美股詳情

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芯片概念

2,482.59

+34.701.42%

漲家數：9

跌家數：2

平家數：- -

市盈率：- -

高：2,502.37

開：2,450.75

低：2,450.75

收：2,447.88

成交量：2.23億

成交額：687.70億

市值：9.78萬億

流通市值：9.67萬億

資料載入中...

Counterpoint：2026 年 Q2 聯發科和高通手機芯片出貨量均按年下降超 30%

英國計劃立法，要求蘋果、谷歌禁止兒童在手機上拍攝或查看裸照

蘋果與天貓合作範圍擴大，20餘家中國區授權店將與官旗同步開啓新機預購

花旗預測：摺疊iPhone售價超2000美元仍可賣出730萬台

港股異動 | 立訊精密(02475)升逾3% 蘋果將迎重磅發布會公司持續推進多領域產品佈局

AMD 稱 AI 機會 2030 年達 2 萬億美元，數據中心 2027 年預計達 700 億美元

三星電機、LG Innotek 推進英特爾 EMIB-T 基板供應

女子支付寶賬户被哈囉免密支付盜刷 6551 元，客服稱僅補償 200 元

「超薄」變「標準版」：消息稱蘋果iPhone Air 2將作為iPhone 18明年推出

媒體摘要-《紐約時報》商業新聞——9月9日

OpenAI表示正與三星合作開發新一代芯片，並深化合作

企業AI新範式：重構價值流，釋放AI規模化價值.

