美股詳情

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半導體精選

6,881.24

+55.150.81%

漲家數：15

跌家數：2

平家數：- -

市盈率：- -

高：6,944.45

開：6,838.96

低：6,838.96

收：6,826.09

成交量：3.40億

成交額：848.76億

市值：12.82萬億

流通市值：12.27萬億

資料載入中...

英特爾與阿斯麥推進高NA EUV量產，已處理超100萬片晶圓

阿斯麥贏得台積電和三星承諾，使用其新一代EUV光刻機。

阿斯麥與台積電推動高NA EUV光罩向12英寸升級，計劃2031年建立試產線

阿斯麥(ASML.US)：與台積電(TSM.US)共同宣佈啓動一項倡議，旨在引領行業向High-NA EUV的大尺寸光掩

阿斯麥控股公司:台積電與阿斯麥宣佈啓動合作倡議，率先推動行業向高數值孔徑極紫外光刻所用的大尺寸光掩模過渡.

英特爾代工服務與ASML達成合作，加速高數值孔徑極紫外光刻技術實現產業落地。

台積電：目標是在2031年前建成12英寸掩模中試生產線。

電腦又要漲價了？英特爾被曝計劃年內第三次調價，PC版CPU上調10%

老黃30億美元押注穆拉蒂！錢轉一圈最終購買英偉達的顯卡

蘋果罕見籤3-5年NAND長約、或不設價格上限，AI擠佔產能令存儲議價權易主

华尔街见闻

美光股價收復「1000美元」，市場關注9月底財報

华尔街见闻

Mac遭OpenAI掃貨，但蘋果與英偉達並非零和博弈

黃仁勳轉發 Ornn 數據，H100 租金一個月漲 22%

據彭博社報道，Anthropic放棄了對人工智能初創公司Decart的收購計劃

早報｜韓國券商警告三星、SK 海力士內存庫存不足 10 天；華爾街日報：前美國總統拜登之子擬推出 Meme 幣 LAPTOP

英偉達支持的Firmus與OpenAI簽署協議，獲取馬來西亞數據中心算力

有報道稱，英偉達(NVDA.US)H100訓練芯片租賃價格本月上漲了22%，達到每小時3.28美元。對此，英偉達CEO黃

高盛大幅上調光模塊市場預測，2028年規模或達1485億美元；英特爾CPU據稱10月將再漲10%

英特爾CPU傳再漲價10% 高通、聯發科趁隙搶攻IPC、IoT空缺

英偉達CEO黃仁勳位列英國國王主持的人工智能行業會議嘉賓名單。

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11:48","pubTimestamp":1788839296,"startTime":"0","endTime":"0","summary":"美光科技股价时隔三周重返千元关口，过去12个月累计涨幅近700%。韩国同业SK海力士、三星电子周一分别大涨8.3%和5.7%，存储芯片板块情绪全面回暖。市场目光已锁定9月30日财报——预计每股收益近十倍跳升至30.89美元，营收料从113亿美元跃至504亿美元，增逾三倍。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781287","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0719512351.SGD","LU0274383776.USD","MUD","LU2360107168.USD","LU2290526834.HKD","WUGI","SGXZ51526630.SGD","LU2471134523.USD","IE00BJLML261.HKD","MU","LU0061475181.USD","LU1366333091.USD","LU1868836591.USD","LU1778281490.HKD","BK4553","LU0640476718.USD","IE00B19Z3581.USD","LU0353189680.USD","LU0964807845.USD","LU1803068979.SGD","SMH","LU0417517546.SGD","LU1720051108.HKD","IE00B7SZLL34.SGD","IE0002270589.USD","LU2543165471.USD","DISK","JGRO","LU0320765059.SGD","WLDR","LU0820561818.USD","LU0157215616.USD","XLK","TRFK","FTEC","IE00BK4W5M84.HKD","IE00B19Z3B42.SGD","LU2102340556.USD","LU2089985449.USD","LU0256863811.USD","SOXQ","LU2168564222.USD","LU2458330169.SGD","LU0943347566.SGD","LU0056508442.USD","LU1267930813.SGD","LU1267930730.SGD","SHOC","BK4605","CHPX","LU2357627491.SGD","PTF","SG9999001424.SGD","IE0034235303.USD","LU2286300806.USD","LU2750360997.AUD","LU0109392836.USD","LU2458330243.SGD","TTXU","LU0787776722.HKD","BK4585","LU2054465674.USD","LU2896262040.SGD","SOXX","EMSF","HBMX","AIS","LU0889566641.SGD","MULL","LU0082616367.USD","BK4579","LU1861220033.SGD","LU1989764748.USD","LU0154236417.USD","LU0889565833.HKD","MUZ","LEGR","LU1868837300.USD","USXF","SGXZ99366536.SGD","LU1914381329.SGD","LU2756315664.SGD","LU1868836757.USD","LU1629891620.HKD","SGXZ81514606.USD","CHAT","BK4141","BOBP","IE00BKDWB100.SGD","LU2023250330.USD","CGGO","BK4533","LU0109391861.USD","LU0672654240.SGD","LU2087625088.SGD","LU1674673428.USD","IE00BK4W5L77.USD","LU2168564065.EUR","LU0689