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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
紅杉資本持倉
3,408.44
+20.67
0.61%
漲家數：
76
跌家數：
21
平家數：
3
市盈率：
- -
高：
3,413.18
開：
3,387.90
低：
3,382.59
收：
3,387.77
成交量：
11.27億
成交額：
2,375.87億
市值：
44.78萬億
流通市值：
41.80萬億
資料載入中...
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新聞資訊
高盛：汽車將成為推動人形機器人擴張的主要行業之一
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Altman和SpaceX（SPCX）CEO埃隆·马斯克随后表示支持。相关表态加剧了市场对AI产业增长及芯片需求前景的担忧。9月14日亚洲交易时段，多只半导体及AI相关股票大幅下跌。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240122/fb5878a87747ae32ed52992c1dd2413f.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240122/fb5878a87747ae32ed52992c1dd2413f.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262165639-anthropic-openai-musk-ai-development-slowdown-sk-hynix-softbank-stock-drop-nvidia-compute-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4529","NVD","LU2089985449.USD","LU2092627202.USD","LU0312595415.SGD","LU0187121727.USD","LU0211328371.USD","LU1585245621.USD","LU1069347547.HKD","SG9999015945.SGD","LU1815336760.USD","LU1261432733.SGD","LU1699723380.USD","LU0061475181.USD","LU2211815571.USD","IE00BJJMRY28.SGD","LU0256863811.USD","SG9999014880.SGD","LU0757359368.USD","LU0266013472.USD","LU2265009873.SGD","LU1815333072.USD","LU0029864427.USD","LU0456855351.SGD","HK0000320223.HKD","IE00BHPRN162.USD","IE0034235188.USD","LU0274383776.USD","LU1697837992.HKD","SKUU","BK4141","IE000KEQY171.SGD","LU1934455277.USD","LU2125154778.USD","LU2213496289.HKD","LU2543165471.USD","IE00BBT3K403.USD","LU2083900584.USD","BK4504","LU0795875169.SGD","IE000M9KFDE8.USD","LU1244550577.SGD","LU1989764748.USD","LU1721428933.USD","LU2764263039.SGD","LU2108987350.USD","LU0878866978.SGD","LU0158827948.USD","LU2430703178.SGD","LU0097036916.USD","LU2191332357.HKD","LU0289739343.SGD","LU0162691827.USD","LU1868836914.USD","LU0238689110.USD","LU1720051108.HKD","IE00B3SWFQ91.USD","LU0289960550.SGD","SKHA","LU2125154935.USD","LU2322448791.USD","LU2394011477.USD","LU0353189680.USD","LU0976567544.SGD","TYLG","LU1201861249.SGD","LU0080751232.USD","BK4532","LU1119994496.HKD","LU0354030438.USD","LU1551013425.SGD","JGRO","LU1116320901.HKD","LU0143551892.USD","IE00BN8TJ469.HKD","LU1670711123.USD","NVIW.SI","AMZU","HULL","IE00B3M56506.USD","SG9999000418.SGD","LU1861558580.USD","IE00BN29S564.USD","IE00BMPRXR70.SGD","AMZY","LU1429558221.USD","LU1989764664.SGD","LU2357125470.USD","LU1935042215.USD","LU0648001328.SGD","AIPI","LU2089284900.SGD","LU2756315664.SGD","BK4577","LU1923622291.USD","SKDD","LU0069063385.USD","FBYY","LU1582986359.USD","LU2098885051.SGD","LU2168564222.USD","LU0057025933.USD","BK4503","IE0004086264.USD","LU2720916845.USD","SOXQ","GXPC","LU0690374615.EUR","IE0000B7K699.USD","LU0390134368.USD","LU1232071149.USD","IE00BLSP4452.SGD","LU0861579265.USD","BK4579","LU0095938881.EUR","CQTM","LU0265550359.USD","IE00BKVL7J92.USD","IE00BFXG0V08.USD","LU0788109477.HKD","SG9999014559.SGD","LU0795875086.SGD","LU1732799900.SGD","LU0648000940.SGD","IE0009356076.USD","LU0477156797.USD","LU0965509283.SGD","LU2322448