，多家科技公司在北美规划的新一代数据中心单体用电需求达到300–500MW，部分项目直接按1GW设计，并要求全年连续运行。这类用电规模已明显高于传统工业园区。用电规模的变化已反映在行业统计中：BloombergNEF估算，到2035年，美国数据中心用电需求将超过100GW，较当前水平增长一倍以上，相当于新增数十座大型稳定发电设施。这一增长主要来自AI训练与推理负载。NikkiHsu称，未来新增电源仍以风电与光伏为主，2024–2027年总开发规模预计达36.5–46.5GW，但结构依然偏向间歇性能源。在AI数据中心需要持续、稳定供电的背景下，这种以可再生为主的扩张难以完全满足基荷需求，核电作为高利用小时的稳定电源，战略价值进一步凸显：核电因此重新受到关注。单台大型核电机组的稳定","text":"2026年初，美国核能监管委员会在对外声明与重组说明中提出，将新建核反应堆审批周期压缩至约18个月；并在政策表述中提到数据中心与高耗电产业用电增长是扩容的重要背景。与此同时，美国能源部继续通过贷款担保和示范项目支持核电，包括先进反应堆与存量核电站延寿重启。从2026年内总回报来看，核电相关ETF收益较为可观： $Global X Uranium ETF(URA)$ 年内上涨约28.5%，表现最为突出； $核能指数ETF-Market Vectors(NLR)$ 上涨约19.9%，涨幅相对稳健；而 $Range Nuclear Renaissance Index ETF(NUKZ)$ 上涨约13.3%，涨幅仍保持两位数增长。AI对电力的影响首先体现在规模上。2024年以来，多家科技公司在北美规划的新一代数据中心单体用电需求达到300–500MW，部分项目直接按1GW设计，并要求全年连续运行。这类用电规模已明显高于传统工业园区。用电规模的变化已反映在行业统计中：BloombergNEF估算，到2035年，美国数据中心用电需求将超过100GW，较当前水平增长一倍以上，相当于新增数十座大型稳定发电设施。这一增长主要来自AI训练与推理负载。NikkiHsu称，未来新增电源仍以风电与光伏为主，2024–2027年总开发规模预计达36.5–46.5GW，但结构依然偏向间歇性能源。在AI数据中心需要持续、稳定供电的背景下，这种以可再生为主的扩张难以完全满足基荷需求，核电作为高利用小时的稳定电源，战略价值进一步凸显：核电因此重新受到关注。单台大型核电机组的稳定","images":[{"img":"https://static.tigerbbs.com/7405e859d64eaace018f3645ff7569bb"},{"img":"https://static.tigerbbs.com/9e7185e5207e583cbefd8b825d8937f8"},{"img":"https://static.tigerbbs.com/0507a7a303230a2210a0950c55ec7e12"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531576445923448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527087644999712,"gmtCreate":1769691720556,"gmtModify":1769691725233,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"再得一枚元宝！耶✌️","listText":"再得一枚元宝！耶✌️","text":"再得一枚元宝！耶✌️","images":[{"img":"https://static.tigerbbs.com/fca07a2a4a2b928168ef386802ba1dfb","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527087644999712","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518988891496880,"gmtCreate":1767681054920,"gmtModify":1767681067146,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 越来越多，值得拥有！","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 越来越多，值得拥有！","text":"$台积电(TSM)$ 越来越多，值得拥有！","images":[{"img":"https://static.tigerbbs.com/087ec0e4641e164259e5590aa67122ab","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518988891496880","isVote":1,"tweetType":1,"viewCount":5205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511995336868248,"gmtCreate":1766025896174,"gmtModify":1766025902310,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"好运连连","listText":"好运连连","text":"好运连连","images":[{"img":"https://static.tigerbbs.com/8d0445e6b8ea499fe32eb3025fa29231","width":"900","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511995336868248","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":504429018219208,"gmtCreate":1764179899739,"gmtModify":1764179902377,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"台积电不错👍","listText":"台积电不错👍","text":"台积电不错👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504429018219208","repostId":"504231358898592","repostType":1,"repost":{"id":504231358898592,"gmtCreate":1764137338546,"gmtModify":1764137745537,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"谷歌挑战英伟达霸主地位，哪些半导体公司能从中获益？","htmlText":"随着谷歌的Gemini 3大模型火爆全球，市场担忧OpenAI在竞争中落后，此前宣布的万亿投资计划面临爽约风险！ 