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07-23 01:18

@会投资的DJ @会投资的DJ 恩爱，

英伟达联手谷歌进军机器人赛道，AI机器人布局加速但股价走低

2024-11-06

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left;\">Alphabet将在周三盘后成为大型科技股财报季的重要关注对象。投资者尤其关注谷歌对人工智能资本开支和AI基础设施投入的展望，因为这可能直接影响英伟达等AI芯片供应商未来的增长预期。</p><p style=\"text-align: left;\">在等待Alphabet财报之际，市场也开始关注两大科技巨头在人工智能领域潜在合作带来的影响。分析人士认为，客户对AI基础设施的持续投入，将成为推动英伟达股价下一阶段上涨的重要因素。</p><h3 style=\"text-align: left;\"><strong>英伟达与谷歌携手德国机器人AI初创公司Microagi，加速智能机器人研发</strong></h3><p style=\"text-align: left;\">英伟达与谷歌正在与德国数据机器人初创企业Microagi展开合作。此次合作紧随Microagi完成5500万美元种子轮融资之后，公司正加速拓展具备人工智能能力的新一代机器人领域。</p><p style=\"text-align: left;\">根据合作安排，Microagi将利用谷歌云平台，加快开发能够理解并与现实物理环境交互的AI模型。同时，公司将基于英伟达Blackwell计算平台扩大模型训练规模，以提升机器人智能化能力。</p><p style=\"text-align: left;\">英伟达负责欧洲、中东和非洲地区AI初创企业业务的负责人Tobias Halloran表示：</p><p style=\"text-align: left;\">“机器人技术正在成为人工智能领域最具挑战的前沿方向之一。该领域需要海量真实世界数据集、高性能加速计算能力，以及能够将AI模型转化为智能机器的完整技术平台。”</p><p style=\"text-align: left;\">市场认为，此次合作进一步体现了英伟达、谷歌等科技巨头正在从生成式AI向具身智能领域扩张。随着机器人需要更强大的计算能力和AI模型支持，AI芯片、云计算和机器人生态之间的融合或将成为下一阶段科技行业的重要增长方向。</p><p style=\"text-align: left;\">“通过在 Google Cloud 上运行由 NVIDIA Blackwell 提供支持的实例，Microagi 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class=\"title\">\n英伟达联手谷歌进军机器人赛道，AI机器人布局加速但股价走低\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\">2026-07-22 20:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价周三开盘前走低。在科技股迎来重要交易日之际，投资者正等待谷歌母公司Alphabet盘后公布财报，并希望该报告能够进一步确认人工智能投资热潮的持续性，避免英伟达再次陷入业绩表现波动期。</p><p style=\"text-align: left;\">周三盘前交易中，英伟达股价下跌近1%。此前该股周二上涨2%，带动整个芯片板块走强。今年以来，英伟达股价累计上涨近25%，但近一个月仍下跌约1%。由于市场持续担忧AI芯片领域竞争加剧以及高企的芯片价格能否持续，英伟达与其他半导体股近期表现有所承压。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3cb3b99b4b5ecef8bec0d9548cb4ef77\" data-align=\"center\" tg-width=\"282\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">Alphabet将在周三盘后成为大型科技股财报季的重要关注对象。投资者尤其关注谷歌对人工智能资本开支和AI基础设施投入的展望，因为这可能直接影响英伟达等AI芯片供应商未来的增长预期。</p><p style=\"text-align: left;\">在等待Alphabet财报之际，市场也开始关注两大科技巨头在人工智能领域潜在合作带来的影响。分析人士认为，客户对AI基础设施的持续投入，将成为推动英伟达股价下一阶段上涨的重要因素。</p><h3 style=\"text-align: left;\"><strong>英伟达与谷歌携手德国机器人AI初创公司Microagi，加速智能机器人研发</strong></h3><p style=\"text-align: left;\">英伟达与谷歌正在与德国数据机器人初创企业Microagi展开合作。此次合作紧随Microagi完成5500万美元种子轮融资之后，公司正加速拓展具备人工智能能力的新一代机器人领域。</p><p style=\"text-align: left;\">根据合作安排，Microagi将利用谷歌云平台，加快开发能够理解并与现实物理环境交互的AI模型。同时，公司将基于英伟达Blackwell计算平台扩大模型训练规模，以提升机器人智能化能力。</p><p style=\"text-align: left;\">英伟达负责欧洲、中东和非洲地区AI初创企业业务的负责人Tobias Halloran表示：</p><p style=\"text-align: left;\">“机器人技术正在成为人工智能领域最具挑战的前沿方向之一。该领域需要海量真实世界数据集、高性能加速计算能力，以及能够将AI模型转化为智能机器的完整技术平台。”</p><p style=\"text-align: left;\">市场认为，此次合作进一步体现了英伟达、谷歌等科技巨头正在从生成式AI向具身智能领域扩张。随着机器人需要更强大的计算能力和AI模型支持，AI芯片、云计算和机器人生态之间的融合或将成为下一阶段科技行业的重要增长方向。