472784.USD","PSI","IE0009356076.USD","IE00B5949003.HKD","LU0127658192.USD","BAI","VGT","LU2168563687.JPY","LU2048586759.USD","EGGY","FXL","LU0820562030.AUD","BK4512","LU1674673691.USD","LU2471134952.CNY","LU0096364046.USD","AIQ","FDTX","LU1323610961.USD","LU2403377893.USD","IE00BWXC8680.SGD","LU2756315318.SGD","IXN","LU2471134879.HKD","RULE","GB00BDT5M118.USD","BK4543","LU0210536198.USD","LU1551013342.USD","LU1145028129.USD","LU2211815571.USD","LU0203345920.USD","LU0792757196.USD","EFIV","BK4532","BK4554","BK4566","LU0683600562.USD","LU0353189763.USD","IE000M9KFDE8.USD","LU0238689110.USD","LU1989764664.SGD","LU0323591593.USD","LU2360106780.USD","IETC","MUG","FAI","BK4527","LU2168564149.EUR","LU1720051017.SGD","LU1861215975.USD","LU2750360641.GBP","BK4588","LU1548497426.USD","IE00B1XK9C88.USD","LU1868836914.USD","FTXL","LU0642271901.SGD","LU2357305700.SGD","LU2250418816.HKD","LU0133085943.USD","CHPS","LU0708995401.HKD","LU0203347892.USD","MUU","AIFD","LU2168564495.EUR","LU0256863902.USD","DRMY","LU0820561909.HKD","LU2931357623.SGD","MIC","ARTY","LU1868837136.USD","LU0081259029.USD","LU0234570918.USD","LU1280957306.USD","BK4575","XNTK","IE00BSNM7G36.USD","MUYY","LU1551013425.SGD","LU1316542783.SGD","LU1852331112.SGD","LU2471134796.USD","LU0859254822.USD","LU2213496289.HKD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2665496341","title":"Mac遭OpenAI掃貨，但蘋果與英偉達並非零和博弈","url":"https://stock-news.laohu8.com/highlight/detail?id=2665496341","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665496341?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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AI智能体动手实操的新阶段。","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/1788523292585891785","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":["IE00BJTD4V19.USD","LU2505996681.GBP","IE00B3SWFQ91.USD","LU1074936037.SGD","07788","LU1261432733.SGD","LU2592432038.USD","LU3102509885.SGD","LU0719512351.SGD","LU1119994496.HKD","LU0106261372.USD","LU0708995401.HKD","LU2471134796.USD","NVDB","LU0256863902.USD","LU1003077747.HKD","LU2461242641.AUD","LU1720051108.HKD","IE00B1XK9C88.USD","LU2347655156.SGD","LU2023250330.USD","LU0345769128.USD","IE0004445015.USD","LU0868494617.USD","LU0689472784.USD","IE0009G5SDU7.USD","SPTE","LU1861215975.USD","BK4579","LU2458330169.SGD","LU1923622291.USD","IE00BJLML261.HKD","LU1804176565.USD","LU0553294199.USD","LU0795875086.SGD","IE0034235295.USD","LU2054465674.USD","USD","LU1803068979.SGD","LU0310799852.SGD","LU1934455863.HKD","LU1989771016.USD","LU0511384066.AUD","BK4567","IE00BN8TJ469.HKD","LU0784383803.USD","LU1814569148.SGD","LU2433249047.HKD","LU1934455277.USD","LU2456880835.USD","IE000Q6AESB8.SGD","BK4608","LU0642271901.SGD","LU2506951792.HKD","IE0034235303.USD","NULC","LU1116320737.USD","LU1623119135.USD","LU1323610961.USD","LU0234570918.USD","FDTX","LU0823417653.USD","LU1244550494.USD","IE00BD6J9T35.USD","LU1244550577.