受此影响，与OpenAI关系紧密的公司股价暴跌，如软银昨日暴跌10%，从高位回落44%！英伟达昨日一度跌超6%、AMD一度暴跌9%！ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 一同Gemini 3火起来的还的TPU——谷歌自研的专用AI加速芯片，属于定制化芯片ASIC（专用集成电路）的一种。 有消息称，Meta打算斥资数十亿美元采购谷歌的TPU！ 因此，投资者担忧英伟达在AI芯片上的霸主地位会被谷歌动摇，于是纷纷抛售英伟达和同样专注GPU的AMD，转而拥抱“谷歌链”，如博通——谷歌TPU合作方！ <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 关于GPU和TPU的争论其实由来已久，简单说，英伟达的GPU偏向通用计算，无论是谷歌的大模型，还是OpenAI，甚至阿里巴巴的大模型都可以用，甚至可以应用在机器人等其他领域。 TPU本质是ASIC的一种，属于定制化芯片，完全专用，例如谷歌的TPU，就是用于自家大模型，其他模型用不了！ 此前，市场也曾担忧ASIC会抢夺英伟达的市场份额，如今年9月5日，博通发布财报，称其拿下第四个ASIC（定制化芯片）大客户，订单金额高达100亿美元，将于2026财年三季度同步完成交付，有知情人士称，该名大客户为OpenAI！ 受此影响，博通当日股价暴涨9.4%，而英伟达股价下跌2.7%。 除了谷歌外，其他科技巨头也有自研ASIC芯片的计划，如Meta也与博通有合作自研，微软与GUC（创意电子）合作自研： 这些都是数月前宣布","listText":"随着谷歌的Gemini 3大模型火爆全球，市场担忧OpenAI在竞争中落后，此前宣布的万亿投资计划面临爽约风险！ 受此影响，与OpenAI关系紧密的公司股价暴跌，如软银昨日暴跌10%，从高位回落44%！英伟达昨日一度跌超6%、AMD一度暴跌9%！ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 一同Gemini 3火起来的还的TPU——谷歌自研的专用AI加速芯片，属于定制化芯片ASIC（专用集成电路）的一种。 有消息称，Meta打算斥资数十亿美元采购谷歌的TPU！ 因此，投资者担忧英伟达在AI芯片上的霸主地位会被谷歌动摇，于是纷纷抛售英伟达和同样专注GPU的AMD，转而拥抱“谷歌链”，如博通——谷歌TPU合作方！ <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 关于GPU和TPU的争论其实由来已久，简单说，英伟达的GPU偏向通用计算，无论是谷歌的大模型，还是OpenAI，甚至阿里巴巴的大模型都可以用，甚至可以应用在机器人等其他领域。 TPU本质是ASIC的一种，属于定制化芯片，完全专用，例如谷歌的TPU，就是用于自家大模型，其他模型用不了！ 此前，市场也曾担忧ASIC会抢夺英伟达的市场份额，如今年9月5日，博通发布财报，称其拿下第四个ASIC（定制化芯片）大客户，订单金额高达100亿美元，将于2026财年三季度同步完成交付，有知情人士称，该名大客户为OpenAI！ 受此影响，博通当日股价暴涨9.4%，而英伟达股价下跌2.7%。 除了谷歌外，其他科技巨头也有自研ASIC芯片的计划，如Meta也与博通有合作自研，微软与GUC（创意电子）合作自研： 这些都是数月前宣布","text":"随着谷歌的Gemini 3大模型火爆全球，市场担忧OpenAI在竞争中落后，此前宣布的万亿投资计划面临爽约风险！ 受此影响，与OpenAI关系紧密的公司股价暴跌，如软银昨日暴跌10%，从高位回落44%！英伟达昨日一度跌超6%、AMD一度暴跌9%！ $英伟达(NVDA)$ $美国超微公司(AMD)$ 一同Gemini 3火起来的还的TPU——谷歌自研的专用AI加速芯片，属于定制化芯片ASIC（专用集成电路）的一种。 有消息称，Meta打算斥资数十亿美元采购谷歌的TPU！ 因此，投资者担忧英伟达在AI芯片上的霸主地位会被谷歌动摇，于是纷纷抛售英伟达和同样专注GPU的AMD，转而拥抱“谷歌链”，如博通——谷歌TPU合作方！ $博通(AVGO)$ 关于GPU和TPU的争论其实由来已久，简单说，英伟达的GPU偏向通用计算，无论是谷歌的大模型，还是OpenAI，甚至阿里巴巴的大模型都可以用，甚至可以应用在机器人等其他领域。 TPU本质是ASIC的一种，属于定制化芯片，完全专用，例如谷歌的TPU，就是用于自家大模型，其他模型用不了！ 此前，市场也曾担忧ASIC会抢夺英伟达的市场份额，如今年9月5日，博通发布财报，称其拿下第四个ASIC（定制化芯片）大客户，订单金额高达100亿美元，将于2026财年三季度同步完成交付，有知情人士称，该名大客户为OpenAI！ 受此影响，博通当日股价暴涨9.4%，而英伟达股价下跌2.7%。 除了谷歌外，其他科技巨头也有自研ASIC芯片的计划，如Meta也与博通有合作自研，微软与GUC（创意电子）合作自研： 这些都是数月前宣布","images":[{"img":"https://static.tigerbbs.com/08edafcdcf1da8d4326d3b97f183c95d","width":"1707","height":"464"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504231358898592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502187213759360,"gmtCreate":1763623080085,"gmtModify":1763623082397,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502187213759360","repostId":"437380278661712","repostType":1,"repost":{"id":437380278661712,"gmtCreate":1747795191723,"gmtModify":1747810394949,"author":{"id":"4178258832114400","authorId":"4178258832114400","name":"二套房研究员","avatar":"https://static.tigerbbs.com/b6933abdd949be419ea794498d4ba78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178258832114400","authorIdStr":"4178258832114400"},"themes":[],"title":"纳指ETF，不只有QQQ：谁才是收益之王？","htmlText":"最近科技股波动明显，不少投资者开始关注：如何在参与科技股成长的同时，也能拿到稳定的现金回报？ 