美股詳情

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美國超微公司

516.13

+12.532.49%

盤後：515.78-0.3510-0.07%19:59 EDT

成交量：1,902.62萬

成交額：97.88億

市值：8,402.81億

市盈率：132.34

高：521.06

開：510.71

低：501.35

收：503.60

52周最高：584.73

52周最低：149.85

股本：16.28億

流通股本：16.25億

量比：0.94

換手率：1.17%

股息：- -

股息率：- -

每股收益(TTM):3.90

每股收益(LYR):2.65

淨資產收益率：10.20%

總資產收益率：5.13%

市淨率：12.50

市盈率(LYR):194.74

資料載入中...

總覽公司新聞公告

盤前異動 | 半導體、存儲、光通信概念股漲幅擴大，AAOI升逾17%、邁威爾科技升逾8%、閃迪、西部數據升逾5%

老虎资讯综合

SpaceX上市後首份財報將發布；美股光通信、芯片股集體上漲，邁威爾科技、Lumentum升逾5%；滙豐擬回購10億美元股票｜美股盤前

每日经济新闻

重點關注個股：Palantir、SpaceX、滙豐控股

盤前異動 | 半導體、存儲、光通信概念股走強，邁威爾科技、AAOI升逾5%，閃迪升逾4%；績優股表現亮眼，Palantir漲近15%、Snap升逾7%

老虎资讯综合

異動解讀｜美國超微公司盤前上漲3.09%，與Meta及OpenAI達成最高6GW GPU部署認股權證協議

異動解讀｜美國超微公司夜盤上漲3.07%，與Meta及OpenAI達成最高6GW GPU部署認股權證協議

台積電3納米產能爬坡超預期，科創半導體設備ETF華泰柏瑞（588710）近33個交易日「攬金」超百億！

期權聚焦 | AMD財報前IV定價11%波動，大單買入495/650美元Call及賣出370美元Put，機構情緒看漲

SemiAnalysis：AMD 與 Meta、OpenAI 達成基於業績的認股權證協議，涉及最高 6GW Instinct GPU 部署

8 月 4 日半導體與 AI 獨立研究機構 SemiAnalysis 發文表示AMD 於去年末及今年初分別與 Meta、

AMD攜兩大強勁引擎駛入財報季

环球市场播报

實時行情-受中東局勢緩和預期提振，華爾街股指上漲

異動解讀｜美國超微公司盤中下跌3.28%，費城半導體指數整體走弱拖累板塊個股

AMD財報前瞻：AI芯片收入與Helios訂單能否推動股價突破600美元？

TradingKey中文

異動解讀｜美國超微公司盤前下跌3.18%，費城半導體指數盤前整體走弱拖累板塊個股

美股盤前費城半導體走勢：整體下跌，美光與泛林領跌

財報前瞻 | AI芯片雙雄大戰升級! AMD財報將檢驗英偉達「挑戰者」成色

SemiAnalysis最新研判：英偉達Rubin Ultra規格縮水，AI服務器開始重新計算「成本賬」

老虎资讯综合

存儲芯片巨頭、算力芯片明星股，即將重要發布

一周前瞻 | SpaceX上市後首份財報疊加千億解禁潮；AMD、Circle、閃迪、滙豐放榜；港股價位下調第二階段實施；美國7月非農周五公布

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18:27","pubTimestamp":1785839236,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.07%，标普500指数期货涨0.12%，纳指期货涨0.60%。②【存储概念股走高】存储概念股走高。截至发稿，美光涨3.87%，SK海力士涨1.88%。③【芯片股上涨】芯片股上涨。截至发稿，英特尔上涨3.55%，AMD上涨3.51%。④【光通信板块走高】光通信板块走高。截至发稿，迈威尔科技上涨5.47%，Lumentum上涨5.27%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608043831320589.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608043831320589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0061474960.USD","LU0124676726.USD","LU1035775433.USD","LU0289961442.SGD","LU0203347892.USD","IE00B19Z3B42.SGD","LU0210536198.USD","LU0868494708.USD","IE000BZT7R73.USD","IE000ITXATA3.USD","LU2211815571.USD","LU0868494617.USD","LU0187121727.USD","LU2506951875.HKD","LU0882574139.USD","IE00BQXX3D17.EUR","LU2756315664.SGD","LU0823417653.USD","LU1169590202.USD","DTCR","LU0240878834.USD","TRFK","LU0820562030.AUD","IE00B3S45H60.SGD","LU0029864427.USD","IE00BN29S564.USD","IE00BQXX3F31.USD","LU1084165304.USD","LU1127390331.HKD","LU1868837136.USD","IE0004445239.USD","LU2089985449.USD","SG9999015978.USD","AIPI","LU0323591593.USD","LU0308772762.SGD","MUYY","LU0345770308.USD","LU0823414478.USD","LU0310800379.SGD","LU0708994859.HKD","HK0000306685.HKD","LU1815336