港股詳情

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次新股

317.484

-1.962-0.61%

漲家數：13

跌家數：34

平家數：12

市盈率：- -

高：319.886

開：319.429

低：313.595

收：319.447

成交量：1.05億

成交額：35.59億

市值：7,523.53億

流通市值：6,701.79億

資料載入中...

理想汽車-W（02015）逆市走高漲4.43% 大摩料MEGA月銷量逐步復甦

嗶哩嗶哩-W(09626.HK)9月4日斥資7.84億港元回購679.55萬股

嗶哩嗶哩-W(09626)9月4日斥資7.84億港元回購679.55萬股

百度集團-W(09888)A類普通股獲納入深港通

港股早盤低開低走恒指半日跌0.97% 百度集團-W（09888）下挫5.74%

理想汽車(02015.HK)斥26.5億元人幣入股欣旺達動力成第二大股東

阿斯达克财经

蘿蔔快跑在港安全行駛里程逾27萬公里陳美寶：自動駕駛目標是常態化商業營運

阿斯达克财经

港股異動 | 理想汽車-W(02015.HK)升逾3% 擬以26.5億元戰略投資欣旺達動力

德信服務集團(02215)股價大幅上升17.486%，現價港幣$0.215

阿斯达克财经

嗶哩嗶哩(09626.HK)發可換債籌7億美元騰訊擬配股套現4億美元

阿斯达克财经

兆科眼科(06622.HK)YUVEZZI滴眼液中國老花眼患者II期臨床達主要研究終點

阿斯达克财经

嗶哩嗶哩－Ｗ(09626)出現大手賣出4.62萬股，成交價$123.8，涉資571.956萬

阿斯达克财经

一個還沒進臨床的分子，憑什麼賣出12.95億美元

群核(00068.HK)、百度(09888.HK)等54只股份獲調入港股通名單

阿斯达克财经

《港股》恒指高開2點百度漲1.8% 藍籌新貴華虹宏力升近2%

阿斯达克财经

港股存儲概念股盤初走強，南方東英SK海力士每日槓桿最多2X產品升逾12%

老虎资讯综合

港股開盤偏軟恒指輕微高開0.01% 網易（09999）跌2.17%

《股市簡訊》中國嗶哩嗶哩港股低開2.7%後高走，擬發7億美元可轉債加碼AI

百度集團－Ｗ(09888)出現大手賣出35.94萬股，成交價$97.65，涉資3.51千萬

阿斯达克财经

亞馬遜擴大 AI 機櫃拉貨，世芯、緯穎、鴻海出貨強勁

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恒指半日跌0.97% 百度集團-W（09888）下挫5.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665399873","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665399873?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 12:10","pubTimestamp":1788754217,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股早盘低开低走，截至午间收盘，恒生指数下跌0.97%；国企指数下跌1.51%；恒生科技指数下跌1.00%。保险股震荡走软，白鸽在线跌34.45%，中国太保跌3.75%，阳光保险跌3.73%，中国太平跌3.35%，保诚跌2.82%，新华保险跌2.81%。个股方面，海清智元午间收跌15.97%。该行2026及2027年的净利润预测较市场普遍预期分别高25%和42%。同时，该行重申A股的“买入”评级，维持目标价为2645元人民币。","market":"nz","thumbnail":"https://static.szfiu.com/news/20200915/NzYyNDljMmIwNjZjMTQ3MTljY2ZkYmY1MDAwNDcwMjMxMA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200915/NzYyNDljMmIwNjZjMTQ3MTljY2ZkYmY1MDAwNDcwMjMxMA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990860","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0708995583.HKD","LU0164880469.USD","BK1095","LU0831093199.SGD","HK0000306701.USD","LU0762541174.USD","LU1188198961.HKD","LU0417516902.SGD","LU0315179316.USD","SG9999002463.SGD","SG9999014674.SGD","LU0149721374.USD","LU0072462343.USD","LU0164865239.USD","LU0228367735.SGD","LU2778985437.USD","LU0823426308.USD","LU0043850808.USD","LU0197773673.USD","LU0823426480.USD","BK1609","IE00B3M56506.USD","LU0456827905.SGD","LU0173614495.USD","LU0229945570.USD","LU0463099449.HKD","LU1328615791.USD","BK1615","LU0871576103.HKD","LU0762542818.HKD","LU0348735423.USD","LU0039217434.USD","SG9999002828.SGD","LU0163747925.USD","LU0821914370.USD","89888","LU0359201885.HKD","LU1115378108.SGD","BK1575","LU0630378692.HKD","LU0307460666.USD","LU0819121731.USD","LU0348825331.USD","LU0326950275.SGD","BIDU","LU0640798160.USD","HK0000306685.HKD","LU0197773160.USD","LU1206782309.USD","LU1048588211.SGD","LU1481107354.HKD","LU0630378429.USD","BK1587","LU0417516738.SGD","TCHI","LU1023057109.AUD","LU0856984785.SGD","IE0034224299.USD","BK1588","LU0320764599.SGD","LU2476274308.USD","LU0359201612.USD","LU0359202008.SGD","LU0531971595.HKD","HK0000320264.USD","LU1048596156.SGD","HK0000320223.HKD","LU2039709279.SGD","09888","LU0588546209.SGD","LU0287142896.SGD","LU0244354667.USD","LU0762540952.USD","LU0543330566.HKD","LU0051755006.USD","LU0052750758.USD","LU1831875114.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665399557","title":"理想汽車(02015.HK)斥26.5億元人幣入股欣旺達動力 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16:25。