<div id="readability-page-1"><div><div><p>Once again, Nvidia's earnings were a dud (the stock hasn't delivered an outsized T+1 move on an earnings print since May 22), with the stock closing down almost 2% and near session lows. Yet many of the &#34;picks and shovels&#34; companies that serve the Nvidia ecosystem soared (look no further than memory stocks which soared 6-10% today). That's because an analysis by Morgan Stanley analyst Howard Kao found that memory components inside the upcoming Vera Rubin rack will soar in price, led by a 435% surge in Memory components. But that's just one: while the GPU will see a 57% increase in cost, virtually every other component will rise by the same if not much higher amount.</p><p>Let's take a closer look.at Morgan Stanley's analysis, starting with a summary:</p></div></div></div>

英伟达

美光科技

半导体 3 倍做多 - Direxion

<p>英伟达的维拉·鲁宾机架预计将花费 780 万美元，是黑威尔机架的两倍，这主要是由于内存组件价格的大幅上涨，预计将上涨 435%。尽管英伟达最近的财报令人失望，但生态系统内相关公司的股票却出现了上涨，内存股票上涨了 6-10%。GPU 的成本预计也将增加 57%</p>

Nvidia's Vera Rubin Rack Will Cost $7.8MM, Double A Blackwell Rack: Here's What's Behind The Soaring Price

- Nvidia 财报未达预期，股票下跌近 2%。  
- 但相关记忆体股票上涨 6-10%。  
- 摩根士丹利分析称，Vera Rubin 系列组件价格将大幅上升。

ZeroHedge

标普半导体 ETF - SPDR

2 倍做多英伟达 ETF - Direxion

半导体 ETF - VanEck Vectors

2 倍做多 NVDA ETF - T-Rex

Invesco PHLX Semiconductor ETF

Roundhill Memory ETF

费城交易所 半导体 ETF - iShares

动态半导体 ETF - Invesco

2 倍做多英伟达 ETF - GraniteShares

纳斯达克半导体 ETF - First Trust

英伟达期权收益策略 ETF - YieldMax

南方两倍做多英伟达

南方两倍做空英伟达

1 倍做空英伟达 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

英伟达的 Vera Rubin 机架将耗资 780 万美元，是 Blackwell 机架价格的两倍：以下是价格上涨的原因