其实，除了大家熟悉的QQQ，市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI，尤其是近期快速崛起的新秀QQQI，在收益率和税收效率上都表现不俗。 要这么选？先贴答案： 追求稳定高收益，对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率，不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较，感兴趣的小伙伴可以继续往下看~ QYLD：老牌收益王者，分红稳定但增长有限 全称：Global X NASDAQ 100 Covered Call ETF 费用率：0.60% 分红频率：月度 年化分红率：约11%-12% QYLD采用典型的Covered Call（覆盖式看涨期权）策略：持有纳指100成分股的同时，每月卖出平值看涨期权赚取权利金。 优势：分红稳定且高。以1万美元持有为例，每月能拿到80-100美元分红。 劣势：上涨行情容易掉队。比如今年QQQ总回报为-4.8%，而QYLD为-7.0%，差距明显。 JEPQ：更灵活的均衡派，分红+成长两手抓 全称：JPMorgan Nasdaq Equity Premium Income ETF 费用率：0.35% 年化分红率：约9%-11% 资产规模：83亿美元 JEPQ并不简单复制纳指100，而是由摩根大通团队主动筛选高质量成长股，并通过部分备兑策略，保留部分上涨空间。 优势：在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD，表现略优。 额外亮点：费用较低，仅0.35%。 QQQI：新晋黑马，靠税收效率脱颖而出 全称：NEOS NASDAQ-100® High Income ETF 费用率：0.68% 年化分红率：约14.38% 推出时间：2024年1月","listText":"最近科技股波动明显，不少投资者开始关注：如何在参与科技股成长的同时，也能拿到稳定的现金回报？ 其实，除了大家熟悉的QQQ，市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI，尤其是近期快速崛起的新秀QQQI，在收益率和税收效率上都表现不俗。 要这么选？先贴答案： 追求稳定高收益，对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率，不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较，感兴趣的小伙伴可以继续往下看~ QYLD：老牌收益王者，分红稳定但增长有限 全称：Global X NASDAQ 100 Covered Call ETF 费用率：0.60% 分红频率：月度 年化分红率：约11%-12% QYLD采用典型的Covered Call（覆盖式看涨期权）策略：持有纳指100成分股的同时，每月卖出平值看涨期权赚取权利金。 优势：分红稳定且高。以1万美元持有为例，每月能拿到80-100美元分红。 劣势：上涨行情容易掉队。比如今年QQQ总回报为-4.8%，而QYLD为-7.0%，差距明显。 JEPQ：更灵活的均衡派，分红+成长两手抓 全称：JPMorgan Nasdaq Equity Premium Income ETF 费用率：0.35% 年化分红率：约9%-11% 资产规模：83亿美元 JEPQ并不简单复制纳指100，而是由摩根大通团队主动筛选高质量成长股，并通过部分备兑策略，保留部分上涨空间。 优势：在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD，表现略优。 额外亮点：费用较低，仅0.35%。 QQQI：新晋黑马，靠税收效率脱颖而出 全称：NEOS NASDAQ-100® High Income ETF 费用率：0.68% 年化分红率：约14.38% 推出时间：2024年1月","text":"最近科技股波动明显，不少投资者开始关注：如何在参与科技股成长的同时，也能拿到稳定的现金回报？ 其实，除了大家熟悉的QQQ，市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI，尤其是近期快速崛起的新秀QQQI，在收益率和税收效率上都表现不俗。 要这么选？先贴答案： 追求稳定高收益，对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率，不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较，感兴趣的小伙伴可以继续往下看~ QYLD：老牌收益王者，分红稳定但增长有限 全称：Global X NASDAQ 100 Covered Call ETF 费用率：0.60% 分红频率：月度 年化分红率：约11%-12% QYLD采用典型的Covered Call（覆盖式看涨期权）策略：持有纳指100成分股的同时，每月卖出平值看涨期权赚取权利金。 优势：分红稳定且高。以1万美元持有为例，每月能拿到80-100美元分红。 劣势：上涨行情容易掉队。比如今年QQQ总回报为-4.8%，而QYLD为-7.0%，差距明显。 JEPQ：更灵活的均衡派，分红+成长两手抓 全称：JPMorgan Nasdaq Equity Premium Income ETF 费用率：0.35% 年化分红率：约9%-11% 资产规模：83亿美元 JEPQ并不简单复制纳指100，而是由摩根大通团队主动筛选高质量成长股，并通过部分备兑策略，保留部分上涨空间。 优势：在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD，表现略优。 额外亮点：费用较低，仅0.35%。 