以下文章来源于公募排排网 ，作者悟空 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 导语 6月24日，全球算力芯片龙头英伟达的股价来到147.9美元/股，与历史高点仅一步之遥，似有再创新高的势头。 今年一季度，英伟达股价受 DeepSeek、关税等多重因素影响，而出现了一波较大的调整。而在4月7日之后，英伟达股价就展开了一波较大的反弹，截至6月24日，反弹幅 度超 70%。 与 此 同时， A股的英伟达概念股自4月9日见底后也表现不俗 。其中，胜宏科技、新易盛、生益电子等英伟达概念股均在近期创下了历史新 高，并从底部反弹幅度超100%。 科技巨头业绩普遍超预期，AI算力需求依然高景气！ 消息面上，6月6日，博通在业绩会上重申了对算力，尤其是ASIC需求的乐观展望，预计2027年将有3家以上ASIC客户将搭建百万卡基于博通 ASIC的训练集群。近期海外算力龙头企业2025年一季度的业绩表现均较为亮眼，其中英伟达实现营收441 亿美元，超Bloomberg一致预期的 435亿美元。 除 了龙头厂商业绩表现优异外，英伟达在2025 ComputeX大会上宣布GB300预计在202 ...

6月26日，A股早盘窄幅震荡上行，截至午间收盘，沪指涨0.11%，深成指涨0.26%，创业板指涨0.31%。 东方证券认为，市场逐步由弱转强，但并未出现普涨态势，个股分化仍然存在，短线股指继续冲高将面 临震荡，对短线涨幅较大的板块或个股可以逢高派发，择机吸纳底部构筑明显的优质股。 盘面上，热点轮动较快，军工股延续强势，长城军工斩获7天6板，北方导航等多股涨停；固态电池概念 再度爆发，天际股份3连板，中仑新材等多股涨停；CPO、PCB等算力硬件端走强，新易盛创新高；大 金融板块一度冲高，国盛金控3连板；稳定币概念探底回升， 恒生电子一度触及涨停；化工板块反弹， 尤夫股份涨停；芯片股冲高回落，好上好2连板。跌幅方面，油气、医药、保险、消费电子等板块跌幅 居前。 展望后市，中国银河证券认为，在权益类公募基金扩容、中长期资金入市与政策工具护航下，A股资金 面或将延续稳中向好态势。 军工股延续强势，长城军工斩获7天6板，北方导航、国瑞科技2连板，中光防雷、建设工业等多股涨 停。 点评：长江证券研报指出，近年来世界军贸总体需求或将显著增加，中国军贸或将迎来高速增长期，相 应企业盈利能力及盈利质量或将迎来快速改善期。 2、 ...

Summary of Key Points Core Viewpoint - The article presents a ranking of the world's wealthiest individuals, highlighting their net worth, changes in wealth, and associated companies. Group 1: Wealth Rankings - Elon Musk remains the richest person with a net worth of $412.1 billion, experiencing a decrease of $7.3 billion (-1.73%) [1] - Larry Ellison ranks second with a net worth of $254.1 billion, down by $5.4 billion (-2.09%) [1] - Mark Zuckerberg is third with a net worth of $244.6 billion, decreasing by $1.2 billion (-0.49%) [1] - Jeff Bezos follows in fourth place with a net worth of $226.7 billion, down by $709 million (-0.31%) [1] - Warren Buffett is fifth with a net worth of $78.15 billion, decreasing by $2.1 billion (-1.35%) [1] Group 2: Notable Increases and Decreases - Larry Page saw an increase in wealth, now at $141.4 billion, up by $3 billion (2.15%) [1] - Steve Ballmer's net worth is $140.1 billion, with a slight increase of $481 million (0.34%) [1] - Huang Renxun's wealth increased to $134.5 billion, up by $5.5 billion (4.28%) [1] - Mukesh Ambani's net worth is $110.7 billion, with an increase of $1.2 billion (1.11%) [3] - Gautam Adani's wealth is $65.1 billion, with a slight increase of $34.2 million (0.53%) [3] Group 3: Other Notable Figures - Bill Gates has a net worth of $116.6 billion, decreasing by $9.85 billion (-0.84%) [3] - The Walton family members, including Rob Walton and Jim Walton, have net worths of $115.4 billion and $114.1 billion, respectively, both experiencing slight decreases [3] - Michael Bloomberg's net worth stands at $104.7 billion, unchanged [3] - Ma Huateng's wealth is $52.9 billion, with a minor increase of $1.52 million (0.29%) [3]

