[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof20b8b1c":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dciof20b8b1c","英伟达今天突破4,500,000,000,000美元市值","\u002Fdoc\u002Fdciof20b8b1c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股开盘前，美国副总统万斯直言“正走向美国正府关门”，将市场焦点完全拉向华盛顿。\u003C\u002Fp>\u003Cp>美国正府关门不仅仅意味着行政停摆，更深层次的忧虑在于劳工部统计局将停止发布关键经济数据，从而削弱美联储制定利率路径的参考依据，徒增政策不确定性。受此影响，早盘标普500指数跌0.09%，纳指跌0.24%，仅道指微涨0.02%。\u003C\u002Fp>\u003Cp>据美股投资网了解到，国会需在美东时间周三凌晨00:01前达成协议。据Polymarket数据，10月1日Z府停摆的概率已高达97%。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,709\">\u003Cimg style=\"aspect-ratio:1080\u002F709;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251001\u002Fv2_a343887441c94bcfa2c52eff99647d47@5576020_oswg128417oswg1080oswg709_img_000\" width=\"1080\" height=\"709\">\u003C\u002Ffigure>\u003Cp>尽管风险极高，投资者却不急于削减风险敞口，大多采取观望态度。这源于过去多次停摆威胁最终都以最后一刻达成协议而告终的历史经验。这种经验给市场带来了一定的安全感。\u003C\u002Fp>\u003Cp>然而，一旦停摆持续超过两周，市场担忧情绪可能迅速升温。当前，美股正在等待华盛顿的最终决断。\u003C\u002Fp>\u003Cp>早盘公布的8月美国JOLTS职位空缺数为市场带来转机。尽管该数据微增至723万（7月上修为721万），但分析师结合招聘减少的趋势，普遍将其解读为与劳动力市场疲软相一致的信号。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:1080\u002F635;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F162480234212.png\" width=\"1080\" height=\"635\">\u003C\u002Ffigure>\u003Cp>美股投资网分析认为，这份数据强化了美联储可能有理由在下月继续降息的预期。流动性宽松前景的重要性迅速盖过了Z府关门的短期扰动，成为支撑股指的关键力量。 \u003C\u002Fp>\u003Cp>在降息预期的支撑下，市场韧性凸显。尽管道指和纳指直到尾盘才彻底摆脱跌势，但最终三大股指成功实现连续三日收涨。\u003C\u002Fp>\u003Cp>收盘时，标普500指数和纳指连续两日收创一周新高，道指刷新上周一所创的收盘最高纪录。更值得关注的是，标普500指数和纳指双双创下了2010年以来最佳的9月表现。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"878,326\">\u003Cimg style=\"aspect-ratio:878\u002F326;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251001\u002Fv2_5e81e7dad1f54fa6bc6ea8895303cac8@5576020_oswg52354oswg878oswg326_img_000\" width=\"878\" height=\"326\">\u003C\u002Ffigure>\u003Cp>Meta巨资背书！CRWV获142亿大单\u003C\u002Fp>\u003Cp>今天美股市场最亮眼的仔莫过于英伟达关系匪浅的新兴云服务商CoreWeave（CRWV），盘中狂飙超14%。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,965\">\u003Cimg style=\"aspect-ratio:1080\u002F965;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251001\u002Fv2_05e86a0f70bb4e2a93840b18993c0de0@5576020_oswg138094oswg1080oswg965_img_000\" width=\"1080\" height=\"965\">\u003C\u002Ffigure>\u003Cp>驱动行情的正是与AI巨头Meta签署的价值最高可达142亿美元的算力供应合同。这份超长期协议（至2031年底，可延长至2032年）不仅是CRWV自身的巨大胜利，更是对整个AI基础设施赛道的强力价值重估。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"679,223\">\u003Cimg style=\"aspect-ratio:679\u002F223;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251001\u002Fv2_f3a76022d98c473c81358a838bf6762f@5576020_oswg11579oswg679oswg223_img_000\" width=\"679\" height=\"223\">\u003C\u002Ffigure>\u003Cp>CRWV：从“小弟”到“AI云”核心支柱\u003C\u002Fp>\u003Cp>CRWV的这笔大单，解决了其商业模式中最关键的两大问题：\u003C\u002Fp>\u003Cp>超长期收入锁定： 跨越近十年的百亿级合约，为CRWV提供了极高的收入确定性（Remaining Performance Obligations, RPO）。在需要巨额资本支出的云基础设施行业，这直接为CRWV的估值提供了最坚实的支撑。\u003C\u002Fp>\u003Cp>客户风险分散： CRWV此前高度依赖其最大客户微软\u002FOpenAI。这笔Meta合约，加上此前OpenAI高达65亿美元的扩充协议，成功将CRWV的业务版图拓展至两大顶尖AI巨头，\u003Cstrong>显著降低了客户集中风险，为市场消除了关键的顾虑。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>CRWV正是凭借其“AI Hyperscaler”的垂直定位，专注于GPU云、能率先部署英伟达GB200\u002FGB300等最新硬件的优势，才能获得对算力求贤若渴的Meta的青睐。