760.USD","LU1316542783.SGD","LU1037948541.HKD","LU1145028129.USD","IE000F7OJYX1.SGD","LU2247934214.USD","BK4023","MRVU","LU0096364046.USD","LU1582986359.USD","IE00B19Z8X17.USD","IE00BZ9MQY76.HKD","IE000SO60NU8.SGD","LU2430703251.USD","LITE","IE0009G5SDU7.USD","LU1868837300.USD","LU2191332357.HKD","PLTG","LU0256863811.USD","LU2111349929.HKD","LU0724617625.USD","LU2458330243.SGD","HSBC","LU0912757837.SGD","LU0964807845.USD","LU0444971666.USD","IE0003U64NQ7.SGD","LU1582987597.SGD","IE000W1ABFV2.USD","LU2360106780.USD","LU2506952097.USD","IE0009356076.USD","LU1069344957.HKD","LU1934455194.USD","LU1868836757.USD","LU2087621335.USD","RULE","LU2750360641.GBP","LU2764262908.HKD","LU2237443382.USD","IE00B775H168.HKD","PLTR","HK0000306701.USD","LU2290526834.HKD","IE00BKVL7J92.USD","LU1989772923.USD","LU2637965513.SGD","LU2552382058.USD","LU1934455863.HKD","AMDY","LU1917777945.USD","CNAV","MU","CHAT","LU0496365809.HKD","AAPL","LU0949170426.SGD","AIFD","LU2462157665.USD","SG9999014542.SGD","LU0251142724.SGD","LU0795875086.SGD","SG9999000418.SGD","IE00BJTD4N35.SGD","LU2237443622.USD","BK4505","PLTD","LU0889566641.SGD","LU0823434740.USD","LU1496350502.SGD","LU2361044949.HKD","LU0082616367.USD","LU1974910355.USD","LU1880398471.USD","LU2213496289.HKD","IE00B4YYXB79.USD","LU0203202063.USD","LU0081259029.USD","IE000M9KFDE8.USD","LU0861579265.USD","LU2244417387.USD","IE00BMPRXQ63.HKD","ILDR","LU0965509283.SGD","LU0096362180.USD","LU1645745479.HKD","IE00BK4W5L77.USD","LU0077335932.USD","LU2452424414.USD","VGT","BK4553","LU2347655156.SGD","LU1861559042.SGD","AMDW","BK4581","LU1868836591.USD","DISK","IE0005OL40V9.USD","IE00BJJMRY28.SGD","LU0795875169.SGD","LU0238689110.USD","LU2505996681.GBP","LU0234572021.USD","SG9999014898.SGD","IE000YTNTUN2.SGD","LU1400636657.SGD","AAPX","IE0001KFT4U8.USD","LAZR","LU2083900584.USD","LU0985320562.USD","LU0127658192.USD","LU1935043023.USD","LU0553294199.USD","MVLL","LU0820561909.HKD","LU1496350171.SGD","LU1267930573.SGD","MULL","BK4535","IE00BBT3K403.USD","LU1366333091.USD","LU2168564495.EUR","LU0456855351.SGD","LU2249611893.SGD","LU1037948897.HKD","IE00BJLML261.HKD","LU1951200564.SGD","LU2063271972.USD","BK4566","SG9999002224.SGD","LU0742534661.SGD","SG9999014575.USD","LU1066051498.USD","LU0211327993.USD","LU2592432038.USD","CHPX","LU2271345857.HKD","BK4020","LU1244550494.USD","TEK","PTF","LU0057025933.USD","LU0211328371.USD","LU0689626769.HKD","IE000Q6AESB8.SGD","LU1732800096.USD","BK4588","AMDG","LU0354030511.USD","BK4579","LU2506952170.USD","BK4575","LU0162691827.USD","LU2092937148.SGD","LU2125154778.USD","LU0949170772.SGD","BK4507","XLK","LU0820561818.USD","LU1720051017.SGD","LU2602419157.SGD","IE00B7KXQ091.USD","SG9