英伟达“砍单”超级电容？这家公司跌近8%！最新回应来了_老虎社区_美港股上老虎

英伟达“砍单”超级电容？这家公司跌近8%！最新回应来了

21世纪经济报道2025-02-13

2月13日，超级电容概念股江海股份（002484.SZ）午后持续走低，盘中一度跌超8%，收跌7.90%，报22.38元/股。消息面上，知名分析师郭明𫓹指出，英伟达GB300 NVL72可能不采用超级电容。根据最新的供应链调查，英伟达在近期的GB300 NVL72机柜设计中，因技术与量产顾虑，已移除超级电容托盘。目前英伟达尚未提出明确的替代方案。对此，南财快讯记者以投资者身份致电江海股份，工作人员...

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2511518059?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-13 16:17","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2511518059","market":"us","top_or_hot":-1,"title":"英伟达“砍单”超级电容？这家公司跌近8%！最新回应来了","media":"21世纪经济报道","content":"<div>\n<p>2月13日，超级电容概念股江海股份（002484.SZ）午后持续走低，盘中一度跌超8%，收跌7.90%，报22.38元/股。消息面上，知名分析师郭明𫓹指出，英伟达GB300 NVL72可能不采用超级电容。根据最新的供应链调查，英伟达在近期的GB300 NVL72机柜设计中，因技术与量产顾虑，已移除超级电容托盘。目前英伟达尚未提出明确的替代方案。对此，南财快讯记者以投资者身份致电江海股份，工作人员...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502131621039883cfec&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“砍单”超级电容？这家公司跌近8%！最新回应来了</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“砍单”超级电容？这家公司跌近8%！最新回应来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-13 16:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502131621039883cfec&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月13日，超级电容概念股江海股份（002484.SZ）午后持续走低，盘中一度跌超8%，收跌7.90%，报22.38元/股。消息面上，知名分析师郭明𫓹指出，英伟达GB300 NVL72可能不采用超级电容。根据最新的供应链调查，英伟达在近期的GB300 NVL72机柜设计中，因技术与量产顾虑，已移除超级电容托盘。目前英伟达尚未提出明确的替代方案。对此，南财快讯记者以投资者身份致电江海股份，工作人员...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502131621039883cfec&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":"NVD3.UK","symbol_name":"LS 3X NVIDIA","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502131621039883cfec&s=b","article_id":"2511518059","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502131621039883cfec&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=2511518059","pubTimestamp":1739434620,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2月13日，超级电容概念股江海股份午后持续走低，盘中一度跌超8%，收跌7.90%，报22.38元/股。消息面上，知名分析师郭明指出，英伟达GB300 NVL72可能不采用超级电容。根据最新的供应链调查，英伟达在近期的GB300 NVL72机柜设计中，因技术与量产顾虑，已移除超级电容托盘。目前英伟达尚未提出明确的替代方案。目前江海股份超级电容主要应用在风电、电网等领域，该公司2013年收购的日本ACT，其技术路径和储备契合AI高功耗市场需求。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVD3.UK":"LS 3X NVIDIA","NVDU":"2倍做多NVDA ETF-Direxion","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","LU0056508442.USD":"贝莱德世界科技基金A2","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","2NVD.UK":"2X NVIDIA ETP","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","SNVD.UK":"LS -1X NVIDIA","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0861579265.USD":"联博低波幅策略股票基金A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","NVIW.SI":"NVDA 3xLongSG261006","NVDD":"1倍做空NVDA ETF-Direxion","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","NVDA":"英伟达","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","NVD2.UK":"2X NVIDIA ETP","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)"},"translate_title":"Nvidia \"cuts orders\" for supercapacitors? This company fell nearly 8%! The latest response is here","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD3.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDX":0.6,"NVDA":1,"NVDU":0.6,"NVD":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDD":0.6,"NVDS.UK":0.6},"content_text":"2月13日，超级电容概念股江海股份（002484.SZ）午后持续走低，盘中一度跌超8%，收跌7.90%，报22.38元/股。消息面上，知名分析师郭明𫓹指出，英伟达GB300 NVL72可能不采用超级电容。根据最新的供应链调查，英伟达在近期的GB300 NVL72机柜设计中，因技术与量产顾虑，已移除超级电容托盘。目前英伟达尚未提出明确的替代方案。对此，南财快讯记者以投资者身份致电江海股份，工作人员表示，公司和台达、麦格米特在服务器上应用的超容设计方案尚处于沟通阶段，没有很确定的（方案）。谈及超级电容对公司的影响时，该人员表示，市场一会传用量很大，一会又传不用了，公司也无法给一个很明确的说法。值得注意的是，国金证券电子首席分析师樊志远认为，江海股份有望成为AI服务器超容主力供应商。他指出，AI服务器功耗提升，传统铅蓄电池无法满足较高的功率密度需求，NV GB300 AI服务器有望引入超级电容BBU方案，具体应用数量主要与厂商设计的方案、功率、断电时超级电容支撑时间等因素有关。目前江海股份超级电容主要应用在风电、电网等领域，该公司2013年收购的日本ACT，其技术路径和储备契合AI高功耗市场需求。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}