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...

總覽新聞資訊

科技、媒體與電信板塊要聞：市場動態綜述

iPhone摺疊機售價或超1.3萬元？客服回應

阿里配股800億港元、字節舉債2000億元，中國大廠打響AI軍備競賽

特努斯將開啓蘋果新品新周期摺疊屏iPhone來襲分析師預計iPhone將全面提價

美光台灣勞資糾紛持續發酵，對MU和HBM供應意味着什麼？

TradingKey中文

OpenAI最新模型有望提振CPU需求英特爾和AMD或將受益

蘋果開啓全新產品周期分析師：摺疊屏成衝高利潤抓手

約翰·特努斯在蘋果面臨的首項考驗：如何賣出一部售價2000美元的摺疊屏iPhone

环球市场播报

港股異動 | 藍思科技(06613)午後升逾4% 蘋果首款摺疊屏即將發布公司已向北美大客户摺疊機型供應UTG

高盛最新「逢低買入」名單：阿里巴巴在列，5只股票跌出了機會

補齊短板！英特爾Nova Lake 12Xe版支持DDR5：8000MT/s

美光股價預測：MU狂飆突破1,000美元大關，9月能否改寫歷史新高？

TradingKey中文

iPhone18Pro成本或上漲近40％

KeyBanc：預測iPhone 18 Pro將漲價150美元，維持蘋果「減持」評級

智譜上天貓「擺攤」，要把Token當話費賣

庫克CEO級薪酬暴露其卸任影響力，特努斯難走出其陰影？

凤凰网科技

港股早評：恒指微幅高開0.01%，科網股升跌各異，內銀股、保險股齊漲

台積電等擴產帶動半導體廠務工程五強在手訂單逾 8800 億元

財政部將發行特別國債支持8家中央金融企業補充資本；阿里巴巴成功入局低軌衞星星座獨角獸「千帆星座」；中東航線運費大幅跳漲一艙難求——《投資早參》

每日经济新闻

TradingKey 每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%

TradingKey中文

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15:57","pubTimestamp":1788767822,"startTime":"0","endTime":"0","summary":"作者：龚进辉最近，AI圈发生接连两件大事：阿里配售800亿港元新股、字节跳动获得近300亿美元贷款。这并非临时起意，此前阿里宣布“三年3800亿元”AI投入计划，截至今年Q2，AI基建已投入1900亿元。据悉，字节正考虑将2026年资本支出推至最高700亿美元，较2025年翻倍有余。但代价也显而易见，阿里AI资本开支回收期约3年，字节2025年净利润已下滑超70%。阿里用股权、字节用债务，不是企业缺钱活不下去，而是主动加杠杆赌AI下一代船票。","market":"sh","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/1788694449310757530","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":"lanjinger_stock","symbols":["LU1242518857.USD","BK4502","BK4558","LU0328353924.USD","LU1152091754.HKD","LU1152091168.USD","BK4585","LU1242518931.SGD","BK4565","BABX","IE00BFMHRM44.USD","LU0456842615.SGD","LU0251143458.SGD","LU0545039389.USD","BK4504","LU2148611432.USD","LU1051768304.USD","LU1046421795.USD","LU0661504455.SGD","LU0348816934.USD","LU0047713382.USD","LU0501845795.SGD","LU0880133367.SGD","BK4614","BABC","IE00B0JY6N72.USD","LU0348814723.USD","LU0651946864.USD","BK4531","BK4548","LU1688375341.USD","LU2226246903.HKD","LU1008478684.HKD","LU1048588211.SGD","ALBmain","BK4607","LU1515016050.SGD","LU1046422090.SGD","BBYY","LU0553294199.USD","BK4554","BK4588","BK4543","LU0821914370.USD","BK4587","IE00BF5LJ272.USD","LU0949170772.SGD","LU1769817179.HKD","BK4533","BK4534","LU1282648689.USD","BK4524","LU0918141887.USD","LU0738911758.USD","LU0979878070.USD","LU1051769294.HKD","BABW","KBAB","BABO","BK4581","LU0072913022.USD","BABA","LU1880383366.USD","LU1105468828.SGD","BABU","LU0072462343.USD","BK4579","LU0797268264.HKD","BK4575","BK4538","BK4535","LU0128525689.USD","BK4505","LU1048596156.SGD","LU1267930227.SGD","LU0067412154.USD","LU1769817096.USD","ONLN","DRAG","BK4220","LU1823568750.SGD","BK4122","BK4503","LU1003077747.HKD","09988","BK4527","LU0310800965.SGD","BK4526","LU0106959298.USD","CLIX","LU0052756011.USD","LU0918141705.HKD","LU0651947912.USD","LU1235294995.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665397258","title":"特努斯將開啓蘋果新品新周期 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18将会推迟至明年春季才发布。苹果随后上调了Mac与iPad的售价。和众多分析师观点一致，Vogt预计苹果本周会对整个iPhone产品线全面提价，这件事的关注度或许丝毫不亚于任何一款炫酷的新硬件。","market":"sh","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://usstock.jrj.com.cn/2026/09/07153058372185.