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251210082253481_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251210082253481_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543160/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543160/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0171","02015","300207","BK0012","BK1587","BK1588","IDRV","BK0072","LU1720050803.USD","BK1539","BK1119","BK1575","LU1794554557.SGD","BK0108","BK0028","BK0155","BK0224","LI","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665396410","title":"蘿蔔快跑在港安全行駛里程逾27萬公里 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10:20","pubTimestamp":1788747600,"startTime":"0","endTime":"0","summary":"兆科眼科-B(06622.HK) 公布，公司的创新药卡巴胆碱酒石酸溴莫尼定滴眼液(YUVEZZI)于中国进行的第II期临床研究中已达到预先设定的主要研究终点。该疗法耐受性良好，且展现良好的安全性特征。公司计划与国家药品监督管理局药品审评中心进一步讨论，以推进第III期临床试验。(ha/da)(港股报价延迟最少十五分钟。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210624120700667_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210624120700667_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543118/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543118/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06622","BK1587","BK1191","BK1574","BK1583"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665395606","title":"嗶哩嗶哩－Ｗ(09626)出現大手賣出4.62萬股，成交價$123.8，涉資571.956萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2665395606","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665395606?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 10:20","pubTimestamp":1788747600,"startTime":"0","endTime":"0","summary":"[大手成交]哔哩哔哩－Ｗ(09626)在上午10:20出现大手卖出，成交量为4.62万，成交价为港币$123.8，涉资571.956万。至目前为止，股价升2.059%，今日最高价为$125.7，而最低价为$116.4，总成交量为3.214千万股，总成交金额港币$37.491亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609074004/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609074004/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE0034224299.USD","BK1104","BILI","LU2097828631.EUR","LU2097828557.USD","BK1095","09626","BK1615","BK1575","BK1608","SG9999001069.SGD","SG9999001051.SGD","LU2097828714.EUR","SG9999006597.SGD","SG9999003461.SGD","LU2097828474.EUR","BK1618","SG9999001093.SGD","BK1587","BK1588","LU2097828805.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665062393","title":"一個還沒進臨床的分子，憑什麼賣出12.95億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665062393","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665062393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 10:08","pubTimestamp":1788746914,"startTime":"0","endTime":"0","summary":"对一款尚未进入人体临床试验的资产而言，1.1亿美元的首付款属于明显偏高的定价。2023年，和黄医药将已在中国获批上市的呋喹替尼授权给武田制药：总额11.3亿美元，首付款4亿美元。那是\"成熟产品出海\"的典范，一个经过临床验证、获批上市的分子，换取全球市场权益。HMPL-A830尚未启动I期临床，和黄医药卖的是一个\"概念验证前\"的平台资产，而12.95亿美元的总交易额，已经超过了呋喹替尼的11.3亿美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788491648644278418","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":"lanjinger_stock","symbols":["BK1587","BK1588","NETL","BK4080","00013","BK4231","ADC","BK1191","KURE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393464","title":"群核(00068.HK)、百度(09888.HK)等54只股份獲調入港股通名單","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393464","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393464?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:45","pubTimestamp":1788745500,"startTime":"0","endTime":"0","summary":"沽空资料截至 2026-09-04 16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210312080451974_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210312080451974_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543103/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543103/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0588546209.SGD","LU0762541174.USD","LU1115378108.SGD","LU0630378429.USD","BK1147","LU0229945570.USD","LU0348735423.USD","LU0708995583.HKD","BK1575","LU0417516902.SGD","LU1023057109.AUD","BIDU","LU0051755006.USD","LU0348825331.USD","LU0823426480.USD","LU0149721374.USD","LU0856984785.SGD","LU0463099449.HKD","LU1831875114.USD","BK1587","09888","LU0052750758.USD","LU0640798160.USD","IE0034224299.USD","LU0