SGD","LU2092937148.SGD","LU0069063385.USD","LU1645745479.HKD","SGXZ31699556.SGD","IE000ITXATA3.USD","LU0314106906.USD","LU0323591593.USD","LU1551013425.SGD","LU0175139822.USD","IXN","LU1066051225.USD","LU2063271972.USD","LU0786609619.USD","CHAT","LU2860962120.EUR","LU0320765489.SGD","LU2272731865.HKD","IOSX","BK4529","LU0345770308.USD","IE000BZT7R73.USD","LU1989772840.SGD","LU2236285917.USD","BK4507","LU0094547139.USD","LU1718418525.SGD","LU1202635105.USD","LU0348723411.USD","LU2111349929.HKD","AIFD","LU2065171311.SGD","LU2430703095.HKD","SG9999014567.USD","IE00BBT3K403.USD","LU0070302665.USD","LU1974910355.USD","LU0310800379.SGD","IETC","LU0795875169.SGD","LU2999663052.SGD","IE00B19Z8X17.USD","LU0210533765.USD","LU1868836757.USD","LU2896262040.SGD","LU2065169927.USD","IE00B3S45H60.SGD","ILDR","LU2092627202.USD","HK0000320264.USD","LU2452424414.USD","SG9999014914.USD","LU0476273544.USD","LU0238689110.USD","LU0528227936.USD","LU0274383776.USD","LU2148611432.USD","LU2552382058.USD","BK4576","IE000W1ABFV2.USD","LU1674673691.USD","LU1935043536.SGD","LU1242518931.SGD","IE00BMPRXN33.USD","LU0157215616.USD","LU0081259029.USD","LU0072462426.USD","LU1066051811.HKD","LU1691799644.USD","TTEQ","APLY","LU1046421795.USD","SG9999002224.SGD","LU1066053197.SGD","SG9999014898.SGD","HK0000914660.USD","LU0943347566.SGD","BK4503","LU0823421333.USD","LU1732799900.SGD","NVDS.UK","AIPI","AAPE","LU0289961442.SGD","LU0823414478.USD","LU2272731600.USD","LU1366192091.USD","SG9999018857.SGD","GB00BDT5M118.USD","LU1153585028.USD","LU1839511570.USD","IE00BLSP4239.USD","LU0265550946.USD","LU2271345857.HKD","LU0964807845.USD","MACW.SI","LU0784384876.USD","LU1400636657.SGD","LU1069347547.HKD","LU1989764748.USD","TEK","IE00BK4W5L77.USD","LU0053666078.USD","LU0472753341.HKD","SMHX","BK4501","LU1935043452.HKD","IE00B775SV38.USD","LU1791710400.SGD","LU2954938101.SGD","IE00BKPKM429.USD","AAPL","LU2462157665.USD","LU0323239441.USD","LU1366333091.USD","LU1983260115.SGD","SG9999014906.USD","LU0466842654.USD","LU2213496289.HKD","LU2487616109.SGD","LU0444971666.USD","BK4612","LU1923622614.USD","LU2471134952.CNY","USXF","LU2100268510.USD","LU0109391861.USD","LU0417517546.SGD","LU0950375773.USD","BK4571","LU0342679015.USD","LU2506951875.HKD","LU1989772923.USD","BK4533","IE00BDRTCR15.USD","LU1712237335.SGD","NVD2.UK","LU0128525929.USD","LU0949170426.SGD","LU1267930573.SGD","LU1435385759.SGD","LU0070217475.USD","THMR","LU2430703251.USD","LU0149725797.USD","IE00BDCRKT87.USD","LU2168564222.USD","NVDA","LU2381873111.SGD","IE00BYXW3230.USD","LU1935042991.SGD","SHOC","IE00B1BXHZ80.USD","LU0316494557.USD","LU2265009873.SGD","LU2360107168.USD","LU2089284900.SGD","LU0072461881.USD","SG9999014880.SGD","LU0965509101.SGD","LU0820562030.AUD","HK0000304797.USD","IE00B7KXQ091.USD","LU0203201768.USD","LU1127390331.HKD","IE00BJJMRX11.SGD","SG9999014559.SGD","LU2237438978.USD","BK4574","LU1720051017.SGD","LU2106854487.HKD","LU0323240290.USD","LU2326559502.SGD","IE00BZ1G4Q59.USD","BK4598","LU1914381329.SGD","LU0097036916.USD","09388","LU0738911758.USD","LU0210528500.USD","CNEQ","LU0056508442.USD","LU1506573853.SGD","LU0661504455.SGD","LU0823414551.USD","LU0788109477.HKD","HK0000306685.HKD","LU0289739343.SGD","LU0456855351.SGD","LU0820561909.HKD","ABFL","LU1642822529.SGD","IE00B5TLWC47.USD","LU0557290698.USD","LU2211815571.USD","SG9999014542.SGD","LU0354030438.USD","LU2417539215.USD","LU1235294995.USD","METV"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Ornn 數據，H100 租金一個月漲 22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665341150","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665341150?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 11:23","pubTimestamp":1788837822,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，英伟达 CEO 黄仁勋转发算力市场 Ornn 的数据。Ornn 称，H100 已是推出多年的训练 GPU，但过去一个月租金上涨 22%，最新达到每块每小时 3.28 美元。黄仁勋借此强调，英伟达算力可以持续出租赚钱，是一种能产生收入的资产。Ornn 的 H100 指数根据实际租赁成交价格计算。其 9 月 7 日的日结算价为每小时 3.17 美元，随后展示的最新价格进一步升至 3.28 美元。英伟达在最新财报会上称，GPU 可以在不同客户和工作负载之间重新部署。 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AI和Anthropic在非工作时间未立即回应置评请求。","market":"hk","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:20260908:nL4S450054:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061474960.USD","LU2083900584.USD","LU1814569148.SGD","LU1267930730.SGD","HK0000304797.USD","IE00BZ199S13.USD","BK4503","IE00B1BXHZ80.USD","LU2360106780.USD","LU1815333072.USD","SG9999014575.USD","LU2125909759.SGD","LU2381873111.SGD","LU2168564149.EUR","LU2211815571.USD","LU2272731865.HKD","LU0353189680.USD","LU1267930490.SGD","LU1323610961.USD","LU0345769128.USD","LU1803068979.SGD","LU1988902786.USD","LU2047632596.USD","LU2430703251.USD","LU2602419157.SGD","LU0234570918.USD","LU1633808545.USD","LU1804176565.USD","LU2552382215.SGD","LU2168563687.JPY","LU2461242641.AUD","LU2108987350.USD","IE0001KFT4U8.USD","IE00B3S45H60.SGD","LU0345770993.USD","LU0494093205.USD","LU1935043452.HKD","IE00BMPRXQ63.HKD","LU2750360997.AUD","LU0689626769.HKD","LU0823421333.USD","LU1923622614.USD","LU1868837300.USD","NVIW.SI","LU0057025933.USD","LU0347712357.USD","AIPI","LU1035773651.USD","LU0097036916.USD","LU2430703095.HKD","NVDY","BK4592","HK0000532082.HKD","NVDO","07788","LU1674673691.USD","SHOC","BK4605","ANV","IE00B19Z9505.USD","ILDR","BK4550","LU1145028129.USD","LU1861220033.SGD","LU0256863902.USD","LU2168564495.EUR","LU0174119429.USD","LU2491050154.USD","LU0070217475.USD","IE0004445239.USD","LU0965509283.SGD","LU2471134796.USD","LU0823414478.USD","LU1435385759.SGD","LU1979441026.SGD","IE0004091025.USD","LU2462591277.SGD","LU2505996681.GBP","LU0080751232.USD","LU0310800379.SGD","LU0726765562.USD","LU1244550494.USD","LU2896262040.SGD","LU0985320562.USD","LU2637965513.SGD","LU2403377893.USD","LU0072462426.USD","IE00B3M56506.USD","NVDD","LU2148611432.USD","LU0225283273.USD","LU1119994496.HKD","BK4614","LU1712237335.SGD","LU2087625088.SGD","SGXZ31699556.SGD","LU0210536198.USD","NVDS.UK","BK4588","LU1992135399.USD","LU2290526834.HKD","SOXY","LU1989764748.USD","IE00B775SV38.USD","LU0157215616.USD","IE00BDRTCR15.USD","IE00BYXW3230.USD","LU1992135472.HKD","LU2237443465.HKD","LU2322448791.USD","LU1791710400.SGD","NVII","3NVD.UK","LU2237957811.SGD","SG9999014898.SGD","07388","LU0708995401.HKD","LU1116320901.HKD","BK4534","LU2506951792.HKD","EFIV","LU2092937148.SGD","LU0444971666.USD","LU2294711713.HKD","SGXZ81514606.USD","LU0310799852.SGD","LU2092627202.USD","LU1721428933.USD","BK4543","WISE","CLSE","LU0069063385.USD","LU2125909593.SGD","NULC","NVDW","LU0138981039.USD","LU0316494557.USD","LU0320765059.SGD","LU1232071149.USD","NVDX","CHAT","LU0788109477.HKD","LU1720051017.SGD","TEK","LU2357305700.SGD","USD","LU0511384066.AUD","IE00BJTD4N35.SGD","LU0187121727.USD","LU0823434583.USD","LU2111349929.HKD","SG9999015358.SGD","LU0345769631.USD","SG9999014559.SGD","LU2360107168.USD","LU2394011477.USD","LU1861215975.USD","LU0096362180.USD","LU0158827781.USD","SG9999014880.SGD","LU2271345857.HKD","LU0128525929.USD","IETC","IE00B4YYXB79.USD","LU1144417596.USD","LU2106854487.HKD","IE000Q6AESB8.SGD","LU0342679015.USD","BK4587","THMR","VT","LU0390134368.USD","IE0004445015.USD","IE00B19Z8W00.USD","NVDQ","LU0345768740.USD","BK4554","LU2756315318.SGD","LU2999663052.SGD","LU0979878070.USD","LU1951200564.SGD","LU2264538146.SGD","SPTE","IE00B3SWFQ91.USD","LU2244417387.USD","LU0348723411.USD","SG9999014542.SGD","SG9999018857.SGD","LU1242518931.SGD","LU0528227936.USD","LU0724617625.USD","BK4579","LU1261432733.SGD","LU0957808578.USD","LU0889565833.HKD","LU0957791311.USD","LU2191332357.HKD","SG9999017495.SGD","LU1923622291.USD","LU0082616367.USD","LU0251132253.USD","LU2125909247.SGD","LU2168564065.EUR","LU0124676726.USD","GB00BDT5M118.USD","LU0077335932.USD","HK0000914686.HKD","LU2452424414.USD","SG9999015341.SGD","LU0642271901.SGD","SG9999015978.USD","LU2456880835.USD","IE00BQXX3D17.EUR","LU1400636491.USD","LU0289739343.SGD","LU0708994859.HKD","LU2931357623.SGD","LU0006306889.USD","LU1935042488.USD","SG9999001424.SGD","VGT","GAMR","LU0175139822.USD","LU0557290698.USD","IE00BKDWB100.SGD","LU0107464264.USD","LU2326559502.SGD","LU0882574139.USD","CHPX","LU2237438978.USD","IE00BFSS8Q28.SGD","LU0823414551.USD","LU0289961442.SGD","LU2413666699.HKD","BK4527","LU0795875169.SGD","LU0265550359.USD","ESUM","LU2505996509.AUD","LU2237443382.USD","BK4533","SNVD.UK","IE00BQXX3C00.GBP","LU2417539215.USD","LU2249611893.SGD","LU1670756490.USD","LU2322448957.HKD","LU0965509101.SGD","LU1989772923.USD","LU1242518857.USD","LU2860962120.EUR","LU1951198990.SGD","LU1400636657.SGD","IE00BJJMRY28.SGD","LU2023250504.SGD","LU1852331112.SGD","LU0029864427.USD","LU0354030511.USD","LU2413666426.HKD","LU1037948897.HKD","LU2028103732.USD","LU2592432038.USD","LU149635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