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英伟达(NVDA)
盘后
204.04
-1.06
-0.52%
19:59 EDT
205.10
-13.56
-6.20%
行情数据延迟15分钟
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自在行
·
06-05 23:54
$英伟达(NVDA)$
各位大佬都帮帮大陆的朋友，别买。再跌点，让大家能接盘拿2年啊。😂
$英伟达(NVDA)$ 各位大佬都帮帮大陆的朋友，别买。再跌点，让大家能接盘拿2年啊。😂
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风险管控刻进基因里:
200先试探下再说 做做t吧
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Steven12
·
06-05 17:46
$英伟达(NVDA)$
长着一张国脸，不为祖国做贡献，可惜了。
黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业
英伟达CEO黄仁勋时隔7个月再访韩国，驳斥了系统将削减HBM用量的传言，确认支持Vera Rubin架构的三家内存供应商均已通过认证并量产。他表示，韩国在机电一体化与半导体上的积累是机器人与物理AI的完美土壤，该技术将成为韩国下一大核心产业，并暗示此行将带来“巨大业务与惊喜”。
黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业
$英伟达(NVDA)$ 长着一张国脸，不为祖国做贡献，可惜了。
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MarcLam:
你祖国不让你玩美股
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科迪勒拉
·
06-06 12:54
$迈威尔科技(MRVL)$
拥有价值理念者，从来不在乎指数的脸色 昨天半导体板块领跌，带动纳斯达克指数下跌4%，不少人开始惶恐不安。但也有一小部分人，始终悠然自得。心态差别如此之大，根源就在于理念的不同。 真正的价值投资者，把自己当成企业的股东，哪怕只是持有些微股份，心态上就像自己开公司、办实业。有了这种理念，你就不会在乎外人频繁的敲门报价，因为他的精力都放在了事业追求上。 几年前美股低迷不振，我在老虎社区访谈中直接建议买进纳指科技ETF，并引用巴菲特的话来鼓励做多者。“你们还年轻，这辈子会见到纳斯达克10万点。”这不是做预测，是对美国市场“优胜劣汰”机制及长期生命力的信任。去年特朗普发动贸易战、股价大幅下跌时，我也发文讲闭眼买入英伟达、特斯拉的远期期权。 反观那些伪价值投资者，他们也一样追逐迈威尔、英特尔这类热点明星公司，但他们不是在价格低估时买入并持有，而是等浪潮起了、老黄高调站台了，才急不可待地冲进去。即使碰上很快到手的利润，也只是三瓜两枣的差价，一旦碰上昨天的下挫就会心神不宁。原因就在于心里只想着赚取快钱——只是在优质股票上做投机而已。 投资与投机的区别很简单：你是想拥有一家企业的股份，依靠价值增长来推动财富增长，还是只想在短时间追求差价？
$纳指100ETF(QQQ)$
$英特尔(INTC)$
$英伟达(NVDA)$
$Wolfs
$迈威尔科技(MRVL)$ 拥有价值理念者，从来不在乎指数的脸色 昨天半导体板块领跌，带动纳斯达克指数下跌4%，不少人开始惶恐不安。但也有一小部分人，始终...
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tc_Jesse
·
06-05 23:15
纳斯达克腥风血雨！Jesse哥的含金量谁懂？
纳斯达克腥风血雨！Jesse哥的含金量谁懂？
$美光科技(MU)$
$英伟达(NVDA)$
$闪迪(SNDK)$
$Lumentum Holdings Inc.(LITE)$
$迈威尔科技(MRVL)$
纳斯达克腥风血雨！Jesse哥的含金量谁懂？
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1
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3
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可乐虎
·
06-06 02:23
06.05美股：SPX今日直接跌破支撑位7520，尾盘还收不回7460，继续减仓4分之1，杠杆资产至少要减一半
$英伟达(NVDA)$
$特斯拉(TSLA)$
$苹果(AAPL)$
图片 短期内：XIV不跌破17以下都不急补仓。 图片
06.05美股：SPX今日直接跌破支撑位7520，尾盘还收不回7460，继续减仓4分之1，杠杆资产至少要减一半
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親愛的 瑞
·
06-04 23:54
$NVDA 20260605 225.0 CALL$
机会来了就要抓住，不能错过[得意] [得意]
$NVDA 20260605 225.0 CALL$ 机会来了就要抓住，不能错过[得意] [得意]
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nb啊小电驴:
今晚能回到220嘛？
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性感后妈
·
06-05 23:32
$英伟达(NVDA)$
你英伟达到底想干嘛
$英伟达(NVDA)$ 你英伟达到底想干嘛
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1
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变盘时刻
·
06-05 04:34
$Real Messenger Corp(RMSG)$
假如收盘前你看到了我关于RMSG的上个帖子，那么这翻倍的利润应该会出现在你的账户上🤝
$特斯拉(TSLA)$
$英伟达(NVDA)$
$迈威尔科技(MRVL)$
$Real Messenger Corp(RMSG)$ 假如收盘前你看到了我关于RMSG的上个帖子，那么这翻倍的利润应该会出现在你的账户上🤝 $特斯拉(T...