762540952.USD","LU0417516738.SGD","BK1609","LU0197773673.USD","LU0762542818.HKD","SG9999014674.SGD","LU0039217434.USD","LU0164865239.USD","LU0197773160.USD","TCHI","LU0359201612.USD","BK1095","LU2778985437.USD","LU0359202008.SGD","LU0163747925.USD","BK1109","LU0043850808.USD","LU0315179316.USD","LU2476274308.USD","IE00B3M56506.USD","LU0244354667.USD","LU0307460666.USD","LU0831093199.SGD","00068","LU0821914370.USD","LU2039709279.SGD","HK0000306701.USD","LU0823426308.USD","LU0164880469.USD","LU0543330566.HKD","SG9999002463.SGD","LU0173614495.USD","LU0531971595.HKD","HK0000320264.USD","LU0819121731.USD","LU0456827905.SGD","SG9999002828.SGD","LU1048596156.SGD","HK0000306685.HKD","LU0228367735.SGD","BK1615","LU0326950275.SGD","LU0871576103.HKD","89888","LU0359201885.HKD","LU1328615791.USD","LU0072462343.USD","LU1481107354.HKD","LU0287142896.SGD","LU1206782309.USD","LU1188198961.HKD","BK1588","LU1048588211.SGD","LU0320764599.SGD","LU0630378692.HKD","HK0000320223.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393488","title":"《港股》恒指高開2點 百度漲1.8% 藍籌新貴華虹宏力升近2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393488","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393488?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:38","pubTimestamp":1788745080,"startTime":"0","endTime":"0","summary":"今早，恒生指数开报25,652点，微升2点或0.01%；恒生科技指数开报4,558点，跌11点或0.26%；国企指数开报8,548点，跌6点或0.08%。龙头科网股走势各异，百度获纳入港股通名单，开升1.82%；网易开跌2.17%；腾讯、小米-W及京东-SW跌不足1%；阿里巴巴-W微升0.18%。蓝筹新贵华虹宏力高开1.91%。建滔积层板升2.13%，公司再获建滔集团增持。(港股报价延迟最少十五分钟。沽空资料截至 2026-09-04 16:25。)相关内容《大行》大摩降美团目标价至110元  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09:31","pubTimestamp":1788744660,"startTime":"0","endTime":"0","summary":"9月7日，港股存储概念股盘初走强，$南方东英SK海力士每日杠杆最多2X产品(07709)$涨超12%，$南方两倍做多三星电子(07747)$涨近8%，$澜起科技(06809)$涨超4%，$兆易创新(03986)$涨超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAL","LU0823413660.USD","SKHX","BK4585","07709","LU0052750758.USD","SKDD","SKHU","SKHYV","LU0708995583.HKD","LU1152091168.USD","BK4141","LU1993786604.SGD","SKHN","LU1960683339.HKD","LU0359202008.SGD","LU0072913022.USD","LU0359201885.HKD","EDZ","LU1023057109.AUD","SKUU","06809","LU0823413587.USD","EEMO","RAM","SKHZ","SKHA","LU2039709279.SGD","LU1152091754.HKD","KCAI","LU1807302812.USD","LU1008478684.HKD","91210","LU0314109678.HKD","03194","LU1328277881.USD","LU0880133367.SGD","VXUS","RAMZ","LU0320764599.SGD","SKHL","BK4588","LU0501845795.SGD","HYNX","LU0067412154.USD","LU1813983027.USD","LU1956131251.USD","LU0359201612.USD","SK","LU0823397103.USD","BK1163","LU0823397285.USD","03986","SKHY","BK1587","07747"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665321393","title":"港股開盤偏軟 恒指輕微高開0.01% 網易（09999）跌2.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665321393","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665321393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:29","pubTimestamp":1788744554,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股开盘偏软，恒指高开0.01%，国企指数低开0.08%，恒生科技指数低开0.26%。万国黄金集团低开2.7%，公司宣布，公司以1.038亿美元认购摩根大通Mansart隔夜基金。复星医药高开2.78%，公司宣布，经董事会批准，拟自2026年8月27日起12个月内实施H股回购方案。内地股市上周五下跌，沪综指高开低走，收市下跌0.3%，沪深两市成交额则有所增加。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990801","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":null,"symbols":["513600","BK1104","07500","LU2097828631.EUR","07200","BK1615","HSTECH","SG9999006597.SGD","09626","LU2097828474.EUR","02833","BILI","BK1588","BK1575","LU2097828805.USD","BK1608","03419","SG9999001069.SGD","LU2097828557.USD","SG9999001051.SGD","02800","82800","07300","SG9999003461.SGD","IE0034224299.USD","83115","03115","MCHmain","BK1095","HHImain","SG9999001093.SGD","HSI","LU2097828714.EUR","09115","BK1587","BK1618","03037"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665980393","title":"《股市簡訊》中國嗶哩嗶哩港股低開2.7%後高走，擬發7億美元可轉債加碼AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2665980393","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665980393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:24","pubTimestamp":1788744248,"startTime":"0","endTime":"0","summary":"《股市简讯》中国哔哩哔哩港股低开2.7%后高走，拟发7亿美元可转债加码AI* 中国在线视频平台--哔哩哔哩港股9626.HK周一早盘低开2.7%，盘中一度挫4.1%，后转为上扬2.1%。