957.HKD","NVDS","LU0960925559.SGD","NVDL","LU0957791311.USD","LU1366192091.USD","LU0170899867.USD","LU0823414551.USD","BK4507","LU0950375773.USD","SKHYV","BK4551","LU0784385840.USD","MSFX","LU0053666078.USD","ESUM","MSFC","LU2054465674.USD","LU0949170772.SGD","LU1496350171.SGD","SGXZ44715902.SGD","LU0347712357.USD","LU2362541513.USD","SMH","LU0211327993.USD","IE00BJLML261.HKD","LU0353189763.USD","LU1951198990.SGD","09788","AMZN","LU0251142724.SGD","LU0444973449.USD","LU0784384876.USD","BK4588","LU1228905037.USD","LU0823413587.USD","LU2458330243.SGD","LU0552385451.USD","LU2290526834.HKD","LU0820561818.USD","LU1228905540.USD","LU0354030511.USD","SFTBY","LU0823397285.USD","MSFD","LU0823397103.USD","IE00BQXX3C00.GBP","LU0345768153.USD","LU0056508442.USD","LU0094547139.USD","IXN","LU0690374961.EUR","LU0640476718.USD","LU1236620750.USD","LU1992135399.USD","IE00B1BXHZ80.USD","BK4548","LU1989772840.SGD","LU2271345857.HKD","FAI","LU1196500208.SGD","SKHL","LU0130102774.USD","LU0070217475.USD","LU0128525689.USD","XLC","SG9999004303.SGD","SKYY","IE000Q6AESB8.SGD","LU0820561909.HKD","LU0868494617.USD","SKHZ","LU0784383803.USD","LU0494093205.USD","SG9999014898.SGD","LU1153585028.USD","BK4524","IE00BKDWB100.SGD","07709","LU2491050071.SGD","SKHY","LU2294711713.HKD","IE00BYQQ9H92.USD","LU0157215616.USD","LU0342679015.USD","LU2491049909.HKD","BK4528","SKHN","LU0898699433.AUD","HK0000306685.HKD","LU0072461881.USD","BK4602","IE00BJJMRX11.SGD","LU0979878070.USD","LU1720051017.SGD","LU1823568750.SGD","LU2452424414.USD","LU2491050154.USD","LU1267930730.SGD","LU2148611432.USD","LU0314106906.USD","LU1629891620.HKD","LU0068578508.USD","LU0823434583.USD","BK4559","LU1712237335.SGD","LU0072462426.USD","LU1691799644.USD","LU2506952097.USD","LU2100268510.USD","USXF","LU0289961442.SGD","LU1400636491.USD","LU1670711040.USD","LU1043141123.HKD","LU1145028129.USD","LU1323610961.USD","LU0980610538.SGD","LU1037948897.HKD","METQ","LU1144417596.USD","AMZD","LU2462591350.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看好「果鏈股」及AI硬件商 維持行業「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2667963749","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667963749?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 13:09","pubTimestamp":1789362540,"startTime":"0","endTime":"0","summary":"大华继显发表报告，指本业绩期以苹果及高端敞口的供应商相对更具韧性，低端及中端安卓手机则受元件涨价严重冲击，该行预期压力将持续至2027年，并偏好“果链股”多于安卓供应链，因其出货、利润率及平均售价更具韧性；同时看好业务已切实多元化至AI设备及AI服务器的厂商，认为可提供有意义缓冲。该行维持行业“增持”评级，并看好AI硬件多于手机供应链。)相关内容《大行》大摩：小米SkyNomad新订单强劲 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「韓國存儲雙雄」目標價指向近90%上行空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2667632740","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667632740?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 11:57","pubTimestamp":1789358248,"startTime":"0","endTime":"0","summary":"对于2027年HBM价格，保守投资者预计同比上涨约50%，更乐观者认为需要上涨超过100%，才能使其利润率接近传统DRAM;此前部分预期曾高达200%。高盛自身仍预计2027年HBM混合平均售价同比上涨约100%，并认为三星的产品与客户组合改善可能带来更大上行空间。KOSPI指数在8月13日已较7月30日收盘低点反弹约22%，进入通常所称的技术性牛市，此后基本上陷入横盘震荡，直到9月7日KOSPI指数大幅上涨4.61%，三星与海力士分别上涨5.68%、8.26%，今年以来韩国KOSPI指数涨幅高达60%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1495512.