截至2025年6月26日 10:21，中证人工智能主题指数(930713)上涨0.85%，成分股新易盛(300502)上涨4.78%，中科曙光(603019)上涨4.78%，中际旭创(300308) 上涨2.90%，石头科技(688169)上涨2.78%，景嘉微(300474)上涨2.33%。AI人工智能ETF(512930)上涨0.89%， 冲击3连涨。 规模方面，AI人工智能ETF最新规模达20.78亿元。 6月26日，黄仁勋在英伟达年度股东大会上表示，AI领域需求依然强劲，计算机行业大规模的AI基础设施升级才刚刚开始。黄仁勋讲话当天，英伟达股价高 开高走，收涨4.3%，盘中创下历史新高，收盘市值达3.77万亿美元，再度成为全球市值最高的公司。 万联证券认为，科技成长板块中寻找绩优高景气的"人工智能+"细分方向：受益于AI技术在多个领域的广泛应用，AI+产业链景气度维持高位。一方面，国 产人形机器人、智能驾驶系统及智能家居系统、AI搜索工具等AI产品的大规模应用，效率提升、体验升级和成本降低等优势显现，人工智能已从技术探索 迈入规模化落地阶段。预计围绕AI的生态将趋于多元，AI+制造也促进我国供应链迈向高 ...

以下文章来源于科创板日报 ，作者牛占林 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 当地时间周三，英伟达首席执行官黄仁勋表示，除了人工智能(AI)之外，机器人技术将是这家 芯片制造商最具发展潜力的市场，而自动驾驶汽车将是该技术的第一个主要商业应用。 在英伟达年度股东大会上，黄仁勋提到： "我们公司在各个领域都有很多增长机会，而其中人 工智能和机器人技术是最大的两个，代表着数万亿美元级别的增长机会。" Loop Capital表示，过去几年推升英伟达股价的人工智能趋势未见减弱迹象，而且可能会推动 这家芯片制造商的市值超越其他公司，最终达到6万亿美元，这一估值比该公司目前的3.6万亿 美元高出65%以上。 一年多前，英伟达改变了其业务部门发布业绩的方式，将汽车和机器人部门合并为同一项。今 年5月份，英伟达表示该业务部门的季度销售额为5.67亿美元，约占公司总收入的1%。一季 度汽车和机器人业务同比增长了72%，基本符合预期。 在全球人工智能热潮背景下，市场对英伟达AI芯片的需求不断增长，其营收也一直在飙升。 分析师表示，英伟达总销售额已从2023财年的约270亿美元飙升至 ...

Group 1 - Chip stocks in Asia experienced a rise following Nvidia's record share close, reclaiming its title as the world's most valuable company with a market value of $3.77 trillion, surpassing Microsoft [1][4] - South Korea's SK Hynix saw a 3.53% increase in shares, while TSMC's shares rose by 0.47%. Foxconn also reported a 0.77% increase due to its strategic partnership with Nvidia [2] - Several Japanese chip stocks not directly linked to Nvidia also saw significant gains, with Advantest rising 3.93% to a record high and Softbank increasing by 4.38% [3] Group 2 - Nvidia's shares climbed over 4% to close at $154.31, marking a new all-time high since January, reflecting strong investor confidence in its dominance in artificial intelligence [3][4] - Despite facing export restrictions to China, Nvidia's growth trajectory remains strong, although it anticipates an $8 billion hit to sales and a $4.5 billion inventory write-down due to new regulations blocking sales of its H20 AI chip [5]