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1
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小兔白又白
·
06-05 22:43
$英伟达(NVDA)$
英伟达成为垃圾股了，市值大，没人拉股价，浪费资金😓可悲
$英伟达(NVDA)$ 英伟达成为垃圾股了，市值大，没人拉股价，浪费资金😓可悲
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千倍之路
·
06-05 21:31
$NVDA 20260612 220.0 CALL$
$NVDA 20260612 220.0 CALL$
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公司概况
公司名称
英伟达
所属市场
NASDAQ
成立日期
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办公地址
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公司网址
http://www.nvidia.com
邮政编码
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公司概况
英伟达公司于1993年4月在加利福尼亚州注册成立，并于1998年4月在特拉华州重新注册成立。公司开创了加速计算的先河，帮助解决最具挑战性的计算问题。公司的两个主营业务——GPU和Tegra处理器——基于一个单一的底层架构。英伟达有一个平台战略，汇集硬件、系统软件、可编程算法、库、系统和服务，为服务的市场创造独特的价值。
06-03
关联方拟减持公告
Form 144 | NVIDIA董事Stephen C. Neal拟减持15500股，总价约334万美元
Form 144 | NVIDIA董事Stephen C. Neal拟减持15500股，总价约334万美元
05-27
关联方拟减持公告
Form 144 | NVIDIA董事 Dabiri John 拟减持625股，总价约13.38万美元
Form 144 | NVIDIA董事 Dabiri John 拟减持625股，总价约13.38万美元
05-20
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-08
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-28
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-27
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-20
关联方拟减持公告
Form 144 | NVIDIA董事 Mark Stevens 拟减持170万股，总价约3.04亿美元
Form 144 | NVIDIA董事 Mark Stevens 拟减持170万股，总价约3.04亿美元
03-20
关联方拟减持公告
Form 144 | NVIDIA CFO Colette Kress 拟减持62,650股，市值约1,081万美元
Form 144 | NVIDIA CFO Colette Kress 拟减持62,650股，市值约1,081万美元
03-20
关联方拟减持公告
Form 144 | NVIDIA高管Donald Robertson拟减持5396股，总价约96.35万美元
Form 144 | NVIDIA高管Donald Robertson拟减持5396股，总价约96.35万美元
03-19
关联方拟减持公告
Form 144 | NVIDIA董事Aarti S. Shah拟减持19000股，总价约335.75万美元
Form 144 | NVIDIA董事Aarti S. Shah拟减持19000股，总价约335.75万美元
03-18
关联方拟减持公告
Form 144 | NVIDIA高管Puri Ajay K拟减持30万股，总价约5468万美元
Form 144 | NVIDIA高管Puri Ajay K拟减持30万股，总价约5468万美元
03-13
关联方拟减持公告
Form 144 | NVIDIA董事 Dabiri John 拟减持3004股，总价约55.5万美元
Form 144 | NVIDIA董事 Dabiri John 拟减持3004股，总价约55.5万美元
03-10
关联方拟减持公告
Form 144 | NVIDIA 高管 Ajay Puri 拟减持30万股，总价约5476万美元
Form 144 | NVIDIA 高管 Ajay Puri 拟减持30万股，总价约5476万美元
03-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
分时
5日
日
周
月
数据加载中...