QQQI：新晋黑马，靠税收效率脱颖而出 全称：NEOS NASDAQ-100® High Income ETF 费用率：0.68% 年化分红率：约14.38% 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Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/1a913c655edb0b158a82b5e8bebe6f86","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494598626653056","isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494599397827032,"gmtCreate":1761781878204,"gmtModify":1761781890880,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$&nbsp;</a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/61f8e7b32cf5b7f5940860bdbca16c4d","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494599397827032","isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494598162010272,"gmtCreate":1761781371487,"gmtModify":1761788525454,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 牛逼！","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 牛逼！","text":"$谷歌A(GOOGL)$ 牛逼！","images":[{"img":"https://static.tigerbbs.com/ee0a58a0f09357d28f0b30c3c7ef952c","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494598162010272","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493501036478464,"gmtCreate":1761467745776,"gmtModify":1761467748125,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493501036478464","repostId":"491922672246856","repostType":1,"repost":{"id":491922672246856,"gmtCreate":1761119461246,"gmtModify":1761191060450,"author":{"id":"4218081059847062","authorId":"4218081059847062","name":"新财富资讯","avatar":"https://static.tigerbbs.com/503648c6c3264bc296cb3194c98655ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218081059847062","authorIdStr":"4218081059847062"},"themes":[],"title":"股价半年涨3倍，英伟达「亲儿子」CoreWeave：  是算力神话还是估值泡沫？","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 一、小新带你识股：这只 AI 算力股凭什么逆势暴涨？ 最近美股震荡得让人揪心，纳斯达克指数月初单周回调超 3%，但有只股票却走出了独立行情 ——CoreWeave（CRWV）从 9月的 84&nbsp;美元一路冲到 125&nbsp;美元，这段时间最高时股价摸过 153&nbsp;美元，半年时间股价翻了 3 倍还多。作为盯盘多年的老股民，小新起初以为又是蹭 AI 热点的 “昙花股”，深入研究后才发现，这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票，先给大家科普下：CoreWeave2017 年成立，最早靠加密货币挖矿起家，2019 年转型做 AI 算力服务，今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU，全球首个 ExaFLOP 级 AI 超级集群就是它建的，连 OpenAI 训练大模型都要找它租算力。更关键的是，这公司背后站着英伟达，新芯片能比对手早拿 5-8 个月，这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码：3 组数据看懂 CRWV 的核心底气 1. 收入增速：比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 一、小新带你识股：这只 AI 算力股凭什么逆势暴涨？ 最近美股震荡得让人揪心，纳斯达克指数月初单周回调超 3%，但有只股票却走出了独立行情 ——CoreWeave（CRWV）从 9月的 84&nbsp;美元一路冲到 125&nbsp;美元，这段时间最高时股价摸过 153&nbsp;美元，半年时间股价翻了 3 倍还多。作为盯盘多年的老股民，小新起初以为又是蹭 AI 热点的 “昙花股”，深入研究后才发现，这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票，先给大家科普下：CoreWeave2017 年成立，最早靠加密货币挖矿起家，2019 年转型做 AI 算力服务，今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU，全球首个 ExaFLOP 级 AI 超级集群就是它建的，连 OpenAI 训练大模型都要找它租算力。更关键的是，这公司背后站着英伟达，新芯片能比对手早拿 5-8 个月，这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码：3 组数据看懂 CRWV 的核心底气 1. 收入增速：比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","text":"$CoreWeave, Inc.(CRWV)$ $英伟达(NVDA)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$ $富国银行(WFC)$ 一、小新带你识股：这只 AI 算力股凭什么逆势暴涨？ 最近美股震荡得让人揪心，纳斯达克指数月初单周回调超 3%，但有只股票却走出了独立行情 ——CoreWeave（CRWV）从 9月的 84 美元一路冲到 125 美元，这段时间最高时股价摸过 153 美元，半年时间股价翻了 3 倍还多。