These 5 chip stocks are cheaper than the S&P 500 — and offer faster growth
Micron and Nvidia are among high-profile semiconductor companies that have been raking in cash and still have inexpensive stocks.
#英伟达
外媒与科技媒体长文、研究号文章
MarketWatchAI 评分2323 彭博AI 评分1818 Oaktree’s Playbook for Rising Credit Stress
As higher rates bite and SEC scrutiny rises, Danielle Poli, a Managing Director and Co-Portfolio Manager at Oaktree, joins Bloomberg Open Interest to break down where credit risk is really building, and where the best opportunities are. From complex data-center deals to looming refinancings and dist
IT之家AI 评分2020 英伟达发布 617.42 Game Ready 显卡驱动：优化《使命召唤：现代战争 4》等新作
IT之家 10 月 6 日消息，英伟达 GeForce Game Ready 驱动 617.42 正式发布，本次驱动为多款支持 DLSS 和 RTX 技术的新作提供优化，同时修复了已发现的游戏崩溃问题。IT之家附官方公告链接（https://www.nvidia.com/en-us/geforce/news/call-of-duty-modern-warfare-4-star-wars-galactic-racer-game-ready-driver/）。新游戏支持与性能优化为《使命召唤：现代战争 4》《星球大战：银河赛车手》《龙之信条 2：黑暗觉醒》《微软模拟飞行 2024》《Valor M
IT之家AI 评分3030 《明日方舟：终末地》游戏将支持英伟达 RTX Spark 笔记本，「丹青渡」版本上线
IT之家 10 月 6 日消息，鹰角网络今日发布《明日方舟：终末地》「丹青渡」版本前瞻视频，确认本作即将支持搭载英伟达 RTX Spark 处理器的笔记本。据介绍，《明日方舟：终末地》将在更新后支持即将上市的英伟达 RTX Spark 笔记本电脑，玩家未来可以使用这些笔记本游玩本作。IT之家注意到，在 6 月的 2026 台北国际电脑展主题演讲中，英伟达 CEO 黄仁勋正式宣布推出 RTX Spark PC 处理器，首批搭载该处理器的笔记本将在今年秋季推出。Surface Laptop Ultra：专为全球创客和创意专业人士打造，搭载 15 英寸 mini-LED PixelSense Ult
IT之家AI 评分4949 英伟达（NVDA）市值升至5.82万亿美元，创历史新高
英伟达（NVDA）在纳斯达克开盘约20分钟后，市值升至5.82万亿美元，创历史新高，距6万亿美元仅一步之遥。美东时间10月5日，英伟达收盘上涨2.12%至238.90美元，连续第三个交易日以收盘价创历史新高。
Fast CompanyAI 评分3636 The 6 next big things in computing, chips, and foundational technology for 2026
Advances in computing aren’t just about faster processors. As these innovations show, progress is driven by everything from the technologies used to transmit data to the systems that ensure data centers get reliable power without overwhelming the grid. If many of them are largely invisible to most o
Fast CompanyAI 评分1818 The 13 next big things in applied AI for 2026
2026 may have been the year when AI stopped getting brownie points simply for being amazing. What’s impressive now is AI that performs useful tasks. All the better if it does it quietly, cleverly, and in areas that help humans focus on the work that we still do best. These honorees check off all tho
财富AI 评分1818 Why Sam Altman takes his hardest questions to Nikesh Arora
The Palo Alto Networks CEO doesn’t do sugarcoating. And it’s made him a go-to advisor.
CNBC利好AI 评分3030 Meta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
彭博AI 评分1717 Nvidia Is on the Verge of a $6 Trillion Market Value
The stock has soared almost 30% this year.
IT之家AI 评分4646 华为证实专利许可协议涉及逻辑折叠芯片技术，高通称相关说法不属实
华为与高通达成多年期、广泛的专利许可协议，并涉及部分美国专利收购；高通称协议与逻辑折叠芯片技术有关的说法不属实。华为则向深视新闻证实，授权涵盖近封装光学（NPO）互联技术及支撑逻辑折叠芯片技术的相关专利许可。
财富AI 评分2424 The Future 120—How vital firms stay forever young
For the ranking, we analyzed more than 10 million data points and zeroed in on the 15 most predictive metrics, each robust and correlated with future revenue growth, to produce BCG’s Vitality Score.