最高
214.87
今开
214.53
量比
1.07
最低
204.33
昨收
218.66
换手率
0.94%
热议股票
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16:42","market":"us","language":"zh","title":"黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2641115621","media":"华尔街见闻","summary":"英伟达CEO黄仁勋时隔7个月再访韩国，驳斥了系统将削减HBM用量的传言，确认支持Vera Rubin架构的三家内存供应商均已通过认证并量产。他表示，韩国在机电一体化与半导体上的积累是机器人与物理AI的完美土壤，该技术将成为韩国下一大核心产业，并暗示此行将带来“巨大业务与惊喜”。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋时隔7个月再度赴韩，将机器人技术定位为韩国下一个核心产业，并明确表态人工智能基础设施建设正在加速，2026年下半年规模将远超上半年，2027年更将迎来大幅增长。</p><p style=\"text-align: left;\">黄仁勋周五从中国台湾飞抵韩国首尔金浦国际机场后向媒体表示，<strong>此行安排了与现代汽车、LG、SK海力士、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及Naver的会面，</strong>核心目的是确保供应链合作伙伴"保持步调一致并做好充分准备"。<strong>他形容自己为韩国"带来了庞大的业务"，并暗示另有"惊喜"尚待公布，</strong>但拒绝透露具体内容。</p><p style=\"text-align: left;\">在市场最为关注的内存供应议题上，黄仁勋驳斥了英伟达因供应紧张而削减系统内高带宽内存（HBM）用量的传言，<strong>明确表示公司将使用"大量高速内存"。</strong>这一表态对<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和SK海力士等关键供应商具有直接利好意义——两家公司合计承担英伟达AI芯片约70%的内存供应。</p><p style=\"text-align: left;\">此次到访还显示出英伟达在韩国的布局正从芯片采购延伸至研发和物理AI领域。英伟达已启动韩国研发中心的人员招募，计划在达到一定规模后于当地建设园区，进一步深化双方在机器人技术和AI工厂方向的协作。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/515c6ee706158c640b6fc910f25cb905\" data-align=\"center\" tg-width=\"1024\" tg-height=\"565\"/><span></span></p><h2 style=\"text-align: left;\">供应链协调：AI基础设施加速扩张，下半年更为繁忙</h2><p style=\"text-align: left;\">黄仁勋将此行定性为供应链协调之旅。他表示，去年是英伟达极为重要的一年，韩国市场表现尤为出色；今年上半年，Grace Blackwell系统已取得强劲成果，Vera Rubin架构也已全面投产。</p><p style=\"text-align: left;\">"今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大，"他说，"因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。"他表示，此行重点议题包括协调DRAM和HBM内存芯片等关键组件的供应，以支撑持续扩张的AI基础设施建设。</p><p style=\"text-align: left;\">据路透社报道，黄仁勋当晚还计划在首尔一家餐厅与LG集团会长Koo Kwang-mo、SK集团会长Chey Tae-won及Naver创始人Lee Hae-jin共进晚餐，一名知情人士透露了上述安排，但因计划属保密性质而要求匿名。</p><h2 style=\"text-align: left;\">驳斥HBM削减传言：三家供应商全线就绪</h2><p style=\"text-align: left;\">针对市场流传的英伟达因内存供应短缺而缩减系统内HBM用量的说法，黄仁勋直接予以否认。"我们将使用大量的高速内存，"他说，"当然，目前供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。"他表示，公司将持续与当地合作伙伴密切协作，在争取最大供应量的同时实现资源的高效利用。</p><p style=\"text-align: left;\">在供应商进展方面，黄仁勋确认，支持Vera Rubin架构的三家内存供应商均已通过资格认证并投入量产，"都在竞相支持我们的Vera Rubin架构"。<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>电子和SK海力士合计承担英伟达AI芯片约70%的内存供应，两家公司均位列其中。</p><h2 style=\"text-align: left;\">机器人与物理AI：韩国制造优势迎来新应用场景</h2><p style=\"text-align: left;\">黄仁勋将机器人技术列为对韩国投资者最值得关注的方向。他指出，韩国在机电一体化制造、半导体和人工智能方面拥有深厚积累，三者融合将为机器人产业发展提供"完美的土壤"。</p><p style=\"text-align: left;\">"因为韩国是全球的制造中心，我们可以将在这里研发的机器人技术和物理AI技术直接应用于当地工业，"他说，"未来半导体制造将越来越依赖机器人和AI驱动，因此我们也有绝佳机会与韩国半导体公司展开合作。"</p><p style=\"text-align: left;\">分析人士指出，韩国的制造业实力使其在物理AI领域处于有利位置——这一技术将被嵌入机器人、汽车和工厂之中。</p><p style=\"text-align: left;\">此次访问行程同样引人关注：黄仁勋抵达后首站造访首尔一家网吧，与电竞选手会面，包括游戏明星Lee Sang-hyeok（"Faker"），其女儿Madison Huang全程陪同并身着知名T1电竞战队队服。