李想同时提及，公司在2022年启动自研时即判断行业将于2025年进入"自研算法+自研算力"的软硬一体 阶段，而马赫100芯片是此战略的第一步。 李想解释，有效算力指实际跑VLA大模型时，能榨出来的真实性能，并称其数据流架构较传统GPU利 用率更高、功耗更低。他列举具体表现为更高帧率、更短反应时间及更快的紧急避险能力。 理想汽车-W 分时图 日K线 周K线 月K线 71.95 0.25 0.35% 2.44% 1.63% 0.81% 0.00% 0.81% 1.63% 2.44% 69.95 70.53 71.12 71.70 72.28 72.87 73.45 09:30 10:30 12:00/13:00 14:00 16:10 0 40万 80万 121万 凤凰网科技讯2月9日，理想汽车CEO李想通过社交媒体披露，全新L9车型搭载的马赫100双芯片总算力 达2560TOPS。他强调，相比总算力更应关注单颗有效算力，并称马赫100因采用数据流架构，单颗有效 算力为英伟达Thor U的3倍，而L9的双马赫100芯片，有效算力可达Thor U的5至6倍。 ...

英伟达(NVDA.US)盘中快速拉升涨超4%。消息上，高盛分析师预计，英伟达2025财年第四季度营收将 达到673亿美元，同时在盈利端也将超出市场预期。多项催化因素有望推动英伟达股价走高，并据此给 出250美元的目标价，较2月6日收盘价仍有约35%的上涨空间。分析师预计，Rubin GPU将在2026年第 三季度开始出货，第四季度及以后显著放量，并支撑公司至少到2028年的强劲增长。 ...

Nvidia stock extended its recent rally early on Monday, as investors continued to assess the outlook for artificial intelligence infrastructure spending following strong capital expenditure guidance f... ...

Nvidia Stock Pops. It Should Benefit From OpenAI Spending, Analyst Says. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Nvidia Stock Pops. It Should Benefit From OpenAI Spending, Analyst Says.By [Adam Clark]ShareResize---ReprintsIn this ar ...

凤凰网财经讯 2月9日，美股三大指数集体低开，纳指跌0.34%，道指跌0.25%，标普500指数跌0.24%。 减肥药概念股普涨，诺和诺德涨超5%，礼来涨超2%，因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱，美光科技跌超3%。 公司消息 【黄仁勋力挺科技巨头超6000亿美元资本开支：需求旺盛 AI投资创造更多收入】 英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基础设施方面不断增长的资本 支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。包括微软、亚马逊、Meta、甲 骨文公司和Alphabet在内的科技巨头，正计划在2026年总计投入超过6000亿美元的资本支出。黄仁勋强 调，"人类历史上规模最大的基础设施建设"正在展开，其背后动力是对算力的"极度旺盛"的需求，AI公 司和超大规模云服务商正利用这些算力来创造更多收入。 【古尔曼：未来几周苹果将密集推出新产品】 科技记者马克·古尔曼（Mark Gurman）表示，苹果公司未来几周将推出一系列新产品，包括iPhone 17e、新款iPad，以及搭载M5 Pro/Max芯片的MacBook等。 ...

Market Overview - On February 9, US stock indices opened lower, with the Nasdaq down 0.37%, the Dow Jones down 0.21%, and the S&P 500 down 0.26% [1] - The Nasdaq China Golden Dragon Index fell by 0.7%, with notable declines in several Chinese concept stocks, including Li Auto, Bilibili, New Oriental, and NIO, which all dropped over 3% [2] Chinese Concept Stocks - Li Auto decreased by 3.80% to $18.250 - Bilibili and New Oriental both fell by 3.30%, with prices at $30.490 and $60.650 respectively - Other significant declines included Ctrip Group down 1.95% to $58.240, Baidu down 1.64% to $143.540, and JD Group down 1.10% to $27.760 [3] Large Tech Stocks - Large technology stocks showed mixed performance, with SanDisk dropping over 4% and AMD down nearly 2%, while Oracle saw an increase of nearly 5% [4] - SanDisk fell by 4.55% to $570.725, while Oracle rose by 4.93% to $149.855 [5]

知情人士称，阿波罗全球管理公司即将达成一项协议，向某投资载体提供约34亿美元贷款，该载体将购 入英伟达芯片并租赁给埃隆・马斯克旗下的xAI公司。 知情人士称，阿波罗全球管理公司即将达成一项协议，向某投资载体提供约34亿美元贷款，该载体将购 入英伟达芯片并租赁给埃隆・马斯克旗下的xAI公司。 SpaceX与xAI公司暂未就路透社的置评请求作出回应。 责任编辑：李肇孚 SpaceX与xAI公司暂未就路透社的置评请求作出回应。 责任编辑：李肇孚 ...