IT之家AI 评分5151 Strata引擎支持12GB及以上显存显卡运行1250亿参数Qwen3.8-Flash-Next模型
开发者 Niko1221 开源推出 Strata 引擎，可在 12GB 及以上显存的消费级显卡上运行量化的 1250 亿参数 Qwen3.8-Flash-Next 模型。
卫报利空AI 评分1717 ‘Pull the plug’: protesters resort to direct action against AI firms
Campaign groups report surge in membership after a spate of AI safety alerts and apocalyptic warningsIn a bar below Waterloo Bridge, a cell of a fast-growing anti-AI protest movement met last week to plot their latest move: disrupting a tech industry dinner being addressed by a senior executive from
Business InsiderAI 评分5858 Reflection AI推出开放权重模型Beam，称其推理算力较GLM-5.2少3至4倍
Reflection AI于周一发布首款前沿开放权重模型Beam，面向编程、多步推理和AI智能体任务，公司称其与中国部分开放模型具备竞争力。Beam共有5010亿参数，每次激活230亿参数；Reflection称其在高级推理基准上可达到与GLM-5.2相当的结果，推理算力需求少3至4倍。模型目前处于最终安全测试阶段，通过候补名单开放，模型权重、技术报告和开发者工具计划于本月晚些时候发布。
IT之家AI 评分5252 Groq因与英伟达200亿美元“类收购”交易被诉，原告称少数股东权益受损
Groq本周二在美国特拉华州衡平法院遭起诉，两名曾任职于Groq且仍持有股份的原告指控其与英伟达的200亿美元“类收购”非独家授权交易损害少数股东权益。诉讼文件称，交易包括由持股者共享的170亿美元，以及分给跳槽至英伟达的Groq员工的30亿美元英伟达限售股。原告还质疑董事会利益冲突、部分股东未获投票权，并称170亿美元许可费被视为Groq的应税收入。
IT之家AI 评分2323 英伟达黄仁勋“世界巡演”AI 视频海内外爆火，马斯克调侃“内存涨价的原因找到了”
IT之家 10 月 6 日消息，近期有关迈克尔 · 杰克逊演唱会的二创视频在国内视频平台爆火，网友们将舞台上的迈克尔 · 杰克逊和台下的观众替换为各种知名人物。B站 UP 主“王与也行”10 月 4 日发布的一段“黄仁勋 世界巡演”AI 视频已收获超百万播放量，甚至火到了海外，引来埃隆 · 马斯克的调侃：这就是内存价格如此昂贵的原因。IT之家查询发现，原版视频来自迈克尔 · 杰克逊 1992 年危险之旅世界巡演之罗马尼亚 · 布加勒斯特演唱会的《Jam》曲目片段。今年 3 月有报道称，黄仁勋在摩根士丹利科技大会上表示，当前内存供应稀缺，对英伟达来说是“极好的消息”（fantastic for
财富利好AI 评分5555 英伟达旗下NVentures投资世界模型初创公司Reactor
旧金山初创公司Reactor表示，英伟达旗下风险投资部门NVentures和Sapphire Ventures加入其股东名单，使公司总融资额达到7400万美元。Reactor开发用于加快、降低世界模型运行成本的软件及云服务，并称其平台已有影视工作室、广告平台和流媒体服务项目；公司计划将投资用于扩充算力、团队及机器人测试硬件。
IT之家AI 评分4545 英伟达美股连续3个交易日收盘创历史新高，市值本月有望冲击6万亿美元
英伟达股价连续第三个交易日收盘创历史新高，10月5日收报238.90美元，上涨2.12%，按收盘价计算市值约5.76万亿美元。期权交易员据当日约404.12万张期权成交量及看涨期权占比58.84%，推断其市值有望本月冲击6万亿美元。
CNBC利好AI 评分3434 Stocks are hitting records despite surging yields. Cramer explains why
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
路透社利好AI 评分3535 Nvidia-backed Reflection unveils first AI model to take on Chinese open models - Reuters
Nvidia-backed Reflection unveils first AI model to take on Chinese open models Reuters
MarketWatch利好AI 评分5151 英伟达支持的 Reflection AI 发布新开放模型 Beam
Reflection AI 宣布推出新模型 Beam，称其为高效开放模型，能力可与中国模型相当。原文摘要未提供模型的具体能力指标。
MarketWatch利好AI 评分2626 The case for Nvidia’s stock to march even higher after clinching its first record high in months
Analysts highlight the stock’s cheap valuation and the chip maker’s central role in the AI ecosystem.
The VergeAI 评分2323 All the drama around AI’s takeover of mathematics
This past year, OpenAI, Anthropic, and other labs have announced breakthroughs on numerous long-standing mathematical problems, in some cases pushing well beyond what researchers expected current systems to be capable of — including resolving one of the famous Millennium Prize problems. But in class
TechCrunch利好AI 评分6161 Reflection AI推出首款开放权重模型Beam，称其推理能力可比GLM-5.2且推理算力更少
Reflection AI推出首款开放权重模型Beam，并称其推理能力可与GLM-5.2相比，所需推理算力更少。模型权重计划于本月发布；Reflection AI获得英伟达支持。
Business InsiderAI 评分2626 Sam Altman says Elon Musk is a ‘bully’ who only respects people who punch him back
Despite their beef, OpenAI CEO Sam Altman said he would work with SpaceX CEO Elon Musk on larger issues like AI safety.