访问期间，他还将担任一场棒球比赛的开球嘉宾，并出席一档电视谈话节目。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45c43ed3d76f1227e60bb04c66ecddd4\" data-align=\"center\" tg-width=\"1024\" tg-height=\"571\"/><span></span></p><p style=\"text-align: left;\"><em>以下为黄仁勋采访实录：</em></p><blockquote><p style=\"text-align: left;\"><strong>提问：</strong> 非常感谢。大家好，我有一个问题。您时隔仅7个月就再次来到韩国，是什么驱使您来到这里？是因为想念这里的炸鸡了吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 哈哈，不。我回到这里，是为了感谢在场的所有合作伙伴和客户。我们正在推进很多非常重要的工作。如你们所知，人工智能基础设施的建设正在加速。去年对我们来说是非常重要的一年，韩国市场表现得极为出色，我对此感到非常高兴。</p><p style=\"text-align: left;\">今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大。因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。我们有很多工作要做，目前我们的合作伙伴表现得非常出色。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在这次行程中，您想与韩国合作伙伴讨论哪些具体话题？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> <strong>主要是为了协调我们的供应链。</strong>因为我们都需要制造大量的技术产品，包括DRAM、HBM内存芯片等，而且我们正在进行规模极其庞大的AI基础设施建设。</p><p style=\"text-align: left;\">今年上半年已经非常成功，我们的Grace Blackwell系统表现极佳，Vera Rubin架构也已全面投产。因此，今年下半年我们会非常忙碌。</p><p style=\"text-align: left;\"><strong>提问：</strong> 上次您为韩国带来了GPU，那么这次您为韩国带来了什么礼物吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我带礼物了吗？<strong>我为韩国带来了庞大的业务。不仅如此，我还会带来一些惊喜。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 您打算什么时候公布这些惊喜？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我现在不能告诉你们，否则这就不是惊喜了。</p><p style=\"text-align: left;\"><strong>提问：</strong> 那么，您有安排与三星的会面吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我安排了许多会面，<strong>包括现代、LG、SK，当然还有三星，以及Naver（韩国互联网巨头）。我安排了很多很多场会议。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 内存制造商从明年开始会供应采用混合键合（hybrid bonding）技术的HBM内存吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我目前还不确定我们明年的具体计划。但是一旦计划确定，我会立刻通知大家。</p><p style=\"text-align: left;\"><strong>提问：</strong> 问个轻松的问题，您喜欢韩国烤肉吗？您今晚打算去吃，对吧？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我非常喜欢韩国烤肉。我也喜欢炸鸡，韩国炸鸡和参鸡汤都非常棒。是的，这里的美食都非常美味。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在您访问期间，有计划推出新的RTX平台吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我可能会谈论这个话题。如你们所知，我们发布了RTX Spark。这是过去40年来首次对个人电脑（PC）进行全面的重新设计。这款PC的设计初衷是为了完成我们当今在PC上能做的所有事情。它是世界上最先进的PC。同时，它也为未来的“AI智能体（AI agents）”做好了准备，这些智能体将成为您PC上的私人助手。我们对此感到非常兴奋。</p><p style=\"text-align: left;\"><strong>提问：</strong> 有报道称，由于内存供应短缺，NVIDIA决定减少其系统中搭载的高速内存容量。您能证实这一点吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 这个传闻是怎么说的？决定减少高速内存的容量？<strong>其实我们将使用大量的高速内存，当然目前的内存供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。</strong>我们将继续与当地的合作伙伴紧密合作，确保在获得尽可能多的供应的同时，最合理、最高效地使用这些资源。</p><p style=\"text-align: left;\"><strong>提问：</strong> （现场互动）很高兴见到您，今天是我的生日。能给我个机会留个签名纪念吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 生日快乐！当然没问题。谁能给我一支笔？来，借用一下你的手机签字。生日快乐！好了，请继续提问，我在听。