999014914.USD","LU1267930730.SGD","IE00B19Z9P08.USD","HK0000914686.HKD","LU1814569148.SGD","LU2462591350.SGD","EMSF","IE00BMPRXN33.USD","LU2471134879.HKD","LU0133085943.USD","LU2098885051.SGD","GAMR","AMDL","HK0000819398.USD","LU2750360997.AUD","LU0314104364.USD","MUZ","LU0215105999.USD","LU1400636574.HKD","LITX","BK4170","IE0000B7K699.USD","PLTA","IE0034235303.USD","ROM","LU0353189680.USD","LU1242518931.SGD","LU0053666078.USD","LU0310800965.SGD","LU0143551892.USD","LU0784383803.USD","DRMY","AAPB","DAMD","LU2250418816.HKD","LU1202635105.USD","SG9999015358.SGD","LU0061475181.USD","LU1989764748.USD","LU0788109477.HKD","LU0354030438.USD","LU2473716301.USD","IE00BJJMRX11.SGD","LU007021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13:11","pubTimestamp":1785820260,"startTime":"0","endTime":"0","summary":"Wind和交易所数据显示，人气产品——科创半导体设备ETF华泰柏瑞近33个交易日累计获超百亿元净流入，7月以来日均成交额达20.96亿元，较上半年3.26亿元的平均水平增长543%；最新份额36.50亿份、规模94.16亿元，年内分别增长540%和963%。先进制程方面，台积电3纳米产能爬坡超预期。中信证券预计2028年中国半导体设备市场规模有望接近1000亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/jjh/2026-08-04/doc-inimcpit2187752.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["WISE","AMDG","LU1989764748.USD","LU0359201612.USD","TEK","LU2237443978.SGD","LU0359201885.HKD","AVXC","LU0345770993.USD","BK4554","LU0251132253.USD","SMHX","AVEM","LU0211328371.USD","LU0719512351.SGD","LU0792757196.USD","LU1267930490.SGD","LU2125154778.USD","LU2471134796.USD","LU0353189680.USD","LU1211504680.USD","IE00BKPKM429.USD","BK4573","LU1951200564.SGD","LU2461242641.AUD","STSM","LU0861579265.USD","LU1064131342.USD","LU1923623000.USD","LU2125154935.USD","IE00BMPRXQ63.HKD","AIQ","LU0823434583.USD","LU2294711713.HKD","SPTE","03145","LU2458330169.SGD","BK4612","IE00B5949003.HKD","LU2471134952.CNY","LU0572939691.SGD","AMDY","LU1861558580.USD","LU2211814178.USD","LU1804176565.USD","AMD","AIS","SOXY","USXF","BK4566","LU2054465674.USD","CHPS","MEMX","AMYY","LU0823421416.USD","LU1803068979.SGD","LU0541502299.USD","UMMA","LU1989772923.USD","LU0310799852.SGD","BK4533","AMDL","TSMY","LU1037948541.HKD","LU1267930813.SGD","LU1712237335.SGD","LU1934455863.HKD","LU0689626769.HKD","SPWO","BK4581","LU0109392836.USD","BK4550","LU2089283258.USD","LU1934455277.USD","IE0001KFT4U8.USD","LU0210536198.USD","LU0642271901.SGD","IE00BMPRXR70.SGD","LU1934455194.USD","LU0133085943.USD","LU2462591350.SGD","LU2506951792.HKD","AMDU","BAI","IE00B1BXHZ80.USD","LEGR","LU0316494557.USD","LU1232071149.USD","LU2265009873.SGD","PSI","AMUU","LU1623119135.USD","LU2458330243.SGD","LU2355687059.USD","LU1323610961.USD","TSMZ","LU2089284900.SGD","FDTX","SG9999004220.SGD","LU0353189763.USD","LU0965509101.SGD","IE00BD6J9T35.USD","LU2041044095.USD","588710","