作为盯盘多年的老股民，小新起初以为又是蹭 AI 热点的 “昙花股”，深入研究后才发现，这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票，先给大家科普下：CoreWeave2017 年成立，最早靠加密货币挖矿起家，2019 年转型做 AI 算力服务，今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU，全球首个 ExaFLOP 级 AI 超级集群就是它建的，连 OpenAI 训练大模型都要找它租算力。更关键的是，这公司背后站着英伟达，新芯片能比对手早拿 5-8 个月，这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码：3 组数据看懂 CRWV 的核心底气 1. 收入增速：比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","images":[{"img":"https://static.tigerbbs.com/d5deac58e88c384aa81e5f7aba5a4cf3","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491922672246856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":527087644999712,"gmtCreate":1769691720556,"gmtModify":1769691725233,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"title":"","htmlText":"再得一枚元宝！耶✌️","listText":"再得一枚元宝！耶✌️","text":"再得一枚元宝！耶✌️","images":[{"img":"https://static.tigerbbs.com/fca07a2a4a2b928168ef386802ba1dfb","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527087644999712","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":494598626653056,"gmtCreate":1761781912828,"gmtModify":1761781924379,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion 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href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>慢慢变富。","text":"$伯克希尔B(BRK.B)$慢慢变富。","images":[{"img":"https://static.tigerbbs.com/9aad94fcecf7e2dba505111463b3f52f","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/993619931","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561366490304704,"gmtCreate":1778084058253,"gmtModify":1778084060440,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561366490304704","repostId":"2633951977","repostType":2,"repost":{"id":"2633951977","kind":"news","pubTimestamp":1778037840,"share":"https://www.laohu8.com/m/news/2633951977?lang=zh_CN&edition=full","pubTime":"2026-05-06 11:24","market":"fut","language":"zh","title":"算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！","url":"https://stock-news.laohu8.com/highlight/detail?id=2633951977","media":"证券日报","summary":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。</p>\n<p cms-style=\"font-L\">　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，<span><a href=\"https://laohu8.com/S/688041\">海光信息</a></span><span></span>20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span>大涨超9%，报1860元/股，坐稳A股股王宝座。<span><a href=\"https://laohu8.com/S/688525\">佰维存储</a></span><span></span>涨超17%，<span><a href=\"https://laohu8.com/S/688008\">澜起科技</a></span><span></span>涨超16%，<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688347\">华虹公司</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688012\">中微公司</a></span><span></span>等权重股大幅走强。</p>\n<p cms-style=\"font-L\">　　算力芯片概念全线爆发，<span><a href=\"https://laohu8.com/S/000066\">中国长城</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002290\">禾盛新材</a></span><span></span>一字涨停，<span><a href=\"https://laohu8.com/S/688047\">龙芯中科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688521\">芯原股份</a></span><span></span>等跟涨。