</p><p style=\"text-align: left;\"><strong>提问：</strong> 想了解贵司和韩国政府在相关产业上有没有达成共同合作方向？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 噢，<strong>我们已经开始为设在韩国的研发中心招募人员了。</strong>韩国是投资建立研发中心的绝佳地点，因为这里拥有极其优秀的AI专业人才和机器人技术专家。</p><p style=\"text-align: left;\">此外，由于韩国是全球的制造中心，我们可以将在韩国研发的机器人技术和物理AI技术直接应用到当地的工业中。韩国还拥有强大的半导体技术底蕴，未来的半导体制造将越来越依赖机器人和人工智能。因此，我们也有很好的机会与韩国的半导体公司展开合作。</p><p style=\"text-align: left;\"><strong>提问：</strong> 你们会在这里建一个新园区吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我们已经在招聘了。我不确定具体已经招了多少人，但我们会继续在这里扩充团队。一旦我们在这里招募到足够的人员，我们就会建立一个新场地。是的，我们会在那里建园区。你知道，韩国在基础设施建设方面非常出色，当时机成熟时，我相信在这里建设一个美丽的园区毫无困难。</p><p style=\"text-align: left;\">（现场互动）：好的。在这群美丽的女士面前……生日快乐。是的，女士，是的。</p><p style=\"text-align: left;\">（回到正题）：所有三家供应商都已经获得了资格认证。这三家供应商都已投入生产，并且都在竞相支持我们的Vera Rubin架构。谢谢你们。一切就绪，非常好。</p><p style=\"text-align: left;\"><strong>提问：</strong> 对韩国投资者有什么建议？您能大点声说吗，我听不太清。关于您希望韩国投资者投资的一个细分领域是？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 没关系，你大声说出问题就行。哦，好的。韩国有很多值得投资的领域。当然，<strong>机器人技术将成为韩国的下一个核心产业。</strong></p><p style=\"text-align: left;\">韩国在机电一体化制造和人工智能方面表现得异常出色。将这些技术融合在一起，对机器人技术来说是极其完美的。你们还拥有庞大的本土工业基础，完全能够支撑机器人产业的发展和技术研发。</p><p style=\"text-align: left;\">因此，对韩国来说，投资人工智能是一个绝佳的机会，未来一片光明。好了，我期待在接下来的几天里见到大家。谢谢，非常感谢！</p></blockquote></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>黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业</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 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class=\"title\">\n黄仁勋落地韩国首个采访：此行将“带来惊喜”大礼包，机器人将是韩国下一大核心产业\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\">2026-06-05 16:42</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>首席执行官黄仁勋时隔7个月再度赴韩，将机器人技术定位为韩国下一个核心产业，并明确表态人工智能基础设施建设正在加速，2026年下半年规模将远超上半年，2027年更将迎来大幅增长。</p><p style=\"text-align: left;\">黄仁勋周五从中国台湾飞抵韩国首尔金浦国际机场后向媒体表示，<strong>此行安排了与现代汽车、LG、SK海力士、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及Naver的会面，</strong>核心目的是确保供应链合作伙伴"保持步调一致并做好充分准备"。<strong>他形容自己为韩国"带来了庞大的业务"，并暗示另有"惊喜"尚待公布，</strong>但拒绝透露具体内容。</p><p style=\"text-align: left;\">在市场最为关注的内存供应议题上，黄仁勋驳斥了英伟达因供应紧张而削减系统内高带宽内存（HBM）用量的传言，<strong>明确表示公司将使用"大量高速内存"。</strong>这一表态对<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>和SK海力士等关键供应商具有直接利好意义——两家公司合计承担英伟达AI芯片约70%的内存供应。</p><p style=\"text-align: left;\">此次到访还显示出英伟达在韩国的布局正从芯片采购延伸至研发和物理AI领域。英伟达已启动韩国研发中心的人员招募，计划在达到一定规模后于当地建设园区，进一步深化双方在机器人技术和AI工厂方向的协作。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/515c6ee706158c640b6fc910f25cb905\" data-align=\"center\" tg-width=\"1024\" tg-height=\"565\"/><span></span></p><h2 style=\"text-align: left;\">供应链协调：AI基础设施加速扩张，下半年更为繁忙</h2><p style=\"text-align: left;\">黄仁勋将此行定性为供应链协调之旅。他表示，去年是英伟达极为重要的一年，韩国市场表现尤为出色；今年上半年，Grace Blackwell系统已取得强劲成果，Vera Rubin架构也已全面投产。