CNBC利好AI 评分2929 Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
MarketWatch利好AI 评分3232 Western Digital and Seagate shares bounce back as analysts downplay the Toshiba threat
Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate
路透社利好AI 评分1818 Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley - reuters.com
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley reuters.com
The VergeAI 评分2323 Sam Altman says ‘some bad things’ will happen but AI is totally worth it
Sam Altman thinks that the benefits of AI will be so great that "the world should accept some bad things happening" along the way. The OpenAI CEO pointed to hacks, scams, and "other bad things" as costs society should expect to tolerate because "people will do tremendously orders of magnitude more g
CNBCAI 评分22 Cramer is closely watching Nvidia's massive buyback. Here's what he wants to see
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
IT之家AI 评分4444 纳斯达克指数盘中再创历史新高，SpaceX涨超5%、英伟达涨1.65%
美股纳斯达克指数周一（当地时间 10 月 5 日）盘中创下历史新高，多数大型股和成长股上涨。英伟达盘中最高上涨 1.65%，再度逼近历史新高；SpaceX盘中最高涨超 5%，股价创近三个月来新高。Meta、微软和特斯拉均涨超 1%。
The Verge利空AI 评分2525 Nvidia’s Shield TV Pro just got a $100 price hike
Nvidia's Shield TV streaming boxes are the latest victims of the memory shortage that has seen prices increase dramatically for everything from digital cameras to game consoles. When the Shield TV Pro launched nearly seven years ago with an upgraded Tegra X1+ processor, 3GB of RAM, and 16GB of stora
CNBC利空AI 评分2424 Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged
The case alleges that the licensing deal "squeezed out" stockholders by giving them a "lowball price."
IT之家AI 评分1717 海外消费者网购下单两次 AMD 锐龙 7 9850X3D 处理器，均被调包成十年前的酷睿 i3-3000 系列产品
IT之家 10 月 5 日消息，近日一名海外网友在亚马逊连续两次购买 AMD 锐龙 7 9850X3D 处理器，结果其购买的处理器均遭到调包，被换成了酷睿 i3-3000 系列处理器，引发社区热议。据报道，Reddit 网友 BitProfessional3792 最初通过亚马逊官方商店购买了一颗 AMD 锐龙 7 9850X3D，但收到商品后发现处理器疑似遭到调包。商品外包装看起来正常，封条也没有破损，但盒内真正的处理器却被替换成了距今约 10 年的英特尔酷睿 i3-3000 系列产品。对此，该网友认为“可能只是运气不好”，于是再次通过亚马逊下单购买一颗锐龙 7 9850X3D。为了防止再次
财富利好AI 评分6262 英伟达可持续发展主管谈如何加快美国核能复兴
英伟达可持续发展主管Josh Parker主张，美国核能讨论应从是否建设转向如何借助技术安全、快速、规模化建设。文章称，美国电力需求受AI、电气化、制造业回流和机器人发展推动，核电难以满足近期AI用电需求，短期需要多种能源并行。文中还提及NRC将新反应堆许可审查目标推进至18个月，以及ADVANCE Act的后续落实工作。
IT之家AI 评分3838 英伟达 RTX Spark 笔记本 OLED 屏幕供应商曝光：三星七款、LG 一款
IT之家 10 月 5 日消息，据 thelec 今日援引行业消息，基于英伟达 RTX Spark 平台、搭载 OLED 屏的 7 款主流 AI 笔记本，全部采用三星显示与 LG 显示的面板。其中三星显示供应 6 款机型，LG 显示供应 1 款。三星显示面板应用于惠普 OmniBook Ultra 16、OmniBook X 14、联想 Yoga Pro 9n、华硕 ProArt P14、ProArt P16 以及微星 Prestige N16 Flip AI+。其中，华硕 ProArt P14、P16 与微星 Prestige N16 Flip AI + 峰值亮度最高可达 1600 尼特。惠
卫报AI 评分2929 Accept ‘bad things’ in return for benefits of AI, says Sam Altman
Boss of OpenAI calls for a regulatory light touch because of the ‘good stuff’ the technology can deliverSam Altman says he believes the world should accept “bad things” happening with AI in exchange for the benefits of the technology.The chief executive of OpenAI cited hacks, scams and “other bad th
财富AI 评分1818 OpenAI’s Altman: ‘The world should accept some bad things happening for the benefits of this technology’
Everything you need to know before you reach the office this morning.
CNBC利好AI 评分3939 Nvidia's $6-trillion milestone looms. Here's when options traders see it happening
Nvidia will likely cross the $6 trillion threshold by the end of this month, according to options traders.