BK4526","LU0158827781.USD","LU2023250504.SGD","LU2249611893.SGD","LU2750360997.AUD","CHPX","CGIC","LU2108987350.USD","LU0889566641.SGD","LU2242649171.HKD","LU1303367103.USD","LU2106854487.HKD","TINS","LU1951198990.SGD","TSM","TRFK","IE00BZ1G4Q59.USD","EMC","LU0323591593.USD","LU0174119429.USD","LU0965508806.USD","LU2298321311.HKD","BLOX","LU0175139822.USD","AMDD","LU0878004406.USD","CGDG","CNEQ","LU1037948897.HKD","LU0056508442.USD","LU0786609619.USD","LU1861559042.SGD","LU2063271972.USD","CHAT","LU2860962120.EUR","LU0264606111.USD","LU2264538146.SGD","LU2543165471.USD","EMM","LU0289960550.SGD","LU0823414551.USD","LU2087625088.SGD","LU2092937221.SGD","LU2247934214.USD","LU2750360641.GBP","LU1880398554.USD","LU2237443382.USD","QQQA","BK4529","LU0345770308.USD","LU1989772840.SGD","BK4505","LU1868837722.USD","IE00BKVL7J92.USD","BK4588","LU0094547139.USD","LU0198837287.USD","LU1852331112.SGD","TSMU","LU2023251221.USD","CWI","LU0348723411.USD","LU2111349929.HKD","LU2471134879.HKD","IE00B5TLWC47.USD","LU1242518857.USD","LU2211815571.USD","LU0158827948.USD","LU2250418816.HKD","BK4512","LU2098885051.SGD","LU2237443622.USD","LU0211327993.USD","LU2491050154.USD","SMH","LU2361045086.USD","LU1974910355.USD","ESIM","IE00BQXX3C00.GBP","IETC","LU0889565833.HKD","XNTK","IE00BHPRN162.USD","SGXZ99366536.SGD","CGGO","LU2896262040.SGD","LU2089985449.USD","SGXZ51526630.SGD","CORO","BK4602","LU1282649810.SGD","BK4575","ILDR","LU0878005551.USD","LU0124676726.USD","WUGI","LU1868837565.USD","IE0004086264.USD","LU0359202008.SGD","LU0965509010.AUD","LU1316542783.SGD","LU2360032135.SGD","LU2361044949.HKD","TSMX","IE0009356076.USD","LU0238689110.USD","FTXL","LU0274383776.USD","TSMG","CNAV","LU0143863784.USD","LU0823434740.USD","IE00BZ199S13.USD","LU1917777945.USD","LU2237443549.SGD","LU0082616367.USD","ARTY","LU2028103732.USD","LU1282649067.USD","LU1880398471.USD","ADVE","IE00BYQQ9H92.USD","KNOW","LU1988902786.USD","LU2133065610.SGD","BK4585","LU0127658192.USD","AMDW","LU2663582299.SGD","LU1023057109.AUD","SG9999000418.SGD","IE00BFXG0V08.USD","LU1242518931.SGD","IE00BMPRXN33.USD","LU0979878070.USD","LU0081259029.USD","GAMR","CGNG","LU2360108059.USD","LU0541501648.USD","BK4532","BK4591","LU0882747503.HKD","LU1508157978.USD","TTEQ","SGXZ81514606.USD","FAI","IE00BQXX3F31.USD","IE0004445239.USD","LU0965509283.SGD","LU2931357623.SGD","AMDS","BK4548","LU2491050071.SGD","ASIA","LU2491049909.HKD","LU0384037296.USD","LU0488056044.USD","BK4543","BK4141","LU2471134523.USD","SG9999001424.SGD","BK4503","LU0823421333.USD","LU1868838027.USD","IE0004091025.USD","BK4534","LU0390134368.USD","BK4527","BK4605","LU0823414478.USD","LU2357125470.USD","DAMD","LU2361044865.SGD","BK4614","LU0572940350.SGD","AVSE","LU1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| AMD財報前IV定價11%波動，大單買入495/650美元Call及賣出370美元Put，機構情緒看漲","url":"https://stock-news.laohu8.com/highlight/detail?id=1197512407","media":"期权女巫","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197512407?