</p><p style=\"text-align: left;\">"今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大，"他说，"因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。"他表示，此行重点议题包括协调DRAM和HBM内存芯片等关键组件的供应，以支撑持续扩张的AI基础设施建设。</p><p style=\"text-align: left;\">据路透社报道，黄仁勋当晚还计划在首尔一家餐厅与LG集团会长Koo Kwang-mo、SK集团会长Chey Tae-won及Naver创始人Lee Hae-jin共进晚餐，一名知情人士透露了上述安排，但因计划属保密性质而要求匿名。</p><h2 style=\"text-align: left;\">驳斥HBM削减传言：三家供应商全线就绪</h2><p style=\"text-align: left;\">针对市场流传的英伟达因内存供应短缺而缩减系统内HBM用量的说法，黄仁勋直接予以否认。"我们将使用大量的高速内存，"他说，"当然，目前供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。"他表示，公司将持续与当地合作伙伴密切协作，在争取最大供应量的同时实现资源的高效利用。</p><p style=\"text-align: left;\">在供应商进展方面，黄仁勋确认，支持Vera Rubin架构的三家内存供应商均已通过资格认证并投入量产，"都在竞相支持我们的Vera Rubin架构"。<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>电子和SK海力士合计承担英伟达AI芯片约70%的内存供应，两家公司均位列其中。</p><h2 style=\"text-align: left;\">机器人与物理AI：韩国制造优势迎来新应用场景</h2><p style=\"text-align: left;\">黄仁勋将机器人技术列为对韩国投资者最值得关注的方向。他指出，韩国在机电一体化制造、半导体和人工智能方面拥有深厚积累，三者融合将为机器人产业发展提供"完美的土壤"。</p><p style=\"text-align: left;\">"因为韩国是全球的制造中心，我们可以将在这里研发的机器人技术和物理AI技术直接应用于当地工业，"他说，"未来半导体制造将越来越依赖机器人和AI驱动，因此我们也有绝佳机会与韩国半导体公司展开合作。"</p><p style=\"text-align: left;\">分析人士指出，韩国的制造业实力使其在物理AI领域处于有利位置——这一技术将被嵌入机器人、汽车和工厂之中。</p><p style=\"text-align: left;\">此次访问行程同样引人关注：黄仁勋抵达后首站造访首尔一家网吧，与电竞选手会面，包括游戏明星Lee Sang-hyeok（"Faker"），其女儿Madison Huang全程陪同并身着知名T1电竞战队队服。访问期间，他还将担任一场棒球比赛的开球嘉宾，并出席一档电视谈话节目。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45c43ed3d76f1227e60bb04c66ecddd4\" data-align=\"center\" tg-width=\"1024\" tg-height=\"571\"/><span></span></p><p style=\"text-align: left;\"><em>以下为黄仁勋采访实录：</em></p><blockquote><p style=\"text-align: left;\"><strong>提问：</strong> 非常感谢。大家好，我有一个问题。您时隔仅7个月就再次来到韩国，是什么驱使您来到这里？是因为想念这里的炸鸡了吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 哈哈，不。我回到这里，是为了感谢在场的所有合作伙伴和客户。我们正在推进很多非常重要的工作。如你们所知，人工智能基础设施的建设正在加速。去年对我们来说是非常重要的一年，韩国市场表现得极为出色，我对此感到非常高兴。</p><p style=\"text-align: left;\">今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大。因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。我们有很多工作要做，目前我们的合作伙伴表现得非常出色。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在这次行程中，您想与韩国合作伙伴讨论哪些具体话题？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> <strong>主要是为了协调我们的供应链。</strong>因为我们都需要制造大量的技术产品，包括DRAM、HBM内存芯片等，而且我们正在进行规模极其庞大的AI基础设施建设。</p><p style=\"text-align: left;\">今年上半年已经非常成功，我们的Grace Blackwell系统表现极佳，Vera Rubin架构也已全面投产。因此，今年下半年我们会非常忙碌。</p><p style=\"text-align: left;\"><strong>提问：</strong> 上次您为韩国带来了GPU，那么这次您为韩国带来了什么礼物吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我带礼物了吗？<strong>我为韩国带来了庞大的业务。不仅如此，我还会带来一些惊喜。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 您打算什么时候公布这些惊喜？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我现在不能告诉你们，否则这就不是惊喜了。</p><p style=\"text-align: left;\"><strong>提问：</strong> 那么，您有安排与三星的会面吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我安排了许多会面，<strong>包括现代、LG、SK，当然还有三星，以及Naver（韩国互联网巨头）。