垄断市场，上涨有理_老虎社区_美港股上老虎 - 老虎社区

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enjoylife168
05-15

垄断市场，上涨有理

老黄这趟中国没白来！英伟达七天累计涨20%，市值逼近6万亿美元大关

周四，英伟达股价一度上涨4.7%至236.47美元，此番上涨使其市值增加逾9000亿美元，并向6万亿美元关口逼近，这是迄今没有任何一家公司曾达到的估值高度。

老黄这趟中国没白来！英伟达七天累计涨20%，市值逼近6万亿美元大关

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style=\"text-align: justify;\">尽管如此，H200芯片在中国市场的实际销售前景并不明朗，目前H200在中国市场尚未完成任何交付。与此同时，华为昇腾910P芯片价格逆势上涨20%，订单排至数十万颗，产能满载。</p><p style=\"text-align: justify;\">在技术生态层面，DeepSeek V4等全球顶级AI模型已将早期测试权限独家授予华为CANN架构，<strong>标志着AI芯片从CUDA单一生态向多元化格局的实质性迁移。</strong></p><h2 id=\"id_2971906593\">半导体处于AI浪潮核心</h2><p style=\"text-align: justify;\">英伟达此轮上涨是投资者向AI赢家集中押注这一趋势的最新体现，而半导体正处于这一浪潮的核心。</p><p style=\"text-align: justify;\">本周，英伟达首席执行官黄仁勋以“最后一刻临时追加”的方式，加入了美国总统特朗普的访华代表团。</p><p style=\"text-align: justify;\">费城半导体指数自3月底以来已飙升近70%，英特尔、美光科技、超威半导体（AMD）及博通等公司股价均实现了可观涨幅。</p><p style=\"text-align: justify;\">然而，如此大规模的涨势也在部分市场人士中引发了担忧。他们认为美国股市正被一个随时可能破裂的AI泡沫所推高。</p><p style=\"text-align: justify;\"><strong>以彭博汇编的数据来看，仅英伟达和美光两家公司今年以来便贡献了标普500指数涨幅的逾30%。</strong></p><p style=\"text-align: justify;\">周四还迎来了被视为“英伟达挑战者”的AI芯片厂商Cerebras Systems的IPO，这也是今年以来规模最大的IPO。</p><p style=\"text-align: justify;\">市场需求极为旺盛，该股上市后一度飙升109%，最终收涨68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d812ed0c45bddb3496081833b608b2ca\" tg-width=\"1004\" tg-height=\"624\"/></p><p>（Cerebras 上市首日开盘跳涨后回落，仍收涨68%）</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>老黄这趟中国没白来！英伟达七天累计涨20%，市值逼近6万亿美元大关</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{ 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}\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老黄这趟中国没白来！英伟达七天累计涨20%，市值逼近6万亿美元大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-15 04:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周四，英伟达股价一度上涨4.7%至236.47美元，此番上涨使其市值增加逾9000亿美元，并向6万亿美元关口逼近，这是迄今没有任何一家公司曾达到的估值高度。</p></blockquote><p style=\"text-align: justify;\">英伟达股价周四继续上涨，延续了过去七个交易日的涨势，这期间累计上涨20%，投资者持续涌入那些受益于AI海量资本开支的芯片股。</p><p style=\"text-align: justify;\">周四，英伟达股价一度上涨4.7%至236.54美元，最终收涨4.39%，收报235.74美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a798ebfe9abdbedd7065fc8a3c3c85\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英伟达近日的这一番上涨使其市值增加逾9000亿美元，并向6万亿美元关口逼近，这是迄今没有任何一家公司曾达到的估值高度。</p><p style=\"text-align: justify;\">据《中国经营报》援引路透社报道，美国商务部已批准阿里巴巴、腾讯、字节跳动、京东等约10家中国企业采购英伟达H200人工智能芯片，联想集团与富士康作为分销商及服务器相关企业也被纳入获批名单。</p><p style=\"text-align: justify;\">尽管如此，H200芯片在中国市场的实际销售前景并不明朗，目前H200在中国市场尚未完成任何交付。与此同时，华为昇腾910P芯片价格逆势上涨20%，订单排至数十万颗，产能满载。</p><p style=\"text-align: justify;\">在技术生态层面，DeepSeek V4等全球顶级AI模型已将早期测试权限独家授予华为CANN架构，<strong>标志着AI芯片从CUDA单一生态向多元化格局的实质性迁移。</strong></p><h2 id=\"id_2971906593\">半导体处于AI浪潮核心</h2><p style=\"text-align: justify;\">英伟达此轮上涨是投资者向AI赢家集中押注这一趋势的最新体现，而半导体正处于这一浪潮的核心。</p><p style=\"text-align: justify;\">本周，英伟达首席执行官黄仁勋以“最后一刻临时追加”的方式，加入了美国总统特朗普的访华代表团。</p><p style=\"text-align: justify;\">费城半导体指数自3月底以来已飙升近70%，英特尔、美光科技、超威半导体（AMD）及博通等公司股价均实现了可观涨幅。</p><p style=\"text-align: justify;\">然而，如此大规模的涨势也在部分市场人士中引发了担忧。他们认为美国股市正被一个随时可能破裂的AI泡沫所推高。</p><p style=\"text-align: justify;\"><strong>以彭博汇编的数据来看，仅英伟达和美光两家公司今年以来便贡献了标普500指数涨幅的逾30%。</strong></p><p style=\"text-align: justify;\">周四还迎来了被视为“英伟达挑战者”的AI芯片厂商Cerebras Systems的IPO，这也是今年以来规模最大的IPO。</p><p style=\"text-align: justify;\">市场需求极为旺盛，该股上市后一度飙升109%，最终收涨68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d812ed0c45bddb3496081833b608b2ca\" tg-width=\"1004\" tg-height=\"624\"/></p><p>（Cerebras 上市首日开盘跳涨后回落，仍收涨68%）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) 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V4等全球顶级AI模型已将早期测试权限独家授予华为CANN架构，标志着AI芯片从CUDA单一生态向多元化格局的实质性迁移。半导体处于AI浪潮核心英伟达此轮上涨是投资者向AI赢家集中押注这一趋势的最新体现，而半导体正处于这一浪潮的核心。本周，英伟达首席执行官黄仁勋以“最后一刻临时追加”的方式，加入了美国总统特朗普的访华代表团。费城半导体指数自3月底以来已飙升近70%，英特尔、美光科技、超威半导体（AMD）及博通等公司股价均实现了可观涨幅。然而，如此大规模的涨势也在部分市场人士中引发了担忧。他们认为美国股市正被一个随时可能破裂的AI泡沫所推高。以彭博汇编的数据来看，仅英伟达和美光两家公司今年以来便贡献了标普500指数涨幅的逾30%。周四还迎来了被视为“英伟达挑战者”的AI芯片厂商Cerebras Systems的IPO，这也是今年以来规模最大的IPO。市场需求极为旺盛，该股上市后一度飙升109%，最终收涨68%。（Cerebras 上市首日开盘跳涨后回落，仍收涨68%）","news_type":1,"symbols_score_info":{"NVII":0.6,"NVDG":0.6,"NVDU":0.6,"NVDS":0.6,"NVDB":0.6,"NVDW":0.6,"ANV":0.6,"NVDL":0.6,"NVDX":0.6,"NVDY":0.6,"NVDA":2,"NVYY":0.6,"NVDD":0.6,"NVDQ":0.6,"NVDO":0.6,"NVD":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":171,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}