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 10:40","pubTimestamp":1785811214,"startTime":"0","endTime":"0","summary":"据此计算，市场定价暗示在财报发布后至该周到期日，AMD股价的预期波动幅度约为±6.72%。同时，一笔买入1,250张行权价为650美元的9月18日到期Call，成本131.13万美元，则是对中期持续上行的远月博弈。下行保护：主要的下行对冲为买入3,000张行权价350美元的8月21日到期Put，成交额73.2万美元，属于常规的财报事件对冲或看空博弈。考虑到市场预期的波动区间，卖出8月7日到期、行权价在450美元下方的Put，被向下突破的概率相对较低。","market":"us","thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDY","AMUU","AMDU","AMDG","AMDL","DAMD","AMD","AMDD","AMDW","AMYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656804585","title":"SemiAnalysis：AMD 與 Meta、OpenAI 達成基於業績的認股權證協議，涉及最高 6GW Instinct GPU 部署","url":"https://stock-news.laohu8.com/highlight/detail?id=2656804585","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656804585?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 08:47","pubTimestamp":1785804448,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 SemiAnalysis 披露，AMD于去年底至今年初与 Meta 和 OpenAI 达成基于业绩的认股权证协议，认股权证将根据两家公司采购并部署最高 6GW AMD Instinct GPU的情况分批归属，同时 AMD 股价需突破阶梯式目标（最高至 600 美元）。\n\n随着 AMD 股价从 2026 年初约 200 美元区间上涨至目前的 500-600美元，SemiAnalysis 估算 Meta 和 OpenAI 的 GPU 资本成本已从约 2.15美元/小时 和 2.50美元/小时 分别降至约 1.60美元/小时 和 1.75美元/小时。若AMD股价升至 600-700美元，GPU本身资本成本将趋近于零；若进一步突破 1000 美元，则整个集群（含服务器、网络及CPU等）的全部资本成本对两家公司而言实际为零。该分析基于线性归属假设及6GW产能全部部署的前提，认股权证具体条款尚未公开。 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月 4 日半導體與 AI 獨立研究機構 SemiAnalysis 發文表示AMD 於去年末及今年初分別與 Meta、","url":"https://stock-news.laohu8.com/highlight/detail?id=2656558894","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656558894?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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22:25","pubTimestamp":1785767145,"startTime":"0","endTime":"0","summary":"您可通过以下方式与我们分享您的看法： markets.research@thomsonreuters.com受中东局势缓和预期提振，华尔街股指上涨尽管美国和伊朗的表态相互矛盾，但受中东局势有望取得进展的乐观预期推动，油价下跌，华尔街主要股指周一上涨。在宣布对伊朗实施“大规模打击”的计划后 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21:11","pubTimestamp":1785762711,"startTime":"0","endTime":"0","summary":"TradingKey - 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AMD財報將檢驗英偉達「挑戰者」成色","url":"https://stock-news.laohu8.com/highlight/detail?id=2656324147","media":"智通财经","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656324147?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 18:26","pubTimestamp":1785752801,"startTime":"0","endTime":"0","summary":"作为$英伟达$核心算力挑战者，AMD本次财报也将成为市场研判全球AI算力需求景气度能否延续的关键风向标。