我安排了很多很多场会议。</strong></p><p style=\"text-align: left;\"><strong>提问：</strong> 内存制造商从明年开始会供应采用混合键合（hybrid bonding）技术的HBM内存吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我目前还不确定我们明年的具体计划。但是一旦计划确定，我会立刻通知大家。</p><p style=\"text-align: left;\"><strong>提问：</strong> 问个轻松的问题，您喜欢韩国烤肉吗？您今晚打算去吃，对吧？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我非常喜欢韩国烤肉。我也喜欢炸鸡，韩国炸鸡和参鸡汤都非常棒。是的，这里的美食都非常美味。</p><p style=\"text-align: left;\"><strong>提问：</strong> 在您访问期间，有计划推出新的RTX平台吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我可能会谈论这个话题。如你们所知，我们发布了RTX Spark。这是过去40年来首次对个人电脑（PC）进行全面的重新设计。这款PC的设计初衷是为了完成我们当今在PC上能做的所有事情。它是世界上最先进的PC。同时，它也为未来的“AI智能体（AI agents）”做好了准备，这些智能体将成为您PC上的私人助手。我们对此感到非常兴奋。</p><p style=\"text-align: left;\"><strong>提问：</strong> 有报道称，由于内存供应短缺，NVIDIA决定减少其系统中搭载的高速内存容量。您能证实这一点吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 这个传闻是怎么说的？决定减少高速内存的容量？<strong>其实我们将使用大量的高速内存，当然目前的内存供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。</strong>我们将继续与当地的合作伙伴紧密合作，确保在获得尽可能多的供应的同时，最合理、最高效地使用这些资源。</p><p style=\"text-align: left;\"><strong>提问：</strong> （现场互动）很高兴见到您，今天是我的生日。能给我个机会留个签名纪念吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 生日快乐！当然没问题。谁能给我一支笔？来，借用一下你的手机签字。生日快乐！好了，请继续提问，我在听。</p><p style=\"text-align: left;\"><strong>提问：</strong> 想了解贵司和韩国政府在相关产业上有没有达成共同合作方向？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 噢，<strong>我们已经开始为设在韩国的研发中心招募人员了。</strong>韩国是投资建立研发中心的绝佳地点，因为这里拥有极其优秀的AI专业人才和机器人技术专家。</p><p style=\"text-align: left;\">此外，由于韩国是全球的制造中心，我们可以将在韩国研发的机器人技术和物理AI技术直接应用到当地的工业中。韩国还拥有强大的半导体技术底蕴，未来的半导体制造将越来越依赖机器人和人工智能。因此，我们也有很好的机会与韩国的半导体公司展开合作。</p><p style=\"text-align: left;\"><strong>提问：</strong> 你们会在这里建一个新园区吗？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 我们已经在招聘了。我不确定具体已经招了多少人，但我们会继续在这里扩充团队。一旦我们在这里招募到足够的人员，我们就会建立一个新场地。是的，我们会在那里建园区。你知道，韩国在基础设施建设方面非常出色，当时机成熟时，我相信在这里建设一个美丽的园区毫无困难。</p><p style=\"text-align: left;\">（现场互动）：好的。在这群美丽的女士面前……生日快乐。是的，女士，是的。</p><p style=\"text-align: left;\">（回到正题）：所有三家供应商都已经获得了资格认证。这三家供应商都已投入生产，并且都在竞相支持我们的Vera Rubin架构。谢谢你们。一切就绪，非常好。</p><p style=\"text-align: left;\"><strong>提问：</strong> 对韩国投资者有什么建议？您能大点声说吗，我听不太清。关于您希望韩国投资者投资的一个细分领域是？</p><p style=\"text-align: left;\"><strong>黄仁勋：</strong> 没关系，你大声说出问题就行。哦，好的。韩国有很多值得投资的领域。当然，<strong>机器人技术将成为韩国的下一个核心产业。</strong></p><p style=\"text-align: left;\">韩国在机电一体化制造和人工智能方面表现得异常出色。将这些技术融合在一起，对机器人技术来说是极其完美的。你们还拥有庞大的本土工业基础，完全能够支撑机器人产业的发展和技术研发。</p><p style=\"text-align: left;\">因此，对韩国来说，投资人工智能是一个绝佳的机会，未来一片光明。好了，我期待在接下来的几天里见到大家。谢谢，非常感谢！</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/515c6ee706158c640b6fc910f25cb905","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE 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Rubin架构也已全面投产。\"今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大，\"他说，\"因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。