</p>\n<p cms-style=\"font-L\">　　存储芯片概念集体走强，<span><a href=\"https://laohu8.com/S/301666\">大普微</a></span><span></span>20cm涨停，<span><a href=\"https://laohu8.com/S/301308\">江波龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300042\">朗科科技</a></span><span></span>大涨19%，<span><a href=\"https://laohu8.com/S/001309\">德明利</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300475\">香农芯创</a></span><span></span>、佰维存储、<span><a href=\"https://laohu8.com/S/688766\">普冉股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688416\">恒烁股份</a></span><span></span>大幅高开。</p>\n<p cms-style=\"font-L\">　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>均创历史新高。<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>之后第二家达到万亿美元里程碑的亚洲公司。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/600109\">国金证券</a></span><span></span>表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：尉旖涵 </p>\n</div></body></html>","source":"sina","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>算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！</title>\n<style 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}\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算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","MU":"美光科技","TSM":"台积电"},"source_url":"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633951977","content_text":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超17%，澜起科技涨超16%，中芯国际、华虹公司、中微公司等权重股大幅走强。\n　　算力芯片概念全线爆发，中国长城、禾盛新材一字涨停，龙芯中科、芯原股份等跟涨。\n　　存储芯片概念集体走强，大普微20cm涨停，江波龙、朗科科技大涨19%，德明利、香农芯创、佰维存储、普冉股份、恒烁股份大幅高开。\n　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股闪迪、希捷科技、美光科技均创历史新高。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继台积电之后第二家达到万亿美元里程碑的亚洲公司。三星电子和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。\n　　国金证券表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","news_type":1,"symbols_score_info":{"MU":1.85,"TSM":1.84}},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561366365808208,"gmtCreate":1778084058185,"gmtModify":1778084060428,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561366365808208","repostId":"2633951977","repostType":2,"repost":{"id":"2633951977","kind":"news","pubTimestamp":1778037840,"share":"https://www.laohu8.com/m/news/2633951977?lang=zh_CN&edition=full","pubTime":"2026-05-06 11:24","market":"fut","language":"zh","title":"算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！","url":"https://stock-news.laohu8.com/highlight/detail?id=2633951977","media":"证券日报","summary":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。</p>\n<p cms-style=\"font-L\">　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，<span><a href=\"https://laohu8.com/S/688041\">海光信息</a></span><span></span>20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span>大涨超9%，报1860元/股，坐稳A股股王宝座。<span><a href=\"https://laohu8.com/S/688525\">佰维存储</a></span><span></span>涨超17%，<span><a href=\"https://laohu8.com/S/688008\">澜起科技</a></span><span></span>涨超16%，<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688347\">华虹公司</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688012\">中微公司</a></span><span></span>等权重股大幅走强。