港股午評|恒生指數早盤無升跌光通信板塊跟外盤普漲

蘋果新款手機未發先炒，代搶費最高達千元

媒體摘要-英國商業 - 9月9日

蘋果首款摺疊屏iPhone Duo即將亮相新掌門人Ternus迎首次大考

市場消息：蘋果將在重磅發布會上推出售價 2000 美元的摺疊屏 iPhone iPhone Duo。

蘋果據悉將推出全新的「Readiness」應用

加拿大皇家銀行上調高通目標價至180美元

大行評級丨美銀：蘋果發布會料聚焦於摺疊機、產品定價及出貨節奏，維持「買入」評級

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稱 AI 機會 2030 年達 2 萬億美元，數據中心 2027 年預計達 700 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300648","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300648?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:37","pubTimestamp":1788935860,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 于 2026 年 9 月 8 日在花旗 2026 年全球 TMT 大会上表示，人工智能相关机会至 2030 年可达 2 万亿美元。公司预计数据中心业务将在 2027 年翻倍，销售额约达 700 亿美元，其中 AI GPU 贡献约 400 亿美元，其余来自服务器 CPU。服务器 CPU 市场至 2030 年规模上调至 2200 亿美元，此前估计为 600 亿美元。AMD 已获得 290 亿至 300 亿美元采购承诺，获得台积电所有客户中最大的产能分配增幅，但仍面临晶圆、HBM 内存、先进封装和基板供应紧张。MI450 将于 2026 年第三季度开始量产出货，第四季度进一步放量。第三季度毛利率指引为 56%，因 MI450 爬坡，2026 年第四季度及 2027 年毛利率预计略有下降。首席财务官 Jean Hu 表示，AI 的速度、规模和崛起前所未有。AMD 已宣布 Meta、OpenAI 和 Anthropic 三家主要锚定客户，均涉及多吉瓦部署及多代合作。Helios 正在机架级放量。已完成对 Taalas 的收购，并与 Cerebras 合作整合 Helios 系统与其晶圆级引擎技术。服务器 CPU 预计 2026 年下半年同比增长超过 80%，进入 2027 年增长超过 70%。企业服务器收入在 2026 年第二季度增长超过 70%。 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Innotek 推進英特爾 EMIB-T 基板供應","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300612","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300612?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:36","pubTimestamp":1788935806,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 ZDNet Korea 9 日报道，三星电机与 LG Innotek 正推进进入英特尔 EMIB-T 用封装基板供应链，相关产品开发与测试已在进行。EMIB 以小型硅桥连接芯片，英特尔此前主要用于自有芯片；改进版 EMIB-T 正扩大对外销售。谷歌计划于明年下半年推出的下一代 AI 加速器 TPU 将首次应用 EMIB-T。EMIB-T 在硅桥中插入用于电力传输的硅通孔。知情人士称，三星电机多年来已开发 EMIB 用基板样品，目前按 2.1D 封装基板概念推进 EMIB-T 供应。LG Innotek 近期向 SK 海力士送交 EMIB-T 用封装基板进行样品测试，双方正将 HBM 安装于基板上以评估产品特性。目前 EMIB-T 用封装基板由日本 Ibiden、新光电工、台湾欣兴电子及奥地利 AT&amp;S 供应。Ibiden 决定利用闲置工厂开工建设英特尔 EMIB-T 专用基板量产线，投资规模约 2 万亿韩元，并据悉已获得谷歌、亚马逊、英特尔等预付款。 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元，齐女士对此不予认可。","market":"us","thumbnail":"https://k.sinaimg.cn/n/spider20260909/563/w1440h723/20260909/35e1-ea3c1e258158b02d1e5de94355d8daae.jpg/w120h90l50t160e.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20260909/563/w1440h723/20260909/35e1-ea3c1e258158b02d1e5de94355d8daae.jpg/w120h90l50t160e.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2026-09-09/detail-inirfcpy3868237.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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12:57","pubTimestamp":1788929822,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数早盘无涨跌，报25316点；恒生科技指数跌0.58%。港股成交1073亿港元。　　隔夜美股光通信概念股因重磅商业合作逆势爆发。　　潍柴动力再涨超6%领涨蓝筹，公司成为恒指成份股，上半年数据中心柴发销量超去年全年。　　云英谷科技涨超6%，正式获纳入港股通，已实现高端AMOLED显示驱动芯片规模化出货。　　海底捞早盘跌9.49%，该股市前现2.59亿股成交，市场猜测或为大股东出售股份。","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":"http://sc.stock.cnfol.com/gushizhibo/20260909/32364491.shtml","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":"zhongjincaijing_highlight","symbols":["IE0003U64NQ7.SGD","BK1149","LU1244550494.USD","AMZN","BK4543","LU2326559502.SGD","LU0689472784.USD","LU2272731865.HKD","LU2361044865.SGD","LU0327786744.USD","LU2322448791.USD","SG9999003461.SGD","LU0170899867.USD","LU0149725797.USD","LU0254981946.USD","LU1917777945.USD","LU2473716301.USD","LU1127390331.HKD","SG9999011746.SGD","IE00B19Z9505.USD","IE00BMPRXQ63.HKD","LU1934455863.HKD","SG9999006597.SGD","LU0049112450.USD","IE00BZ08YT58.USD","LU2065169927.USD","USAW.SI","LU1880398471.USD","HK0000304797.USD","LU0082616367.USD","GLW","LU0175139822.USD","OGIG","LU1066051498.USD","BK4573","LU0130103400.USD","SG9999002232.USD","IE00B19Z3B42.SGD","LU1035775433.USD","LU2756315664.SGD","LU0256863811.USD","LU1804176565.USD","BK4527","513600","00626","LU0345769128.USD","LU0965509283.SGD","LU0198837287.USD","LU1267930490.SGD","LU0820561818.USD","LU0077335932.USD","LU0985320562.USD","BK4554","BK4575","LU0310799852.SGD","LU2237438978.USD","LU1037948541.HKD","LU1116320901.HKD","LU1868836591.USD","03310","LU0143551892.USD","LU1839511570.USD","LU1861559042.SGD","LU2065171311.SGD","LU2125154778.USD","LU1551013342.USD","LU1267930573.SGD","BK4548","LU0289941410.SGD","HK0000532082.HKD","IE0034224299.USD","LU0056508442.USD","LU0823411888.USD","LU1861127337.USD","LU0215105999.USD","LU0320765489.SGD","07500","LU0251131958.USD","LU2039709279.SGD","LU0251132253.USD","02800","IE00BJTD4V19.USD","IE00BYQQ9H92.USD","LU2764263039.SGD","LU2430703178.SGD","LU1815333072.USD","IE00BJJMRX11.SGD","IE00BJTD4N35.SGD","LU1235294995.USD","LU0640476718.USD","LU2552382132.HKD","LU1366192091.USD","LU2250418816.HKD","BK4122","03088","BK1604","LU2381873111.SGD","LU1674673428.USD","LU0149534421.HKD","IE00B5949003.HKD","LU2746668461.USD","AMZG","CLIX","LU1883839398.USD","IE0004091025.USD","LU0949170426.SGD","QCMU","LU0096364046.USD","LU0320765059.SGD","BK4550","02338","LU2764262908.HKD","LU0174119429.USD","LU0109392836.USD","AMZU","IE0000B7K699.USD","LU2265009873.SGD","LU1868837300.USD","LU1235295612.USD","IE00BVYPNP33.GBP","LU2237957902.USD","IE000YTNTUN2.SGD","SGXZ99366536.SGD","BK4535","LU0642271901.SGD","LU2322448957.HKD","LU1244550221.USD","LU0211327993.USD","LU1868836757.USD","LU2461242641.AUD","IE00B19Z8X17.USD","LU0784383803.USD","LU1316542783.SGD","LU1629891620.HKD","IE00B775SV38.USD","BK4512","IE00BN29S564.USD","LU1201861165.SGD","RTH","LU0029864427.USD","LU2106854487.HKD","IE00BFMHRM44.USD","LU2092937148.SGD","HK0000914686.HKD","LU0353189763.USD","IE00B19Z8W00.USD","LU2756315318.SGD","LU2023251221.USD","LU1145028129.USD","LU2543165471.USD","AMZO","IE0034235303.USD","06869","LU1691799644.USD","BK4598","601869","LU1267930730.SGD","QCML","LU0265550946.USD","LU0208291251.USD","LU1328277881.USD","LU2360106780.USD","LU0238689110.USD","IE00B7KXQ091.USD","LU0130102774.USD","LU1988902786.USD","LU2750360641.GBP","LU2452424414.USD","IE00BKVL7J92.USD","LU0214875030.USD","LU0466842654.USD","BK1235","LU0784384876.USD","LU1171460220.USD","LU1435385759.SGD","LU2168563687.JPY","SG9999001077.SGD","03067","BK4596","01191","IE00BZ1G4Q59.USD","LU1496350171.SGD","LU1935043536.SGD","IE00B7SZLL34.SGD","83115","AMZD","LU2168564222.USD","SG9999017495.SGD","LU0980610538.SGD","IE00BFSS7M15.SGD","SGXZ81514606.USD","LU0162691827.USD","LU1116320737.USD","LU0164880469.USD","SG9999001093.SGD","SG9999004303.SGD","03423","GLWG","SGXZ51526630.SGD","QCMD","LU0048584097.USD","LU0868494617.USD","LU2054465674.USD","IE000W1ABFV2.USD","LU0154236417.USD","SG9999014880.SGD","LU2168564149.EUR","LU2361044949.HKD","BK4559","BK1589","LU0788109477.HKD","LU0149721374.USD","LU0820561909.HKD","LU2637965513.SGD","LU2488822045.USD","IE00BZ08YR35.GBP","09115","BK1535","HSI","LU0345770308.USD","LU0823434583.USD","LU2552382058.USD","LU0784385840.USD","LU2237957811.SGD","LU0314104364.USD","IE00BQXX3D17.EUR","BK4141","03115","LU0109391861.USD","LU2954938101.SGD","SG9999015986.USD","LU1868837136.USD","BK4534","LU0107464264.USD","LU0572944931.SGD","LU0128525929.USD","SG9999018865.SGD","LU2357305700.SGD","LU0965509010.AUD","PCFBY","LU0724617625.USD","LU1823568750.SGD","LU1914381329.SGD","LU2236285917.USD","IE00BKPKM429.USD","LU0157215616.USD","LU1069344957.HKD","01138","BK4148","IE00BGHQDM52.EUR","LU0957791311.USD","LU1791710582.SGD","LU1979441026.SGD","07200",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