美股詳情

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高盛持倉

2,328.63

+7.960.34%

漲家數：63

跌家數：33

平家數：1

市盈率：- -

高：2,333.52

開：2,320.89

低：2,320.89

收：2,320.68

成交量：4.03億

成交額：886.78億

市值：51.64萬億

流通市值：48.31萬億

資料載入中...

總覽新聞資訊

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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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