公司股价表现 - 英伟达股价于9月30日盘中拉升，涨幅近2% [1] - 公司股价最高触及184.94美元，创下历史新高 [1]

Nvidia's dominance in AI chips just hit a serious test. Huawei is ramping up production at breakneck speed, signaling that the Chinese tech giant isn't just competing—it's mobilizing a full-fledged "chip army" to challenge Nvidia in its own backyard.Track NVDA stock here.Huawei Doubles DownHuawei plans to double the production of its Ascend 910C AI chips in 2026, targeting about 600,000 units, and scale its Ascend series to around 1.6 million dies overall, reported Bloomberg.This isn't just a volume play—it ...

Following recent channel checks, the supply chains of Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) “sound the best,” as upward revisions are coming to chip-on-a-wafer-substrate supply, KeyBanc Capital Markets said. “NVDA is now revising up its [chip-on-a-wafer-substrate] demand modestly this year to 370K interposers, which ...

AI基础设施投资趋势 - 人工智能基础设施的投资与部署正在以远超预期的速度急剧加速 [1] - 花旗集团将2026年AI资本开支预测从4200亿美元上调至4900亿美元，并将到2029年的累计资本开支预测从2.3万亿美元提升至2.8万亿美元 [1] - 上调后的2026年资本开支增长预期为24%，显著高于目前20%的市场共识 [4] 行业需求与增长驱动力 - 本轮AI投资热潮的关键区别在于真实存在的企业级需求为投资提供了出口，形成了价值验证的闭环 [1][4] - 前沿模型训练算力自2010年以来以每年4.6倍的速度增长，超过摩尔定律增速的两倍 [6] - 基础设施投资的加速本质上是终端客户需求驱动的结果，科技巨头的积压订单数据反映了强劲需求 [8] 重大合作与项目动态 - 过去几周行业巨头动作频繁，凸显AI基础设施建设规模与速度正在提升，例如甲骨文与OpenAI达成价值3000亿美元的交易 [5] - 英伟达与OpenAI宣布价值1000亿美元的合作以部署10吉瓦的英伟达系统 [7] - CoreWeave与OpenAI的合作协议从最初的120亿美元扩大至224亿美元，微软与OpenAI合作的Stargate项目持续扩张 [7] 产业链影响与市场机遇 - 整个AI基础设施产业链，包括半导体、硬件及其他基础设施供应商，都将从这轮加速投资中受益 [4] - 到2030年AI算力需求将新增55吉瓦全球电力容量，带来2.8万亿美元的增量AI算力支出，其中美国市场占1.4万亿美元 [4][8] - 领先AI超级计算机的硬件成本呈指数级增长（每年1.9倍），训练功耗需求也快速攀升（每年2.1倍） [6] 与互联网泡沫的本质区别 - 当前AI投资存在清晰的外部需求出口，企业采用AI服务驱动的需求提供了明确的外部价值验证，与互联网泡沫时期争夺不存在的客户有本质区别 [14] - 企业在知识检索、客户服务和医疗健康等领域的实际应用收益为投资提供了价值支撑 [14] - 尽管存在供应商融资模式等相似之处，但可靠的企业级需求水平是关键差异点 [14]

Shares of NVIDIAÂ Corp. (NASDAQ:NVDA) gained 1.40% over the past five trading sessions after gaining 5.03% the five prior. ...

Nvidia Corporation’s (NASDAQ: NVDA ) valuation currently exceeds $4.34 trillion, and it is common to see articles questioning whether we’re in an AI bubble. Lately, things are getting even crazier, as we’re seeing deals where Nvidia and Oracle (Bram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on ...

Nvidia Corporation’s (NASDAQ: NVDA ) valuation currently exceeds $4.34 trillion, and it is common to see articles questioning whether we’re in an AI bubble. Lately, things are getting even crazier, as we’re seeing deals where Nvidia and Oracle (Bram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on ...

| 103 PATH UiPath | | | --- | --- | | 12.560 ↑ +0.350 +2.87% = 收盘价 09/29 15:59 美东 | | | 15.560 1 3.000 +23.89% 盘前价 09/30 08:43 美东 | | | ■ 20 9 8 9 日 0 0 0 0 0 0 0 0 00 00 ● 快速交易 | | | 最高价 12.680 | 开盘价 12.310 成交量 1365.96万 | | 最低价 12.170 | 昨收价 12.210 成交额 1.71亿 | | 平均价 12.508 | 市盈率 TM 418.67 总市值 66.7亿 (--) | | 振 幅 4.18% | 市盈率(静) 亏损 总股本 5.31亿 | | 换手率 3.29% | 市净率 4.003 流通值 52.2亿 | | 52周最高 15.930 委 比 -54.70% | 流通股 4.16亿 | | 52周最低 9.380 | 量 比 0.88 每 手 1股 | | 历史最高 90.000 | 股意TIM -- | | 历史最低 9.380 | 股息率 IIM -- | 格隆汇 ...

It's been a bumpier ride for shares of AI chip titan Nvidia (NASDAQ:NVDA) over the past year, but the ride has been worth staying on, at least so far. ...

人工智能支出增长预测 - 花旗集团预测未来几年人工智能支出将激增 总额接近3万亿美元 [1] 行业增长受益者 - 英伟达和AMD有望从人工智能支出的巨大增长浪潮中受益 [1]