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["LU1852331112.SGD","IE00BJJMRY28.SGD","LU2357305700.SGD","LU0726765562.USD","LU1814569148.SGD","LU0708994859.HKD","LU2506951875.HKD","BK4598","LU2063271972.USD","LU2065171311.SGD","LU0133085943.USD","LU0057025933.USD","LU0127658192.USD","LU1803068979.SGD","LU1868837300.USD","IE00BJTD4V19.USD","IE00BKVL7J92.USD","LU2286300806.USD","LU1400636574.HKD","CMAG","LU1066051811.HKD","SG9999015358.SGD","LU0053666078.USD","LU0238689110.USD","IE00BWXC8680.SGD","LU0466842654.USD","LU1674673428.USD","LU0203202063.USD","LU1815336760.USD","LU0097036916.USD","IE0004086264.USD","LU1267930573.SGD","LU1935042991.SGD","SGXZ31699556.SGD","BK4579","IE00BSNM7G36.USD","LU0345769631.USD","LU0234572021.USD","LU0256863811.USD","LU0417517546.SGD","LU0289961442.SGD","LU1935042488.USD","IE00B4JS1V06.HKD","IE00BN29S564.USD","BK4553","LU1116320737.USD","IE0000B7K699.USD","LU2087625088.SGD","LU0079474960.USD","LU0965509010.AUD","AAPE","LU1732799900.SGD","LU0310799852.SGD","LU1868836757.USD","IE00B775H168.HKD","IE000BZT7R73.USD","LU0124676726.USD","LU2452424414.USD","LU3102509885.SGD","IE000KEQY171.SGD","LU1280957306.USD","IE00B775SV38.USD","BK4566","LU1074936037.SGD","LU1868837136.USD","LU2462157665.USD","IE00B19Z8X17.USD","LU2461242641.AUD","LU0048584097.USD","BK4515","LU1732800096.USD","BK4533","LU2860962120.EUR","LU1934455194.USD","LU1674673691.USD","BK4573","LU2023250330.USD","LU2456880835.USD","LU2111349929.HKD","IE0009356076.USD","SG9999015341.SGD","LU1144417596.USD","LU1291159041.SGD","IE00B3S45H60.SGD","LU1914381329.SGD","SG9999015952.SGD","LU1582986359.USD","HK0000914686.HKD","LU2047632596.USD","LU1003077747.HKD","LU2360106780.USD","LU0345770308.USD","LU0689626769.HKD","LU2242650005.HKD","IE0009G5SDU7.USD","LU2242649171.HKD","LU1791710400.SGD","LU1244550221.USD","LU0208291251.USD","LU0198837287.USD","LU1119994496.HKD","IE00B4YYXB79.USD","LU2077746001.SGD","BK4554","LU1917777945.USD","IE000YTNTUN2.SGD","LU2552382058.USD","LU2108987350.USD","LU2506951958.HKD","LU2265009873.SGD","GB00BDT5M118.USD","LU2360032135.SGD","HK0000320223.HKD","LU1244550577.SGD","LU1366333091.USD","SG9999000418.SGD","LU1116320901.HKD","LU1548497426.USD","LU0251132253.USD","LU0354030438.USD","IE0004445239.USD","IE0034235303.USD","IE00B1XK9C88.USD","LU1989771016.USD","LU2213496289.HKD","LU1084165304.USD","LU1778281490.HKD","LU2750360997.AUD","LU0787776722.HKD","SG9999002232.USD","LU2168564065.EUR","LU1506573853.SGD","LU2458330169.SGD","LU1979441026.SGD","LU0143551892.USD","HK0000320264.USD","LU1496350502.SGD","IE00B19Z9505.USD","AAPD","LU0661504455.SGD","LU2092937148.SGD","LU2756315664.SGD","BK4512","VGT","LU2462591277.SGD","LU1935043536.SGD","LU1645745479.HKD","LU2592432038.USD","LU0943347566.SGD","LU1551013342.USD","LU0345768740.USD","LU2237438978.USD","IE00BN8TJ469.HKD","LU2471134952.CNY","LU0964807845.USD","BK4505","IE00BKDWB100.SGD","BK4534","LU0211328371.USD","LU1069344957.HKD","LU1571399168.USD","LU2250418816.HKD","LU1496350171.SGD","LU2087621335.USD","LU0949170426.SGD","TYLG","LU2602419157.SGD","IE00BLSP4239.USD","LU0162691827.USD","LU2168564495.EUR","LU1629891620.HKD","BK4527","LU2065169927.USD","LU0642271901.SGD","LU2065171402.SGD","LU0784383803.USD","LU0823421416.USD","LU1267930490.SGD","LU2237443622.USD","LU2430703178.SGD","LU2347655073.USD","LU2505996509.AUD","LU0109391861.USD","AAPW","METV","BK4588","LU0861579265.USD","LU0320765059.SGD","LU0072462426.USD","SG9999018857.SGD","LU2100268510.USD","LU2487616109.SGD","LU0823417653.USD","LU1202635105.USD","LU2430703095.HKD","LU1066051498.USD","LU2125154778.USD","LU0784384876.USD","LU2054465674.USD","LU0029864427.USD","SG9999014898.SGD","LU1316542783.SGD","LU0823434740.USD","LU2746668461.USD","LU0069063385.USD","LU0795875086.SGD","LU0950375773.USD","LU0096364046.USD","LU0353189680.USD","LU0784385170.HKD","LU0557290698.USD","LU0823417737.USD","LU0320765489.SGD","LU1235294995.USD","FTEC","TTXU","SG9999015945.SGD","LU2237443895.HKD","LU0267386448.USD","LU0210533765.USD","HK0000306701.USD","LU0476273544.USD","LU0070217475.USD","LU1989772923.USD","LU2999663052.SGD","LU1400636491.USD","LU2954938101.SGD","LU0316494557.USD","IE0005OL40V9.USD","LU1551013425.SGD","LU1935043023.USD","IE00B19Z8W00.USD","LU2361045086.USD","LU0157215616.USD","LU1935042215.USD","ROM","LU0472753341.HKD","SG9999014914.USD","LU2381873111.SGD","LU2543165471.USD","LU0345768153.USD","BK4170","BK4585","LU0149725797.USD","IE00BK4W5L77.USD","IE00B5949003.HKD","LU1582987597.SGD","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18的上市时间推迟至明年春季。这些销量在苹果每年约2.5亿部的全球iPhone出货量中占比很小，但规模已足以帮助苹果提高设备平均售价。","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://finance.sina.com.cn/stock/usstock/c/2026-09-07/doc-iniqyrkc0447941.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":"sina_us","symbols":["IE0003U64NQ7.SGD","LU1244550494.USD","LU1582987597.SGD","LU0689472784.USD","LU2361044865.SGD","BK4505","LU0170899867.USD","LU0149725797.USD","LU1582986359.USD","LU1206712785.SGD","LU1917777945.USD","LU1127390331.HKD","IE00B19Z9505.USD","SG9999014567.USD","IE00BMPRXQ63.HKD","LU1934455863.HKD","LU2286300806.USD","LU2065169927.USD","LU0289739343.SGD","LU0957808578.USD","LU0082616367.USD","LU2047632596.USD","CMAG","LU1066051498.USD","BK4573","SG9999002232.USD","LU1035775433.USD","LU2756315664.SGD","LU0256863811.USD","LU1804176565.USD","BK4527","LU0345769128.USD","LU0965509283.SGD","LU0198837287.USD","LU1267930490.SGD","LU0820561818.USD","LU0077335932.USD","LU0985320562.USD","BK4554","SG9999014542.SGD","BK4575","LU0310799852.SGD","LU2237438978.USD","LU1037948541.HKD","LU1116320901.HKD","LU1868836591.USD","LU0143551892.USD","LU1839511570.USD","IXN","LU2065171311.SGD","LU2125154778.USD","LU1551013342.USD","LU1267930573.SGD","HK0000532082.HKD","LU2458330169.SGD","LU0056508442.USD","LU0215105999.USD","LU0320765489.SGD","LU0251132253.USD","IE00BJTD4V19.USD","LU2506952097.USD","LU2430703178.SGD","LU1815333072.USD","LU2506951875.HKD","IE00BJJMRX11.SGD","IE00BJTD4N35.SGD","LU1582986433.USD","LU1235294995.USD","LU1202635105.USD","LU0640476718.USD","LU2458330243.SGD","LU2552382132.HKD","LU0057025933.USD","LU1366192091.USD","LU2250418816.HKD","LU1242518931.SGD","LU2381873111.SGD","LU1674673428.USD","LU0979878070.USD","IE00B5949003.HKD","IE00BDCRKT87.USD","LU2746668461.USD","LU0553294199.USD","LU2237443382.USD","IE0004091025.USD","LU0949170426.SGD","LU0096364046.USD","LU0320765059.SGD","BK4550","LU2097344431.USD","LU0174119429.USD","LU0109392836.USD","IE0000B7K699.USD","LU2265009873.SGD","IE00BLSP4239.USD","LU1868837300.USD","LU2237443978.SGD","LU0912757837.SGD","IE000YTNTUN2.SGD","LU0642271901.SGD","LU1244550221.USD","LU0211327993.USD","LU1868836757.USD","AAPX","