整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【网易有道龙虾获 OpenClaw 创始人点赞】 全球爆火的 AI Agent 开源项目 OpenClaw 创始人 Peter Steinberger ，在海外社交平台" X "上点赞有道桌面级 Agent 产品 LobsterAI （有道龙虾），直言 " Love LobsterAI "。日 前，" OpenClaw 生态流量榜 - 龙虾 Agent "榜单数据显示，有道龙虾上线首月访问量即突 破 27 万次，位列 OpenClaw 生态流量榜龙虾 Agent 分类榜中前五。 【字节跳动申请 Seedance 商标】 企查查 APP 显示，近日，北京字跳网络技术有限公司申请注册多枚" SEEDANCE "商标，国 际分类包括方便食品、医疗园艺、化学原料等，当前商标状态均为注册申请中。公开资料显 示， Seedance 2.0 是字节跳动推出的 AI 视频生成模型，可根据文本 ...

Beyond AI data centers, Nvidia is also pushing into telecom and cloud software. It has teamed up with telecom companies to explore 6G networks on its AI-native chips while also investing $2 billion in AI cloud startup Nebius (NBIS) and backing the new AI supercomputing firm Thinking Machines to expand Nvidia GPU deployments.The company recently unveiled its next-generation Vera Rubin AI superchip, which is expected to ship in the second half of the year and promises up to 10 times the performance of current ...

KeyCare Deploys NVIDIA Nemotron to Power AI-Driven Clinical Intake at Scale KeyCare Deploys NVIDIA Nemotron to Power AI- Driven Clinical Intake at Scale Share Clinician-validated AI intake reduces documentation burden and improves virtual care efficiency CHICAGO--(BUSINESS WIRE)--KeyCare, the only national Epic-based virtual care group, today announced the deployment of NVIDIA's Nemotron large language model in production to power its AI-driven patient intake agent. KeyCare selected Nemotron for its strong ...

S&P 500: One Stock Lords Over More Cash Than Anybody | Investor's Business Daily SPOTLIGHT: Best Mutual Funds 2026 Does Google parent Alphabet (GOOGL) know something everyone else doesn't? The technology giant is sitting on a pile of cash that tops the rest of the S&P 500. Alphabet is holding $126.8 billion in cash, equivalents and short-term investments as of its latest filing. That's more than the $123 billion held by the No. 2 biggest cash hoarder in the S&P 500: Amazon.com (AMZN). X Beating The Market: ...

NVIDIA Corporation (NASDAQ:NVDA) ranks among the best high profit margin stocks to buy. On March 5, Tigress Financial Partners boosted its price target for NVIDIA Corporation (NASDAQ:NVDA) to $360 from an unspecified previous target, while retaining a Strong Buy rating on the company’s shares. The firm stated that its fourth-quarter 2026 results increased its AI dominance, driven by a solid Blackwell rollout. The firm identified $3 trillion to $4 trillion in spending on AI systems by 2030 as a potential ...

近日，英伟达CEO黄仁勋做客知名科技播客Lex Fridman Podcast，围绕AI缩放定律（Scaling Laws）、算力与电力瓶颈、AI工厂、公司未来展望以及AI对人 类社会的影响等核心议题，进行了超两小时的深度对话。 Token已成全新商品，计算占全球GDP比重将翻百倍 黄仁勋的一个核心观点是，计算的本质已经发生了根本性的跃迁——从过去人类预先录制、计算机负责检索的"存储系统"，转变为具备上下文感知能力的"生成 系统"。 更重要的是， 计算机在现实经济中的角色变了。 过去的计算机是检索系统，主要功能是文件存储。黄仁勋将其比喻为"仓库"，而仓库本身是不直接产生高额利 润的。 而现在的AI计算机变成了"工厂"，并直接与企业的收入创造挂钩。 他认为，AI代工厂正在制造一种名为"Token"的商品，且这种商品已经被细分和定价。 "我们不仅看到这家代工厂在生产人们想要消费的商品，而且这些代工厂制造的Token对许多不同受众都极其有价值，甚至开始像iPhone一样出现分层：你有免 费的Token，有高级Token，还有处于中间层级的Token。"黄仁勋表示， "有人愿意为每一百万个Token支付1000美元， ...

证券研究报告|通信 [Table_Title] GTC 及 OFC 2026 聚焦 AI 算力、Token、Agent 以及超大规模 AI 数据中心的互连需求 [Table_ReportType] ——通信行业跟踪报告[Table_ReportDate] [行业核心观点： Table_Summary] 上周，沪深 300 下跌 2.19%，创业板指上涨 1.26%，申万通信行业指数 上涨 2.10%，分别跑赢沪深 300 和创业板指 4.29 和 0.84 个百分点，在 申万各一级行业中排名第 1 位。GTC 及 OFC 2026 年大会召开，均聚焦 AI 算力产业链相关产品服务。我们认为伴随 AI 生态的加速构建、Agent 的持续爆发、AI 算力需求的持续高增长，光通信已成为 AI 算力基础设 施建设的核心环节，光模块、光纤光缆等光通信技术将进一步创新迭代。 同时，OFC 2026 大会上多个 MSA 的集中涌现也反映出伴随全球 AI 数据 中心数据规模的不断扩大，互联技术的重要性进一步凸显，更高速铜链、 光模块以及 XPO 等新型技术也将不断涌现。本周建议继续关注光通信 领域高速光模块的出货量增长、光纤 ...

I know what you're probably thinking. Nvidia (NASDAQ: NVDA) is the most valuable company in the world -- even bigger than Apple (NASDAQ: AAPL). Why would it need to "become the next Apple"? Nvidia just had its annual GTC conference. And at that conference, management talked extensively about the boom in artificial intelligence (AI) inferencing and Nvidia's growing ecosystem that expands beyond graphics processing units (GPUs) to capture more than one-time hardware sales. Will AI create the world's first ...

Jensen Huang, the CEO of Nvidia (NASDAQ: NVDA), dropped a bombshell on March 23 when he said artificial general intelligence (AGI) has already been achieved in a Lex Fridman podcast appearance.Furthermore, the executive explained he believes that the technology could now potentially run fully-fledged companies or create apps that billions of customers might use. Huang’s comments were, apparently, made in reference to the broader industry and not the semiconductor giant itself, and made particular note of Op ...

证券研究报告 行业研究 / 行业专题 2026 年 03 月 24 日 电子 强于大市 投资要点： 一年内行业指数与沪深 300 指数对比走势： 资料来源：聚源数据，爱建证券研究所 相关研究 《电子行业周报：Micron 2026 财年 Q2 单季 度业绩创历史新高》2026-03-23 《电子行业周报：AMAT 携手 SK hynix、 Micron 合作开发新一代存储芯片》 2026-03-16 《电子行业跟踪报告：NVIDIA 投资 40 亿美 元扩产光芯片》2026-03-11 《电子行业跟踪报告：MLCC 或迎来涨价周 期》2026-03-02 《电子行业跟踪报告：字节跳动发布 Seedance 2.0》2026-02-24 许亮 S0820525010002 0755-83562506 xuliang@ajzq.com 朱俊宇 S0820125040021 021-32229888-25520 zhujunyu@ajzq.com 行业及产业 GTC 2026，NVIDIA 发布技术创新 ——电子行业专题报告 | 推出了 | 1.1 | NVIDIA | Vera | Rubin 4 | | --- ...