</p><p style=\"text-align: left;\">“通过在 Google Cloud 上运行由 NVIDIA Blackwell 提供支持的实例，Microagi 可以扩展用于商业和工业环境的具身人工智能系统的训练和部署。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","GOOG":"谷歌","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","07788":"南方两倍做多英伟达","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","GOOX":"2倍做多GOOG ETF-T-REX","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164045458","content_text":"英伟达股价周三开盘前走低。在科技股迎来重要交易日之际，投资者正等待谷歌母公司Alphabet盘后公布财报，并希望该报告能够进一步确认人工智能投资热潮的持续性，避免英伟达再次陷入业绩表现波动期。周三盘前交易中，英伟达股价下跌近1%。此前该股周二上涨2%，带动整个芯片板块走强。今年以来，英伟达股价累计上涨近25%，但近一个月仍下跌约1%。由于市场持续担忧AI芯片领域竞争加剧以及高企的芯片价格能否持续，英伟达与其他半导体股近期表现有所承压。Alphabet将在周三盘后成为大型科技股财报季的重要关注对象。投资者尤其关注谷歌对人工智能资本开支和AI基础设施投入的展望，因为这可能直接影响英伟达等AI芯片供应商未来的增长预期。在等待Alphabet财报之际，市场也开始关注两大科技巨头在人工智能领域潜在合作带来的影响。分析人士认为，客户对AI基础设施的持续投入，将成为推动英伟达股价下一阶段上涨的重要因素。英伟达与谷歌携手德国机器人AI初创公司Microagi，加速智能机器人研发英伟达与谷歌正在与德国数据机器人初创企业Microagi展开合作。此次合作紧随Microagi完成5500万美元种子轮融资之后，公司正加速拓展具备人工智能能力的新一代机器人领域。根据合作安排，Microagi将利用谷歌云平台，加快开发能够理解并与现实物理环境交互的AI模型。同时，公司将基于英伟达Blackwell计算平台扩大模型训练规模，以提升机器人智能化能力。英伟达负责欧洲、中东和非洲地区AI初创企业业务的负责人Tobias Halloran表示：“机器人技术正在成为人工智能领域最具挑战的前沿方向之一。该领域需要海量真实世界数据集、高性能加速计算能力，以及能够将AI模型转化为智能机器的完整技术平台。”市场认为，此次合作进一步体现了英伟达、谷歌等科技巨头正在从生成式AI向具身智能领域扩张。随着机器人需要更强大的计算能力和AI模型支持，AI芯片、云计算和机器人生态之间的融合或将成为下一阶段科技行业的重要增长方向。“通过在 Google Cloud 上运行由 NVIDIA Blackwell 提供支持的实例，Microagi 可以扩展用于商业和工业环境的具身人工智能系统的训练和部署。”","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDD":0.6,"DIPS":0.6,"GOOX":0.6,"NVDY":0.6,"NVDU":0.6,"NVDW":0.6,"ANV":0.6,"NVDB":0.6,"NVDS":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDA":2,"NVDX":0.6,"NVII":0.6,"GOOP":0.6,"07788":0.6,"NVYY":0.6,"NVDO":0.6,"NVD":0.6,"GOOG":2,"07388":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368055622844512,"gmtCreate":1730873279858,"gmtModify":1730873320165,"author":{"id":"3574049969160001","authorId":"3574049969160001","name":"顾粟米","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574049969160001","idStr":"3574049969160001"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368055622844512","repostId":"1168701402","repostType":2,"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":588638566478048,"gmtCreate":1784740687244,"gmtModify":1784740937642,"author":{"id":"3574049969160001","authorId":"3574049969160001","name":"顾粟米","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574049969160001","idStr":"3574049969160001"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/U/10000000000010502\">@会投资的DJ </a>&nbsp;<a href=\"https://laohu8.com/U/10000000000010502\">@会投资的DJ </a>恩 爱，","listText":"<a href=\"https://laohu8.com/U/10000000000010502\">@会投资的DJ </a>&nbsp;<a href=\"https://laohu8.com/U/10000000000010502\">@会投资的DJ </a>恩 爱，","text":"@会投资的DJ @会投资的DJ 恩 爱，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588638566478048","repostId":"1164045458","repostType":4,"repost":{"id":"1164045458","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1784724889,"share":"https://www.laohu8.com/m/news/1164045458?lang=zh_CN&edition=full","pubTime":"2026-07-22 20:54","market":"us","language":"zh","title":"英伟达联手谷歌进军机器人赛道，AI机器人布局加速但股价走低","url":"https://stock-news.laohu8.com/highlight/detail?id=1164045458","media":"老虎资讯综合","summary":"英伟达与谷歌携手德国机器人AI初创公司Microagi，加速具身人工智能（Embodied AI）技术发展。