LU1699723380.USD","LU2461242641.AUD","LU0784383803.USD","LU1316542783.SGD","IE00B19Z8X17.USD","LU1629891620.HKD","IE00B775SV38.USD","BK4512","IE00BN29S564.USD","HK0000306685.HKD","LU0029864427.USD","LU2106854487.HKD","VGT","BK4574","BK4170","LU2092937148.SGD","HK0000914686.HKD","LU0353189763.USD","IE00B19Z8W00.USD","LU1144417596.USD","LU2756315318.SGD","IE00BN8TJ469.HKD","LU2023251221.USD","LU1145028129.USD","LU2543165471.USD","LU1291159041.SGD","IE0034235303.USD","LU1400636491.USD","BK4598","LU1267930730.SGD","LU0265550946.USD","LU0208291251.USD","LU2360106780.USD","LU0238689110.USD","IE00B7KXQ091.USD","LU1988902786.USD","LU2750360641.GBP","LU2452424414.USD","LU1400636657.SGD","LU0444971666.USD","IE00BKVL7J92.USD","LU0466842654.USD","HK0000306701.USD","LU1571399168.USD","LU1645745479.HKD","LU0784384876.USD","LU2168563687.JPY","IE00BZ1G4Q59.USD","LU1496350171.SGD","LU1935043536.SGD","SG9999017495.SGD","LU2168564222.USD","IE00BFSS7M15.SGD","LU0162691827.USD","LU0511384066.AUD","LU1116320737.USD","LU0048584097.USD","LU0868494617.USD","LU2054465674.USD","IE000W1ABFV2.USD","LU0154236417.USD","SG9999014880.SGD","LU2168564149.EUR","LU2361044949.HKD","LU0069063385.USD","BK4559","LU0545039389.USD","LU0788109477.HKD","IE00BBT3K403.USD","VT","LU0820561909.HKD","LU2100268510.USD","LU2637965513.SGD","LU2237443895.HKD","LU0823417737.USD","LU0823434583.USD","LU0345770308.USD","LU2552382058.USD","LU2506952170.USD","LU0784385840.USD","METV","LU0314104364.USD","LU0661504455.SGD","LU2097344357.USD","LU1732799900.SGD","IE00BQXX3D17.EUR","LU0109391861.USD","LU2954938101.SGD","SG9999015986.USD","LU1868837136.USD","IE00BLSP4452.SGD","BK4534","LU0128525929.USD","LU0823417653.USD","IE00BYXW3230.USD","SG9999018865.SGD","LU2357305700.SGD","LU0965509010.AUD","ROM","LU0724617625.USD","LU1823568750.SGD","LU1914381329.SGD","LU2236285917.USD","LU0314106906.USD","LU0157215616.USD","LU1069344957.HKD","LU0957791311.USD","LU1791710582.SGD","LU1979441026.SGD","LU1989764664.SGD","LU1119994496.HKD","LU0124676726.USD","LU2471134879.HKD","SG9999014906.USD","LU2089284900.SGD","LU2237443465.HKD","SG9999014914.USD","IE000SO60NU8.SGD","LU0417517546.SGD","LU2746668974.SGD","IE00BDRTCR15.USD","HK0000320223.HKD","IE00B3S45H60.SGD","LU0726765562.USD","LU1868836914.USD","LU1852331112.SGD","LU0964807845.USD","LU2237443622.USD","SGXZ80539844.SGD","SG9999015952.SGD","LU2860962120.EUR","LU0942090050.USD","LU0070217475.USD","LU2168564495.EUR","LU0289961442.SGD","LU0310800379.SGD","LU2087625088.SGD","LU0528227936.USD","AAPU","LU0203201768.USD","LU1720051017.SGD","IE00BWXC8680.SGD","L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| 藍思科技(06613)午後升逾4% 蘋果首款摺疊屏即將發布 公司已向北美大客户摺疊機型供應UTG","url":"https://stock-news.laohu8.com/highlight/detail?id=2665739174","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665739174?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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8800 億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665986193","media":"TradingKey中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665986193?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:37","pubTimestamp":1788741469,"startTime":"0","endTime":"0","summary":"TradingKey - 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