</p>\n<p cms-style=\"font-L\">　　算力芯片概念全线爆发，<span><a href=\"https://laohu8.com/S/000066\">中国长城</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002290\">禾盛新材</a></span><span></span>一字涨停，<span><a href=\"https://laohu8.com/S/688047\">龙芯中科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688521\">芯原股份</a></span><span></span>等跟涨。</p>\n<p cms-style=\"font-L\">　　存储芯片概念集体走强，<span><a href=\"https://laohu8.com/S/301666\">大普微</a></span><span></span>20cm涨停，<span><a href=\"https://laohu8.com/S/301308\">江波龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300042\">朗科科技</a></span><span></span>大涨19%，<span><a href=\"https://laohu8.com/S/001309\">德明利</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300475\">香农芯创</a></span><span></span>、佰维存储、<span><a href=\"https://laohu8.com/S/688766\">普冉股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688416\">恒烁股份</a></span><span></span>大幅高开。</p>\n<p cms-style=\"font-L\">　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>均创历史新高。<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继<a href=\"https://laohu8.com/S/TSM\">台积电</a>之后第二家达到万亿美元里程碑的亚洲公司。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/600109\">国金证券</a></span><span></span>表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：尉旖涵 </p>\n</div></body></html>","source":"sina","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>算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！</title>\n<style 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}\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算力芯片再次爆发！三星市值突破1万亿美元，多只A股涨停！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","MU":"美光科技","TSM":"台积电"},"source_url":"https://finance.sina.com.cn/wm/2026-05-06/doc-inhwxnuk8401127.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633951977","content_text":"5月5日，隔夜美股收盘三大指数集体收涨，纳指涨1.03%，标普500指数涨0.81%，道指涨0.73%。其中，纳指、标普500指数再创历史新高。存储概念股已连涨五周延续强势表现，主要成份股均收于新高。\n　　5月6日，A股科创50指数涨幅扩大至超7%，成份股中，海光信息20cm涨停再创历史新高，总市值超8200亿元，年内涨幅近60%。寒武纪大涨超9%，报1860元/股，坐稳A股股王宝座。佰维存储涨超17%，澜起科技涨超16%，中芯国际、华虹公司、中微公司等权重股大幅走强。\n　　算力芯片概念全线爆发，中国长城、禾盛新材一字涨停，龙芯中科、芯原股份等跟涨。\n　　存储芯片概念集体走强，大普微20cm涨停，江波龙、朗科科技大涨19%，德明利、香农芯创、佰维存储、普冉股份、恒烁股份大幅高开。\n　　消息面上，5月5日，韩国权重科技股SK海力士大涨10%，创下历史新高。此外，美股存储芯片股闪迪、希捷科技、美光科技均创历史新高。三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。周三早盘这家韩国公司的股价一度上涨11%，使其成为继台积电之后第二家达到万亿美元里程碑的亚洲公司。三星电子和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。这一转变推动区域科技股强劲上涨——SK海力士和台积电本月也创下纪录新高，投资者押注对先进芯片和算力的持续需求。\n　　国金证券表示，全球算力产业链呈现多元化发展格局，国内在AI基础设施领域已形成完整生态，涵盖芯片设计、服务器制造及云服务等多环节，海外则在高端存储和光通信领域保持技术领先。AI应用层正从通用大模型向垂直行业解决方案深化，推动产业智能化升级，算力作为数字经济核心基础设施将持续受益于技术迭代与需求扩张。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","news_type":1,"symbols_score_info":{"MU":1.85,"TSM":1.84}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":919838436,"gmtCreate":1576595145825,"gmtModify":1704272060983,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"title":"","htmlText":"<a 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