Microagi将利用谷歌云和英伟达Blackwell计算平台，扩大AI模型训练与部署能力，推动智能机器人在商业和工业场景中的应用。此次合作凸显科技巨头正加码机器人领域布局，AI算力、云计算与机器人技术融合有望成为下一阶段的重要增长方向。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价周三开盘前走低。在科技股迎来重要交易日之际，投资者正等待谷歌母公司Alphabet盘后公布财报，并希望该报告能够进一步确认人工智能投资热潮的持续性，避免英伟达再次陷入业绩表现波动期。</p><p style=\"text-align: left;\">周三盘前交易中，英伟达股价下跌近1%。此前该股周二上涨2%，带动整个芯片板块走强。今年以来，英伟达股价累计上涨近25%，但近一个月仍下跌约1%。由于市场持续担忧AI芯片领域竞争加剧以及高企的芯片价格能否持续，英伟达与其他半导体股近期表现有所承压。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3cb3b99b4b5ecef8bec0d9548cb4ef77\" data-align=\"center\" tg-width=\"282\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">Alphabet将在周三盘后成为大型科技股财报季的重要关注对象。投资者尤其关注谷歌对人工智能资本开支和AI基础设施投入的展望，因为这可能直接影响英伟达等AI芯片供应商未来的增长预期。</p><p style=\"text-align: left;\">在等待Alphabet财报之际，市场也开始关注两大科技巨头在人工智能领域潜在合作带来的影响。分析人士认为，客户对AI基础设施的持续投入，将成为推动英伟达股价下一阶段上涨的重要因素。</p><h3 style=\"text-align: left;\"><strong>英伟达与谷歌携手德国机器人AI初创公司Microagi，加速智能机器人研发</strong></h3><p style=\"text-align: left;\">英伟达与谷歌正在与德国数据机器人初创企业Microagi展开合作。此次合作紧随Microagi完成5500万美元种子轮融资之后，公司正加速拓展具备人工智能能力的新一代机器人领域。</p><p style=\"text-align: left;\">根据合作安排，Microagi将利用谷歌云平台，加快开发能够理解并与现实物理环境交互的AI模型。同时，公司将基于英伟达Blackwell计算平台扩大模型训练规模，以提升机器人智能化能力。</p><p style=\"text-align: left;\">英伟达负责欧洲、中东和非洲地区AI初创企业业务的负责人Tobias Halloran表示：</p><p style=\"text-align: left;\">“机器人技术正在成为人工智能领域最具挑战的前沿方向之一。该领域需要海量真实世界数据集、高性能加速计算能力，以及能够将AI模型转化为智能机器的完整技术平台。”</p><p style=\"text-align: left;\">市场认为，此次合作进一步体现了英伟达、谷歌等科技巨头正在从生成式AI向具身智能领域扩张。随着机器人需要更强大的计算能力和AI模型支持，AI芯片、云计算和机器人生态之间的融合或将成为下一阶段科技行业的重要增长方向。</p><p style=\"text-align: left;\">“通过在 Google Cloud 上运行由 NVIDIA Blackwell 提供支持的实例，Microagi 可以扩展用于商业和工业环境的具身人工智能系统的训练和部署。”</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>英伟达联手谷歌进军机器人赛道，AI机器人布局加速但股价走低</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; 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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英伟达联手谷歌进军机器人赛道，AI机器人布局加速但股价走低\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\">2026-07-22 20:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价周三开盘前走低。在科技股迎来重要交易日之际，投资者正等待谷歌母公司Alphabet盘后公布财报，并希望该报告能够进一步确认人工智能投资热潮的持续性，避免英伟达再次陷入业绩表现波动期。</p><p style=\"text-align: left;\">周三盘前交易中，英伟达股价下跌近1%。此前该股周二上涨2%，带动整个芯片板块走强。今年以来，英伟达股价累计上涨近25%，但近一个月仍下跌约1%。由于市场持续担忧AI芯片领域竞争加剧以及高企的芯片价格能否持续，英伟达与其他半导体股近期表现有所承压。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3cb3b99b4b5ecef8bec0d9548cb4ef77\" data-align=\"center\" tg-width=\"282\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">Alphabet将在周三盘后成为大型科技股财报季的重要关注对象。