你说的是2025年7_老虎社区_美港股上老虎

你说的是2025年7月1日以来吗？

英伟达股价跌超4%，创7月1日以来新低

英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。

英伟达股价跌超4%，创7月1日以来新低

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":475477059813840,"tweetId":"475477059813840","gmtCreate":1757086899341,"gmtModify":1757086901130,"author":{"id":4099470509812690,"idStr":"4099470509812690","authorId":4099470509812690,"authorIdStr":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>你说的是2025年7月1日以来吗？</p></body></html>","htmlText":"<html><head></head><body><p>你说的是2025年7月1日以来吗？</p></body></html>","text":"你说的是2025年7月1日以来吗？","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/475477059813840","repostId":2565856914,"repostType":2,"repost":{"id":"2565856914","kind":"news","pubTimestamp":1757082460,"share":"https://www.laohu8.com/m/news/2565856914?lang=&edition=full","pubTime":"2025-09-05 22:27","market":"us","language":"zh","title":"英伟达股价跌超4%，创7月1日以来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2565856914","media":"腾讯自选股","summary":"英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。","content":"<html><body><article><img src=\"https://snpimg.gtimg.com/snp/0/IMG2022122116164882ac0e87_1380x140/0\"/><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌超4%，至165美元/股下方，创7月1日以来新低。</p><p>相关阅读</p><p>9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头<a href=\"https://laohu8.com/S/AVGO\">博通</a>达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。</p><p>与英伟达和<a href=\"https://laohu8.com/S/AMD\">AMD</a>等供应商设计的“GPU”不同，<a href=\"https://laohu8.com/S/600455\">博通</a>的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。</p><p>博通在定制芯片领域早有建树，例如，公司与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>合作开发了其定制的“TPU”AI芯片。汇丰银行分析师在博通财报发布前写道，他们预计到2026年，博通定制芯片业务的增长率将远高于英伟达的GPU业务。</p><p>尽管英伟达目前仍在AI硬件领域占据主导地位，其主要客户群中仍有大型科技公司的重要份额，但与AI投资热潮初期相比，其增长速度已经放缓。（华尔街见闻）</p></article></body></html>","source":"tencent","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>英伟达股价跌超4%，创7月1日以来新低</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; 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英伟达股价跌超4%，创7月1日以来新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 22:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","AVGO":"博通","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","NVDA":"英伟达","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDL":"GraniteShares 2x Long NVDA Daily ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","2NVD.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4587":"ChatGPT概念","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SNVD.UK":"LS -1X NVIDIA","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","NVDS.UK":"LS -1X NVIDIA","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVD2.UK":"2X NVIDIA ETP","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","GO":"Grocery Outlet Holding"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250905215314a712122a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2565856914","content_text":"英伟达股价跌超4%，至165美元/股下方，创7月1日以来新低。相关阅读9月5日，据英国《金融时报》援引知情人士消息，OpenAI与美国半导体巨头博通达成合作，共同设计自主人工智能芯片，并计划于明年正式投入量产。此举旨在突破算力瓶颈并降低对英伟达的过度依赖。与英伟达和AMD等供应商设计的“GPU”不同，博通的定制AI芯片被称为“XPU”。分析称，该芯片预计将在蓬勃发展的AI基础设施市场中占据更大份额的预期，其已成为推动博通股价今年上涨超过30%的重要因素。博通在定制芯片领域早有建树，例如，公司与谷歌合作开发了其定制的“TPU”AI芯片。汇丰银行分析师在博通财报发布前写道，他们预计到2026年，博通定制芯片业务的增长率将远高于英伟达的GPU业务。尽管英伟达目前仍在AI硬件领域占据主导地位，其主要客户群中仍有大型科技公司的重要份额，但与AI投资热潮初期相比，其增长速度已经放缓。（华尔街见闻）","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AVGO":0.9,"GO":0.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":87,"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}