EPYC服务器CPU和Instinct AI加速器的强劲需求预计将推动AMD营收增长。OpenAI最近披露，其7月份的年化收入已超过第二季度总和。尤其值得关注的是，7月23日AMD在Advancing AI大会上公布了一系列新品，该公司试图通过从芯片到整机系统的“全栈式”产品布局，全面向英伟达发起挑战。AMD在7月举行的“Advancing AI”活动上发布了一系列新产品。","market":"us","thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475242.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0174119429.USD","AMDG","BK4605","SMH","AMD","LU0081259029.USD","LU2360106780.USD","AMDD","LU1303367103.USD","LU0823434583.USD","AMYY","IE0001KFT4U8.USD","SG9999001424.SGD","LU0823434740.USD","LU1989772840.SGD","LU0082616367.USD","LU0642271901.SGD","LU2264538146.SGD","QQQA","LU0889566641.SGD","IE00BMPRXN33.USD","LU1232071149.USD","LU0133085943.USD","LU0251132253.USD","IE00BMPRXR70.SGD","LU0210536198.USD","IE0004445239.USD","IETC","LU1242518857.USD","LU2860962120.EUR","LU2361044865.SGD","AIQ","LU1267930813.SGD","GAMR","IE00BMPRXQ63.HKD","BK4543","IE00B1BXHZ80.USD","AMDL","IE00BQXX3F31.USD","LU0390134368.USD","LU1989764748.USD","LU1803068979.SGD","IE00B5949003.HKD","LU1951200564.SGD","LU1989764664.SGD","BK4612","BAI","AMDY","LU2265009873.SGD","LU1861559042.SGD","LU1880398471.USD","BK4512","BK4141","SGXZ81514606.USD","BK4573","LU0109392836.USD","LU1923623000.USD","LU2247934214.USD","LU1951198990.SGD","LU2242649171.HKD","AMDS","IE00BQXX3C00.GBP","LU2896262040.SGD","LU0127658192.USD","LU0823421416.USD","BK4554","LU2361045086.USD","AMDW","BK4566","IE00BZ1G4Q59.USD","LU2355687059.USD","LU1988902786.USD","LU0719512351.SGD","LU1316542783.SGD","LU2458330169.SGD","LU2361044949.HKD","SMHX","LU2931357623.SGD","IE00BQXX3D17.EUR","TRFK","CHPS","AMDU","LU2108987350.USD","BK4575","BK4532","LU1861558580.USD","TEK","BK4588","LU2462591350.SGD","PSI","WUGI","ARTY","LU2054465674.USD","LU0792757196.USD","CHAT","LU0274383776.USD","LU1242518931.SGD","BK4585","LEGR","BK4614","LU2458330243.SGD","DAMD","IE0009356076.USD","USXF","LU1989772923.USD","LU2098885051.SGD","TTEQ","BK4534","LU1064131342.USD","LU0056508442.USD","SGXZ51526630.SGD","LU2089985449.USD","ILDR","LU2250418816.HKD","SGXZ99366536.SGD","SOXY","LU1804176565.USD","LU0889565833.HKD","LU0979878070.USD","LU2461242641.AUD","SOXX","IE00BKVL7J92.USD","XNTK","LU0198837287.USD","FTXL","AMUU","LU1880398554.USD","LU0786609619.USD","BK4529","LU0048584097.USD","CNAV","LU0823421333.USD","LU1852331112.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1191337680","title":"SemiAnalysis最新研判：英偉達Rubin Ultra規格縮水，AI服務器開始重新計算「成本賬」","url":"https://stock-news.laohu8.com/highlight/detail?id=1191337680","media":"老虎资讯综合","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191337680?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 16:52","pubTimestamp":1785747178,"startTime":"0","endTime":"0","summary":"研究机构SemiAnalysis最新报告指出，英伟达向核心客户展示的Rubin Ultra预览版规格低于市场此前预期。