[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio96b1ceca":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio96b1ceca","AI“算力焦虑”重燃！英伟达H100-GPU租价上涨-Nebius(NBIS)等云服务商应声走高","\u002Fdoc\u002Fdcio96b1ceca","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在英伟达(NVDA)披露其H100 GPU的租赁价格仍在上涨后，AI云服务商Nebius(NBIS)、CoreWeave(CRWV)和IREN Ltd(IREN)的股价周四应声大涨。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Nebius周四涨幅达15%，部分原因是该公司宣布与Bloom Energy达成AI基础设施供电协议。在协议期限内，Nebius将支付每月服务费，合计最高达26亿美元，用于购买供电系统的容量及电力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">周四，CoreWeave收涨逾6%，IREN收涨逾10%。Applied Digital(APLD)大涨21.5%，该公司当日宣布与一家未具名的超大规模云服务商达成数据中心设施长期租赁协议，涉及其位于美国得克萨斯州的新建高性能计算园区。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">截至周四美股收盘，CoreWeave、IREN年内涨幅超50%，Nebius年内涨幅超160%，Applied Digital年内涨幅达96%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">H100 GPU租价上涨，AI“算力焦虑”重燃\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英伟达首席财务官Colette Kress在公司财报电话会议上表示“今年以来，H100的租赁价格上涨了20%，而A100云服务的价格上涨了近15%。得益于我们平台的多功能性以及软件堆栈带来的持续性能提升，客户能够在GPU的折旧期之后获得可观的收益。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">由于对AI GPU的需求持续高涨，Nebius近日宣布H100 GPU的按需租赁价格将从每小时2.95美元上涨至每小时3.85美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">H100 GPU于2022年4月发布，是英伟达Hopper系列GPU的一部分。该公司已全面投产Blackwell系列GPU，而新一代AI加速芯片Vera Rubin预计将于今年下半年开始生产和发货。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据报道，Vera Rubin芯片定位高性能计算(HPC)与大规模AI训练场景，首批客户锁定亚马逊AWS、微软Azure等北美头部云服务厂商。这款芯片旨在填补现有H100系列与未来超大规模模型需求之间的算力缺口，进一步巩固英伟达在数据中心AI芯片领域的主导地位。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Kress表示，公司对2025年至2027年Blackwell与Rubin芯片合计1万亿美元的收入预测充满信心。英伟达首席执行官黄仁勋更是直言，Vera Rubin 芯片市场表现或将超越 Blackwell 系列。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，全球AI算力供需矛盾持续激化，“算力焦虑”已成为头部企业的核心痛点。埃隆・马斯克在3月表示，其旗下特斯拉、SpaceX等公司的算力需求最终将超过全球芯片总产能。为此，马斯克宣布在得州奥斯汀打造 “Terafab” 芯片综合体。而SpaceX在最近披露的上市文件中将“自主生产GPU”列入“重大资本支出项目”清单，把AI算力焦虑摆上了台面。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">算力赛道前景向好，个股研判分歧显现\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管算力租赁市场前景乐观，但华尔街分析师对相关个股的看法存在分歧。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">周四，GF Securities首次覆盖CoreWeave，给予“买入”评级，目标价为162美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">GF Securities分析师 Michelle Jing 在给客户的报告中写道“凭借先发 GPU 部署、专注 AI 赛道的独特定位、行业领先的运营效率，以及与头部 AI 超大规模云厂商签订的长期协议，CoreWeave 有望在 AI 基础设施的繁荣浪潮中成为长期赢家。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">投行 D.A. Davidson则予CoreWeave“中性”评级，目标价从 175 美元下调至 100 美元，并予Nebius“中性”评级以及250美元目标价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">D.A. Davidson分析师吉尔·卢里亚表示，该机构对 CoreWeave 的态度曾经历两极转变，当前维持中性是平衡判断。一方面，算力行业前景向好，CoreWeave 已跻身核心玩家;另一方面，其利润率偏弱、高度依赖债务融资，盈利兑现能力存疑，且内部人士减持也值得警惕。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Nebius 的估值逻辑有所不同。卢里亚认为其理应享有溢价估值，但短期上涨空间受限。“自一年多前首次覆盖以来，Nebius 股价大幅跑赢大盘，从边缘标的成长为 AI 交易核心资产。其当前溢价具备合理性，但也会压制短期涨幅。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNVDA\u002FNVDA.jpg","2026-05-22T16:40:30","2026.05.22","2026\u002F05\u002F22",37818,[22],"NVDA","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":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\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>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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"]