<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>

英偉達

美光科技

半導體 3 倍做多 - Direxion

<p>英偉達的維拉·魯賓機架預計將花費 780 萬美元，是黑威爾機架的兩倍，這主要是由於內存組件價格的大幅上漲，預計將上漲 435%。儘管英偉達最近的財報令人失望，但生態系統內相關公司的股票卻出現了上漲，內存股票上漲了 6-10%。GPU 的成本預計也將增加 57%</p>

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

- Nvidia 財報未達預期，股票下跌近 2%。  
- 但相關記憶體股票上漲 6-10%。  
- 摩根士丹利分析稱，Vera Rubin 系列組件價格將大幅上升。

ZeroHedge

標普半導體 ETF - SPDR

2 倍做多英偉達 ETF - Direxion

半導體 ETF - VanEck Vectors

2 倍做多 NVDA ETF - T-Rex

Invesco PHLX Semiconductor ETF

Roundhill Memory ETF

費城交易所 半導體 ETF - iShares

動態半導體 ETF - Invesco

2 倍做多英偉達 ETF - GraniteShares

納斯達克半導體 ETF - First Trust

英偉達期權收益策略 ETF - YieldMax

南方兩倍做多英偉達

南方兩倍做空英偉達

1 倍做空英偉達 ETF - Direxion

2 倍做空 NVDA ETF - T-Rex

英偉達的 Vera Rubin 機架將耗資 780 萬美元，是 Blackwell 機架價格的兩倍：以下是價格上漲的原因