Group 1 - The global AI leader's stock price reached a new high, driven by overseas computing power sentiment, leading to significant gains in A-share computing hardware stocks [1] - The Huabao ETF (159363), which tracks the largest and most liquid index in the A-share AI sector, saw a rapid increase, with an intraday price rise of 1.67% and a trading volume exceeding 60 million CNY [1] - Nvidia's stock rose over 4%, reaching a market capitalization of 3.77 trillion USD, reaffirming its position as the world's most valuable company, which reflects positively on A-share investments [1][3] Group 2 - North American computing power upgrades are focused on higher bandwidth (1.6T optical modules/CPO), better connectivity (copper cables/AEC), and more efficient DCI (coherent optics/hollow core fibers), creating new opportunities in the industry [3] - Domestic computing power is expected to recover gradually with the shipment of special chips from Nvidia, driven by high demand and improved supply quality, indicating a potential turning point for the IDC industry [3] - The outlook for the second half of 2025 suggests sustained growth in both North American and domestic computing power sectors, with AI applications expected to accelerate deployment [3] Group 3 - The first AI ETF in the A-share market, Huabao (159363), is recommended for investors to efficiently capture AI thematic trends, focusing on computing hardware, software, and applications [4] - The ETF strategy includes investments in leading companies in optical modules, cloud computing, and AI applications, positioning it as a key player in the AI infrastructure market [4]

当地时间6月25日，美股三大指数收盘涨跌不一，道指跌0.25%，纳指涨0.31%，标普500指数平收。此前，美联储主席鲍威尔在听证会上重申不急于降 息。 美股大型科技股也涨跌不一。英伟达涨4.33%，谷歌涨超2%，微软、苹果小幅上涨；特斯拉跌超3%，亚马逊、Meta小幅下跌。 | < w | 万得美国科技七巨头指数(MAG: 54264.32 550.27 1.02% | | | --- | --- | --- | | 资料 成分 | 资讯 | 相关基金 | | 名称 | 现价 | 涨跌 -- | | 英伟达(NVIDIA) | 154.310 | 4.33% | | NVDA.O | | | | 谷歌(ALPHABE ... | 171.490 | 2.24% | | GOOG.O | | | | 苹果(APPLE) | 201.560 | 0.63% | | AAPL.O | | | | 微软(MICROSO ... | 492.270 | 0.44% | | MSFT.O | | | | 亚马逊(AMAZO ... | 211.990 | -0.37% | | AMZN.O | | | | 脸书(MET ...

Core Viewpoint - The article highlights the mixed performance of major U.S. stock indices, with Nvidia reaching a new all-time high in market capitalization, and discusses potential regulatory changes to encourage high-valued startups to go public [1][3][5]. Group 1: Stock Market Performance - On the day in question, the Dow Jones fell by 0.25% to 42,982.43 points, while the S&P 500 remained flat at 6,092.16 points, and the Nasdaq rose by 0.31% to 19,973.55 points, marking its third consecutive increase [3]. - Major tech stocks mostly saw gains, with Nvidia up over 4%, reaching a market cap of approximately $3.77 trillion, surpassing Microsoft's $3.66 trillion to reclaim the title of the world's most valuable company [3][4]. - Other notable tech stock movements included Google rising over 2%, Apple increasing by 0.63%, while Amazon, Facebook, and Tesla experienced declines [3]. Group 2: Regulatory Changes - U.S. major stock exchanges are in discussions with the SEC to relax regulatory requirements for public companies, aiming to encourage more high-valued startups to list [5][6]. - Proposed reforms include reducing disclosure obligations, lowering listing costs, and making it more difficult for small shareholders to initiate shareholder actions [6][7]. - Experts suggest these discussions could represent significant regulatory reform since the signing of the JOBS Act in 2012, focusing on easing the process for companies to go public and maintain their listings [7].

英伟达CEO黄仁勋在英伟达股东大会上表示，推理需要更多计算。仅在过去一年里，tokens(词元)生成 就激增了50到100倍。为了满足这种指数级的激增，大型人工智能工厂正在各地崛起。仅微软在上个季 度就处理了超过100万亿的tokens，是一年前的5倍。(第一财经) ...