SemiAnalysis表示，MI455X取消了LPDDR5X配置，并下调DDR5容量，整机DRAM预算明显收缩。报告认为，这背后反映的是AI服务器厂商开始重新平衡成本投入。随着HBM价格持续上涨，Rubin Ultra单机架物料成本一度由约660万美元升至800万美元。不过，SemiAnalysis认为，近期AI存储板块股价大幅波动，并不意味着行业基本面发生根本变化，更大程度上反映了杠杆资金出清及外资获利了结带来的短期冲击。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDD","07388","AMDY","MUD","NVDB","NVDW","NVDY","MUU","07788","AMYY","NVYY","AVS","ANV","DIPS","MU","NVDG","SMYY","NVDA","NVDL","AMD","NVII","SMCL","NVDX","AVGU","MUZ","NVDO","AMDG","AVGO","AVL","NVD","AVGG","NVDS","DAMD","AVGX","DLLL","DELL","SMCZ","SMCX","MUYY","AMDU","MULL","AMDD","AMDW","MIC","NVDU","AMDL","AMUU","SMCC","SMCI","SMCY","HPE","AVGW","NVDQ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656732642","title":"存儲芯片巨頭、算力芯片明星股，即將重要發布","url":"https://stock-news.laohu8.com/highlight/detail?id=2656732642","media":"央视财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656732642?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 15:10","pubTimestamp":1785741000,"startTime":"0","endTime":"0","summary":"本周美股财报季进入高峰，超四分之一标普500成分股将公布业绩，包括商业航天巨头SpaceX、算力芯片明星股AMD，以及存储巨头闪迪和西部数据。本周二美股盘后，SpaceX将发布上市后的首份财报。该公司于6月12日以135美元的IPO定价在纳斯达克上市，股价一度飙升至225美元，市值一度突破3万亿美元，但截至上周五收盘已跌破110美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608033829750175.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608033829750175.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0823421416.USD","LU0823434583.USD","LU0072461881.USD","LU0444971666.USD","LU1923623000.USD","USXF","LU0198837287.USD","IE0001KFT4U8.USD","FCUS","LU1861559042.SGD","LU1951200564.SGD","BK4532","GAMR","QQQA","IE00BMPRXR70.SGD","LU2860962120.EUR","LU1989772840.SGD","FDTX","TRFK","WDC","LU0786609619.USD","IE0009356076.USD","LU2264538146.SGD","IE00BMPRXQ63.HKD","IE00BZ1G4Q59.USD","LU0154236417.USD","LU0889566641.SGD","IE00B5949003.HKD","LU2458330243.SGD","TEK","BK4529","SGXZ99366536.SGD","BK4141","BK4573","LU1316542783.SGD","LU2461242641.AUD","LU0162691827.USD","LU1069347547.HKD","LU1823568750.SGD","LU1852331112.SGD","PSI","LU1642822529.SGD","LU0719512351.SGD","LU0082616367.USD","LU1988902786.USD","BK4543","BK4614","LU1303367103.USD","LU1242518857.USD","PTF","IETC","LU0127658192.USD","AIQ","LU0889565833.HKD","LU0251132253.USD","LU1064131342.USD","LU2247934214.USD","CHAT","LU1242518931.SGD","LU1880398554.USD","AMYY","SOXX","TTEQ","WISE","LU0081259029.USD","LU1951198990.SGD","LU2361044949.HKD","AMUU","BK4612","ARTY","LU1861558580.USD","SGXZ51526630.SGD","LU1232071149.USD","LU2361044865.SGD","LEGR","AIS","BK4605","FTXL","LU0444973449.USD","IE00BKVL7J92.USD","LU0390134368.USD","QQQG","LU0642271901.SGD","AMD","BK4575","LU1267930813.SGD","LU0210