投资者尤其关注谷歌对人工智能资本开支和AI基础设施投入的展望，因为这可能直接影响英伟达等AI芯片供应商未来的增长预期。</p><p style=\"text-align: left;\">在等待Alphabet财报之际，市场也开始关注两大科技巨头在人工智能领域潜在合作带来的影响。分析人士认为，客户对AI基础设施的持续投入，将成为推动英伟达股价下一阶段上涨的重要因素。</p><h3 style=\"text-align: left;\"><strong>英伟达与谷歌携手德国机器人AI初创公司Microagi，加速智能机器人研发</strong></h3><p style=\"text-align: left;\">英伟达与谷歌正在与德国数据机器人初创企业Microagi展开合作。此次合作紧随Microagi完成5500万美元种子轮融资之后，公司正加速拓展具备人工智能能力的新一代机器人领域。</p><p style=\"text-align: left;\">根据合作安排，Microagi将利用谷歌云平台，加快开发能够理解并与现实物理环境交互的AI模型。同时，公司将基于英伟达Blackwell计算平台扩大模型训练规模，以提升机器人智能化能力。</p><p style=\"text-align: left;\">英伟达负责欧洲、中东和非洲地区AI初创企业业务的负责人Tobias Halloran表示：</p><p style=\"text-align: left;\">“机器人技术正在成为人工智能领域最具挑战的前沿方向之一。该领域需要海量真实世界数据集、高性能加速计算能力，以及能够将AI模型转化为智能机器的完整技术平台。”</p><p style=\"text-align: left;\">市场认为，此次合作进一步体现了英伟达、谷歌等科技巨头正在从生成式AI向具身智能领域扩张。随着机器人需要更强大的计算能力和AI模型支持，AI芯片、云计算和机器人生态之间的融合或将成为下一阶段科技行业的重要增长方向。</p><p style=\"text-align: left;\">“通过在 Google Cloud 上运行由 NVIDIA Blackwell 提供支持的实例，Microagi 可以扩展用于商业和工业环境的具身人工智能系统的训练和部署。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","GOOG":"谷歌","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","07788":"南方两倍做多英伟达","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","GOOX":"2倍做多GOOG ETF-T-REX","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164045458","content_text":"英伟达股价周三开盘前走低。在科技股迎来重要交易日之际，投资者正等待谷歌母公司Alphabet盘后公布财报，并希望该报告能够进一步确认人工智能投资热潮的持续性，避免英伟达再次陷入业绩表现波动期。周三盘前交易中，英伟达股价下跌近1%。此前该股周二上涨2%，带动整个芯片板块走强。今年以来，英伟达股价累计上涨近25%，但近一个月仍下跌约1%。由于市场持续担忧AI芯片领域竞争加剧以及高企的芯片价格能否持续，英伟达与其他半导体股近期表现有所承压。Alphabet将在周三盘后成为大型科技股财报季的重要关注对象。投资者尤其关注谷歌对人工智能资本开支和AI基础设施投入的展望，因为这可能直接影响英伟达等AI芯片供应商未来的增长预期。在等待Alphabet财报之际，市场也开始关注两大科技巨头在人工智能领域潜在合作带来的影响。分析人士认为，客户对AI基础设施的持续投入，将成为推动英伟达股价下一阶段上涨的重要因素。英伟达与谷歌携手德国机器人AI初创公司Microagi，加速智能机器人研发英伟达与谷歌正在与德国数据机器人初创企业Microagi展开合作。此次合作紧随Microagi完成5500万美元种子轮融资之后，公司正加速拓展具备人工智能能力的新一代机器人领域。根据合作安排，Microagi将利用谷歌云平台，加快开发能够理解并与现实物理环境交互的AI模型。同时，公司将基于英伟达Blackwell计算平台扩大模型训练规模，以提升机器人智能化能力。英伟达负责欧洲、中东和非洲地区AI初创企业业务的负责人Tobias Halloran表示：“机器人技术正在成为人工智能领域最具挑战的前沿方向之一。该领域需要海量真实世界数据集、高性能加速计算能力，以及能够将AI模型转化为智能机器的完整技术平台。”市场认为，此次合作进一步体现了英伟达、谷歌等科技巨头正在从生成式AI向具身智能领域扩张。随着机器人需要更强大的计算能力和AI模型支持，AI芯片、云计算和机器人生态之间的融合或将成为下一阶段科技行业的重要增长方向。“通过在 Google Cloud 上运行由 NVIDIA Blackwell 提供支持的实例，Microagi 可以扩展用于商业和工业环境的具身人工智能系统的训练和部署。”","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDD":0.6,"DIPS":0.6,"GOOX":0.6,"NVDY":0.6,"NVDU":0.6,"NVDW":0.6,"ANV":0.6,"NVDB":0.6,"NVDS":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDA":2,"NVDX":0.6,"NVII":0.6,"GOOP":0.6,"07788":0.6,"NVYY":0.6,"NVDO":0.6,"NVD":0.6,"GOOG":2,"07388":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368055622844512,"gmtCreate":1730873279858,"gmtModify":1730873320165,"author":{"id":"3574049969160001","authorId":"3574049969160001","name":"顾粟米","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574049969160001","idStr":"3574049969160001"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368055622844512","repostId":"1168701402","repostType":2,"repost":{"id":"1168701402","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730860124,"share":"https://www.laohu8.com/m/news/1168701402?lang=zh_CN&edition=full","pubTime":"2024-11-06 10:28","market":"us","language":"zh","title":"夜盘异动 | “特朗普交易”全线走高，DJT夜盘涨超24%，比特币突破72000，概念股猛涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1168701402","media":"老虎资讯综合","summary":"本周三（11月6日），随着大量“红州”投票结果出炉，特朗普在大选中持续领先，“特朗普交易”全线猛涨，DJT夜盘涨超24%。此外，比特币突破72000美元，加密货币概念股普涨， $MicroStrategy Incorporated(MSTR)$ 涨超7%：","content":"<html><head></head><body><p>本周三（11月6日），随着大量“红州”投票结果出炉，特朗普在大选中持续领先，“特朗普交易”全线猛涨， <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 夜盘一度涨超24%，截至发稿报40.84美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e35c22a9f3efc611c1d6c6b7270cd9c\" tg-width=\"1224\" tg-height=\"1296\"/></p><p>此外，比特币突破72000美元，加密货币概念股普涨， <a href=\"https://laohu8.com/S/CLSK\">CleanSpark, Inc.</a> 涨近12%， <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy Incorporated</a> 涨超7%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce80dd411b2645996d327762e32d303d\" tg-width=\"589\" tg-height=\"319\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE 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{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夜盘异动 | “特朗普交易”全线走高，DJT夜盘涨超24%，比特币突破72000，概念股猛涨\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\">2024-11-06 10:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周三（11月6日），随着大量“红州”投票结果出炉，特朗普在大选中持续领先，“特朗普交易”全线猛涨， <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 夜盘一度涨超24%，截至发稿报40.84美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e35c22a9f3efc611c1d6c6b7270cd9c\" tg-width=\"1224\" tg-height=\"1296\"/></p><p>此外，比特币突破72000美元，加密货币概念股普涨， <a href=\"https://laohu8.com/S/CLSK\">CleanSpark, Inc.</a> 涨近12%， <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy Incorporated</a> 涨超7%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce80dd411b2645996d327762e32d303d\" tg-width=\"589\" tg-height=\"319\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d422d2a8cc4d711e7eb013377f3607e","relate_stocks":{"MSTR":"Strategy","COIN":"Coinbase Global, Inc.","CLSK":"CleanSpark, Inc.","DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168701402","content_text":"本周三（11月6日），随着大量“红州”投票结果出炉，特朗普在大选中持续领先，“特朗普交易”全线猛涨， 特朗普媒体科技集团 夜盘一度涨超24%，截至发稿报40.84美元。此外，比特币突破72000美元，加密货币概念股普涨， CleanSpark, Inc. 涨近12%， MicroStrategy Incorporated 涨超7%：","news_type":1,"symbols_score_info":{"CLSK":1.1,"DJT":1.1,"MSTR":1.1,"COIN":1.1}},"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}