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1022,663\">\u003Cimg style=\"aspect-ratio:1022\u002F663;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251001\u002Fv2_ace708325e6144d1ae469b3b1b2f89c4@5576020_oswg46986oswg1022oswg663_img_000\" width=\"1022\" height=\"663\">\u003C\u002Ffigure>\u003Cp>英伟达：盟友成功就是GPU生态的胜利\u003C\u002Fp>\u003Cp>CRWV的大涨，直接为英伟达带来了强劲的正面催化效应，今日股价上涨2.6%，市值来到$4.54万亿美元。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:938\u002F1072;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F173970167217.png\" width=\"938\" height=\"1072\">\u003C\u002Ffigure>\u003Cp>硬件需求的具现化： CRWV是英伟达GPU的主要买家，Meta的142亿美元订单意味着CRWV必须向英伟达下达数十亿美元的长期、确定性顶级芯片采购订单（GB300系统）。这证实了AI算力需求已超出传统云巨头和AI头部企业的自建能力，顶级GPU的供给瓶颈依旧严峻。\u003C\u002Fp>\u003Cp>资本关系的双重保险： 英伟达不仅是CRWV的战略投资者（IPO前持股约5%），还与其签署了回租协议，承诺租回CRWV未使用的AI芯片。这为CRWV提供了无与伦比的资本安全垫，使其敢于超前、大规模采购英伟达最新的、最昂贵的硬件。CRWV订单的成功，即是英伟达“投资-采购-生态”模式的巨大成功。\u003C\u002Fp>\u003Cp>简而言之，CRWV每签下一份大单，就相当于间接锁定了英伟达未来多年的顶级硬件销量。\u003C\u002Fp>\u003Cp>文章回顾：\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917162178&idx=1&sn=a91199aecb9a8c063fd1835a1bc2b928&scene=21#wechat_redirect\" _href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917162178&idx=1&sn=a91199aecb9a8c063fd1835a1bc2b928&scene=21#wechat_redirect\">\u003Cstrong>美股 英伟达变身AI“央行”！1000亿背后谁将是下一波大赢家？NVDA \u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\u003Cp>此外，花旗集团（Citi）分析师在与英伟达管理层会晤后，对公司的产品路线图与竞争力持“更加乐观”的态度，并将目标价由 200 美元上调至 210 美元。\u003C\u002Fp>\u003Cp>花旗指出，随着 AI 基础设施投资的持续扩张，英伟达作为核心硬件供应商将显著受益。花旗分析师对英伟达的产品迭代节奏与技术领先性充满信心，尤其看好本月早些时候发布的\u003Cstrong>下一代 GPU 架构 Rubin CPX（预计于明年下半年接替 Vera Rubin 平台）\u003C\u002Fstrong>。英伟达维持一年一度的产品更新节奏，被视为其保持行业垄断地位和高议价能力的关键。\u003C\u002Fp>\u003Cp>我们坚定持有的AI基建股 NBIS 也在 CRWV 领涨的带动下上涨 6.3%。进一步证明了垂直AI云服务商的赛道逻辑已被市场认可。VIP 会员的持仓成本为 49 美元，目前获利140%。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"418,147\">\u003Cimg style=\"aspect-ratio:418\u002F147;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251001\u002Fv2_00233d2cf168462fa6127472db45a305@5576020_oswg17217oswg418oswg147_img_000\" width=\"418\" height=\"147\">\u003C\u002Ffigure>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:1080\u002F835;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F209080294719.png\" width=\"1080\" height=\"835\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002FUploaderreylst323xm_2025_09_30_18_16_15.jpg","2025-10-01T01:14:05.26","2025.10.01","2025\u002F10\u002F01",43824,[22,23,24],"NVDA","CRWV","NBIS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[35,39],{"productId":36,"serviceName":37,"priceText":38},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":40,"serviceName":41,"priceText":42},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":45,"images":70,"summaryHtml":75,"aboutTitle":76,"aboutHtml":77,"copyrightHtml":78},[46,49,52,55,58,61,64,67],{"label":47,"url":48},"深度报告","\u002Fcol\u002FdepthReport",{"label":50,"url":51},"VIP会员","\u002Fplan",{"label":53,"url":54},"期权推荐","\u002FOption",{"label":56,"url":57},"低价暴涨股","\u002FPenny",{"label":59,"url":60},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":62,"url":63},"美股课程","\u002Fcol\u002Fvideos",{"label":65,"url":66},"免责声明","\u002Fdisclaimer",{"label":68,"url":69},"联系我们","\u002FContactUs",[71,72,73,74],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]