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1894683348.USD","LU0868494617.USD","LU0048573561.USD","IE0034235188.USD","BK4170","LU0251131958.USD","LU0345770993.USD","IE00BFXG1179.USD","LU0942090050.USD","LU1894683264.USD","LU2237443382.USD","LU0210536198.USD","LU0345770308.USD","BK4533","LU2265009873.SGD","LU0061475181.USD","LU2471134796.USD","BK4099","LU2750360997.AUD","LU1804176565.USD","IE00BSNM7G36.USD","LU2237443549.SGD","LU1868837136.USD","LU2237443465.HKD","LU1868836914.USD","LU2237443622.USD","BK4550","LU1868836757.USD","LU2237443978.SGD","LU2471134879.HKD","LU2750360641.GBP","SSNLF","LU0742534661.SGD","LU0868494708.USD","LU2237443895.HKD","BK4585","LU0096364046.USD","07347","LU1668664300.SGD","IE0004091025.USD","IE00B19Z3581.USD","LU0106831901.USD","07747","BK4588","LU2896262040.SGD","LU1868837300.USD","LU1144417596.USD","IE0004086264.USD","LU0251142724.SGD","BK4504","GSX","IE0002270589.USD","LU1791807156.HKD","LU1868836591.USD","BK4543","BK4516","LU2471134952.CNY","LU2237438978.USD","LU2471134523.USD","BK4127","BK4552","IE00B19Z3B42.SGD","GS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667563243","title":"三家客户貢獻44%營收，英偉達越來越依賴大客户了","url":"https://stock-news.laohu8.com/highlight/detail?id=2667563243","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667563243?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 11:49","pubTimestamp":1789357748,"startTime":"0","endTime":"0","summary":"英伟达客户集中度正在快速上升。据报道，本财年上半年，三家客户合计贡献了英伟达44%的总营收，而两年前没有任何单一客户占比超过10%。分析指出，这几家客户可能包括戴尔或鸿海科技。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781687","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2458330243.SGD","LU1633808545.USD","IE00BQXX3D17.EUR","BK4605","IE00B7KXQ091.USD","IE00BMPRXQ63.HKD","LU0708994859.HKD","LU2461242641.AUD","LU1244550221.USD","NVYY","ANV","LU0198837287.USD","LU0079474960.USD","LU2133065610.SGD","LU0444971666.USD","IE00BHPRN162.USD","LU0672654240.SGD","LU2237957811.SGD","LU2213496289.HKD","HK0000304805.HKD","LU1084165304.USD","LU1861220033.SGD","LU2430703095.HKD","LU0256863902.USD","LU1127390331.HKD","LU2023251221.USD","LU1720051017.SGD","LU0787776722.HKD","LU1066051498.USD","LU2097344431.USD","NVDO","LU1400636574.HKD","LU2106854487.HKD","LU1868836914.USD","LU1116320901.HKD","NVDQ","LU0310799852.SGD","LU0158827948.USD","LU2394011477.USD","LU2552382132.HKD","LU0323239441.USD","LU2168564495.EUR","LU2462591350.SGD","METV","IE00B1XK9C88.USD","LU0965509010.AUD","LU1935043452.HKD","LU0265550946.USD","LU0965509101.SGD","LU1261432733.SGD","LU2413666426.HKD","LU2420271590.USD","SHOC","LU0094547139.USD","LU0029864427.USD","LU0912757837.SGD","USD","SG9999015341.SGD","LU2237443978.SGD","IE000KEQY171.SGD","SG9999015986.USD","SNPE","LU0444973449.USD","IE00BQXX3C00.GBP","BK4581","LU0069063385.USD","LU2505996681.GBP","LU1244550494.USD","LU1989772840.SGD","BK4527","LU0157215616.USD","LU2360106780.USD","LU0345768153.USD","SG9999001424.SGD","LU2111349929.HKD","ROM","HK0000914660.USD","LU0061475181.USD","LU1037948897.HKD","07388","