Market Overview - US stocks experienced a positive turn on Monday, with the S&P 500 rising approximately 0.5% and the Nasdaq Composite gaining nearly 1%, while the Dow Jones Industrial Average remained above 50,000 for the first time [1] - Wall Street is currently debating the impact of AI disruptions on software companies, highlighted by a significant drop in shares of Monday.com, which fell as much as 22% due to disappointing revenue and profit guidance [2][12] Company Earnings and Performance - Cleveland-Cliffs stock dropped 19% after the steel producer's fourth-quarter revenue of $4.3 billion fell short of estimates of $4.5 billion, with a net loss per share of $0.44, which was better than the expected loss of $0.60 [5][6][7] - Monday.com reported adjusted earnings per share of $1.04, exceeding estimates of $0.92, but its first-quarter revenue guidance of $338 million to $340 million was below expectations of $342 million, leading to a 15% drop in stock price [19][20][21] - Kroger's stock surged over 8% after announcing the appointment of former Walmart executive Greg Foran as CEO, aiming to capture market share following a blocked acquisition [9][10] Economic Data and Trends - Investors are awaiting the delayed January jobs report from the Bureau of Labor Statistics, with a focus on potential signs of weakness in the labor market following a disappointing ADP payroll update [4] - Gold futures rose above $5,000 an ounce, while Bitcoin fell below $69,000 after experiencing significant volatility [3][26][27] Strategic Developments - STMicroelectronics announced a multiyear, multibillion-dollar deal with Amazon to supply chips for its data centers, resulting in an 8% increase in STMicroelectronics' stock [13][14][15] - QuantumScape's stock rose 14% following the launch of its "Eagle Line" battery production factory in San Jose [28]

Group 1 - Goldman Sachs initiated a buy rating on Biohaven (NYSE: BVHN) with a price target of $23 per share, indicating a potential upside of about 98% due to its IgAN treatment targeting a market exceeding $40 billion in the U.S. [1] - Vistra Energy (NYSE: VST) is recommended for purchase following its deal with Meta, which increased Goldman Sachs' 2027 EBITDA estimates by 5%, with a price target set at $205 [1]. - Goldman Sachs has a buy rating on Nvidia (NASDAQ: NVDA) with a price target of $250, expecting a revenue surprise of $2 billion in the upcoming earnings report on February 25 [1]. Group 2 - Biohaven is a clinical-stage biotechnology company focusing on late-stage programs in inflammation and immunology, epilepsy, and obesity, with BHV-1400 in IgA nephropathy viewed as a key driver for stock performance [1]. - The Meta deal for Vistra Energy signifies the company's ability to secure substantial Power Purchase Agreements (PPAs) despite ongoing policy uncertainties [1]. - Nvidia is anticipated to outperform bottom-line numbers, with expectations for increased data center guidance and growing demand for GPUs and AI [1].

核心要点 1. 经历单周超万亿美元市值蒸发后，科技巨头股在周一盘前交易中整体持稳，开启新的交易周。 2. 盘前交易早盘，甲骨文与微软小幅走高，元宇宙、字母表、亚马逊和英伟达则微幅下跌。 3. 人工智能热潮下，各大企业公布 2026 年巨额资本支出计划，引发市场担忧。 经历单周超万亿美元市值蒸发的重挫后，科技巨头股在周一的盘前交易中表现持稳。 上周，科技巨头发布财报时纷纷上调资本支出预期，加码人工智能领域布局，这一趋势也让市场情绪愈 发紧张。 亚马逊、字母表、微软和元宇宙四家企业披露，仅去年四季度，其资本支出合计就达约 1200 亿美元； 而 2026 年这一数字或将逼近 7000 亿美元，超过阿联酋、新加坡、以色列等国的国内生产总值。 德意志银行全球宏观研究主管吉姆・里德在周一的报告中写道，上周是 "华丽七巨头" 自去年 4 月以来 表现最差的一周 —— 彼时美国加征关税引发市场危机，该板块股价暴跌 4.66%。 里德指出，上周收盘时市场已显现复苏迹象，尽管亚马逊股价大跌 5.55%，但 "华丽七巨头" 整体仍在 周五上涨 0.45%。 美国银行证券研究分析师贾斯汀・波斯特在周一的报告中表示，宏观环境承压背景 ...