在发售该票据的同时，哔哩哔哩还将同步股权配售及股份购回，在二级配售的Z类普通股中，包括腾讯通过子公司持有的约4亿美元现有股份。* 公司表示，发债所得款项将主要用于股份回购及AI相关投入。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260907:nL4S44Z02F:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1095","IE0034224299.USD","LU2097828714.EUR","LU2097828631.EUR","BK1608","09626","BK1587","SG9999006597.SGD","BILI","SG9999001093.SGD","LU2097828557.USD","BK1104","BK1588","SG9999001069.SGD","SG9999001051.SGD","BK1575","SG9999003461.SGD","LU2097828474.EUR","LU2097828805.USD","BK1618","BK1615"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665936613","title":"百度集團－Ｗ(09888)出現大手賣出35.94萬股，成交價$97.65，涉資3.51千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2665936613","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665936613?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:20","pubTimestamp":1788744000,"startTime":"0","endTime":"0","summary":"[大手成交]百度集团－Ｗ(09888)在上午09:20出现大手卖出，成交量为35.94万，成交价为港币$97.65，涉资3.51千万。至目前为止，股价升1.825%，今日最高价为$97.65，而最低价为$97.65，总成交量为74.7万股，总成交金额港币$7.227千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26090747/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26090747/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["SG9999002463.SGD","IE00B3M56506.USD","LU0871576103.HKD","LU0307460666.USD","LU2476274308.USD","LU0163747925.USD","LU0043850808.USD","BK1615","SG9999002828.SGD","LU0359201612.USD","LU0762540952.USD","HK0000306701.USD","IE0034224299.USD","89888","LU1115378108.SGD","LU1048596156.SGD","LU0359202008.SGD","LU1328615791.USD","LU0229945570.USD","LU0456827905.SGD","LU0417516902.SGD","BIDU","LU0164880469.USD","LU0197773160.USD","LU0228367735.SGD","LU0831093199.SGD","LU0287142896.SGD","HK0000320264.USD","LU2778985437.USD","LU0819121731.USD","LU1188198961.HKD","LU0630378429.USD","LU0039217434.USD","LU0348825331.USD","LU0531971595.HKD","HK0000306685.HKD","LU0856984785.SGD","LU0348735423.USD","LU0173614495.USD","BK1587","BK1588","LU0543330566.HKD","SG9999014674.SGD","LU0326950275.SGD","LU0149721374.USD","LU0315179316.USD","LU0072462343.USD","LU0417516738.SGD","HK0000320223.HKD","LU0164865239.USD","LU2039709279.SGD","LU0762542818.HKD","LU0359201885.HKD","LU0588546209.SGD","LU1206782309.USD","LU0463099449.HKD","BK1095","LU0821914370.USD","LU0823426480.USD","BK1609","LU0051755006.USD","LU1481107354.HKD","LU1048588211.SGD","TCHI","LU0762541174.USD","LU0197773673.USD","LU0640798160.USD","BK1575","LU0052750758.USD","LU0630378692.HKD","LU1023057109.AUD","LU0708995583.HKD","LU0320764599.SGD","LU0244354667.USD","09888","LU1831875114.USD","LU0823426308.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665981693","title":"亞馬遜擴大 AI 機櫃拉貨，世芯、緯穎、鴻海出貨強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2665981693","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665981693?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:45","pubTimestamp":1788741906,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，供应链传出，北美云端服务供应商龙头亚马逊旗下 AWS 近期扩大 AI 服务器机柜拉货，台积电、世芯-KY、纬颖、鸿海等协力厂出货动能强劲。亚马逊日前再次上修今年资本支出，从原估计 2,000 亿美元提升至 2,200 亿美元，主要用于 AI 基础建设，包括资料中心、服务器、网路设备等需求。亚马逊执行长贾西看好 AI 算力供不应求态势延续到 2027 年，甚至已看见 2028 年强劲需求。AWS 的 AI 业务与自研芯片规模已成长至 250 亿美元，维持三位数百分比成长。Annapurna Labs 客制化 ASIC 芯片大多交由台积电以 3 奈米先进制程生产。世芯是 AWS 自研 AI 芯片重要伙伴，看好本季单季营收与获利将创新高，第 4 季持续看增，3 奈米 AI 加速器需求优于先前评估，年底前可设计定案。AWS 的 ASIC AI 机柜由纬颖负责组装并供应交换机托盘，鸿海切入 CPU 托盘。鸿海轮值 CEO 蒋集恒表示，今年 ASIC 专案取得新进展，将 ASIC 服务器市占率目标设定在 40% 以上。 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