LU0238689110.USD","LU0689626769.HKD","LU2954938101.SGD","USXF","LU2746668461.USD","LU0965508806.USD","LU1983260115.SGD","SMH","LU0097036916.USD","LU0395794307.EUR","LU1280957306.USD","LU1674673428.USD","NVDY","LU1821325948.USD","LU0006306889.USD","LU2244417387.USD","LU1066053197.SGD","IE000ITXATA3.USD","LU0080751232.USD","LU0154236417.USD","ESLG","LU2592432038.USD","LU0072462426.USD","LU2272731782.SGD","LU2473716301.USD","IE000W1ABFV2.USD","LU2249611893.SGD","SG9999015978.USD","LU0889565833.HKD","LU0353189680.USD","IE00BYXW3230.USD","LU0724617625.USD","LU0234570918.USD","LU2433249047.HKD","LU1935043536.SGD","LU2211815571.USD","LU2028103732.USD","NVII","IE00BN29S564.USD","LU1629891620.HKD","IE00B4YYXB79.USD","NVDB","BK4585","LU2860962120.EUR","LU1670756490.USD","LU2491049909.HKD","LU1992135472.HKD","LU1732800096.USD","LU2047632596.USD","LU0211328371.USD","IE0004086264.USD","LU2290526834.HKD","LU1852331112.SGD","LU1699723380.USD","LU1880398471.USD","BK4533","LU0082616367.USD","LU2250418816.HKD","LU2417539215.USD","IE00BKDWB100.SGD","TRFK","LU1496350171.SGD","LU2092937148.SGD","IE00B19Z8W00.USD","LU1914381329.SGD","LU1144417596.USD","LU0158827781.USD","SG9999014559.SGD","LU0476273544.USD","LU0345769128.USD","LU1934455277.USD","LU2097344357.USD","LU2125154778.USD","BK4534","SG9999000418.SGD","LU1839511570.USD","LU1923622291.USD","IXN","IE0004445015.USD","LU2237438978.USD","LU2264538146.SGD","AIFD","LU1988902786.USD","LU2237443895.HKD","LU0640476718.USD","LU0234572021.USD","LU2637965513.SGD","HK0000819398.USD","LU0096364046.USD","LU0868494617.USD","LU1935043023.USD","SPTE","IE00BQXX3F31.USD","LU1720051108.HKD","IE00B3SWFQ91.USD","SG9999004303.SGD","BK4614","NVDW","IE00B3M56506.USD","TTXU","IE00BZ199S13.USD","LU2272731600.USD","LU0985320562.USD","LU1366333091.USD","FTEC","LU0823414551.USD","LU0345770993.USD","LU0081259029.USD","LU1267930730.SGD","BK4598","LU1037948541.HKD","IE0001KFT4U8.USD","LU2322448791.USD","LU1232071149.USD","3NVD.UK","LU0642271901.SGD","NVDS","BK4141","IE00BFSS7M15.SGD","LU2236285917.USD","ARTY","LU0077335932.USD","NVDS.UK","LU0823421416.USD","LU0861579265.USD","LU1815336760.USD","LU0174119429.USD","LU0267386448.USD","LU0289960550.SGD","LU0308772762.SGD","BK4551","LU1035773651.USD","LU2092627202.USD","LU1804176565.USD","LU2168564222.USD","LU0057025933.USD","LU2247934214.USD","SOXQ","HK0000914686.HKD","IE00BJTD4N35.SGD","LU2471134952.CNY","LU1267930573.SGD","LU2602419157.SGD","IE00BKPKM429.USD","LU0203201768.USD","LU2750360641.GBP","LU2237957902.USD","SGXZ99366536.SGD","LU0320765059.SGD","LU0795875169.SGD","SG9999014542.SGD","SGXZ80539844.SGD","LU2286300806.USD","LU0011850046.USD","SG9999018865.SGD","ILDR","LU0211327993.USD","IE000Q6AESB8.SGD","IE000YTNTUN2.SGD","LU2403377893.USD","IE0034235188.USD","LU2462157665.USD","IE00BJJMRY28.SGD","LU0868494708.USD","LU1069347547.HKD","LU0708995401.HKD","SG9999014906.USD","TEK","LU0943347566.SGD","SNVD.UK","LU1721428933.USD","HK0000306701.USD","LU1935042991.SGD","LU2456880835.USD","NULC","NVIW.SI","IE00B59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