536198.USD","LU0109392836.USD","LU2265009873.SGD","AMDL","IE0004445239.USD","IE00BMPRXN33.USD","LU1035773651.USD","WUGI","AMDW","LU2108987350.USD","BK4566","LU0240877869.USD","DAMD","AMDU","GB00BDT5M118.USD","XNTK","LU0133085943.USD","LU1989764748.USD","BAI","LU0792757196.USD","LU1815336760.USD","LU2098885051.SGD","AMDG","LU1989772923.USD","AMDD","IE00BQXX3F31.USD","LU0174119429.USD","LU2355687059.USD","LU2054465674.USD","LU2089985449.USD","LU2462591350.SGD","LU1803068979.SGD","LU2931357623.SGD","FAI","LU0006061336.USD","BK4170","WDCX","IE00B1BXHZ80.USD","LU0823434740.USD","LU1880398471.USD","IE00BQXX3C00.GBP","LU2361045086.USD","CNAV","LU1804176565.USD","BK4588","LU2242649171.HKD","LU0048584097.USD","LU0823421333.USD","SOXY","LU1046421795.USD","BK4585","LU1235294995.USD","LU2360106780.USD","BK4554","CHPS","CGGO","LU0476273544.USD","SMH","LU2458330169.SGD","BK4512","AMDY","LU0240878834.USD","LU0056508442.USD","SG9999001424.SGD","CNEQ","LU0274383776.USD","LU2896262040.SGD","COWG","LU2250418816.HKD","ILDR","LU0979878070.USD","IE00BQXX3D17.EUR","SMHX","BK4534","SGXZ81514606.USD","AMDS","LU1989764664.SGD","LU0957808578.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190714186","title":"一周前瞻 | SpaceX上市後首份財報疊加千億解禁潮；AMD、Circle、閃迪、滙豐放榜；港股價位下調第二階段實施；美國7月非農周五公布","url":"https://stock-news.laohu8.com/highlight/detail?id=1190714186","media":"老虎資訊","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190714186?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 07:05","pubTimestamp":1785711913,"startTime":"0","endTime":"0","summary":"美國7月非農周五公佈，這是7月FOMC「鷹派按兵不動」後的首份完整就業報告。SpaceX周二盤後發佈上市後首份季報，而8月6日起最多9.115億股限售股取得出售資格，按7月31日收市價108.37美元計潛在解禁市值近988億美元。據LSEG IBES，標普500第二季經調整盈利預計同比增長29.3%，是當前市場少有的確定性支撐。禮來與諾和諾德周三盤前同日披露，減肥藥競爭格局正面交鋒；迪士尼、Circle同場，閃迪、西部數據、AppLovin、Figma當日盤後接力，且撞上FMS閃存峰會的HBM4E路線圖。","market":"us","thumbnail":"https://static.tigerbbs.com/a9153adf328cdbdfbb656ed3026a6175","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a9153adf328cdbdfbb656ed3026a6175"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPY","HIBL","SPCU","CCUP","AMDY","02800","LOFF","09115","SPXS","SDOW","AMDD","SNDU","CRCO","83115","AMD","YSPY","SPCM",".DJI","03115","03037","MMAX","SPYM","AMYY","IVV","UDOW","SPCF","SPAL","SNDQ","AMUU","SSPC","03419","SDS","CRCL","SNK","SPCX","SMAX","VOO","SNDC","DMAX","SPXU","07500","AMDU","SPCH",".IXIC","UPRO","00005","SPCQ","AMDL","DIA","07200","AMDG","SPAX","ICRC","CRCA",".SPX","SPDN","HSI","SNDK","CRCD","SPXL","SPYQ","AMDW","07300","SNXX","SSO","SPCG","DDM","SPYH","CRCG","DXD","SPUU","SH","DOG","82800","DAMD","SPYU","SNDG"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":15,"totalSize":400,"code":"91000000","status":"200"}]}}