\"他表示，此行重点议题包括协调DRAM和HBM内存芯片等关键组件的供应，以支撑持续扩张的AI基础设施建设。据路透社报道，黄仁勋当晚还计划在首尔一家餐厅与LG集团会长Koo Kwang-mo、SK集团会长Chey Tae-won及Naver创始人Lee Hae-jin共进晚餐，一名知情人士透露了上述安排，但因计划属保密性质而要求匿名。驳斥HBM削减传言：三家供应商全线就绪针对市场流传的英伟达因内存供应短缺而缩减系统内HBM用量的说法，黄仁勋直接予以否认。\"我们将使用大量的高速内存，\"他说，\"当然，目前供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。\"他表示，公司将持续与当地合作伙伴密切协作，在争取最大供应量的同时实现资源的高效利用。在供应商进展方面，黄仁勋确认，支持Vera Rubin架构的三家内存供应商均已通过资格认证并投入量产，\"都在竞相支持我们的Vera Rubin架构\"。三星电子和SK海力士合计承担英伟达AI芯片约70%的内存供应，两家公司均位列其中。机器人与物理AI：韩国制造优势迎来新应用场景黄仁勋将机器人技术列为对韩国投资者最值得关注的方向。他指出，韩国在机电一体化制造、半导体和人工智能方面拥有深厚积累，三者融合将为机器人产业发展提供\"完美的土壤\"。\"因为韩国是全球的制造中心，我们可以将在这里研发的机器人技术和物理AI技术直接应用于当地工业，\"他说，\"未来半导体制造将越来越依赖机器人和AI驱动，因此我们也有绝佳机会与韩国半导体公司展开合作。\"分析人士指出，韩国的制造业实力使其在物理AI领域处于有利位置——这一技术将被嵌入机器人、汽车和工厂之中。此次访问行程同样引人关注：黄仁勋抵达后首站造访首尔一家网吧，与电竞选手会面，包括游戏明星Lee Sang-hyeok（\"Faker\"），其女儿Madison Huang全程陪同并身着知名T1电竞战队队服。访问期间，他还将担任一场棒球比赛的开球嘉宾，并出席一档电视谈话节目。以下为黄仁勋采访实录：提问： 非常感谢。大家好，我有一个问题。您时隔仅7个月就再次来到韩国，是什么驱使您来到这里？是因为想念这里的炸鸡了吗？黄仁勋： 哈哈，不。我回到这里，是为了感谢在场的所有合作伙伴和客户。我们正在推进很多非常重要的工作。如你们所知，人工智能基础设施的建设正在加速。去年对我们来说是非常重要的一年，韩国市场表现得极为出色，我对此感到非常高兴。今年下半年的规模将比上半年大得多，而明年的规模将会非常非常庞大。因此，我想确保我们的合作伙伴保持步调一致并做好充分准备。我们有很多工作要做，目前我们的合作伙伴表现得非常出色。提问： 在这次行程中，您想与韩国合作伙伴讨论哪些具体话题？黄仁勋： 主要是为了协调我们的供应链。因为我们都需要制造大量的技术产品，包括DRAM、HBM内存芯片等，而且我们正在进行规模极其庞大的AI基础设施建设。今年上半年已经非常成功，我们的Grace Blackwell系统表现极佳，Vera Rubin架构也已全面投产。因此，今年下半年我们会非常忙碌。提问： 上次您为韩国带来了GPU，那么这次您为韩国带来了什么礼物吗？黄仁勋： 我带礼物了吗？我为韩国带来了庞大的业务。不仅如此，我还会带来一些惊喜。提问： 您打算什么时候公布这些惊喜？黄仁勋： 我现在不能告诉你们，否则这就不是惊喜了。提问： 那么，您有安排与三星的会面吗？黄仁勋： 我安排了许多会面，包括现代、LG、SK，当然还有三星，以及Naver（韩国互联网巨头）。我安排了很多很多场会议。提问： 内存制造商从明年开始会供应采用混合键合（hybrid bonding）技术的HBM内存吗？黄仁勋： 我目前还不确定我们明年的具体计划。但是一旦计划确定，我会立刻通知大家。提问： 问个轻松的问题，您喜欢韩国烤肉吗？您今晚打算去吃，对吧？黄仁勋： 我非常喜欢韩国烤肉。我也喜欢炸鸡，韩国炸鸡和参鸡汤都非常棒。是的，这里的美食都非常美味。提问： 在您访问期间，有计划推出新的RTX平台吗？黄仁勋： 我可能会谈论这个话题。如你们所知，我们发布了RTX Spark。这是过去40年来首次对个人电脑（PC）进行全面的重新设计。这款PC的设计初衷是为了完成我们当今在PC上能做的所有事情。它是世界上最先进的PC。同时，它也为未来的“AI智能体（AI agents）”做好了准备，这些智能体将成为您PC上的私人助手。我们对此感到非常兴奋。提问： 有报道称，由于内存供应短缺，NVIDIA决定减少其系统中搭载的高速内存容量。您能证实这一点吗？黄仁勋： 这个传闻是怎么说的？决定减少高速内存的容量？其实我们将使用大量的高速内存，当然目前的内存供应确实受限。因此，我们在所有系统中使用内存时必须更加科学明智。我们将继续与当地的合作伙伴紧密合作，确保在获得尽可能多的供应的同时，最合理、最高效地使用这些资源。提问： （现场互动）很高兴见到您，今天是我的生日。能给我个机会留个签名纪念吗？黄仁勋： 生日快乐！当然没问题。谁能给我一支笔？来，借用一下你的手机签字。生日快乐！好了，请继续提问，我在听。提问： 想了解贵司和韩国政府在相关产业上有没有达成共同合作方向？黄仁勋： 噢，我们已经开始为设在韩国的研发中心招募人员了。韩国是投资建立研发中心的绝佳地点，因为这里拥有极其优秀的AI专业人才和机器人技术专家。此外，由于韩国是全球的制造中心，我们可以将在韩国研发的机器人技术和物理AI技术直接应用到当地的工业中。韩国还拥有强大的半导体技术底蕴，未来的半导体制造将越来越依赖机器人和人工智能。因此，我们也有很好的机会与韩国的半导体公司展开合作。提问： 你们会在这里建一个新园区吗？黄仁勋： 我们已经在招聘了。我不确定具体已经招了多少人，但我们会继续在这里扩充团队。一旦我们在这里招募到足够的人员，我们就会建立一个新场地。是的，我们会在那里建园区。你知道，韩国在基础设施建设方面非常出色，当时机成熟时，我相信在这里建设一个美丽的园区毫无困难。（现场互动）：好的。在这群美丽的女士面前……生日快乐。是的，女士，是的。（回到正题）：所有三家供应商都已经获得了资格认证。这三家供应商都已投入生产，并且都在竞相支持我们的Vera Rubin架构。谢谢你们。一切就绪，非常好。提问： 对韩国投资者有什么建议？您能大点声说吗，我听不太清。关于您希望韩国投资者投资的一个细分领域是？黄仁勋： 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